Oil & Gas Equipment & Services
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WHD vs BKR
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Equipment & Services
WHD vs BKR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Oil & Gas Equipment & Services | Oil & Gas Equipment & Services |
| Market Cap | $3.78B | $66.10B |
| Revenue (TTM) | $1.08B | $27.89B |
| Net Income (TTM) | $166M | $3.12B |
| Gross Margin | 54.6% | 23.6% |
| Operating Margin | 23.2% | 25.3% |
| Forward P/E | 19.7x | 27.8x |
| Total Debt | $38M | $7.14B |
| Cash & Equiv. | $495M | $3.71B |
WHD vs BKR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Cactus, Inc. (WHD) | 100 | 285.7 | +185.7% |
| Baker Hughes Company (BKR) | 100 | 403.7 | +303.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHD vs BKR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WHD carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 6 yrs, beta 1.29, yield 1.4%
- Lower volatility, beta 1.29, Low D/E 2.6%, current ratio 5.81x
- Beta 1.29, yield 1.4%, current ratio 5.81x
BKR is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth -0.3%, EPS growth -12.8%, 3Y rev CAGR 9.4%
- 186.3% 10Y total return vs WHD's 183.6%
- -0.3% revenue growth vs WHD's -4.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -0.3% revenue growth vs WHD's -4.5% | |
| Value | Lower P/E (19.7x vs 27.8x) | |
| Quality / Margins | 15.4% margin vs BKR's 11.2% | |
| Stability / Safety | Beta 0.83 vs WHD's 1.29 | |
| Dividends | 1.4% yield, 6-year raise streak, vs BKR's 1.4% | |
| Momentum (1Y) | +86.3% vs WHD's +38.4% | |
| Efficiency (ROA) | 9.1% ROA vs BKR's 7.3%, ROIC 19.4% vs 12.7% |
WHD vs BKR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WHD vs BKR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — WHD and BKR each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BKR is the larger business by revenue, generating $27.9B annually — 25.8x WHD's $1.1B. Profitability is closely matched — net margins range from 15.4% (WHD) to 11.2% (BKR). On growth, BKR holds the edge at +2.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.1B | $27.9B |
| EBITDAEarnings before interest/tax | $314M | $4.5B |
| Net IncomeAfter-tax profit | $166M | $3.1B |
| Free Cash FlowCash after capex | $217M | $2.6B |
| Gross MarginGross profit ÷ Revenue | +54.6% | +23.6% |
| Operating MarginEBIT ÷ Revenue | +23.2% | +25.3% |
| Net MarginNet income ÷ Revenue | +15.4% | +11.2% |
| FCF MarginFCF ÷ Revenue | +20.1% | +9.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | -4.0% | +2.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -17.4% | +132.5% |
Valuation Metrics
WHD leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 22.6x trailing earnings, WHD trades at a 12% valuation discount to BKR's 25.6x P/E. On an enterprise value basis, WHD's 9.8x EV/EBITDA is more attractive than BKR's 14.7x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $3.8B | $66.1B |
| Enterprise ValueMkt cap + debt − cash | $3.3B | $69.5B |
| Trailing P/EPrice ÷ TTM EPS | 22.62x | 25.64x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.69x | 27.79x |
| PEG RatioP/E ÷ EPS growth rate | 0.83x | — |
| EV / EBITDAEnterprise value multiple | 9.82x | 14.65x |
| Price / SalesMarket cap ÷ Revenue | 3.51x | 2.38x |
| Price / BookPrice ÷ Book value/share | 2.63x | 3.49x |
| Price / FCFMarket cap ÷ FCF | 17.42x | 26.06x |
Profitability & Efficiency
WHD leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
BKR delivers a 16.1% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $12 for WHD. WHD carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to BKR's 0.38x. On the Piotroski fundamental quality scale (0–9), WHD scores 7/9 vs BKR's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +12.1% | +16.1% |
| ROA (TTM)Return on assets | +9.1% | +7.3% |
| ROICReturn on invested capital | +19.4% | +12.7% |
| ROCEReturn on capital employed | +15.3% | +13.6% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.03x | 0.38x |
| Net DebtTotal debt minus cash | -$457M | $3.4B |
| Cash & Equiv.Liquid assets | $495M | $3.7B |
| Total DebtShort + long-term debt | $38M | $7.1B |
| Interest CoverageEBIT ÷ Interest expense | 60.94x | 9.68x |
Total Returns (Dividends Reinvested)
BKR leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BKR five years ago would be worth $30,743 today (with dividends reinvested), compared to $16,705 for WHD. Over the past 12 months, BKR leads with a +86.3% total return vs WHD's +38.4%. The 3-year compound annual growth rate (CAGR) favors BKR at 35.2% vs WHD's 13.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +16.2% | +42.4% |
| 1-Year ReturnPast 12 months | +38.4% | +86.3% |
| 3-Year ReturnCumulative with dividends | +46.4% | +147.1% |
| 5-Year ReturnCumulative with dividends | +67.0% | +207.4% |
| 10-Year ReturnCumulative with dividends | +183.6% | +186.3% |
| CAGR (3Y)Annualised 3-year return | +13.5% | +35.2% |
Risk & Volatility
BKR leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BKR is the less volatile stock with a 0.83 beta — it tends to amplify market swings less than WHD's 1.29 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.29x | 0.83x |
| 52-Week HighHighest price in past year | $59.25 | $70.41 |
| 52-Week LowLowest price in past year | $33.20 | $35.83 |
| % of 52W HighCurrent price vs 52-week peak | +92.0% | +94.7% |
| RSI (14)Momentum oscillator 0–100 | 56.5 | 61.7 |
| Avg Volume (50D)Average daily shares traded | 945K | 9.0M |
Analyst Outlook
WHD leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WHD as "Hold" and BKR as "Buy". Consensus price targets imply 18.3% upside for WHD (target: $65) vs 8.0% for BKR (target: $72). For income investors, WHD offers the higher dividend yield at 1.41% vs BKR's 1.37%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $64.50 | $72.00 |
| # AnalystsCovering analysts | 18 | 45 |
| Dividend YieldAnnual dividend ÷ price | +1.4% | +1.4% |
| Dividend StreakConsecutive years of raises | 6 | 4 |
| Dividend / ShareAnnual DPS | $0.77 | $0.92 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | +0.6% |
WHD leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). BKR leads in 2 (Total Returns, Risk & Volatility). 1 tied.
WHD vs BKR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is WHD or BKR a better buy right now?
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. 6x trailing P/E (19. 7x 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.
02Which has the better valuation — WHD or BKR?
On trailing P/E, Cactus, Inc.
(WHD) is the cheapest at 22. 6x versus Baker Hughes Company at 25. 6x. On forward P/E, Cactus, Inc. is actually cheaper at 19. 7x.
03Which is the better long-term investment — WHD or BKR?
Over the past 5 years, Baker Hughes Company (BKR) delivered a total return of +207.
4%, compared to +67. 0% for Cactus, Inc. (WHD). Over 10 years, the gap is even starker: BKR returned +186. 3% versus WHD's +183. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — WHD or BKR?
By beta (market sensitivity over 5 years), Baker Hughes Company (BKR) is the lower-risk stock at 0.
83β versus Cactus, Inc. 's 1. 29β — meaning WHD is approximately 56% 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 38% for Baker Hughes Company — giving it more financial flexibility in a downturn.
05Which is growing faster — WHD or BKR?
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 -13. 0% for Cactus, 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.
06Which has better profit margins — WHD or BKR?
Cactus, Inc.
(WHD) is the more profitable company, earning 15. 4% net margin versus 9. 3% for Baker Hughes Company — 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 12. 8% for BKR. 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.
07Is WHD or BKR more undervalued right now?
On forward earnings alone, Cactus, Inc.
(WHD) trades at 19. 7x forward P/E versus 27. 8x for Baker Hughes Company — 8. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WHD: 18. 3% to $64. 50.
08Which pays a better dividend — WHD or BKR?
All stocks in this comparison pay dividends.
Cactus, Inc. (WHD) offers the highest yield at 1. 4%, versus 1. 4% for Baker Hughes Company (BKR).
09Is WHD or BKR better for a retirement portfolio?
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. 3% 10Y return). Both have compounded well over 10 years (BKR: +186. 3%, WHD: +183. 6%), 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.
10What are the main differences between WHD and BKR?
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.
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