Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ODL.OL
BUYOdfjell Drilling Ltd. · Energy · United Kingdom · $2.0B · Avg Vol: $2M/d
COMPANY DESCRIPTION
Odfjell Drilling Ltd. is a premier offshore drilling contractor specializing in harsh-environment, deepwater semi-submersible rigs, primarily operating in the North Sea. The company's competitive moat is its high-specification, modern fleet and its reputation for operational excellence and safety in extreme weather conditions. It is a leading niche drilling specialist, benefiting from tight rig supply and strong demand from major oil and gas operators.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 394.3M | 449.1M | 480.7M | 513.9M | 9.2% | 983.5M | 588.9M | 605.1M | 8.5% |
| EPS | 0.51 | 0.94 | 0.27 | 0.70 | 11.0% | 0.87 | 0.92 | 1.07 | 23.6% |
| Shares | 236.8M | 236.8M | 239.8M | 239.8M | +1.3% | 239.8M | — | — | — |
| Debt | 910.7M | 774.6M | 665.6M | 1.1B | 5.2% | 998.3M | — | — | — |
| Equity | 1.2B | 1.4B | 1.4B | 1.4B | 5.6% | — | — | — | — |
| Op CF | 275.2M | 264.7M | 287.7M | 401.5M | 13.4% | 402.8M | — | — | — |
| Inv CF | -111.0M | -85.9M | -130.3M | -617.2M | — | — | — | — | — |
| Fin CF | -171.6M | -196.4M | -163.7M | 197.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of ODL.OL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ODL.OL | Odfjell Drilling Ltd.(you) | $2.0B | 78 | BUY |
| OTL.OL | Odfjell Technology Ltd. | $213M | 69 | BUY |
| ITH.L | Ithaca Energy plc | $4.7B | 78 | BUY |
| TRMD | TORM plc | $2.7B | 95 | STRONG BUY |
| HBR.L | Harbour Energy plc | $4.5B | 86 | STRONG BUY |
| HTG.L | Hunting PLC | $867M | 67 | BUY |
| ENQ.L | EnQuest PLC | $561M | 83 | STRONG BUY |
| ENOG.L | Energean plc | $1.7B | 43 | HOLD |
| SQZ.L | Serica Energy plc | $1.1B | 39 | HOLD |
| FTI | TechnipFMC plc | $25.7B | 76 | BUY |
Peer medians: ROE -0.5% · P/E 12.7x · Gross margin 28.9%