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Baker Hughes Company (BKR)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US05722G1004
CUSIP
05722G100
Sector
Energy
IPO Date
Jul 5, 2017

Highlights

Market Cap
$60.68B
Enterprise Value
$63.74B
EPS (TTM)
$2.68
PE Ratio
22.78
PEG Ratio
0.12
Total Revenue (TTM)
$27.73B
Gross Profit (TTM)
$6.54B
EBITDA (TTM)
$3.34B
Year Range
$33.60 - $67.00
Target Price
$55.33
ROA (TTM)
6.51%
ROE (TTM)
12.31%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

Baker Hughes Company (BKR) has returned 34.56% so far this year and 41.72% over the past 12 months.


Baker Hughes Company

1D
0.61%
1M
-6.45%
YTD
34.56%
6M
26.38%
1Y
41.72%
3Y*
31.34%
5Y*
26.02%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 5, 2017, BKR's average daily return is +0.07%, while the average monthly return is +1.48%. At this rate, your investment would double in approximately 3.9 years.

Historically, 54% of months were positive and 46% were negative. The best month was Apr 2020 with a return of +32.9%, while the worst month was Mar 2020 at -34.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BKR closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +20.6%, while the worst single day was Mar 9, 2020 at -22.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202623.06%16.89%-6.45%34.56%
202512.58%-2.97%-1.44%-19.45%5.32%3.48%17.50%1.31%7.31%-0.64%4.19%-9.28%13.39%
2024-16.62%4.58%13.21%-2.63%3.32%5.05%10.09%-8.61%2.79%5.34%16.06%-6.67%23.11%
20237.48%-3.00%-5.69%1.32%-6.17%16.00%13.22%1.69%-2.40%-2.55%-1.39%1.27%18.58%
202214.05%7.81%23.93%-14.80%16.56%-19.76%-11.01%-0.93%-17.02%31.97%5.63%1.76%25.96%
2021-3.65%22.85%-11.72%-7.08%22.38%-6.27%-7.13%8.17%8.56%1.42%-6.27%3.08%19.03%

Benchmark Metrics

Baker Hughes Company has an annualized alpha of 1.90%, beta of 1.11, and R² of 0.28 versus S&P 500 Index. Calculated based on daily prices since July 06, 2017.

  • This stock participated in 135.98% of S&P 500 Index downside but only 128.73% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.28 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
1.90%
Beta
1.11
0.28
Upside Capture
128.73%
Downside Capture
135.98%

Return for Risk

Risk / Return Rank

BKR ranks 74 for risk / return — better than 74% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


BKR Risk / Return Rank: 7474
Overall Rank
BKR Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
BKR Sortino Ratio Rank: 6969
Sortino Ratio Rank
BKR Omega Ratio Rank: 7272
Omega Ratio Rank
BKR Calmar Ratio Rank: 7676
Calmar Ratio Rank
BKR Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Baker Hughes Company (BKR) and compare them to a chosen benchmark (S&P 500 Index).


BKRBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.13

0.90

+0.23

Sortino ratio

Return per unit of downside risk

1.61

1.39

+0.22

Omega ratio

Gain probability vs. loss probability

1.24

1.21

+0.03

Calmar ratio

Return relative to maximum drawdown

2.02

1.40

+0.62

Martin ratio

Return relative to average drawdown

4.58

6.61

-2.03

Explore BKR risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Baker Hughes Company provided a 1.51% dividend yield over the last twelve months, with an annual payout of $0.92 per share. The company has been increasing its dividends for 7 consecutive years.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%$0.00$5.00$10.00$15.00201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.92$0.92$0.84$0.78$0.73$0.72$0.72$0.72$0.72$17.85

Dividend yield

1.51%2.02%2.05%2.28%2.47%2.99%3.45%2.81%3.35%56.42%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.23$0.00$0.23
2025$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.92
2024$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.84
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$0.78
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$0.73
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$0.72

Dividend Yield & Payout


Dividend Yield

Baker Hughes Company has a dividend yield of 1.51%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Baker Hughes Company has a payout ratio of 34.21%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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 73.51%, occurring on Mar 23, 2020. Recovery took 492 trading sessions.

The current Baker Hughes Company drawdown is 6.45%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.51%Jul 10, 2017681Mar 23, 2020492Mar 4, 20221173
-46.53%Mar 28, 2022126Sep 26, 2022460Jul 26, 2024586
-28%Feb 6, 202543Apr 8, 2025115Sep 23, 2025158
-16.86%Mar 2, 202610Mar 13, 2026
-14.43%Aug 1, 202429Sep 11, 202439Nov 5, 202468

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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

Valuation

The Valuation section provides an overview of how Baker Hughes Company is priced in the market compared to other companies in the Oil & Gas Equipment & Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BKR, comparing it with other companies in the Oil & Gas Equipment & Services industry. Currently, BKR has a P/E ratio of 22.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BKR compared to other companies in the Oil & Gas Equipment & Services industry. BKR currently has a PEG ratio of 0.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BKR relative to other companies in the Oil & Gas Equipment & Services industry. Currently, BKR has a P/S ratio of 2.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BKR in comparison with other companies in the Oil & Gas Equipment & Services industry. Currently, BKR has a P/B value of 2.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items