Baker Hughes (BKR) is a oil & gas equipment & services company in the Energy sector. Listed on the NASDAQ, Baker Hughes is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $63.02.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $63.02 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 26.44% |
| Risk / Std Dev (Annualized) | 35.11% |
| Sharpe Ratio (rf=4.5%) | 0.62 |
S&P 500 Context
- Sector: Energy
- Sub-Industry: Oil & Gas Equipment & Services
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 26.44% with an annualized volatility of 35.11%. The Sharpe ratio of 0.62 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 62.52B |
| Enterprise Value | 62.93B |
| Trailing P/E | 20.13 |
| Forward P/E | 22.65 |
| Price to Book | 3.24 |
| Price to Sales | 2.24 |
| EV/Revenue | 2.26 |
| EV/EBITDA | 13.05 |
| Profitability | | | Profit Margin | 11.17% | | Operating Margin | 12.28% | | ROE | 17.18% | | ROA | 5.01% |
| Growth | | | Revenue Growth | 2.5% | | Earnings Growth | 132.5% |
| Dividend | | | Dividend Yield | 146.0% | | Payout Ratio | 29.39% | | 5Y Avg Yield | 233.0% |
| Financial Health | | | Total Revenue | 27.89B | | Total Debt | 16.16B | | Total Cash | 15.93B | | Free Cash Flow | 3.15B | | Operating Cash Flow | 3.6B |
| Price & Technical | | | 52W High | $70.41$ | | 52W Low | $37.38$ | | 50-Day Avg | $64.2$ | | 200-Day Avg | $54.57$ | | Beta | 0.94 | | Shares Outstanding | 0.99B | | Float Shares | 0.99B | | Insider Holdings | 0.15% | | Institutional Holdings | 99.78% | | Short Ratio | 3.16 | | Short % of Float | 2.91% |
| Analyst Targets | | | Target High | $85.0$ | | Target Low | $48.0$ | | Target Mean | $71.24$ | | Target Median | $74.0$ | | # of Analysts | 21 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.