Noble Corporation plc (NE)vsSeadrill Limited (SDRL)
NE
Noble Corporation plc
$41.03
-6.69%
ENERGY · Cap: $7.58B
SDRL
Seadrill Limited
$46.32
-2.95%
ENERGY · Cap: $3.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Noble Corporation plc generates 90% more annual revenue ($2.81B vs $1.48B). NE leads profitability with a 1.9% profit margin vs 0.1%. NE trades at a lower P/E of 143.8x. SDRL earns a higher WallStSmart Score of 55/100 (C).
NE
Hold41
out of 100
Grade: D
SDRL
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.8%
Fair Value
$37.72
Current Price
$41.03
$3.31 premium
Margin of Safety
-82.3%
Fair Value
$23.60
Current Price
$46.32
$22.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Earnings expanding 63.1% YoY
Conservative balance sheet, low leverage
19.1% revenue growth
Areas to Watch
Distress zone — elevated risk
ROE of 5.0% — below average capital efficiency
1.9% margin — thin
Premium valuation, high expectations priced in
0.1% margin — thin
Premium valuation, high expectations priced in
ROE of -0.8% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : NE
The strongest argument for NE centers on Price/Book.
Bull Case : SDRL
The strongest argument for SDRL centers on Price/Book, EPS Growth, Debt/Equity. Revenue growth of 19.1% demonstrates continued momentum.
Bear Case : NE
The primary concerns for NE are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 143.8x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Bear Case : SDRL
The primary concerns for SDRL are Profit Margin, P/E Ratio, Return on Equity. A P/E of 1749.3x leaves little room for execution misses. Thin 0.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
NE profiles as a value stock while SDRL is a growth play — different risk/reward profiles.
SDRL carries more volatility with a beta of 1.40 — expect wider price swings.
SDRL is growing revenue faster at 19.1% — sustainability is the question.
NE generates stronger free cash flow (-60M), providing more financial flexibility.
Bottom Line
SDRL scores higher overall (55/100 vs 41/100) and 19.1% 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.
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.
Seadrill Limited
ENERGY · OIL & GAS DRILLING · USA
Seadrill Limited, an offshore drilling contractor, provides offshore drilling services to the oil and gas industry globally. The company is headquartered in Hamilton, Bermuda.
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