Noble Corporation plc (NE)vsSeadrill Limited (SDRL)
NE
Noble Corporation plc
$40.83
+1.01%
ENERGY · Cap: $6.77B
SDRL
Seadrill Limited
$42.49
-0.26%
ENERGY · Cap: $2.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Noble Corporation plc generates 105% more annual revenue ($2.88B vs $1.41B). NE leads profitability with a 5.2% profit margin vs -5.0%. SDRL earns a higher WallStSmart Score of 51/100 (C-).
NE
Hold45
out of 100
Grade: D+
SDRL
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.1%
Fair Value
$39.32
Current Price
$40.83
$1.51 premium
Intrinsic value data unavailable for SDRL.
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
Areas to Watch
Distress zone — elevated risk
ROE of 5.0% — below average capital efficiency
5.2% margin — thin
Premium valuation, high expectations priced in
ROE of -0.8% — 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.
Bear Case : NE
The primary concerns for NE are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 45.1x leaves little room for execution misses.
Bear Case : SDRL
The primary concerns for SDRL are Return on Equity, Free Cash Flow, Profit Margin.
Key Dynamics to Monitor
NE profiles as a value stock while SDRL is a turnaround play — different risk/reward profiles.
SDRL carries more volatility with a beta of 1.41 — expect wider price swings.
SDRL is growing revenue faster at 8.8% — sustainability is the question.
SDRL generates stronger free cash flow (-35M), providing more financial flexibility.
Bottom Line
SDRL scores higher overall (51/100 vs 45/100). 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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