TechnipFMC vs Liberty Energy
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KIRA’s take AI analyst
I put TechnipFMC and Liberty Energy side by side, using each one’s latest annual report. Here is what stands out:
- TechnipFMC is the larger business, with $9.9B of revenue in fiscal 2025 against $4.0B for Liberty Energy, about 2.5 times as much.
- TechnipFMC grew revenue faster (9.4%, against −7.2%).
- TechnipFMC kept more of each dollar of sales as operating profit (14.5% operating margin, against 1.8%).
- TechnipFMC turned more of its sales into free cash flow (14.6% FCF margin, against 0.4%).
- TechnipFMC earned a higher return on the capital invested in it (37.2%, against 2.2%).
- Investors pay more for each dollar of Liberty Energy’s earnings: a P/E of 65.0x against 24.3x for TechnipFMC.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
TechnipFMC
FTI
9/10
Revenue growthOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Liberty Energy
LBRT
1/10
5-year growth
Side by side
Best in the row
| Latest fiscal year | FTI FY25 | LBRT FY25 |
|---|---|---|
| Size | ||
| Market cap | $28.3B | $2.5B |
| Revenue | $9.9B | $4.0B |
| Free cash flow | $1.4B | $14.1M |
| Net income | $964M | $148M |
| Growth | ||
| Revenue growth | 9.4% | −7.2% |
| 5-year growth | 8.8% | 32.9% |
| Share count change | −4.7% | −2.4% |
| Profitability | ||
| Gross margin | — | 20.9% |
| Operating margin | 14.5% | 1.8% |
| Net margin | 9.7% | 3.7% |
| FCF margin | 14.6% | 0.4% |
| Return on capital | 37.2% | 2.2% |
| Return on equity | 29.9% | 7.3% |
| Balance sheet | ||
| Net debt | −$510M | $527M |
| Net debt / EBITDA | −0.3x | 0.9x |
| Dividends and buybacks | $1.0B | $79.4M |
| Valuation & quality | ||
| P/E | 24.3x | 65.0x |
| Piotroski F-score | 8 | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.