COMPARE · Reviewed July 29, 2026
AROC vs HAL
Verdict: Side-by-side breakdown using the Bull Rankings model. AROC scored 58.9, HAL scored 57.4 — AROC leads.
Compare another set
AROC
Archrock, Inc.
58.9
$35.34 · $6.2B
fundamentals as of
Score gap
1.5
AROC leads
HAL
Halliburton Company
57.4
$31.63 · $26.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
AROC
stronger →← stronger
HAL
81
Qualityreturns · margins · balance sheet
67
50
Growthrevenue & earnings expansion
50
51
Valuevaluation vs sector peers
57
AROC and HAL split the three pillars evenly.
Fundamentals, head-to-head
AROC
HAL
$245mC
FCF
$1.7bC+
+22.7%A-
Rev
+0.6%C
1.57C
D/E
0.74B
19.2xB
P/E
16.6xB
1.59C+
PEG
0.79A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AROC
HAL
4% above
Price vs fair valuelower is cheaper
48% below
~13%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-2%/yr
-22%
1-yr DCF upside
+47%
-4%
5-yr DCF upside
+92%
+32%
10-yr DCF upside
+186%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AROC
Why this score
- Raising its dividend
- Cyclical growth
- Short track record
HAL
Why this score
- Buying back stock
- Cyclical growth
The companies
AROCArchrock, Inc.
Why now
Oil & Gas Equipment & Services · market cap $6.2b. 16% off the 52-week high of $42.23. Revenue growing +23%, comfortably above the S&P median. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $42.88 (implying +21% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
HALHalliburton Company
Why now
Oil & Gas Equipment & Services · market cap $26.4b. Down 27% from 52-week high of $43.59 — deep drawdown territory. PEG 0.79 — paying under fair value for the growth rate. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $43.52 (implying +38% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 108% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.