NOV vs LBRT vs BKR vs PUMP

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

3% revenue growth year-over-year, versus -12. 1% for ProPetro Holding Corp. (PUMP). Baker Hughes Company (BKR) offers the better valuation at 24. 4x trailing P/E (26. 5x forward), making it the more compelling value choice. Analysts rate Liberty Energy Inc. (LBRT) a "Buy" — based on 19 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, Baker Hughes Company (BKR) is the cheapest at 24.

4x versus ProPetro Holding Corp. at 1993. 6x. On forward P/E, NOV Inc. is actually cheaper at 21. 7x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Baker Hughes Company (BKR) delivered a total return of +175.

3%, compared to +19. 6% for NOV Inc. (NOV). Over 10 years, the gap is even starker: BKR returned +186. 8% versus NOV's -31. 8%. 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.

83β versus Liberty Energy Inc. 's 1. 31β — meaning LBRT is approximately 58% more volatile than BKR relative to the S&P 500. On balance sheet safety, ProPetro Holding Corp. (PUMP) carries a lower debt/equity ratio of 30% versus 42% for Liberty Energy Inc. — 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 -12. 1% for ProPetro Holding Corp. (PUMP). On earnings-per-share growth, the picture is similar: ProPetro Holding Corp. grew EPS 100. 6% year-over-year, compared to -75. 6% for NOV Inc.. Over a 3-year CAGR, BKR leads at 9. 4% 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.

Baker Hughes Company (BKR) is the more profitable company, earning 9.

3% net margin versus 0. 1% for ProPetro Holding Corp. — meaning it keeps 9. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BKR leads at 12. 8% versus 1. 5% for PUMP. At the gross margin level — before operating expenses — BKR leads at 23. 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, NOV Inc.

(NOV) trades at 21. 7x forward P/E versus 3480. 2x for Liberty Energy Inc. — 3458. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BKR: 13. 3% to $72. 00.

In this comparison, NOV (2.

6% yield), BKR (1. 4% yield), LBRT (1. 0% yield) pay a dividend. PUMP does not pay a meaningful dividend and should not be held primarily for income.

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.

83), 1. 4% yield, +186. 8% 10Y return). Both have compounded well over 10 years (BKR: +186. 8%, PUMP: +7. 2%), 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.

NOV, LBRT, BKR pay a dividend while PUMP does not, making them suitable for different income and tax situations. 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.