Baker Hughes Company (BKR) vs NOV Inc. (NOV)

Baker Hughes Company and NOV Inc. are both Oil & Gas Equipment & Services companies. Baker Hughes Company is the larger, with a market value of $56.7B against $7.1B — 8.0× the size. Baker Hughes Company trades at the lower P/E: 18.4× against 76.4×. Baker Hughes Company grew revenue faster over the last twelve months: 0.42% against −1.72%. Baker Hughes Company has the higher net margin (11.2% vs 1.10%) and the higher return on invested capital (12.2% vs 4.03%). Both pay a dividend; Baker Hughes Company yields more (2.83% vs 1.18%). Across the 22 metrics below, Baker Hughes Company leads on 12 and NOV Inc. on 10.

Valuation

Metric BKR NOV Oil & Gas Equipment & Services median
P/E 18.42 76.38 24.78
P/S 2.07 0.83 1.28
P/B 2.86 1.14 1.85
Price to free cash flow 17.08 11.84 15.03
EV/EBITDA 10.88 8.79 8.93
EV/Sales 2.09 0.89 1.40
Earnings yield 5.43% 1.31% 3.12%
Free cash flow yield 5.86% 8.44% 5.01%

Profitability

Metric BKR NOV Oil & Gas Equipment & Services median
Gross margin 23.57% 20.53% 23.27%
Operating margin 14.52% 5.08% 9.34%
Net margin 11.17% 1.10% 4.69%
Free cash flow margin 12.12% 6.97% 5.05%
Return on equity 16.32% 1.48% 4.92%
Return on assets 6.78% 0.84% 2.37%
Return on invested capital 12.21% 4.03% 4.32%

Growth

Metric BKR NOV Oil & Gas Equipment & Services median
Revenue growth (TTM) 0.42% (1.72%) 6.08%
EPS growth (last fiscal year) (12.75%) (75.63%) —
Revenue growth, 5-year CAGR 6.02% 7.50% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BKR NOV Oil & Gas Equipment & Services median
Debt to equity 0.81 0.27 0.46
Current ratio 2.09 2.42 2.11
Net debt to EBITDA 0.52 0.18 0.76

Dividend

Metric BKR NOV Oil & Gas Equipment & Services median
Dividend yield 2.83% 1.18% 2.12%
Payout ratio 0.65 0.19 0.00

Size

Metric BKR NOV Oil & Gas Equipment & Services median
Market cap 56.69b 7.09b 1.81b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack