Based on the aggregated intelligence of 130,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, oilfield service provider National Oilwell Varco (NYSE:NOV) has earned a coveted five-star ranking.

With that in mind, let's take a closer look at National Oilwell's business, and see what CAPS investors are saying about the stock right now.

National Oilwell facts

Headquarters (founded)

Houston, Texas (1862)

Market Cap

$12.06 billion


Oil and Gas Equipment and Services

Trailing-12-Month Revenue

$13.43 billion


CEO Merrill Miller, Jr. (since 2001)
CFO Clay Williams (since 2005)

Return on Equity (average, last three years)



Baker Hughes (NYSE:BHI)
Cameron International
General Electric

CAPS members bullish on NOV also bullish on:

Transocean (NYSE:RIG)

CAPS members bearish on NOV also bearish on:

ExxonMobil (NYSE:XOM)

Sources: Capital IQ (a division of Standard & Poor's), and Motley Fool CAPS.

Over on CAPS, 2,490 of the 2,538 members who have rated National Oilwell -- or 98% -- believe the stock will outperform the S&P 500 going forward. These bulls include mitleg and Northville.

In January, mitleg highlighted the stock as an attractive turnaround opportunity:

Very solid oil play. They have low debt and a solid book of business. P/E, peg, price to book, etc. are all attractive. ... I think things will ease up in the second half of 2009, but not dramatically. Buy for the long term.

In a pitch from last month, Northville cites National Oilwell's dominance as reason to bet on that bounce:

This is a large industry consolidator with little debt and a record backlog to work through while the rest of the industry and the supply/demand equation balances itself out. It is so dominant that something like 88% of the world's rigs have at least some [National Oilwell] components to them. It's P/E and ROI will never be as high as the smaller competitors in the industry due to [National Oilwell]'s sheer size, but it will certainly beat the S&P.

What do you think about National Oilwell, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. More than 130,000 investors are waiting to hear what you have to say. CAPS is 100% free, so simply click here to get started.

Fool contributor Brian Pacampara owns no position in any of the companies mentioned. National Oilwell is a Motley Fool Stock Advisor selection. The Fool's disclosure policy always gets a perfect score.