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Baker Hughes Company (B1KR34) Fair Value & Analysis

Energy · BR · Market cap R$286B

BH Baker Hughes Company B1KR34 · SA
PriceR$288.26
Fair ValueR$33.55
Upside-88.4%
Quality61/100
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Evidence: High Range R$23.44 – R$41.93 📤 Share as image

Fair value as of: Jul 18, 2026

From 25 valuation models · updated yesterday

Share price −14.5% over the past month.

Price vs Fair Value (12 months)

R$347.59 R$211.85 Fair Value R$33.55 Jul 2025 Jul 2026

12‑month range R$211.85 – R$347.59 · fair‑value band R$23.44 – R$41.93 · the R$288.26 price screens above the R$33.55 fair value. As of Jul 18, 2026.

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Analysis

Baker Hughes Company (B1KR34) currently trades at R$288.26, while our model-based Fair Value estimate is R$33.55, implying the stock looks roughly 88.4% overvalued today. We read business quality at 61/100 (solid quality), in the Energy sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Baker Hughes Company generated revenue of R$27.9B at a net margin of 11.2%. Revenue grew 2.5% year over year. It earns a return on equity of 17.2%. Net debt stands at R$2.4B. Fundamentals as of Jul 18, 2026

Our scenario range runs from R$23.44 (bear case) to R$41.93 (bull case); at R$288.26, the current price sits above that range. The share trades about 17% below its 52-week high and 41% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at -30% fair-value upside, at -88%, B1KR34 screens richer than that median.

Key figures & financial health

Revenue (TTM) R$27.9B
Revenue growth (YoY) +2.5%
Net margin 11.2%
Return on equity 17.2%
Free cash flow R$2.5B FY2025
P/E ratio 20.9
More key figures
Operating margin 12.3%
EPS (TTM) R$15.85
Dividend yield 0.3%
EPS growth (YoY) +133%
Net debt R$2.4B FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 18, 2026. TTM = trailing twelve months.

About the company

Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain. Its Oilfield Services & Equipment segment designs and manufactures exploration, appraisal, development, production, rejuvenation, and decommissioning products and related services for onshore and offshore oilfield operations. This segment also provides drilling services, drill bits, and drilling and completions fluids; completions, intervention, measurements, pressure pumping, and wireline services; artificial lift systems, and oilfield and industrial chemicals; subsea projects and services, flexible pipe systems, and surface pressure control systems; and integrated well services and solutions. It serves oil and natural gas companies; the United States and international independent oil and natural gas companies; national or state-owned oil companies; engineering, procurement, and construction contractors; geothermal companies; and other oilfield service companies. The …

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Baker Hughes Company reported revenue of R$27.7B in FY2025 versus R$21.2B in FY2022, a compound +9.4%/yr. Reported net income was R$2.6B in FY2025.

Revenue +9.4%/yr
FY22 R$21.2B
FY23 R$25.5B
FY24 R$27.8B
FY25 R$27.7B
Net income
FY22 −R$601M
FY23 R$1.9B
FY24 R$3.0B
FY25 R$2.6B

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Cite: Fair Value Calculator (2026). "Baker Hughes Company Fair Value". https://www.fairvalue-calculator.com/stock/B1KR34

Similar stocks

10 more Oil & Gas Equipment & Services stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

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Subsea 7 S.A ACGYF $38.19 $26.61 -30%
China Oilfield Services Limited 601808 ¥11.92 ¥21.02 +76%
Gaztransport & Technigaz SA GZPZY $46.58 $48.53 +4%
Technip Energies N.V THNPY $40.19 $38.78 -4%

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Frequently asked questions

Is Baker Hughes Company (B1KR34) undervalued?
As of Jul 18, 2026, our model estimates a fair value of R$33.55 versus a price of R$288.26, about −88% (overvalued). Model-based estimate, not financial advice.
What is the fair value of B1KR34?
Our model-based fair value for Baker Hughes Company is R$33.55 (as of Jul 18, 2026), built from audited fundamentals. The current price is R$288.26.
What is the quality score of B1KR34?
Baker Hughes Company has a Quality Score of 61/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Baker Hughes Company (B1KR34)?
Baker Hughes Company reported trailing-twelve-month revenue of about R$27.9B (latest available figure, as of Jul 18, 2026).
What is the net profit margin of B1KR34?
The net profit margin of Baker Hughes Company is about 11.2%, meaning it keeps roughly 11.2% of revenue as net income. Based on the latest reported figures.
Does Baker Hughes Company pay a dividend?
Baker Hughes Company currently shows a dividend yield of about 0.28% relative to its recent price (as of Jul 18, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.