Assessing Baker Hughes (BKR) Valuation After A Strong Multi‑Period Share Price Run

Simply Wall St.01-30 19:33

AdvertisementWhat recent performance says about Baker Hughes Baker Hughes (BKR) has been drawing attention after a strong recent run, with the stock showing gains over the past week, month, and past 3...

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See our latest analysis for Baker Hughes. The recent 30 day share price return of 23.09% and year to date share price return of 20.34%, on a last close of US$56.73, sit alongside a 1 year total shareholder return of 29.92% and 5 year total shareholder return of 188.30%. Taken together, these figures point to momentum that has been building over both shorter and longer horizons. If Baker Hughes has you looking closer at the energy space, this could be a good moment to widen your search across aerospace and defense stocks as another area investors are watching. With Baker Hughes trading near its recent highs and sitting only slightly below the average analyst price target, the key question now is whether the current valuation leaves room for upside or if the market is already pricing in future growth. Most Popular Narrative: 6.1% Overvalued Compared to the most followed fair value estimate of about $53.47, Baker Hughes at $56.73 is framed as slightly ahead of where the narrative model sits, with the gap hinging on how much future earnings power investors are comfortable baking in.  Increasing customer focus on decarbonization, efficiency, and grid reliability is accelerating demand for Baker Hughes' proprietary digital, automation, and energy transition technologies (e.g., Cordant Solutions, Leucipa, hydrogen-ready NovaLT turbines). This is enhancing pricing power, expanding service attach rates, and increasing the mix of high-margin recurring revenue, which should support margin expansion.  Read the complete narrative. Curious what kind of revenue path, margin profile, and future earnings multiple need to line up to back that fair value math? The narrative stitches those inputs together in a way that might surprise you, especially how much weight it puts on future profitability versus top line growth. Result: Fair Value of $53.47 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that story could shift if trade tariffs or supply chain issues squeeze margins, or if oil and gas spending softens faster than Baker Hughes can offset in other areas. Find out about the key risks to this Baker Hughes narrative. Another View: Cash Flows Tell a Different Story The narrative model flags Baker Hughes at about 6.1% above its fair value of $53.47, yet our DCF model points the other way. On that view, the shares at $56.73 sit roughly 26.6% below an implied future cash flow value of $77.29, which raises a simple question for you: which story do you think the market eventually leans toward? Look into how the SWS DCF model arrives at its fair value. BKR Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Baker Hughes for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 868 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Baker Hughes Narrative If you see the numbers differently, or prefer to rely on your own work, you can test your assumptions and build a full narrative in minutes: Do it your way. A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Baker Hughes. Looking for more investment ideas? Before you move on, take a few minutes to scan other opportunities so you do not focus on Baker Hughes and miss what sits alongside it.  Target potential value opportunities by checking out these 868 undervalued stocks based on cash flows that line up with your own expectations for future cash flows and business quality. Ride powerful tech shifts by reviewing these 24 AI penny stocks that are tying artificial intelligence to real revenue and tangible use cases. Tap into income potential by screening these 14 dividend stocks with yields > 3% that offer yields above 3% and may suit a steadier return profile.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Baker Hughes might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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