Noble Corporation plc (NE)vsTransocean Ltd (RIG)
NE
Noble Corporation plc
$46.71
-2.18%
ENERGY · Cap: $7.45B
RIG
Transocean Ltd
$6.22
-3.72%
ENERGY · Cap: $6.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Transocean Ltd generates 28% more annual revenue ($3.96B vs $3.11B). NE leads profitability with a 7.0% profit margin vs -73.5%. RIG earns a higher WallStSmart Score of 57/100 (C).
NE
Hold37
out of 100
Grade: F
RIG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-380.0%
Fair Value
$9.18
Current Price
$46.71
$37.53 premium
Intrinsic value data unavailable for RIG.
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 4.7% — below average capital efficiency
7.0% margin — thin
0.0% earnings growth
Weak financial health signals
ROE of -31.7% — below average capital efficiency
Distress zone — elevated risk
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, Piotroski F-Score, Return on Equity.
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 1.42 — expect wider price swings.
RIG is growing revenue faster at 9.6% — sustainability is the question.
RIG generates stronger free cash flow (321M), providing more financial flexibility.
Bottom Line
RIG scores higher overall (57/100 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.
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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