Borr Drilling Ltd (BORR)vsNoble Corporation plc (NE)
BORR
Borr Drilling Ltd
$4.70
-2.89%
ENERGY · Cap: $1.54B
NE
Noble Corporation plc
$46.71
-2.18%
ENERGY · Cap: $7.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Noble Corporation plc generates 204% more annual revenue ($3.11B vs $1.02B). NE leads profitability with a 7.0% profit margin vs 4.4%. BORR trades at a lower P/E of 29.5x. BORR earns a higher WallStSmart Score of 51/100 (C-).
BORR
Buy51
out of 100
Grade: C-
NE
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.0%
Fair Value
$7.96
Current Price
$4.70
$3.26 discount
Margin of Safety
-380.0%
Fair Value
$9.18
Current Price
$46.71
$37.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 155.7% YoY
Strong operational efficiency at 25.9%
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Smaller company, higher risk/reward
ROE of 4.1% — below average capital efficiency
4.4% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 4.7% — below average capital efficiency
7.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BORR
The strongest argument for BORR centers on Price/Book, EPS Growth, Operating Margin.
Bull Case : NE
The strongest argument for NE centers on Price/Book.
Bear Case : BORR
The primary concerns for BORR are P/E Ratio, Market Cap, Return on Equity. Debt-to-equity of 1.80 is elevated, increasing financial risk. Thin 4.4% margins leave little buffer for downturns.
Bear Case : NE
The primary concerns for NE are P/E Ratio, Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
BORR carries more volatility with a beta of 1.08 — expect wider price swings.
NE is growing revenue faster at -20.0% — sustainability is the question.
NE generates stronger free cash flow (35M), providing more financial flexibility.
Monitor OIL & GAS DRILLING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BORR scores higher overall (51/100 vs 37/100). 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.
Borr Drilling Ltd
ENERGY · OIL & GAS DRILLING · USA
Borr Drilling Limited is an offshore drilling contractor for the global oil and gas industry. The company is headquartered in Hamilton, Bermuda.
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.
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