NOV Part 2: Estimates And Relative Valuation
Regression estimates suggest NOV's revenue growth in NTM 2023, but the rate can decelerate sharply over the next couple of...
NOV Part 1: International Spares And Aftermarket Support Markets To Gain Momentum
NOV focuses on market share maximization in the spares and aftermarket support markets. In 2H 2022, North American drilling activity...
Liberty Energy Part 2: Estimates And Relative Valuation
The regression model suggests that Liberty's revenues will rise rapidly in the next year but can decelerate afterward. EBITDA can...
Liberty Energy Part 1: Electric Frac Fleet Addition Will Keep Revenue And Margin Growing
Liberty plans to deploy two more digiFrac electric fleets in early 2023 following the strong frac market demand. LBRT can...
ProFrac Holding Part 2: Target Price And Relative Valuation
ProFrac is undervalued relative to its peers at the current level.
ProFrac Part 1: Leap Frogging Into The Top Pressure Pumping Strate
The USWS and FTSI acquisitions have put ProFrac as one of the top players in the pressure pumping industry. By...
Schlumberger Part 2: Estimates And Relative Valuation
The regression model suggests Schlumberger's revenue estimate is upward trending in the next couple of years but may slow down...
Schlumberger Part 1: Many A Positive, But A Few Thorns
Schlumberger plans to increase revenues and adjusted EBITDA at a considerably high rate in FY2022. As the oilfield equipment supply...
Baker Hughes Part 2: Estimates And Relative Valuation
Revenue estimates suggest a steadily increasing trend in the next three years. EBITDA can improve in the next year but...
Baker Hughes Part 1: Natural Gas And International Business Stand Firm, But Management Questions The Demand Side
A weaker economy and supply chain issues can put a dent in Baker Hughes's growth plans in 2022. Loss of...
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