Borr Drilling Ltd (BORR)vsNoble Corporation plc (NE)
BORR
Borr Drilling Ltd
$5.06
-1.17%
ENERGY · Cap: $1.42B
NE
Noble Corporation plc
$45.41
-2.72%
ENERGY · Cap: $7.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Noble Corporation plc generates 187% more annual revenue ($3.02B vs $1.05B). NE leads profitability with a 7.6% profit margin vs 3.1%. BORR trades at a lower P/E of 30.7x. BORR earns a higher WallStSmart Score of 55/100 (C-).
BORR
Buy55
out of 100
Grade: C-
NE
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BORR.
Margin of Safety
-48.9%
Fair Value
$29.60
Current Price
$45.41
$15.81 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 155.7% YoY
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 3.0% — below average capital efficiency
3.1% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 5.0% — below average capital efficiency
7.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BORR
The strongest argument for BORR centers on Price/Book, EPS Growth. Revenue growth of 14.0% demonstrates continued momentum.
Bull Case : NE
The strongest argument for NE centers on Price/Book.
Bear Case : BORR
The primary concerns for BORR are P/E Ratio, Market Cap, Return on Equity. Debt-to-equity of 1.93 is elevated, increasing financial risk. Thin 3.1% margins leave little buffer for downturns.
Bear Case : NE
The primary concerns for NE are P/E Ratio, Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
BORR carries more volatility with a beta of 0.97 — expect wider price swings.
BORR is growing revenue faster at 14.0% — sustainability is the question.
NE generates stronger free cash flow (169M), providing more financial flexibility.
Monitor OIL & GAS DRILLING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BORR scores higher overall (55/100 vs 47/100) and 14.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Borr Drilling Ltd
ENERGY · OIL & GAS DRILLING · USA
Borr Drilling Limited is an offshore drilling contractor for the global oil and gas industry. The company is headquartered in Hamilton, Bermuda.
Noble Corporation plc
ENERGY · OIL & GAS DRILLING · USA
Noble Corporation is an offshore drilling contractor for the global oil and gas industry. The company is headquartered in Sugar Land, Texas.
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