Open contest
5 companies value 24 bn revenue 12 bn margin -6.8% free cash flow 1.3 bn avg. score 3.4
NE holds 29.1% of the group's value, 1.1x the runner-up · RIG leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NE | Noble Corporation United Kingdom · score 5.9 | 29% | 7.0 bn | 3.1 bn | 4.9% | 0.3 bn | 4.0% | 4.6% | Contract offshore drilling rigs · Consolidator of the offshore drilling sector | |
| 2 | RIG | Transocean Switzerland · score 4.2 | 27% | 6.6 bn | 4.1 bn | -40.2% | 0.9 bn | 13.7% | — | Ultra-deepwater offshore drilling rigs · World's largest fleet of ultra-deepwater rigs | |
| 3 | VAL | Valaris Bermuda · score 2.7 | 26% | 6.2 bn | 2.1 bn | 44.0% | -0.0 bn | -0.4% | — | Contract offshore drilling rigs · Diversified rig fleet; a clean balance sheet after restructuring | |
| 4 | SDRL | SEADRILL Ltd Bermuda · score 2.0 | 13% | 3.0 bn | 1.5 bn | 0.1% | -0.1 bn | -1.7% | — | Offshore drilling contractor · Bermuda — revenue of $1.5bn | |
| 5 | BORR | Borr Drilling Ltd Bermuda · score 2.2 | 6% | 1.4 bn | 1.0 bn | -24.0% | 0.1 bn | 9.8% | — | Offshore jack-up drilling rigs · Bermuda — revenue of $1bn |
Other industries in the same sector
- Sector overview
- Integrated oil 5 companies
- Exploration and production (E&P) 51 companies
- Midstream and pipelines 18 companies
- National and state oil companies 5 companies
- Refining and marketing 10 companies
- Canadian oil producers 8 companies
- Oilfield services and equipment 27 companies
- Midstream MLPs (partnerships) 10 companies
- LNG and gas exports 11 companies
- Natural gas (E&P) 11 companies
- Oil and land royalties 9 companies
- Uranium and nuclear fuel 17 companies
and 5 industries more
- Subsea and offshore equipment 3 companies
- Coal 11 companies
- Fracking and pressure pumping services 13 companies
- Biofuels 14 companies
- Fuel distribution 14 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.