Does The GE Deal Make Sense For Baker Hughes’ Shareholders?

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The merger of Baker Hughes (NYSE:BHI) and General Electric‘s (NYSE:GE) oil and gas operations, announced earlier this month [1], is expected to create a leading equipment, technology, and services provider in the oil and gas industry with operations in more than 120 countries. In our previous analysis, we had determined the estimated value of the New Baker Hughes company that is likely to be formed by the amalgamation of the two companies. Based on the estimated value of Baker Hughes and GE’s Oil and Gas division (using their respective EV/EBITDA multiples for 2018), along with the present value of the estimated cost and revenue synergies, we arrived at a value of $63.4 billion for the New Baker Hughes company. Now, we aim to calculate the value that the Baker Hughes shareholders will derive from the deal and whether the transaction makes economic sense for them.

Under the terms of the deal, Baker Hughes shareholders will hold 37.5% ownership of the newly formed company, while the remaining 62.5% share will be held by GE. Further, Baker Hughes shareholders will receive a sum of $7.4 billion, or $17.50 per share, as a one-time special dividend as part of the arrangement. Based on these numbers, below we show that Baker Hughes will derive a value of approximately $31.2 billion from the deal.

BHI-Q&A-merger-4

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When we compare the value derived from the GE deal with the value of Baker Hughes’ equity before the deal, we figure that the company’s shareholders will enjoy an incremental value of roughly $5.6 billion, or $13.20 per share. This implies that the shareholders will receive a premium of almost 22% over their existing value before the deal. Given that the outlook for commodity markets continues to be uncertain, this appears to be a fair deal for Baker Hughes’ shareholders. Besides, they will continue to hold a position in the new company, which will enable that to be a part of the company’s long-term growth.

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Have more questions about Baker Hughes (NYSE:BHI)? See the links below:

Notes:

1) The purpose of these analyses is to help readers focus on a few important things. We hope such lean communication sparks thinking, and encourages readers to comment and ask questions on the comment section, or email content@trefis.com

2) Figures mentioned are approximate values to help our readers remember the key concepts more intuitively. For precise figures, please refer to our complete analysis for Baker Hughes

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Notes:
  1. GE and Baker Hughes Agree To Create New Fullstream Digital Industrial Services Company, 31st October 2016, www.bakerhughes.com []