Noble Corporation plc (NE)vsSeadrill Limited (SDRL)
NE
Noble Corporation plc
$49.08
-1.74%
ENERGY · Cap: $8.06B
SDRL
Seadrill Limited
$48.32
-1.19%
ENERGY · Cap: $3.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Noble Corporation plc generates 119% more annual revenue ($3.02B vs $1.38B). NE leads profitability with a 7.6% profit margin vs -5.6%. SDRL earns a higher WallStSmart Score of 50/100 (C-).
NE
Hold47
out of 100
Grade: D+
SDRL
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.7%
Fair Value
$50.47
Current Price
$49.08
$1.39 discount
Margin of Safety
+6.9%
Fair Value
$46.21
Current Price
$48.32
$2.11 discount
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
Revenue surging 26.3% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 5.0% — below average capital efficiency
7.6% margin — thin
Weak financial health signals
ROE of -2.7% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
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 26.3% demonstrates continued momentum.
Bear Case : NE
The primary concerns for NE are P/E Ratio, Altman Z-Score, Return on Equity.
Bear Case : SDRL
The primary concerns for SDRL are Piotroski F-Score, Return on Equity, Free Cash Flow.
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 1.48 — expect wider price swings.
SDRL is growing revenue faster at 26.3% — sustainability is the question.
NE generates stronger free cash flow (169M), providing more financial flexibility.
Bottom Line
SDRL scores higher overall (50/100 vs 47/100) and 26.3% 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.
Visit Website →Compare with Other OIL & GAS DRILLING Stocks
Want to dig deeper into these stocks?