Borr Drilling Limited (BORR) has a MoatMap StockRank of 48/100 based on Quality (49/100), Value (43/100), and Momentum (43/100) factor scores. The current signal is HOLD. Borr Drilling operates a modern fleet of premium jack-up rigs that directly benefit from a structural floor in oil prices and tight offshore drilling capacity. While the macro tailwind is powerful, the asset-heavy nature of the business and high financial leverage prevent us from making this a high-conviction Terry Smith-style compounder.
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.
| Price | $4.56 |
| Market Cap | $1.6B |
| P/E (TTM) | 33.67 |
| P/E (Forward) | 16.34 |
| Price/Book | 1.30 |
| Return on Equity | 3.0% |
| Return on Invested Capital | 9.3% |
| Debt/Equity | 192.67 |
| Gross Margin | 50.5% |
| Operating Margin | 18.6% |
| Revenue Growth | 14.0% |
| Dividend Yield | 3.9% |
| Free Cash Flow | $-90M |
Borr Drilling Limited operates in the Oil & Gas Drilling industry, part of the Energy sector (Bermuda).