Baker Hughes (BKR)
NASDAQEnergyOil & Gas Equipment & ServicesSnapshot 2026-09-04
$63.50-0.22%
Close 2026-09-04 · 1-day change
NASDAQEnergyOil & Gas Equipment & ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · BKR
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $64 BKR trades at 24× p/e, below its 31× p/e peer median. Our $84 fair value sits well above the price. We hold it with medium confidence: our number sits above the analyst range and quality doesn't explain valuation multiples in this sub-industry, so the peer comparison is a weak guide. Analysts target $51–$76. Note: our $84 fair value sits above the entire analyst range ($51–$76). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $71.50 | — | — | Analyst | high |
| dcf fcfe | 12M | $597.08 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $204.66 | — | — | Hist. CAGR | high |
| graham number | 12M | $38.76 | — | — | TTM | high |
| Peer EV/EBITDA |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$51.00 – $76.00 (median $71.00) · 11 analysts · as of 2026-08-25
Only weak execution quality, a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2021-Q3, 2022-Q1, 2022-Q2, 2022-Q3
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $51.13 |
| 9.8 |
| 5.26 |
| TTM |
| high |
| Peer P/FCF | 12M | $68.33 | 17.6 | 3.88 | TTM | high |
| Peer P/E | 12M | $84.17 | 31.4 | 2.68 | TTM | high |
| Peer P/S | 12M | $39.89 | 1.2 | 34.40 | TTM | high |
| PEG | 12M | $31.48 | 11.7 | 2.68 | TTM | high |
| residual income | 12M | $27.47 | — | — | TTM | high |
| triangulated | 12M | $90.95 | 31.4 | 2.90 | Triangulated | high |
| Peer P/FCF | 3Y | $103.93 | 17.6 | 5.90 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $82.54 | 31.4 | 2.63 | Analyst | medium |
| Peer P/S | 3Y | $39.06 | 1.2 | 33.68 | guidance | medium |
| PEG | 3Y | $30.87 | 11.7 | 2.63 | Analyst | medium |
| Peer P/FCF | 5Y | $137.44 | 17.6 | 7.81 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $70.65 | 31.4 | 2.25 | Analyst | medium |
| Peer P/S | 5Y | $33.43 | 1.2 | 28.82 | guidance | medium |
| PEG | 5Y | $26.42 | 11.7 | 2.25 | Analyst | medium |