Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BORR.OL
HOLDBORR DRILLING LIMITED · Energy · Bermuda · $1.3B · Avg Vol: $455K/d
COMPANY DESCRIPTION
Borr Drilling Limited is an international offshore drilling contractor operating a modern fleet of high-specification jack-up rigs. The company specializes in shallow-water drilling operations, catering to global oil and gas majors and independent exploration firms. Its competitive edge lies in its young, standardized fleet of premium rigs, which command higher utilization rates and dayrates compared to older legacy fleets.
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% | 1.1B | 1.1B | 1.3B | 10.9% |
| EPS | — | — | 0.33 | 0.17 | -48.5% | 0.15 | — | — | — |
| Shares | 229.3M | 264.1M | 264.1M | 315.4M | +37.6% | 308.7M | — | — | — |
| Debt | 1.6B | 1.7B | 2.1B | 2.2B | 9.5% | 2.3B | — | — | — |
| Equity | 897.8M | 984.0M | 993.3M | 1.2B | 10.8% | — | — | — | — |
| Op CF | 62.5M | -50.7M | 77.3M | 251.9M | 59.1% | 161.3M | — | — | — |
| 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.OL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BORR.OL | BORR DRILLING LIMITED(you) | $1.3B | 47 | HOLD |
| NBR | Nabors Industries Ltd. | $1.2B | 84 | STRONG BUY |
| VAL | Valaris Limited | $5.3B | 62 | HOLD |
| PLSV.OL | PARATUS ENERGY SERVICES LTD. | $749M | 88 | STRONG BUY |
| NOL.OL | Northern Ocean Ltd. | $250M | 19 | STRONG SELL |
| FLNG | FLEX LNG Ltd. | $1.6B | 55 | HOLD |
| BWO.OL | BW Offshore Limited | $811M | 54 | HOLD |
| BWE.OL | BW Energy Limited | $1.3B | 65 | HOLD |
| NAT | Nordic American Tankers Limited | $1.2B | 64 | HOLD |
| GKP.OL | Gulf Keystone Petroleum Limited | $572M | 57 | HOLD |
Peer medians: ROE 11.0% · P/E 8.6x · Gross margin 45.8%