BKR vs MSCI

Comparison between Baker Hughes Co - Class A (BKR, Company) and MSCI Inc (MSCI, Company).

BKR is from the Energy sector, while MSCI is from the Financial Services sector.

5-Year PerformanceBKR has outperformed MSCI, delivering a return of +25.7% compared to +1.0%

BKR vs MSCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKR(COMPANY)	MSCI(COMPANY)
Market Cap	$46B	$45B
Max Drawdown	75.39%	69.06%
Sharpe Ratio	1.15	-0.01
5Y Beta	1.02	0.67
Industry	Oil & Gas Equipment & Services	Financial Data & Stock Exchanges
P/E Ratio	18.47	35.15
Forward P/E	21.10	31.95
PEG Ratio	2.32	1.67
Dividend Yield	1.64%	1.19%
5Y Dividends CAGR	9.82%	24.94%
5Y EPS CAGR	N/A	17.64%
Debt to Equity	3.90%	-230.84%
Free Cash Flow Yield	7.80%	3.45%
P/S Ratio	2.04	13.73
P/B Ratio	2.97	37.57

Market Cap

Winner

BKR

$46B

MSCI

$45B

Max Drawdown

BKR

75.39%

Winner

MSCI

69.06%

Sharpe Ratio

Winner

BKR

1.15

MSCI

-0.01

5Y Beta

BKR

1.02

Winner

MSCI

0.67

Industry

BKR

Oil & Gas Equipment & Services

MSCI

Financial Data & Stock Exchanges

P/E Ratio

Winner

BKR

18.47

MSCI

35.15

Forward P/E

Winner

BKR

21.10

MSCI

31.95

PEG Ratio

BKR

2.32

Winner

MSCI

1.67

Dividend Yield

Winner

BKR

1.64%

MSCI

1.19%

5Y Dividends CAGR

BKR

9.82%

Winner

MSCI

24.94%

5Y EPS CAGR

BKR

N/A

MSCI

17.64%

Debt to Equity

BKR

3.90%

Winner

MSCI

-230.84%

Free Cash Flow Yield

Winner

BKR

7.80%

MSCI

3.45%

P/S Ratio

Winner

BKR

2.04

MSCI

13.73

P/B Ratio

Winner

BKR

2.97

MSCI

37.57

BKR vs MSCI - Historical Returns

Returns include dividend reinvestment.

Period	BKR	MSCI
1 month	-4.68%	-3.32%
3 months	-6.11%	-5.65%
6 months	+5.97%	-3.93%
1 year	+43.97%	-1.47%
5 years(CAGR)	+25.71%	+1.00%
10 years(CAGR)	+7.52%	+22.49%
Max(CAGR)	+7.52%	+18.70%

BKR

-4.68%

Winner

MSCI

-3.32%

BKR

-6.11%

Winner

MSCI

-5.65%

Winner

BKR

+5.97%

MSCI

-3.93%

Winner

BKR

+43.97%

MSCI

-1.47%

5Y(CAGR)

Winner

BKR

+25.71%

MSCI

+1.00%

10Y(CAGR)

BKR

+7.52%

Winner

MSCI

+22.49%

Max(CAGR)

BKR

+7.52%

Winner

MSCI

+18.70%

BKR vs MSCI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BKR	MSCI
2026	+20.47%	+0.10%
2025	+11.95%	-2.69%
2024	+23.99%	+9.21%
2023	+21.79%	+23.97%
2022	+20.97%	-21.13%
2021	+18.01%	+40.95%
2020	-15.06%	+69.23%
2019	+25.57%	+77.76%
2018	-31.69%	+16.88%
2017	-14.16%	+62.75%
2016	N/A	+12.99%
2015	N/A	+53.19%
2014	N/A	+10.40%
2013	N/A	+36.07%
2012	N/A	-5.55%
2011	N/A	-16.53%
2010	N/A	+21.83%
2009	N/A	+70.51%
2008	N/A	-47.53%
2007	N/A	+47.13%

BKR vs MSCI Drawdown Comparison

The maximum drawdown for BKR was -73.51%, occurring on Mar 23, 2020. Recovery took 1173 trading sessions.

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

The current BKR drawdown is -18.80%. The current MSCI drawdown is -12.78%.

Rank	BKR	MSCI
#1	-73.51% Jul 7, 2017 - Mar 4, 2022	-69.06% Dec 31, 2007 - Dec 21, 2010
#2	-46.54% Mar 25, 2022 - Jul 26, 2024	-43.74% Nov 16, 2021 - Jun 1, 2026
#3	-28.00% Feb 5, 2025 - Sep 23, 2025	-36.06% Dec 27, 2010 - Sep 16, 2013
#4	-23.99% Apr 30, 2026 - Jul 2, 2026	-32.21% Feb 19, 2020 - Apr 27, 2020
#5	-16.86% Feb 27, 2026 - Apr 24, 2026	-25.58% Sep 4, 2018 - Feb 28, 2019
#6	-14.43% Jul 31, 2024 - Nov 5, 2024	-15.42% Jun 1, 2026 - Jun 25, 2026
#7	-12.13% Dec 4, 2025 - Jan 15, 2026	-14.93% Jul 31, 2015 - Nov 2, 2015
#8	-12.03% Sep 29, 2025 - Dec 3, 2025	-14.85% Jul 18, 2019 - Nov 1, 2019
#9	-11.32% Nov 21, 2024 - Jan 14, 2025	-14.11% Aug 31, 2016 - Feb 3, 2017
#10	-10.60% Mar 11, 2022 - Mar 24, 2022	-13.71% Jul 27, 2020 - Nov 4, 2020
#11	-8.44% Jan 21, 2025 - Feb 3, 2025	-13.50% May 18, 2020 - Jul 6, 2020
#12	-3.06% Feb 4, 2026 - Feb 9, 2026	-13.49% Sep 18, 2014 - Nov 24, 2014
#13	-2.84% Mar 8, 2022 - Mar 10, 2022	-13.30% Dec 29, 2015 - Feb 22, 2016
#14	-2.81% Nov 11, 2024 - Nov 20, 2024	-13.21% Jan 12, 2021 - Apr 12, 2021
#15	-2.12% Feb 12, 2026 - Feb 18, 2026	-12.38% Mar 12, 2014 - Jul 1, 2014

Correlation

Correlation between BKR and MSCI is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55

-101

Dividend Comparison (2014 - 2026)

BKR vs MSCI dividend yield comparison.

Year	BKR	MSCI
2026	0.82%	0.73%
2025	2.02%	1.25%
2024	2.05%	1.07%
2023	2.28%	0.98%
2022	2.47%	0.98%
2021	2.99%	0.59%
2020	3.45%	0.65%
2019	2.81%	0.98%
2018	3.35%	1.30%
2017	56.42%	1.04%
2016	0.00%	1.27%
2015	0.00%	1.11%
2014	0.00%	0.38%