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

Highlights

Market Cap
$58.91B
Enterprise Value
$61.07B
EPS (TTM)
$3.14
PE Ratio
18.85
PEG Ratio
0.10
Total Revenue (TTM)
$27.89B
Gross Profit (TTM)
$6.57B
EBITDA (TTM)
$4.20B
Year Range
$37.46 - $70.41
Target Price
$62.00
ROA (TTM)
6.12%
ROE (TTM)
14.12%

Share Price Chart


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Performance

BKR Performance Chart

Baker Hughes Company (BKR) is up 30.8% since the beginning of the year. At $59 per share, BKR is trading 16.0% below its 52-week high of $70. Investors who bought $1,000 worth of BKR shares 5 years ago would now be looking at an investment worth $2,858.


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S&P 500 Index

Returns By Period

Baker Hughes Company (BKR) has returned 30.81% so far this year and 54.28% over the past 12 months.


Baker Hughes Company

1D
1.27%
1M
-10.46%
YTD
30.81%
6M
30.75%
1Y
54.28%
3Y*
28.47%
5Y*
23.37%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BKR Monthly Returns History

Based on dividend-adjusted daily data since Jul 5, 2017, BKR's average daily return is +0.06%, while the average monthly return is +1.35%. At this rate, an investment would double in approximately 4.3 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%14.12%-8.00%-7.40%30.81%
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 -0.95%, beta of 1.11, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since July 05, 2017.

  • This stock participated in 138.37% of S&P 500 Index downside but only 117.44% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.27 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
-0.95%
Beta
1.11
0.27
Upside Capture
117.44%
Downside Capture
138.37%

Return for Risk

Risk / Return Rank

BKR ranks 83 for risk / return — in the top 83% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


BKR Risk / Return Rank: 8383
Overall Rank
BKR Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
BKR Sortino Ratio Rank: 8181
Sortino Ratio Rank
BKR Omega Ratio Rank: 7979
Omega Ratio Rank
BKR Calmar Ratio Rank: 8585
Calmar Ratio Rank
BKR Martin Ratio Rank: 8787
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 S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BKRBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.39

Sortino ratioReturn per unit of downside risk

-0.45

Omega ratioGain probability vs. loss probability

1.29

1.37

-0.08

Calmar ratioReturn relative to maximum drawdown

3.24

2.78

+0.45

Martin ratioReturn relative to average drawdown

9.21

12.44

-3.23

Dividends

Dividend History

Baker Hughes Company provided a 1.56% 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

1.56%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$0.00$0.23$0.00$0.46
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 1.56%, which is quite average when compared to the overall market.

Payout Ratio

Baker Hughes Company has a payout ratio of 29.17%, 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 75.38%, occurring on Mar 23, 2020. Recovery took 496 trading sessions.

The current Baker Hughes Company drawdown is 14.82%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-75.38%Mar 2020
2y 8mo1y 11mo
4y 8moJul 2017 - Mar 2022
Bear market2022
-46.53%Sep 2022
6mo 2d1y 10mo
2y 4moMar 2022 - Jul 2024
2025 selloff2025
-28.00%Apr 2025
2mo 1d5mo 18d
7mo 19dFeb 2025 - Sep 2025
2026 correction2026
-16.86%Mar 2026
11d1mo 12d
1mo 23dMar 2026 - Apr 2026
2026 correction2026
-15.88%Jun 2026
1mo 18d
1mo 23dMay 2026 - now

Drawdown Indicators


BKRBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-75.38%

-56.78%

-18.60%

Max Drawdown (1Y)

Largest decline over 1 year

-16.86%

-9.10%

-7.76%

Max Drawdown (3Y)

Largest decline over 3 years

-28.00%

-18.90%

-9.10%

Max Drawdown (5Y)

Largest decline over 5 years

-46.53%

-25.43%

-21.10%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-14.82%

-1.80%

-13.02%

Average Drawdown

Average peak-to-trough decline

-24.63%

-10.71%

-13.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.92%

2.03%

+3.89%

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 18.9. 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 2.1. 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 2.7. 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
Portfolio Analyzer

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