Noble Corporation plc (NE)vsTransocean Ltd (RIG)
NE
Noble Corporation plc
$49.08
-1.74%
ENERGY · Cap: $8.06B
RIG
Transocean Ltd
$6.23
-0.32%
ENERGY · Cap: $7.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Transocean Ltd generates 31% more annual revenue ($3.96B vs $3.02B). NE leads profitability with a 7.6% profit margin vs -73.5%. RIG earns a higher WallStSmart Score of 57/100 (C).
NE
Hold47
out of 100
Grade: D+
RIG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.7%
Fair Value
$50.47
Current Price
$49.08
$1.39 discount
Margin of Safety
+20.4%
Fair Value
$7.99
Current Price
$6.23
$1.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Strong operational efficiency at 23.2%
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
0.0% earnings growth
ROE of -31.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : NE
The strongest argument for NE centers on Price/Book.
Bull Case : RIG
The strongest argument for RIG centers on Price/Book, Operating Margin. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bear Case : NE
The primary concerns for NE are P/E Ratio, Altman Z-Score, Return on Equity.
Bear Case : RIG
The primary concerns for RIG are EPS Growth, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
NE profiles as a value stock while RIG is a turnaround play — different risk/reward profiles.
RIG carries more volatility with a beta of 1.38 — expect wider price swings.
RIG is growing revenue faster at 9.6% — sustainability is the question.
NE generates stronger free cash flow (169M), providing more financial flexibility.
Bottom Line
RIG scores higher overall (57/100 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.
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.
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