Baker Hughes Co vs TechnipFMC plc

Baker Hughes Co (BKR) is slightly overvalued and TechnipFMC plc (FTI) is overvalued.

Both trade above our estimate of their intrinsic value. BKR is the closer of the two: -19%, against -24% for FTI.

Values as of the 22 Sept 2026 close.

Baker Hughes Co (BKR)

Discounting its cash flows at 9.8% (average of 3 methods) values the shares at $48.25; the price of $57.26 is 19% above that value, and 73% of that value comes from beyond year five.

Leak Score 51/100 on 9 of 12 signals

TechnipFMC plc (FTI)

Discounting its cash flows at 9.3% (average of 3 methods) values the shares at $57.15; the price of $70.82 is 24% above that value, and 75% of that value comes from beyond year five.

Leak Score 76/100 on 10 of 12 signals

MetricBKRFTI
VerdictSlightly overvaluedOvervalued
Price$57.26$70.82
Intrinsic value$48.25$57.15
Margin of safety-19%-24%
Leak Score51/100 (9/12)76/100 (10/12)
Market cap$56.8B$27.8B
Revenue growth, 5 years6.0%8.5%
Operating margin13.0%14.7%
Net margin11.2%11.4%
Return on equity16.5%36.0%
Debt to equity0.820.38
P/E18.4x24.7x
Forward P/E18.9x19.6x
P/B2.9x8.5x
Dividend yield1.6%0.3%

All stocks in Oil & Gas Equipment & Services