BKR vs WHD vs SLB vs NOV

For growth investors, Baker Hughes Company (BKR) is the stronger pick with -0.

3% revenue growth year-over-year, versus -4. 5% for Cactus, Inc. (WHD). Cactus, Inc. (WHD) offers the better valuation at 22. 5x trailing P/E (19. 6x forward), making it the more compelling value choice. Analysts rate Baker Hughes Company (BKR) a "Buy" — based on 45 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Cactus, Inc.

(WHD) is the cheapest at 22. 5x versus NOV Inc. at 49. 4x. On forward P/E, Cactus, Inc. is actually cheaper at 19. 6x.

Over the past 5 years, Baker Hughes Company (BKR) delivered a total return of +176.

8%, compared to +19. 9% for NOV Inc. (NOV). Over 10 years, the gap is even starker: BKR returned +188. 0% versus NOV's -32. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Baker Hughes Company (BKR) is the lower-risk stock at 0.

79β versus Cactus, Inc. 's 1. 22β — meaning WHD is approximately 54% more volatile than BKR relative to the S&P 500. On balance sheet safety, Cactus, Inc. (WHD) carries a lower debt/equity ratio of 3% versus 45% for SLB N. V. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Baker Hughes Company (BKR) is pulling ahead at -0.

3% versus -4. 5% for Cactus, Inc. (WHD). On earnings-per-share growth, the picture is similar: Baker Hughes Company grew EPS -12. 8% year-over-year, compared to -75. 6% for NOV Inc.. Over a 3-year CAGR, WHD leads at 16. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Cactus, Inc.

(WHD) is the more profitable company, earning 15. 4% net margin versus 1. 7% for NOV Inc. — meaning it keeps 15. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WHD leads at 23. 2% versus 6. 5% for NOV. At the gross margin level — before operating expenses — WHD leads at 54. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Cactus, Inc.

(WHD) trades at 19. 6x forward P/E versus 26. 7x for Baker Hughes Company — 7. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WHD: 19. 1% to $64. 50.

All stocks in this comparison pay dividends.

NOV Inc. (NOV) offers the highest yield at 2. 6%, versus 1. 4% for Cactus, Inc. (WHD).

For long-horizon retirement investors, Baker Hughes Company (BKR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

79), 1. 4% yield, +188. 0% 10Y return). Both have compounded well over 10 years (BKR: +188. 0%, WHD: +181. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.