Noble Corporation plc (NE)vsSeadrill Limited (SDRL)
NE
Noble Corporation plc
$45.41
-2.72%
ENERGY · Cap: $7.49B
SDRL
Seadrill Limited
$44.38
-2.82%
ENERGY · Cap: $2.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Noble Corporation plc generates 114% more annual revenue ($3.02B vs $1.41B). NE leads profitability with a 7.6% profit margin vs -5.0%. SDRL earns a higher WallStSmart Score of 51/100 (C-).
NE
Hold47
out of 100
Grade: D+
SDRL
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.5%
Fair Value
$29.67
Current Price
$45.41
$15.74 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
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 5.0% — below average capital efficiency
7.6% margin — thin
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 P/E Ratio, Altman Z-Score, Return on Equity.
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 1.36 — expect wider price swings.
SDRL is growing revenue faster at 8.8% — sustainability is the question.
NE generates stronger free cash flow (169M), providing more financial flexibility.
Bottom Line
SDRL scores higher overall (51/100 vs 47/100). 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.
Visit Website →Compare with Other OIL & GAS DRILLING Stocks
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