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Baker Hughes Company (BKR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS05722G1004
CUSIP05722G100
SectorEnergy
IndustryOil & Gas Equipment & Services

Highlights

Market Cap$33.76B
EPS$1.91
PE Ratio17.54
PEG Ratio0.97
Revenue (TTM)$25.51B
Gross Profit (TTM)$4.43B
EBITDA (TTM)$3.73B
Year Range$26.14 - $37.09
Target Price$40.46
Short %3.75%
Short Ratio2.81

Share Price Chart


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Baker Hughes Company

Popular comparisons: BKR vs. SPY, BKR vs. MSFT, BKR vs. SLB, BKR vs. XLE, BKR vs. MPC, BKR vs. VOO, BKR vs. BLK, BKR vs. HAL, BKR vs. KMI, BKR vs. SPLG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Baker Hughes Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%NovemberDecember2024FebruaryMarchApril
-8.84%
17.40%
BKR (Baker Hughes Company)
Benchmark (^GSPC)

S&P 500

Returns By Period

Baker Hughes Company had a return of -5.64% year-to-date (YTD) and 11.33% in the last 12 months. Over the past 10 years, Baker Hughes Company had an annualized return of -1.60%, while the S&P 500 had an annualized return of 10.43%, indicating that Baker Hughes Company did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-5.64%5.29%
1 month-1.14%-2.47%
6 months-9.19%16.40%
1 year11.33%20.88%
5 years (annualized)7.87%11.60%
10 years (annualized)-1.60%10.43%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-16.62%4.58%13.21%
2023-2.40%-2.55%-1.39%1.27%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BKR is 64, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of BKR is 6464
Baker Hughes Company(BKR)
The Sharpe Ratio Rank of BKR is 7070Sharpe Ratio Rank
The Sortino Ratio Rank of BKR is 6262Sortino Ratio Rank
The Omega Ratio Rank of BKR is 6161Omega Ratio Rank
The Calmar Ratio Rank of BKR is 6464Calmar Ratio Rank
The Martin Ratio Rank of BKR is 6666Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Baker Hughes Company (BKR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BKR
Sharpe ratio
The chart of Sharpe ratio for BKR, currently valued at 0.53, compared to the broader market-2.00-1.000.001.002.003.000.53
Sortino ratio
The chart of Sortino ratio for BKR, currently valued at 0.87, compared to the broader market-4.00-2.000.002.004.000.87
Omega ratio
The chart of Omega ratio for BKR, currently valued at 1.11, compared to the broader market0.501.001.501.11
Calmar ratio
The chart of Calmar ratio for BKR, currently valued at 0.27, compared to the broader market0.001.002.003.004.005.000.27
Martin ratio
The chart of Martin ratio for BKR, currently valued at 1.27, compared to the broader market0.0010.0020.0030.001.27
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.79, compared to the broader market-2.00-1.000.001.002.003.001.79
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.61, compared to the broader market-4.00-2.000.002.004.002.61
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.001.002.003.004.005.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current Baker Hughes Company Sharpe ratio is 0.53. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.53
1.79
BKR (Baker Hughes Company)
Benchmark (^GSPC)

Dividends

Dividend History

Baker Hughes Company granted a 2.50% dividend yield in the last twelve months. The annual payout for that period amounted to $0.80 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.80$0.78$0.73$0.72$0.72$0.72$0.72$18.19$0.68$0.68$0.64$0.60

Dividend yield

2.50%2.28%2.47%2.99%3.45%2.81%3.35%57.49%1.05%1.47%1.14%1.09%

Monthly Dividends

The table displays the monthly dividend distributions for Baker Hughes Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.21$0.00
2023$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.20$0.00$0.00$0.20$0.00
2022$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.19$0.00
2021$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2020$0.18$0.00$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2019$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2018$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2017$0.00$0.17$0.00$0.00$0.17$0.00$17.50$0.17$0.00$0.00$0.18$0.00
2016$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00
2015$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.17$0.00$0.00$0.00$0.17
2014$0.15$0.00$0.00$0.00$0.15$0.00$0.17$0.00$0.00$0.17$0.00$0.00
2013$0.15$0.00$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.15$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.5%
Baker Hughes Company has a dividend yield of 2.50%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%50.0%
Baker Hughes Company has a payout ratio of 50.00%, which is quite average when compared to the overall market. This suggests that Baker Hughes Company strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-36.32%
-4.42%
BKR (Baker Hughes Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Baker Hughes Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Baker Hughes Company was 83.58%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current Baker Hughes Company drawdown is 36.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.58%Oct 17, 20073129Mar 23, 2020
-68.14%Nov 6, 1997282Dec 18, 19981453Oct 1, 20041735
-57.34%Jul 20, 198794Nov 30, 1987562Feb 20, 1990656
-49.57%Aug 3, 1990421Apr 1, 19921021Apr 16, 19961442
-29.72%Jun 5, 200672Sep 14, 2006188Jun 15, 2007260

Volatility

Volatility Chart

The current Baker Hughes Company volatility is 5.43%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%NovemberDecember2024FebruaryMarchApril
5.43%
3.35%
BKR (Baker Hughes Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Baker Hughes Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items