Noble Corporation plc (NE)vsSeadrill Limited (SDRL)
NE
Noble Corporation plc
$46.71
-2.18%
ENERGY · Cap: $7.45B
SDRL
Seadrill Limited
$43.60
-2.87%
ENERGY · Cap: $2.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Noble Corporation plc generates 125% more annual revenue ($3.11B vs $1.38B). NE leads profitability with a 7.0% profit margin vs -5.6%. SDRL earns a higher WallStSmart Score of 55/100 (C).
NE
Hold37
out of 100
Grade: F
SDRL
Buy55
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 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
Revenue surging 26.3% year-over-year
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
Weak financial health signals
ROE of -2.7% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : NE
The strongest argument for NE centers on Price/Book.
Bull Case : SDRL
The strongest argument for SDRL centers on Price/Book, EPS Growth, Debt/Equity. Revenue growth of 26.3% demonstrates continued momentum.
Bear Case : NE
The primary concerns for NE are P/E Ratio, Altman Z-Score, Return on Equity.
Bear Case : SDRL
The primary concerns for SDRL are Piotroski F-Score, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
NE profiles as a value stock while SDRL is a growth play — different risk/reward profiles.
SDRL carries more volatility with a beta of 1.57 — expect wider price swings.
SDRL is growing revenue faster at 26.3% — sustainability is the question.
NE generates stronger free cash flow (35M), providing more financial flexibility.
Bottom Line
SDRL scores higher overall (55/100 vs 37/100) and 26.3% revenue growth. 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.
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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