WallStSmart

Helmerich and Payne Inc (HP)vsNabors Industries Ltd. (NBR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Helmerich and Payne Inc generates 24% more annual revenue ($4.00B vs $3.23B). NBR leads profitability with a 7.4% profit margin vs -9.4%. NBR appears more attractively valued with a PEG of 2.90. NBR earns a higher WallStSmart Score of 56/100 (C).

HP

Hold

37

out of 100

Grade: F

Growth: 4.7Profit: 2.5Value: 5.7Quality: 5.5
Piotroski: 2/9Altman Z: 1.68

NBR

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 6.5Value: 5.7Quality: 4.5
Piotroski: 5/9Altman Z: 1.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HPUndervalued (+53.5%)

Margin of Safety

+53.5%

Fair Value

$73.77

Current Price

$33.46

$40.31 discount

UndervaluedFair: $73.77Overvalued

Intrinsic value data unavailable for NBR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HP1 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

NBR3 strengths · Avg: 9.3/10
P/E RatioValuation
6.2x10/10

Attractively priced relative to earnings

Return on EquityProfitability
36.5%10/10

Every $100 of equity generates 37 in profit

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

HP4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.684/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
5.782/10

Expensive relative to growth rate

Return on EquityProfitability
-13.0%2/10

ROE of -13.0% — below average capital efficiency

NBR4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.25B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.4%3/10

7.4% margin — thin

PEG RatioValuation
2.902/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : HP

The strongest argument for HP centers on Price/Book.

Bull Case : NBR

The strongest argument for NBR centers on P/E Ratio, Return on Equity, Price/Book.

Bear Case : HP

The primary concerns for HP are Altman Z-Score, Piotroski F-Score, PEG Ratio.

Bear Case : NBR

The primary concerns for NBR are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 3.90 is elevated, increasing financial risk.

Key Dynamics to Monitor

HP profiles as a turnaround stock while NBR is a value play — different risk/reward profiles.

NBR carries more volatility with a beta of 0.97 — expect wider price swings.

NBR is growing revenue faster at 6.4% — sustainability is the question.

HP generates stronger free cash flow (-26M), providing more financial flexibility.

Bottom Line

NBR scores higher overall (56/100 vs 37/100). HP offers better value entry with a 53.5% margin of safety. 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.

Helmerich and Payne Inc

ENERGY · OIL & GAS DRILLING · USA

Helmerich & Payne, Inc. provides drilling services and solutions for exploration and production companies. The company is headquartered in Tulsa, Oklahoma.

Nabors Industries Ltd.

ENERGY · OIL & GAS DRILLING · USA

Nabors Industries Ltd. provides drilling and drilling related services for onshore and offshore oil and natural gas wells. The company is headquartered in Hamilton, Bermuda.

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