← Top Holdings

BKRBaker Hughes Co.

CUSIP: 05722G100

2

Guru Owners

$2.27B

Total Value Held

37.3M

Total Shares

$2.19B
1.20%
$84.3M
0.38%

📊 Fundamentals

Market Cap$54.0B
P/E Ratio17.0x
Near market avg
Forward P/E19.4x
P/FCF17.1x
EPS (TTM)$3.20
Revenue (TTM)$27.9B
Profit Margin11.17%
Div Yield1.69%
Beta0.96

52-Week Range

$38.37
$70.41

Current: $54.47

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 17.0x trailing earnings → 19.4x forward · 11.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$568.6M$1.14B$1.71B$2.27BQ4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $2.27B
REDUCEDDodge & Cox$2.19B
REDUCEDRay Dalio$84.3M
Q4 '252 owners · $1.87B
REDUCEDDodge & Cox$1.86B
REDUCEDRay Dalio$16.4M
Q3 '252 owners · $2.15B
REDUCEDDodge & Cox$2.15B
NEWRay Dalio$3.6M
Q2 '251 owners · $1.71B
REDUCEDDodge & Cox$1.71B
Q1 '252 owners · $1.98B
REDUCEDDodge & Cox$1.96B
REDUCEDRay Dalio$14.9M
Q4 '243 owners · $1.95B
REDUCEDDodge & Cox$1.87B
REDUCEDHarry Burn$64.8M
INCREASEDRay Dalio$14.4M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
7%analyst est. 6.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
11.3%current: 11.3%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

BKR: Held by 2 superinvestors · 5 congress member trades

$1,001 - $15,0002026-01-09
$1,001 - $15,0002025-12-19
$1,001 - $15,0002025-06-10
$15,001 - $50,0002025-03-04
$1,001 - $15,0002024-12-11