Halliburton Co vs NOV Inc

Halliburton Co (HAL) is fairly valued and NOV Inc (NOV) is overvalued.

Against our estimates of intrinsic value, HAL trades at the wider discount: a margin of safety of +1%, against -83% for NOV.

Values as of the 22 Sept 2026 close.

Halliburton Co (HAL)

Discounting its cash flows at 8.6% (average of 3 methods) values the shares at $33.10; the price of $32.85 is 1% below that value, and 77% of that value comes from beyond year five.

Leak Score 64/100 on 10 of 12 signals

NOV Inc (NOV)

Discounting its cash flows at 8.8% (average of 3 methods) values the shares at $11.05; the price of $20.18 is 83% above that value, and 77% of that value comes from beyond year five.

Leak Score 0/100 on 3 of 12 signals

MetricHALNOV
VerdictFairly valuedOvervalued
Price$32.85$20.18
Intrinsic value$33.10$11.05
Margin of safety+1%-83%
Leak Score64/100 (10/12)0/100 (3/12)
Market cap$27.4B$7.2B
Revenue growth, 5 years9.0%7.6%
Operating margin13.1%6.9%
Net margin7.2%1.1%
Return on equity14.9%1.5%
Debt to equity0.740.37
P/E17.2x77.5x
Forward P/E11.4x15.9x
P/B2.5x1.2x
Dividend yield2.1%2.2%

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