Helmerich and Payne Inc (HP)vsSeadrill Limited (SDRL)
HP
Helmerich and Payne Inc
$37.46
-5.40%
ENERGY · Cap: $3.92B
SDRL
Seadrill Limited
$44.38
-2.82%
ENERGY · Cap: $2.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Helmerich and Payne Inc generates 184% more annual revenue ($4.00B vs $1.41B). SDRL leads profitability with a -5.0% profit margin vs -9.4%. SDRL earns a higher WallStSmart Score of 51/100 (C-).
HP
Hold37
out of 100
Grade: F
SDRL
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.9%
Fair Value
$74.49
Current Price
$37.46
$37.03 discount
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
Weak financial health signals
Expensive relative to growth rate
ROE of -13.0% — below average capital efficiency
ROE of -0.8% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : HP
The strongest argument for HP centers on Price/Book.
Bull Case : SDRL
The strongest argument for SDRL centers on Price/Book, EPS Growth, Debt/Equity.
Bear Case : HP
The primary concerns for HP are Altman Z-Score, Piotroski F-Score, PEG Ratio.
Bear Case : SDRL
The primary concerns for SDRL are Return on Equity, Free Cash Flow, Profit Margin.
Key Dynamics to Monitor
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.
HP generates stronger free cash flow (-26M), providing more financial flexibility.
Monitor OIL & GAS DRILLING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SDRL scores higher overall (51/100 vs 37/100). HP offers better value entry with a 53.9% margin of safety. 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.
Helmerich and Payne Inc
ENERGY · OIL & GAS DRILLING · USA
Helmerich & Payne, Inc. provides drilling services and solutions for exploration and production companies. The company is headquartered in Tulsa, Oklahoma.
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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