INDICATOR COMPONENTS
The InsiderStreet Score combines six investment factors: Earnings Quality, Financial Quality, Relative Valuation, Risk/Safety, Price Momentum, and Insider/Smart-Money Trading. Scored 1–10, ranked vs sector peers. Weights: Quality 35%, Value 30%, Momentum 12%, with 22% weight on InsiderStreet's proprietary Insider/Smart-Money factor — the data layer that distinguishes us from generic equity research.
OPTIMIZED SCORE
The Optimized Score uses backtested factor weightings derived from historical return attribution. For large/mid cap stocks, Financial Quality and Earnings provide the most explanatory power. For small/micro cap, Insider Trading and Momentum dominate. Companies with Optimized Score ≥ 7 have historically outperformed over 12 months.
PEER ANALYSIS
Currency in USD
| Score | Ticker | Price |
1-Mo | 3-Mo | 1-Yr |
Mkt Cap | Trail PE |
Net Mgn | Edge |
Piotroski | Alpha Radar |
| 7 |
BKR |
$63.14 |
-2.7% |
+13.6% |
+64.1% |
$62.6B |
20.1 |
11.2% |
64.1 |
6 |
-2 |
| 6 |
SLB |
$56.18 |
+0.7% |
+25.7% |
+60.1% |
$84.0B |
-- |
9.2% |
51.8 |
6 |
0 |
| 8 |
TS |
$62.92 |
+1.1% |
+15.8% |
+74.2% |
$33.8B |
-- |
16.2% |
44.0 |
8 |
0 |
| 7 |
HAL |
$39.60 |
-4.7% |
+14.1% |
+85.4% |
$33.1B |
-- |
6.9% |
46.4 |
7 |
-1 |
| 9 |
FTI |
$70.79 |
-3.5% |
+13.0% |
+114.7% |
$28.2B |
-- |
10.6% |
61.1 |
9 |
0 |
| 6 |
NOV |
$21.13 |
+2.9% |
+13.4% |
+61.2% |
$7.6B |
-- |
1.1% |
41.4 |
6 |
2 |
| 7 |
WFRD |
$101.31 |
-6.0% |
+18.7% |
+98.1% |
$7.3B |
-- |
9.5% |
55.9 |
7 |
-1 |
| 9 |
KGS |
$69.08 |
-10.1% |
+23.5% |
+104.5% |
$7.0B |
-- |
5.1% |
53.4 |
9 |
-1 |
| 4 |
AROC |
$36.61 |
-3.1% |
+2.9% |
+48.0% |
$6.4B |
-- |
21.4% |
58.1 |
4 |
0 |
PEER COMPANIES
| SLB | SLB N.V. |
TS | Tenaris S.A. |
| HAL | Halliburton Company |
FTI | TechnipFMC plc |
| NOV | NOV Inc. |
WFRD | Weatherford International plc |
| KGS | Kodiak Gas Services, Inc. |
AROC | Archrock, Inc. |
| VAL | Valaris Limited |
EARNINGS PER SHARE
Quarterly EPS: Actual vs Estimated
Annual Summary (5Y)
| Year | Revenue | Net Income | EPS |
|---|
| 2025 |
$27.7B |
$2.6B |
$2.60 |
| 2024 |
$27.8B |
$3.0B |
$2.98 |
| 2023 |
$25.5B |
$1.9B |
$1.91 |
| 2022 |
$21.2B |
$-0.6B |
$-0.61 |
| 2021 |
$20.5B |
$-0.2B |
$-0.27 |
ANALYST RECOMMENDATIONS
I/B/E/S Mean: Buy (45 Analysts)
EARNINGS SURPRISES (Last 6)
| Type | Date | Actual | Est | Δ |
|---|
| Positive |
2026-04-23 00:00:00 |
$0.58 |
$0.49 |
+17.6% |
| Positive |
2026-01-25 00:00:00 |
$0.78 |
$0.67 |
+16.8% |
| Positive |
2025-10-23 00:00:00 |
$0.68 |
$0.62 |
+10.4% |
| Positive |
2025-07-22 00:00:00 |
$0.63 |
$0.56 |
+13.5% |
| Positive |
2025-04-22 00:00:00 |
$0.51 |
$0.47 |
+8.1% |
| Positive |
2025-01-30 00:00:00 |
$0.70 |
$0.62 |
+12.2% |
ANNUAL REVENUE & NET INCOME
Trailing revenue trajectory and operating leverage. Patterns of revenue growth with rising net income indicate strong execution.
| Latest Revenue (FY) | $27.7B |
| Revenue Growth YoY | -0.3% |
| Revenue CAGR (4Y) | +7.8% |
| EPS Growth YoY | -12.8% |
NEGATIVE OUTLOOK: Valuation is substantially above InsiderStreet fair value.
Current Valuation Multiples
Price / Earnings (P/E)20.06
Trailing 12 months
Price / Sales (P/S)2.30
EV/Sales proxy
EV / EBITDA12.55
Trailing 12 months
EV / FCF27.93
Cash flow multiple
Enterprise Value$64.0B
EV TTM
Fair Value & Yield
Earnings Yield5.0%
Inverse of P/E
Conservative FV (EPS)$29.32
+115% to price
Base-Case FV (Growth)$47.75
Growth model
Optimistic FV$59.69
Bull case
InsiderStreet Value Score1.0/10
Percentile vs sector
PEER VALUATION
| Ticker | P/E | Net Mgn | Mkt Cap | Edge |
|---|
| BKR |
20.1 |
11.2% |
$62.6B |
64.1 |
| SLB |
-- |
9.2% |
$84.0B |
51.8 |
| TS |
-- |
16.2% |
$33.8B |
44.0 |
| HAL |
-- |
6.9% |
$33.1B |
46.4 |
| FTI |
-- |
10.6% |
$28.2B |
61.1 |
| NOV |
-- |
1.1% |
$7.6B |
41.4 |
| WFRD |
-- |
9.5% |
$7.3B |
55.9 |
| KGS |
-- |
5.1% |
$7.0B |
53.4 |
HIGHLIGHTS
- – Current price $63.14 exceeds InsiderStreet fair value estimate of $47.75.
- – Edge Score is 1.0/10, indicating weak valuation.
- – PE ratio stands at 20.06.
VALUATION HISTORY
NEGATIVE OUTLOOK: Current P/E of 20.06 signals a high valuation relative to fundamentals.
5-Year history of valuation multiples by quarter. Each chart shows the trailing value of the multiple and the 5-year average.
PRICE TO EARNINGS
Close price ÷ TTM EPS.
Current: 20.1 · 5Y Avg: -25.9
PRICE TO SALES
Close price ÷ revenue per share.
Current: 2.2 · 5Y Avg: 1.3
PRICE TO BOOK
Close price ÷ book value per share.
Current: 7.0 · 5Y Avg: 6.3
PEG RATIO
P/E ÷ EPS growth rate.
Current: 0.14 · 5Y Avg: 11.55
EV / EBITDA
Enterprise value ÷ EBITDA.
Current: 13.8 · 5Y Avg: 11.8
EV / FCF (TTM)
Enterprise value ÷ free cash flow.
27.9
EV / FCF (TTM)
FCF Yield: 3.6%
POSITIVE OUTLOOK: Strong risk profile supported by sub‑market beta and solid fundamentals.
Volatility & Beta
52W High Distance-10.0%
vs 52W high
52W Low Distance+70.6%
vs 52W low
ATR (14)$2.03
Average True Range
Financial Safety
Altman Z-Score2.29
Grey Zone
Piotroski F-Score6/9
Quality screen
Current Ratio2.13
Liquidity
Debt-to-Equity0.38
Leverage
PEER RISK COMPARISON
| Ticker | 1W Ret | 1M Ret | 3M Ret | 1Y Ret | Piotroski | Mkt Cap |
|---|
| BKR |
-4.0% |
-2.7% |
+13.6% |
+64.1% |
6 |
$62.6B |
| SLB |
-- |
+0.7% |
+25.7% |
+60.1% |
6 |
$84.0B |
| TS |
-- |
+1.1% |
+15.8% |
+74.2% |
8 |
$33.8B |
| HAL |
-- |
-4.7% |
+14.1% |
+85.4% |
7 |
$33.1B |
| FTI |
-- |
-3.5% |
+13.0% |
+114.7% |
9 |
$28.2B |
| NOV |
-- |
+2.9% |
+13.4% |
+61.2% |
6 |
$7.6B |
| WFRD |
-- |
-6.0% |
+18.7% |
+98.1% |
7 |
$7.3B |
| KGS |
-- |
-10.1% |
+23.5% |
+104.5% |
9 |
$7.0B |
HIGHLIGHTS
- – Beta of 0.938 indicates volatility below the market average.
- – Altman Z‑score of 2.288 signals moderate financial stability.
- – Piotroski F‑score of 6 reflects robust accounting fundamentals.
- – 1‑year total return of 64.07% demonstrates strong equity performance.
PRICE MOMENTUM & EQUITY WEATHER
NEUTRAL OUTLOOK: Momentum is weak with a -28.5 weather score.
Equity Weather (composite)
Alpha Radar Opinion
Opinion -2/100
As of 2026-06-10 00:00:00
SCREENS HIT
squeeze_bearish
SEASONALITY — Monthly Avg Return (12 months)
| Month | Avg Return | Median | Win Rate | N |
|---|
| January |
+1.5% |
+1.5% |
5000% |
20 |
| February |
+0.7% |
+1.5% |
5500% |
20 |
| March |
-1.4% |
+1.4% |
6190% |
21 |
| April |
+6.4% |
+5.3% |
6000% |
20 |
| May |
+1.4% |
+1.8% |
5500% |
20 |
| June |
-0.5% |
-0.0% |
5000% |
20 |
| July |
+4.0% |
+3.0% |
6500% |
20 |
| August |
-4.2% |
-3.6% |
4000% |
20 |
| September |
+0.0% |
+2.9% |
6000% |
20 |
| October |
+0.4% |
+0.7% |
5500% |
20 |
| November |
+3.0% |
+2.4% |
6500% |
20 |
| December |
-0.3% |
+0.6% |
5500% |
20 |
HIGHLIGHTS
- – Edge Score sits at 4.4, reflecting modest momentum.
INSIDER TRADING (FORM 4 & FORM 144)
POSITIVE OUTLOOK: Strong insider buying and supportive ETF activity underpin a
Last 90 Days — Summary
Total Form 4 Transactions15
Recent Form 4 Transactions (Top 10 by Date)
| Date | Insider | Role | Type | A/D | Shares | Price |
|---|
| 2026-06-03 |
Charlton Rebecca L |
officer: SVP, Cont |
S-Sale |
SELL |
5,088 |
$64.22 |
| 2026-06-01 |
Charlton Rebecca L |
officer: SVP, Cont |
M-Exem |
BUY |
11,651 |
$0.00 |
| 2026-06-01 |
Charlton Rebecca L |
officer: SVP, Cont |
F-InKi |
SELL |
4,585 |
$62.97 |
| 2026-06-01 |
Charlton Rebecca L |
officer: SVP, Cont |
M-Exem |
SELL |
11,651 |
$0.00 |
| 2026-05-19 |
Carroll Cynthia B |
director |
A-Awar |
BUY |
2,749 |
$0.00 |
| 2026-05-19 |
RICE JOHN G |
director |
A-Awar |
BUY |
2,749 |
$0.00 |
| 2026-05-19 |
Sohi Mohsen |
director |
A-Awar |
BUY |
2,749 |
$0.00 |
| 2026-05-19 |
Kadri Ilham |
director |
A-Awar |
BUY |
2,749 |
$0.00 |
| 2026-05-19 |
Edwards Shirley Ann |
director |
A-Awar |
BUY |
2,749 |
$0.00 |
| 2026-05-19 |
BRENNEMAN GREGORY D |
director |
A-Awar |
BUY |
2,749 |
$0.00 |
FORM 144 — Planned Sales (Forward-Looking Signal)
| Filing Date | Filer | Security | Shares to Sell | Estimated Proceeds |
|---|
| 2026-06-12 |
Simonelli Lorenzo |
Class A |
181,411 |
$11.46M |
| 2026-06-03 |
Charlton Rebecca L |
Class A |
5,088 |
$0.33M |
| 2026-05-19 |
Apostolides James E |
Class A |
12,261 |
$0.81M |
| 2026-03-16 |
BORRAS MARIA C |
Class A |
60,626 |
$3.30M |
| 2026-03-04 |
Simonelli Lorenzo |
Class A |
272,593 |
$16.96M |
HIGHLIGHTS
POLITICAL TRADING (HOUSE + SENATE)
NEUTRAL OUTLOOK: Recent House activity shows balanced buying and selling.
RECENT HOUSE TRADES
| Date | Member | Office | Type | Amount |
|---|
| 2026-01-09 |
Gilbert Cisneros |
Gilbert Cisneros |
Sale |
$1,001 - $15,000 |
| 2025-12-19 |
Gilbert Cisneros |
Gilbert Cisneros |
Purchase |
$1,001 - $15,000 |
| 2025-06-10 |
Lisa McClain |
Lisa McClain |
Sale (Full) |
$1,001 - $15,000 |
| 2025-03-04 |
Tim Moore |
Tim Moore |
Purchase |
$15,001 - $50,000 |
| 2024-12-11 |
Lisa McClain |
Lisa McClain |
Purchase |
$1,001 - $15,000 |
| 2023-02-10 |
Diana Harshbarger |
Diana Harshbarger |
Purchase |
$1,001 - $15,000 |
| 2023-02-10 |
Diana Harshbarger |
Diana Harshbarger |
Purchase |
$1,001 - $15,000 |
| 2022-09-22 |
Diana Harshbarger |
Diana Harshbarger |
Purchase |
$1,001 - $15,000 |
RECENT SENATE TRADES
No recent Senate trades.
HIGHLIGHTS
- – 2 House trades recorded in the past year (1 purchase, 1 sale) – InsiderStreet.
- – 1 distinct House member (Gilbert Cisneros) executed both a purchase and a sale – InsiderStreet.
- – 3 recent House filings each valued between $1,001 and $15,000 – InsiderStreet.
- – No Senate trades reported in the past year – InsiderStreet.
INSTITUTIONAL OWNERSHIP (13F)
NEUTRAL OUTLOOK: Institutional ownership is broadly held with over 1,000 13F filers.
As of 2026-Q1
Latest Complete Quarter
Total 13F Filers Holding1048
Total Notional Invested$55.2B
13F-Reported Shares933,146,132
Q-o-Q Changes (Position Counts)
TOP 10 INSTITUTIONAL HOLDERS
| Investor | Shares | Market Value | Δ Shares |
|---|
| JPMORGAN CHASE & CO |
205,943,872 |
$10033.6M |
+95,012,894 |
| VANGUARD GROUP INC |
123,890,075 |
$6035.9M |
+598,159 |
| VANGUARD GROUP INC |
121,534,530 |
$5534.7M |
-2,355,545 |
| BlackRock, Inc. |
91,292,292 |
$4447.8M |
-1,328,563 |
| BlackRock, Inc. |
93,540,519 |
$4259.8M |
+2,248,227 |
| JPMORGAN CHASE & CO |
86,829,486 |
$3954.2M |
-119,114,386 |
| STATE STREET CORP |
60,471,824 |
$2946.2M |
-1,175,320 |
| STATE STREET CORP |
61,409,438 |
$2796.6M |
+937,614 |
| Capital World Investors |
47,546,388 |
$2316.5M |
+3,153,709 |
| Capital World Investors |
47,234,954 |
$2151.1M |
-311,434 |
HIGHLIGHTS
- – 1,048 13F filers reported holdings as of 2026‑Q1.
- – 933,146,132 shares are disclosed under 13F, reflecting the total institutional stake.
- – $55.24 billion total invested capital is reported by these investors.
- – 204 new positions were opened in the latest quarter, showing continued institutional interest.
ETF FLOWS · DARK POOL · SHORT INTEREST
NEUTRAL OUTLOOK: ETF net accumulation of 1,907 offsets modest short interest of 0.55%.
Short Interest — 30 Days
Avg Daily Short Vol409,966
Avg Total Daily Vol740,506
HIGHLIGHTS
- – Short interest averages
ALPHA RADAR — TECHNICAL DEEP DIVE
NEUTRAL OUTLOOK: Price sits just below the 20‑day SMA with near‑neutral momentum.
Oscillators & Momentum
TSI (True Strength Index)-4.22
PIVOT POINTS (Classic Daily)
SCREENS CURRENTLY TRIGGERED (1)
squeeze_bearish
HIGHLIGHTS
- – Current price is $63.14, which is below the
NEWS, EVENTS & SENTIMENT
NEGATIVE OUTLOOK: Recent coverage shows bearish sentiment and elevated filing activity.
Recent News (Last 30 Days, Top 7)
RECENT FORM 8-K EVENTS
| Filing Date | Form | Items | Description |
|---|
| 2026-05-21 |
8-K |
<built-in method items of dict object at 0x7c82ca7ebcc0> |
Other Events |
| 2026-05-19 |
8-K |
<built-in method items of dict object at 0x7c82ca7ebe80> |
Officer/Director Change; Shareholder Vote; Exhibits |
| 2026-04-23 |
8-K |
<built-in method items of dict object at 0x7c82ca7ebf40> |
Earnings Release; Regulation FD; Exhibits |
| 2026-03-11 |
8-K |
<built-in method items of dict object at 0x7c82ca7f0040> |
Entry into Material Definitive Agreement; Creation of Direct |
| 2026-03-02 |
8-K |
<built-in method items of dict object at 0x7c82ca7f0100> |
Other Events; Financial Statements and Exhibits |
| 2026-01-26 |
8-K |
<built-in method items of dict object at 0x7c82ca7f0200> |
Results of Operations and Financial Condition; Regulation FD |
| 2025-11-07 |
8-K |
<built-in method items of dict object at 0x7c82ca7f02c0> |
Other Events; Financial Statements and Exhibits |
| 2025-10-23 |
8-K |
<built-in method items of dict object at 0x7c82ca7f0380> |
Results of Operations and Financial Condition; Regulation FD |
RECENT SCHEDULE 13D/G ACTIVIST FILINGS
| Filing Date | Form | Is 13D | Issuer |
|---|
| 2026-05-12 |
SCHEDULE 13G/A |
NO |
Baker Hughes Co |
| 2026-05-04 |
SCHEDULE 13G/A |
NO |
Baker Hughes Company |
| 2026-04-29 |
SCHEDULE 13G |
NO |
Baker Hughes Co |
| 2026-03-26 |
SCHEDULE 13G/A |
NO |
Baker Hughes Co |
| 2026-01-23 |
SCHEDULE 13G/A |
NO |
Baker Hughes Company |
HIGHLIGHTS
- – 7 news items were released in the reporting window.
- – The average sentiment score is –0.129, reflecting a negative tone.
- – 8 Form 8‑K filings were submitted, indicating heightened disclosure activity.
- – 5 Schedule 13 filings were filed, adding to regulatory workload.
METHODOLOGY
InsiderStreet Score (0-10). Composite of six factors: Earnings Quality (18%), Financial Quality (18%), Relative Valuation (15%), Risk/Safety (15%), Price Momentum (12%), Insider/Smart-Money (22%). Each factor is independently scored 0-10 from underlying data, then weighted into the composite. Stocks with composite ≥7 have historically outperformed the S&P 500 over rolling 12-month windows.
Edge Score. InsiderStreet's proprietary competitive-advantage score (0-100), built from five sub-pillars: Cost Advantage, Intangibles, Switching Costs, Network Effects, and Scale. Ratings: Wide (≥70), Narrow (40-69), Limited (<40).
Insider/Smart-Money Factor. The differentiator. Built from Form 4 (corporate insider) transactions, Form 144 (planned sales), 13F (institutional) Q-o-Q changes, ETF accumulation, Congressional (House + Senate) trades, dark pool weekly notional, and FINRA short volume. Each input is percentile-ranked vs sector; composite re-percentile-ranked vs market.
Data Freshness. 13F filings are due 45 days after quarter-end. If the latest quarter's filing window is open AND we have less than 90% of prior-quarter filer count, we suppress Q-o-Q comparisons and label the data as in-progress.
Fair Value. Three models: Conservative EPS (P/E reversion to historical norm), Base Growth (forward EPS × industry mean P/E), Optimistic Growth (analyst-implied price target). Final fair value range presented; current price compared to base.
DATA SOURCES & CADENCE
| Data | Source | Cadence | Lag |
|---|
| Stock Quotes | Polygon, FMP | Real-time / 15-min | 0-15 min |
| Form 4 (Insiders) | SEC EDGAR | Daily | 0-2 days |
| Form 144 (Planned Sales) | SEC EDGAR | Daily | 0-2 days |
| Form 8-K (Events) | SEC EDGAR | Daily | 0-2 days |
| 13F (Institutional) | SEC EDGAR | Quarterly | Up to 45 days post Q-end |
| Schedule 13D/G | SEC EDGAR | Event-driven | 10 days from trigger |
| House Trades | House Financial Disclosures | Daily | 30-45 days from txn |
| Senate Trades | Senate eFD | Daily | 30-45 days from txn |
| Dark Pool | FINRA ATS | Weekly | ~14 days |
| Short Interest | FINRA Daily Short Sale Vol | Daily | 1-2 days |
| Earnings + Analyst Est | FMP, Refinitiv | Quarterly + ad-hoc | 0-3 days |
| News + Sentiment | 200+ outlets, AI-scored | 15-min | 0-15 min |
| ETF Holdings | SEC N-PORT, ETF.com | Monthly / Quarterly | 30-45 days |
| Technical Indicators | Computed daily | Daily | 0-1 day |
DISCLAIMER
This report is generated by InsiderStreet.ai for informational and educational purposes only. It does not constitute investment advice, a recommendation to buy or sell any security, or an offer of any financial product or service. Past performance does not guarantee future results.
All scores, ratings, and analyses are derived from public data sources including SEC filings (EDGAR), FINRA disclosures, exchange data, and analyst estimate aggregators. While we strive for accuracy, data may contain errors or be subject to revision by source providers. Users should verify all material information independently before making investment decisions.
"Edge Score", "InsiderStreet Score", "Capital Discipline", and "Conviction" are proprietary terms developed by InsiderStreet.ai and are not affiliated with any third-party rating services.
Generated 2026-06-15 05:07:29 ET · Cached 24h · Refresh: ?refresh=1