Advertisement
BKR vs SLB
Which Stock Would AI Choose? Baker Hughes Company (BKR) vs. SLB Ltd. (SLB) Stock Comparison
Key Takeaways
- Baker Hughes Company (BKR) reported a strong Q1 2026 earnings beat with record orders in its Industrial & Energy Technology (IET) segment, driving shares higher in recent market activity.
- SLB Ltd. (SLB) also beat Q1 revenue estimates but faced headwinds from Middle East disruptions, leading to more muted stock reaction.
- BKR has outperformed SLB year-to-date, with approximately 52% gains versus 47%, amid robust LNG (liquefied natural gas) demand.
- Both stocks benefit from energy sector tailwinds but BKR shows stronger backlog growth and diversification into new energy technologies.
- Market caps stand at around $68 billion for BKR and $84 billion for SLB, with similar forward P/E ratios near 22-24.
- Analyst targets suggest modest upside for both, but BKR's recent momentum gives it an edge in relative performance.
Introduction
Baker Hughes Company (BKR) and SLB Ltd. (SLB) are leading players in the oilfield services (OFS) sector, providing critical technologies for energy exploration, production, and transition initiatives. This stock comparison is relevant for traders and investors navigating volatile energy markets, where geopolitical tensions and LNG demand shape performance. Both companies have delivered strong year-to-date gains amid rising oil prices and data center-driven power needs, but recent quarterly results highlight differing exposures to regional risks and growth areas. Understanding their relative momentum, business models, and market positioning aids in assessing trade-offs in the current environment.
BKR Overview and Recent Performance
Baker Hughes Company (BKR) is an energy technology firm offering equipment and services for oilfield operations, LNG solutions, and industrial applications. In recent weeks, BKR shares have shown upward momentum, surging after Q1 2026 results that beat revenue estimates by $260 million and featured record IET orders of $4.9 billion—the third straight quarter above $4 billion. Net income rose to $930 million, supported by a stronger balance sheet from portfolio moves like the $1.45 billion sale of Waygate Technologies. Sentiment has been buoyed by LNG order strength and diversification beyond traditional OFS, with year-to-date gains near 52% and trading near 52-week highs around $69. Broader energy demand from AI data centers has further influenced positive price behavior.
SLB Overview and Recent Performance
SLB Ltd. (SLB), a global OFS leader, delivers drilling, production, and digital solutions with significant international exposure. Recent market activity saw SLB shares waver post-Q1 2026 earnings, which beat revenue forecasts but reflected a 7% year-over-year global revenue drop excluding acquisitions, pressured by Middle East operational disruptions from conflicts. Digital and data center segments provided offsets, with growth in ChampionX synergies. Year-to-date performance stands at about 47%, with shares near 52-week highs above $56, supported by a stable EPS and dividend yield over 2%. Geopolitical risks in key regions have tempered sentiment, though international recovery potential remains a focus.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the top 25 performers from its library of 351 AI trading bots, curated for current market conditions across stocks, ETFs, and crypto. These bots employ diverse strategies like swing trading, trend following, dip buying, and multi-agent systems, spanning timeframes from 5 minutes to 60 minutes and blending technical analysis (TA) with fundamental analysis (FA). Standout stats include annualized returns up to +113%, win rates of 50-87%, profit factors from 1.5-6.9, and profit-to-drawdown ratios exceeding 8 in top performers, with average trade durations of 1-55 days. Energy-themed bots are featured alongside semiconductors and industrials, highlighting bots' adaptability. Explore these high-performing options to align with your trading style.
Head-to-Head Comparison
BKR and SLB operate in OFS but diverge in models: BKR emphasizes IET and LNG for new energy transition, while SLB leverages digital integration and broader international drilling services. Growth drivers favor BKR's backlog expansion versus SLB's digital surge amid regional volatility. Recent momentum tilts to BKR, with superior YTD and 12-month returns (+52% vs. +47% YTD), though SLB holds a larger market cap and lower beta for stability. Risk factors include geopolitics hitting SLB harder, while BKR faces LNG cyclicality. Sector exposure is similar, but BKR benefits more from U.S.-centric diversification; sentiment favors BKR's earnings consistency.
Tickeron AI Verdict
Tickeron’s AI currently leans toward BKR over SLB, based on superior trend consistency from record orders, earnings beats, and reduced geopolitical exposure. BKR's stronger relative momentum and backlog positioning suggest higher probability of near-term outperformance, though SLB offers stability via scale and digital catalysts.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BKR is a Hold and SLB is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BKR’s FA Score shows that 2 FA rating(s) are green whileSLB’s FA Score has 3 green FA rating(s).
- BKR’s FA Score: 2 green, 3 red.
- SLB’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BKR’s TA Score shows that 2 TA indicator(s) are bullish while SLB’s TA Score has 4 bullish TA indicator(s).
- BKR’s TA Score: 2 bullish, 6 bearish.
- SLB’s TA Score: 4 bullish, 2 bearish.
Price Growth
BKR (@Oilfield Services/Equipment) experienced а +0.88% price change this week, while SLB (@Oilfield Services/Equipment) price change was +2.39% for the same time period.
The average weekly price growth across all stocks in the @Oilfield Services/Equipment industry was +4.40%. For the same industry, the average monthly price growth was +3.80%, and the average quarterly price growth was +127.01%.
Reported Earning Dates
BKR is expected to report earnings on Jul 22, 2026.
SLB is expected to report earnings on Jul 24, 2026.
Industries' Descriptions
@Oilfield Services/Equipment (+4.40% weekly)The oilfield services/equipment industry is involved in providing various equipment and services to oil and natural gas producers. These companies rent drilling rigs and/or provide services to build and maintain oil and gas wells. The performance of this industry is dependent on demand for oil and natural gas, which in turn is often driven by macroeconomic conditions or business cycles. Schlumberger NV, Halliburton Company, and Baker Hughes are some of the biggest oilfield services companies.
| BKR | SLB | BKR / SLB | |
| Capitalization | 62.6B | 84B | 75% |
| EBITDA | 5.1B | 6.87B | 74% |
| Gain YTD | 39.636 | 48.013 | 83% |
| P/E Ratio | 20.17 | 24.75 | 82% |
| Revenue | 27.9B | 35.9B | 78% |
| Total Cash | 14.8B | 3.39B | 437% |
| Total Debt | 16.2B | 11.6B | 140% |
BKR | SLB | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 68 | 75 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 34 Fair valued | 27 Undervalued | |
PROFIT vs RISK RATING 1..100 | 17 | 50 | |
SMR RATING 1..100 | 51 | 59 | |
PRICE GROWTH RATING 1..100 | 42 | 11 | |
P/E GROWTH RATING 1..100 | 19 | 10 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
SLB's Valuation (27) in the Oilfield Services Or Equipment industry is in the same range as BKR (34) in the null industry. This means that SLB’s stock grew similarly to BKR’s over the last 12 months.
BKR's Profit vs Risk Rating (17) in the null industry is somewhat better than the same rating for SLB (50) in the Oilfield Services Or Equipment industry. This means that BKR’s stock grew somewhat faster than SLB’s over the last 12 months.
BKR's SMR Rating (51) in the null industry is in the same range as SLB (59) in the Oilfield Services Or Equipment industry. This means that BKR’s stock grew similarly to SLB’s over the last 12 months.
SLB's Price Growth Rating (11) in the Oilfield Services Or Equipment industry is in the same range as BKR (42) in the null industry. This means that SLB’s stock grew similarly to BKR’s over the last 12 months.
SLB's P/E Growth Rating (10) in the Oilfield Services Or Equipment industry is in the same range as BKR (19) in the null industry. This means that SLB’s stock grew similarly to BKR’s over the last 12 months.
| BKR | SLB | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 81% | 2 days ago 72% |
| Momentum ODDS (%) | 2 days ago 62% | 2 days ago 71% |
| MACD ODDS (%) | 6 days ago 55% | 2 days ago 65% |
| TrendWeek ODDS (%) | 2 days ago 71% | 2 days ago 68% |
| TrendMonth ODDS (%) | 2 days ago 55% | 2 days ago 67% |
| Advances ODDS (%) | 19 days ago 67% | 2 days ago 67% |
| Declines ODDS (%) | 4 days ago 57% | 4 days ago 65% |
| BollingerBands ODDS (%) | N/A | N/A |
| Aroon ODDS (%) | 2 days ago 54% | 2 days ago 67% |
Advertisement
BKR and
Correlation & Price change
A.I.dvisor indicates that over the last year, BKR has been closely correlated with NOV. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if BKR jumps, then NOV could also see price increases.
| Ticker / NAME | Correlation To BKR | 1D Price Change % | ||
|---|---|---|---|---|
| BKR | 100% | -0.54% | ||
| NOV - BKR | 68% Closely correlated | +0.48% | ||
| SLB - BKR | 67% Closely correlated | +0.32% | ||
| HAL - BKR | 64% Loosely correlated | -0.40% | ||
| WFRD - BKR | 62% Loosely correlated | +0.28% | ||
| INVX - BKR | 61% Loosely correlated | +2.43% | ||
More | ||||