BKR Baker Hughes
Intrinsic value$55.25
Price (at call)$63.64
Margin of safety
-13.2%
vs market (rating basis)
+63.9%
Model unavailable; showing baseline valuation.
⚠ LLM error: unbalanced JSON in response: '{\n "story": "Baker Hughes pairs a cyclical oilfield services segment with an Industrial & Energy Technology arm whose LNG turbomachinery and gas-power backlog — now stretching into data-center coolin'; using baseline
The story
Value drivers
| Revenue growth (Y1) | 9.4% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 13.6% |
| Years to target margin | 5 |
| Sales-to-capital | 1.11 |
| Beta | 0.96 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 8.8% |
| Terminal WACC | 8.9% |
Valuation bridge
| PV of explicit FCFF | 17.94B |
| PV of terminal value | 39.45B |
| Equity value | 54.85B |
| ÷ shares → per share | $55.25 |
News
neutral -0.10 · 8 articles
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- Baker Hughes (BKR) Secures Order For 76 Gas Turbines
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- Basin rig count steady as prices drop
- U.S. Oil Rig Count Falls by 5 as Gas Rigs Rise
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 30.34B | 9.4% | 13.6% | 3.78B | 2.35B | 1.42B | 1.31B |
| 2 | 33.01B | 8.8% | 13.6% | 4.11B | 2.40B | 1.71B | 1.45B |
| 3 | 35.69B | 8.1% | 13.6% | 4.44B | 2.41B | 2.03B | 1.58B |
| 4 | 38.35B | 7.5% | 13.6% | 4.77B | 2.39B | 2.38B | 1.70B |
| 5 | 40.96B | 6.8% | 13.6% | 5.10B | 2.34B | 2.75B | 1.81B |
| 6 | 43.48B | 6.1% | 13.6% | 5.41B | 2.26B | 3.15B | 1.90B |
| 7 | 45.86B | 5.5% | 13.6% | 5.71B | 2.14B | 3.57B | 1.98B |
| 8 | 48.07B | 4.8% | 13.6% | 5.98B | 1.99B | 4.00B | 2.04B |
| 9 | 50.07B | 4.2% | 13.6% | 6.23B | 1.80B | 4.44B | 2.08B |
| 10 | 51.82B | 3.5% | 13.6% | 6.45B | 1.58B | 4.88B | 2.10B |