Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
COSH.OL
HOLDREMOVEConstellation Oil Services Holding S.A. · Energy · Luxembourg · $1.3B · Avg Vol: $9M/d
While Constellation Oil Service operates in the energy sector, its low quality score (Q: 34) and highly cyclical, capital-intensive business model fail the Terry Smith quality compounder lens. We avoid highly leveraged oil service providers without a clear competitive moat.
COMPANY DESCRIPTION
Constellation Oil Services Holding S.A. is an offshore drilling contractor providing ultra-deepwater drilling services, primarily in the Brazilian pre-salt play. The company operates a fleet of high-specification drillships and semi-submersible rigs capable of operating in extreme water depths. Its strong relationship with Petrobras and deep operational track record in Brazil's complex offshore basins serve as key competitive differentiators.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 44M | 60M | 61M | 65M | 13.7% |
| EPS | 0.06 | -0.00 | -0.00 | -0.18 | — |
| Shares | 1.5B | 1.5B | 1.5B | — | 0.0% |
| Debt | 102M | 104M | 69M | 90M | -3.9% |
| Equity | 170M | 167M | 199M | 185M | 2.9% |
| Op CF | 5M | 16M | 24M | 30M | 87.7% |
| Inv CF | -11M | -8M | -15M | -17M | — |
| Fin CF | 4M | -5M | -345,576 | -7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of COSH.OL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| COSH.OL | Constellation Oil Services Holding S.A.(you) | $1.3B | 61 | HOLD |
| SUBC.OL | Subsea 7 S.A. | $9.8B | 99 | STRONG BUY |
| TEN.MI | Tenaris S.A. | $30.8B | 93 | STRONG BUY |
| CLE.WA | Coal Energy S.A. | $23M | 2 | STRONG SELL |
Peer medians: ROE 11.3% · P/E 19.3x · Gross margin 16.8%