Added to YB: 2025-11-21
Pitch date: 2025-10-16
BKR [bullish]
Baker Hughes Company
+22.92%
current return
Author Info
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Company Info
Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain.
Market Cap
$55.8B
Pitch Price
$44.26
Price Target
N/A
Dividend
1.64%
EV/EBITDA
9.75
P/E
18.06
EV/Sales
1.99
Sector
Energy Equipment and Services
Category
growth
Aristotle Atlantic Core Equity Strategy New Position: Baker Hughes Company
BKR (new position): Energy tech firm w/ diversified portfolio spanning oil/gas & industrial. Well-positioned for LNG demand growth via turbomachinery franchise. EBITDA margins projected high teens 2025, targeting 20%+. Accelerating AI data center power infrastructure w/ NovaLT turbines. Chart acquisition enhances IET strategy in high-growth areas. Multi-year backlog provides revenue visibility. Attractive valuation given IET growth & higher-margin aftermarket services.
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