Transocean Ltd (RIG)vsSeadrill Limited (SDRL)
RIG
Transocean Ltd
$6.26
-4.84%
ENERGY · Cap: $6.68B
SDRL
Seadrill Limited
$44.38
-2.82%
ENERGY · Cap: $2.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Transocean Ltd generates 194% more annual revenue ($4.14B vs $1.41B). SDRL leads profitability with a -5.0% profit margin vs -66.8%. RIG earns a higher WallStSmart Score of 59/100 (C).
RIG
Buy59
out of 100
Grade: C
SDRL
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.0%
Fair Value
$7.08
Current Price
$6.25
$0.83 discount
Intrinsic value data unavailable for SDRL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 26.7%
19.3% revenue growth
Reasonable price relative to book value
Earnings expanding 63.1% YoY
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
ROE of -33.8% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
ROE of -0.8% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : RIG
The strongest argument for RIG centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 19.3% demonstrates continued momentum. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bull Case : SDRL
The strongest argument for SDRL centers on Price/Book, EPS Growth, Debt/Equity.
Bear Case : RIG
The primary concerns for RIG are EPS Growth, Return on Equity, Altman Z-Score.
Bear Case : SDRL
The primary concerns for SDRL are Return on Equity, Free Cash Flow, Profit Margin.
Key Dynamics to Monitor
RIG profiles as a growth 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.
RIG is growing revenue faster at 19.3% — sustainability is the question.
RIG generates stronger free cash flow (136M), providing more financial flexibility.
Bottom Line
RIG scores higher overall (59/100 vs 51/100) and 19.3% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Transocean Ltd
ENERGY · OIL & GAS DRILLING · USA
Transocean Ltd., provides offshore contract drilling services for oil and gas wells globally. The company is headquartered in Steinhausen, Switzerland.
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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