NESR vs BKR vs PDS Stock Comparison

National Energy Services Reunited, Baker Hughes and Precision Drilling Prices as of Oct 28, 2026 Peers: Industry group
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BKR Baker Hughes Co
$54.66 -4.3% 1M +14.2% 1Y
Market cap
$54.07B
P/E
18.7x
Revenue (TTM)
$28.74B
Div. yield
0.02%
Oilfield Services Energy
4 wins

Head to Head

11 decided of 12

National Energy Services Reunited leads on 5 of the 12 questions below (National Energy Services Reunited 5, Baker Hughes 4, Precision Drilling 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionNESRBKRPDSLeader
Larger companyMarket capitalisation $2.20B $54.07B $1.42B BKR
Cheaper on earningsLower P/E, profitable companies only 23.6x 18.7x -407.2x BKR
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.2x 21.5x 20.6x NESR
Faster revenue growthRevenue growth, trailing twelve months +23.5% +3.7% +9.4% NESR
More profitableNet margin, trailing twelve months 5.8% 10.1% -0.2% BKR
Better return on capitalReturn on invested capital 8.9% 8.3% 0.0% NESR
Less leveragedLower net debt / EBITDA 0.5x 2.9x 0.7x NESR
Higher dividend yieldTrailing dividend yield 0.00% 0.02% 0.00% –
Better 1-year returnPrice return, last 12 months +76.2% +14.2% +81.3% PDS
Better 5-year returnAnnualised price return, 5 years +13.2%/yr +16.9%/yr +19.0%/yr PDS
Less volatileAnnualised volatility, 1 year 59.7% 34.4% 39.2% BKR
Higher overall scoreMean of the five percentile scores vs peers 84/100 46/100 54/100 NESR

Percentile Scorecard

NESRBKRPDS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisNESRBKRPDS
Valuation 91 #5 of 47 33 #32 of 47 96 #3 of 47
Growth 100 #1 of 43 64 #16 of 43 31 #30 of 43
Profitability 85 #7 of 40 74 #11 of 40 69 #13 of 40
Financial Health 59 #19 of 45 16 #38 of 45 66 #16 of 45
Shareholder Returns – 45 #18 of 32 10 #29 of 32
Overall 84 46 54
  • NESR ranked among 48 companies in Oilfield Services and Equipment
  • BKR ranked among 48 companies in Oilfield Services and Equipment
  • PDS ranked among 48 companies in Oilfield Services and Equipment

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodNESRBKRPDSSPY
1 month -27.1%-4.3%+31.1% +0.9%
3 months -10.9%-6.9%+44.2% +5.9%
6 months -10.4%-20.6%+3.7% +8.5%
Year to date +38.8%+20.0%+46.7% +13.3%
1 year +76.2%+14.2%+81.3% +12.4%
3 years +281.4%+57.0%+82.4% +88.1%
3 years, per year +56.3%+16.2%+22.2% +23.5%
5 years +85.8%+117.9%+138.3% +68.2%
5 years, per year +13.2%+16.9%+19.0% +11.0%
10 years ——+17.2% +263.4%
10 years, per year ——+1.6% +13.8%

Risk

MeasureNESRBKRPDSSPY
Volatility, 1Y 59.7%34.4%39.2% 12.7%
Downside volatility, 1Y 52.4%35.9%40.7% 12.7%
Beta vs S&P 500, 1Y 1.700.680.16 1.00
Return / volatility, 1Y 1.280.412.07 0.98
Max drawdown, 5Y -79.4%-47.2%-55.5% -25.4%
From 52-week high -40.1%-21.5%0.0% -0.9%
52-week high $36.31$69.67$105.45 $779.14
52-week low $12.31$44.47$56.91 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleNESRBKRPDS
P/E now vs peer median 23.5xmedian 28.7x 18.7xmedian 28.7x -402.4xmedian 28.7x
P/S now vs peer median 1.4xmedian 1.3x 1.9xmedian 1.3x 1.0xmedian 1.3x
EV/EBITDA now vs peer median 8.1xmedian 8.7x 13.8xmedian 8.7x 3.1xmedian 8.7x
P/FCF now vs peer median 14.0xmedian 16.3x 16.8xmedian 16.3x 2.7xmedian 16.3x
P/B now vs peer median 2.1xmedian 1.7x 2.6xmedian 1.7x 1.2xmedian 1.7x
PEG now vs peer median 0.51median 0.51 0.91median 0.51 15.08median 0.51

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsNESRBKRPDS
Revenue $1.62B $28.74B $1.43B
Gross profit $216.51M $6.83B $433.02M
Operating income $151.16M $3.43B $340.55M
Net income $93.38M $2.93B -$2.45M
Free cash flow $156.33M $3.23B $512.21M
R&D – $573.00M –
EPS (diluted) $0.90 $2.90 $-0.26
Cash & equivalents $174.99M $4.07B $16.33M
Total debt $325.04M $18.26B $443.31M
Shares (diluted) 103.22M 998.00M 13.34M
Enterprise value $1.74B $15.80B $1.27B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricNESRBKRPDS
P/E 23.5x 18.7x -402.4x
P/FCF 14.0x 16.8x 2.7x
P/Operating cash flow 6.3x 12.0x 4.7x
P/S 1.4x 1.9x 1.0x
P/B 2.1x 2.6x 1.2x
P/Tangible book 2.2x 5.0x 1.2x
EV/EBITDA 8.1x 13.8x 3.1x
EV/EBIT 15.5x 20.0x 5.3x
EV/Revenue 1.4x 2.4x 1.2x
EV/FCF 15.0x 21.2x 3.5x
EV/Operating cash flow 6.7x 15.2x 6.1x
PEG (3Y EPS CAGR) 0.51 0.91 15.08

Growth

14 metrics
MetricNESRBKRPDS
Revenue growth (1Y) 23.5% 3.7% 9.4%
Revenue CAGR (3Y) 19.7% 5.4% -0.1%
Gross profit growth (1Y) 11.6% 3.2% 0.3%
Gross profit CAGR (3Y) 305.8% 5.8% -6.4%
Operating income growth (1Y) 19.0% 3.8% -1.5%
Operating income CAGR (3Y) 77.5% 13.8% -5.9%
Net income growth (1Y) 27.8% 0.0% -105.8%
Net income CAGR (3Y) 48.3% 19.9% -26.5%
EPS growth (1Y) 20.9% -0.4% -109.0%
EPS CAGR (3Y) 46.4% 20.5% -26.7%
Operating cash flow growth (1Y) 48.3% 35.2% -9.3%
Operating cash flow CAGR (3Y) – 14.2% -7.0%
Free cash flow growth (1Y) -12.4% 54.5% 3.5%
Free cash flow CAGR (3Y) – 19.5% -0.1%

Profitability

14 metrics
MetricNESRBKRPDS
Gross margin 13.4% 23.8% 30.2%
EBITDA margin 18.0% 17.2% 40.7%
Operating margin 9.3% 11.9% 23.8%
Pretax margin 7.2% 11.2% 0.9%
Net margin 5.8% 10.1% -0.2%
FCF margin 9.7% 11.2% 35.7%
Operating cash flow margin 21.6% 15.7% 20.4%
Return on equity 9.2% 14.4% -0.2%
Return on assets 4.6% 5.2% -0.1%
Return on invested capital 8.9% 8.3% 0.0%
Return on capital employed 12.5% 8.9% 20.1%
Asset turnover 0.8x 0.5x 0.7x
Cash conversion (OCF / net income) 3.7x 1.5x -119.3x
Stock comp / revenue 0.6% 0.7% –

Financial Health

11 metrics
MetricNESRBKRPDS
Debt / assets 15.5% 30.9% 22.7%
Debt / equity 0.3x 0.9x 0.4x
Net debt / EBITDA 0.5x 2.9x 0.7x
Debt / FCF 2.1x 5.7x 0.9x
Liabilities / assets 50.3% 65.2% 41.7%
Equity / assets 49.7% 34.8% 58.3%
Interest coverage 5.2x – 9.5x
Current ratio 1.0x 1.2x 1.5x
Quick ratio 0.7x 0.8x 1.3x
Cash ratio 0.2x 0.2x 0.1x
Altman Z-score 2.35 1.58 1.97

Shareholder Returns

7 metrics
MetricNESRBKRPDS
Dividend yield – 1.7% –
Net buyback yield – – -3.6%
Shareholder yield – 1.7% -3.6%
Payout ratio (earnings) – 31.1% –
Payout ratio (FCF) – 28.2% –
Dividend growth (1Y) – 2.2% –
Dividend CAGR (3Y) – 5.5% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusNESRBKRPDS
Forward P/E 14.2xFY2026 21.5xFY2026 20.6xFY2026
EPS, next fiscal year $1.53FY2026 $2.54FY2026 $5.11FY2026
EPS growth, next FY +84.3%FY2026 -2.3%FY2026 +5,010.0%FY2026
EPS growth, the year after +81.7% +10.6% +69.3%
Revenue, next fiscal year $1.86BFY2026 $30.90BFY2026 $1.57BFY2026
Revenue growth, next FY +41.3%FY2026 +11.4%FY2026 +17.1%FY2026
Revenue growth, the year after +29.2% -1.5% +2.1%
NESR estimates →BKR estimates →PDS estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersNESRBKRPDS
Held by institutions 69.5% 97.3% –
Institutions holding 224 1,148 –
Change in shares held, QoQ +13.2% +5.2% –
Institutions buying 143 576 –
Institutions selling 66 429 –
Buyers to sellers 2.17 1.34 –
NESR holders →BKR holders →PDS holders →

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

NESRBKRPDS
NESR 1.00 0.40 0.28
BKR 0.40 1.00 0.38
PDS 0.28 0.38 1.00

Add a Peer

Largest companies in the same industry
NESR · Oilfield Services
+SLBSlb +HALHalliburton +WFRDWeatherford International +KGSKodiak Gas Services +TDWTidewater +USACUSA Compression Partners +LBRTLiberty Energy +WTTRSelect Water Solutions
Plot all 54 Oilfield Services stocks → Plot all 6 Land Drilling stocks →

Related Comparisons

NESR vs SLBSlb NESR vs HALHalliburton NESR vs WFRDWeatherford International NESR vs KGSKodiak Gas Services

Frequently Asked Questions

Which is bigger, NESR, BKR and PDS?

Baker Hughes (BKR) is the largest by market capitalisation: National Energy Services Reunited (NESR) $2.20B, Baker Hughes (BKR) $54.07B, Precision Drilling (PDS) $1.42B.

Which stock is cheaper, NESR, BKR and PDS?

Baker Hughes (BKR) trades on the lowest price-to-earnings ratio (National Energy Services Reunited (NESR) 23.6x, Baker Hughes (BKR) 18.7x, Precision Drilling (PDS) -407.2x). On next year's consensus earnings, National Energy Services Reunited (NESR) is cheapest (National Energy Services Reunited (NESR) 14.2x, Baker Hughes (BKR) 21.5x, Precision Drilling (PDS) 20.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

National Energy Services Reunited (NESR) grew revenue fastest over the trailing twelve months: National Energy Services Reunited (NESR) +23.5%, Baker Hughes (BKR) +3.7%, Precision Drilling (PDS) +9.4%.

Which company is more profitable?

Baker Hughes (BKR) has the highest net margin (National Energy Services Reunited (NESR) 5.8%, Baker Hughes (BKR) 10.1%, Precision Drilling (PDS) -0.2%). On return on invested capital, National Energy Services Reunited (NESR) leads (National Energy Services Reunited (NESR) 8.9%, Baker Hughes (BKR) 8.3%, Precision Drilling (PDS) 0.0%).

Which stock has performed better?

Over the past year Precision Drilling (PDS) returned the most: National Energy Services Reunited (NESR) +76.2%, Baker Hughes (BKR) +14.2%, Precision Drilling (PDS) +81.3%. Over five years, Precision Drilling (PDS) compounded fastest (National Energy Services Reunited (NESR) +13.2%/yr, Baker Hughes (BKR) +16.9%/yr, Precision Drilling (PDS) +19.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: National Energy Services Reunited (NESR) 0.00%, Baker Hughes (BKR) 0.02%, Precision Drilling (PDS) 0.00%. National Energy Services Reunited (NESR) and Precision Drilling (PDS) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Baker Hughes (BKR) has been the steadiest (National Energy Services Reunited (NESR) 59.7%, Baker Hughes (BKR) 34.4%, Precision Drilling (PDS) 39.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, NESR, BKR and PDS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, National Energy Services Reunited (NESR) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.