BKR
Baker Hughes CompanyEnergy · $54.7B market cap
Verdict
Share price
$56.00
close of Oct 3, 2026
Fair value
$44.81
Sticker Price
Payback Price
$17.92
buy price
BKR is Overpriced: at $56.00 it trades 25% above its fair value of $44.81. Its buy price (Payback Price) is $17.92, 68% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 9% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
3 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold BKR. In Q2 2026, 1 opened a position. Who we track
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$1.9B
34,854,482 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$1.2M
22,000 shares
Moves in Q2 2026
New position: First Eagle Investment Management
Insider activity
Since Jun 12, 2026: no open-market purchases, 5 sales worth $27.5M and 4 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
BORRAS MARIA C
Chief Growth & Experience Ofcr · 2026-07-01
Sold
$4.0M
Simonelli Lorenzo
Chairman, President and CEO · 2026-06-22
Sold
$10.6M
Moghal Ahmed Farhan
EVP, Chief Financial Officer · 2026-06-15
Sold
$212K
Moghal Ahmed Farhan
EVP, Chief Financial Officer · 2026-06-15
Sold
$1.2M
Simonelli Lorenzo
Chairman, President and CEO · 2026-06-12
Sold
$11.5M
Other filings
Gatti Amerino
EVP, Oilfield Services & Equip · 2026-09-03
Tax withholding
$246K
Gatti Amerino
EVP, Oilfield Services & Equip · 2026-09-03
Option exercise
9,807 shares
Simonelli Lorenzo
Chairman, President and CEO · 2026-06-22
Option exercise
$3.6M
Simonelli Lorenzo
Chairman, President and CEO · 2026-06-12
Option exercise
$3.6M
About Baker Hughes Company
Baker Hughes Co. is a holding company, which engages in the provision of oilfield products, services, and digital solutions. It operates through the Oilfield Services and Equipment (OFSE) and industrial and Energy Technology (IET) segments. The OFSE segment designs and manufactures products and provides services for onshore and offshore oilfield operations. The IET segment combines expertise, technologies, and…
Oil & Gas Equipment & Services
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works