Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
NE
HOLDNoble Corporation plc · Energy · United States · $6.9B · Avg Vol: $73M/d
COMPANY DESCRIPTION
Noble Corporation plc operates a fleet of high-specification offshore drilling rigs, providing contract drilling services to the oil and gas industry globally. As a leading pure-play offshore drilling contractor, it specializes in ultra-deepwater and harsh-environment operations. Noble focuses on modern, technologically advanced rigs, positioning itself for high-specification drilling projects in challenging offshore environments.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.4B | 2.6B | 3.1B | 3.3B | 32.5% | 2.9B | 2.9B | 3.3B | -0.5% |
| EPS | 1.99 | 3.48 | 3.01 | 1.36 | -11.9% | 0.94 | 1.02 | — | -24.7% |
| Shares | 134.7M | 140.8M | 158.9M | 158.9M | +17.9% | 159.6M | — | — | — |
| Debt | 672.8M | 586.2M | 2.0B | 2.0B | 43.2% | 1.9B | — | — | — |
| Equity | 3.6B | 3.9B | 4.7B | 4.5B | 8.0% | — | — | — | — |
| Op CF | 281.0M | 574.3M | 655.5M | 951.7M | 50.2% | 881.7M | — | — | — |
| Inv CF | 375.8M | -366.5M | -959.0M | -350.1M | — | — | — | — | — |
| Fin CF | -367.8M | -325.8M | 188.1M | -373.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of NE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NE | Noble Corporation plc(you) | $6.9B | 38 | HOLD |
| SDRL | Seadrill Limited | $2.8B | 38 | HOLD |
| HP | Helmerich & Payne, Inc. | $3.5B | 44 | HOLD |
| PTEN | Patterson-UTI Energy, Inc. | $3.9B | 68 | BUY |
| SOC | Sable Offshore Corp. | $903M | 0 | STRONG SELL |
| MUR | Murphy Oil Corporation | $5.6B | 39 | HOLD |
| KGS | Kodiak Gas Services, Inc. | $6.0B | 40 | HOLD |
| WFRD | Weatherford International plc | $6.4B | 49 | HOLD |
| KNTK | Kinetik Holdings Inc. | $8.4B | 29 | SELL |
| CNR | Core Natural Resources, Inc. | $4.2B | 33 | SELL |
Peer medians: ROE 9.9% · P/E 18.6x · Gross margin 44.2%