Baker Hughes Co (BKR) is slightly overvalued and Weatherford International plc (WFRD) is slightly undervalued.
Against our estimates of intrinsic value, WFRD trades at the wider discount: a margin of safety of +11%, against -19% for BKR.
Values as of the 22 Sept 2026 close.
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
Discounting its cash flows at 9.1% (average of 3 methods) values the shares at $94.23; the price of $84.00 is 11% below that value, and 76% of that value comes from beyond year five.
Leak Score 65/100 on 3 of 12 signals
| Metric | BKR | WFRD |
|---|---|---|
| Verdict | Slightly overvalued | Slightly undervalued |
| Price | $57.26 | $84.00 |
| Intrinsic value | $48.25 | $94.23 |
| Margin of safety | -19% | +11% |
| Leak Score | 51/100 (9/12) | 65/100 (3/12) |
| Market cap | $56.8B | $6.1B |
| Revenue growth, 5 years | 6.0% | 5.9% |
| Operating margin | 13.0% | 14.4% |
| Net margin | 11.2% | 7.7% |
| Return on equity | 16.5% | 22.2% |
| Debt to equity | 0.82 | 0.91 |
| P/E | 18.4x | 16.6x |
| Forward P/E | 18.9x | 11.8x |
| P/B | 2.9x | 3.4x |
| Dividend yield | 1.6% | 1.3% |