Baker Hughes Company (BKR)
Baker Hughes provides oilfield services and energy technology, including turbines for LNG facilities.
Energy stock comparison
BKR vs FANG: which business are you actually underwriting?
Compare Baker Hughes Company with Diamondback Energy, Inc. using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Energy
- Industry
- Different SIC
- Shared themes
- 1
- Updated
- 2026-02-25
BKR vs FANG: quick comparison
| Company fact | BKR | FANG |
|---|---|---|
| Company | Baker Hughes Company | Diamondback Energy, Inc. |
| Exchange | NASDAQ | NASDAQ |
| SEC industry | Oil & Gas Field Machinery & Equipment | Crude Petroleum & Natural Gas |
| Fiscal year-end | December 31 | December 31 |
| Latest annual filing | 10-K · 2026-02-05 | 10-K · 2026-02-25 |
BKR vs FANG: audited financials
BKR reported about 1.8× the revenue of FANG in the latest audited fiscal year. On profitability, FANG converted a larger share of revenue into net income (10.3% versus 9.3%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | BKR | FANG |
|---|---|---|
| Revenue | $27.7B | $15.0B |
| Net income | $2.6B | $1.5B |
| Operating cash flow | $3.8B | $8.8B |
| Diluted EPS | $2.98 | $5.73 |
| Net margin | 9.3% | 10.3% |
BKR: FY ending 2025-12-31 · FANG: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
How the businesses differ
Why this pair belongs in the comparison set
BKR and FANG have different SEC industry classifications, but both map to the maintained Economic trends research theme inside the Energy sector. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
Diamondback Energy, Inc. (FANG)
Diamondback Energy produces oil and natural gas from the Permian Basin in West Texas.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. BKR is classified by the SEC as Oil & Gas Field Machinery & Equipment, while FANG is classified as Crude Petroleum & Natural Gas. The different industry codes are a warning against treating sector membership as proof of identical economics.
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The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchWhich thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study BKR when…
- Crude and natural-gas prices
- OPEC+ supply decisions
- Geopolitics and supply disruptions
- Capital discipline and shareholder returns
Study FANG when…
- Crude and natural-gas prices
- OPEC+ supply decisions
- Geopolitics and supply disruptions
- Capital discipline and shareholder returns
Shared research themes
Economic trends
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.BKR's fiscal year ends December 31, while FANG's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 5matched transaction rows for BKRand 4 for FANG. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
BKR primary filings
FANG primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
More comparisons involving BKR or FANG
BKR vs FANG FAQs
Are BKR and FANG direct competitors?
Baker Hughes Company and Diamondback Energy, Inc. sit in the same Energy sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.
Which is better, BKR or FANG?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this BKR vs FANG comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Baker Hughes Company and Diamondback Energy, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.
A comparison is the setup. The thesis is the call.
BKR vs FANG shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.
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