Suncor vs Baker Hughes

This page compares Suncor and Baker Hughes, outlining their business models, financial performance, and market context in a neutral, accessible way. It explains how each company positions itself within its sector and what that means for strategy and industry dynamics. Educational content, not financial advice.

This page compares Suncor and Baker Hughes, outlining their business models, financial performance, and market context in a neutral, accessible way. It explains how each company positions itself withi...

Comparison Snapshot

Key Financial Metrics

SU

Metric

BKR

$61.49B

Market Cap

$55.55B

-19.14%

Potential Profit

-5.92%

Hold

Analyst Rating

Buy

Why It's Moving

JP Morgan Upgrades Suncor Energy to Overweight, Fueling Bullish Momentum

JP Morgan's upgrade reflects optimism on Suncor's integrated oil sands operations and potential for improved profitability in a stable energy market.
Stock rose 1.30% on January 23 to $69.61, bucking a short-term dip and aligning with a strong rising trend projecting 11.78% upside over three months.
Recent institutional buying, including Dodge & Cox increasing its stake, underscores growing fund interest ahead of Q4 earnings release.

Sentiment:

🐃Bullish

Baker Hughes Crushes Q4 Expectations with Record Orders and Backlog, Fueling Energy Sector Optimism

Orders hit $7.9B, with $4.0B from IET, underscoring strong client confidence in energy tech solutions.
Record RPO of $35.9B, including IET highs, points to a packed pipeline of future revenue amid volatile markets.
U.S. drillers added rigs for the first time in three weeks per Baker Hughes data, with oil rigs up to 411, hinting at nascent recovery despite 5.6% yearly drop.

Sentiment:

🐃Bullish

JP Morgan Upgrades Suncor Energy to Overweight, Fueling Bullish Momentum

JP Morgan's upgrade reflects optimism on Suncor's integrated oil sands operations and potential for improved profitability in a stable energy market.
Stock rose 1.30% on January 23 to $69.61, bucking a short-term dip and aligning with a strong rising trend projecting 11.78% upside over three months.
Recent institutional buying, including Dodge & Cox increasing its stake, underscores growing fund interest ahead of Q4 earnings release.

Sentiment:

🐃Bullish

Baker Hughes Crushes Q4 Expectations with Record Orders and Backlog, Fueling Energy Sector Optimism

Orders hit $7.9B, with $4.0B from IET, underscoring strong client confidence in energy tech solutions.
Record RPO of $35.9B, including IET highs, points to a packed pipeline of future revenue amid volatile markets.
U.S. drillers added rigs for the first time in three weeks per Baker Hughes data, with oil rigs up to 411, hinting at nascent recovery despite 5.6% yearly drop.

Sentiment:

🐃Bullish

Investment Analysis

Suncor

SU

Pros

Suncor Energy delivered strong Q3 2025 results, beating EPS and revenue forecasts with record production and sales across its operations.
The company increased its annual dividend by 5% to $2.40 per share, reflecting confidence in cash flow generation and shareholder returns.
Suncor trades at a relatively attractive P/E ratio compared to sector peers, with analysts maintaining a positive outlook and recent price target upgrades.

Considerations

Suncor has a relatively high debt-to-equity ratio, which could pose risks in a rising interest rate environment or during periods of oil price volatility.
The company's quick ratio is below 1, suggesting limited liquidity to cover short-term obligations and potential financial stress in downturns.
Suncor's profitability and stock performance remain highly sensitive to fluctuations in oil prices and broader energy market conditions.

Baker Hughes

BKR

Pros

Baker Hughes maintains a strong return on equity and return on invested capital, outperforming many peers in the oil and gas equipment sector.
The company is well-positioned in the growing natural gas infrastructure and energy transition markets, with exposure to LNG and data center technologies.
Baker Hughes has a solid interest coverage ratio, indicating strong capacity to service its debt obligations even in challenging market conditions.

Considerations

Baker Hughes operates in a cyclical industry, with revenues and earnings vulnerable to upstream spending declines and commodity price swings.
The company's quick ratio is below 1, suggesting limited short-term liquidity to manage immediate financial obligations.
Baker Hughes faces competitive pressures and margin risks as the energy sector shifts toward cleaner technologies and digital solutions.

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