Baker Hughes Part 2: Estimates And Relative Valuation
Our regression model suggests a decelerating revenue trend in the next two years. EBITDA can increase sharply in the NTM...
Baker Hughes Part 1: LNG Projects And Operating Profit Growth To Drive BKR
LNG project FIDs can more than double in 2023 – a likely boost for Baker Hughes. Spectacular growth in the...
SLB Part 2: Estimates And Relative Valuation
Our regression model suggests SLB's revenue estimate is upward trending in NTM 2023 but may slow down considerably after that....
SLB Part 1: Offshore And International Drivers Get Stronger For SLB
SLB's premier drivers remain capacity expansion projects in the Middle East and offshore activities. The company's North American operation will...
STEP Energy Services Part 2: Estimates And Relative Valuation
Our linear regression model suggests strong revenue growth in NTM 2023, but the rate can decelerate rapidly in NTM 2024...
STEP Energy Part 1: Margin Growth And Cash Flow Generation Clean Up Balance Sheet
Multi-pad drilling and LNG production growth will likely carry the topline and margin momentum for STEP in 2023. Its revenue...
KLX Energy Services Part 2: Estimates And Relative Valuation
Our linear regression model suggests steady revenue growth in NTM 2023, but the rate can decelerate severely in NTM 2024...
KLX Energy Services Part 1: Strategic Adjustments But Financial Risks Persist
Continued industry activity and net pricing improvement will likely carry the topline and margin momentum for KLXE. Cost controls and...
Calfrac Well Services Part 2: Estimates And Relative Valuation
Our revenue estimates suggest a reasonable rise in revenues in the following two years. EBITDA can increase significantly in NTM...
Calfrac Well Services Part 1: Margin Expansion And Cash Flow Improvement Propel
Calfrac is considering reactivating another pressure pumping fleet in 2023. The company's average adjusted EBITDA per fleet more than tripled...
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