Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BORR
Strong SellBorr Drilling Limited · Energy · Bermuda · $1.4B · Avg Vol: $23M/d
COMPANY DESCRIPTION
Borr Drilling Limited owns and operates a modern fleet of high-specification jack-up rigs, providing drilling services for shallow-water oil and gas exploration and production globally. The company's competitive advantage stems from its young, efficient fleet, which allows it to command favorable contract terms in the competitive offshore drilling market. Borr Drilling operates as a pure-play jack-up specialist, focusing on advanced rigs that meet the evolving demands of offshore energy producers.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 443.8M | 771.6M | 1.0B | 1.0B | 32.0% | 1.0B | 1.0B | 1.2B | 9.9% |
| EPS | -1.64 | 0.09 | 0.33 | 0.17 | 37.4% | -0.79 | -0.73 | 0.14 | -8.8% |
| Shares | 228.9M | 252.6M | 244.9M | 307.2M | +34.2% | 308.5M | — | — | — |
| Debt | 1.6B | 1.7B | 2.1B | 2.2B | 9.5% | 2.5B | — | — | — |
| Equity | 897.8M | 984.0M | 993.3M | 1.2B | 10.8% | — | — | — | — |
| Op CF | 62.5M | -50.7M | 77.3M | 251.9M | 59.1% | 133.2M | — | — | — |
| Inv CF | -82.6M | -104.2M | -409.4M | -124.5M | — | — | — | — | — |
| Fin CF | 92.6M | 139.0M | 292.0M | 190.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of BORR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BORR | Borr Drilling Limited(you) | $1.4B | 13 | Strong Sell |
| NOL.OL | Northern Ocean Ltd. | $242M | 12 | Strong Sell |
| NBR | Nabors Industries Ltd. | $1.4B | 80 | Buy |
| PLSV.OL | Paratus Energy Services Ltd. | $857M | 90 | Strong Buy |
| GLNG | Golar LNG Limited | $5.1B | 21 | Sell |
| FLNG | FLEX LNG Ltd. | $1.7B | 53 | Hold |
| GKP.OL | Gulf Keystone Petroleum Limited | $572M | 45 | Hold |
| BWO.OL | BW Offshore Limited | $771M | 54 | Hold |
| NAT | Nordic American Tankers Limited | $1.4B | 66 | Buy |
| BWE.OL | BW Energy Limited | $1.5B | 67 | Buy |
Peer medians: ROE 14.0% · P/E 12.1x · Gross margin 50.3%