Borr Drilling vs Transocean
BORR and RIG side by side, both in oil and gas field services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How BORR and RIG compare
Borr Drilling keeps more of each dollar of sales as profit, with a net margin of 4.4% compared with −40.2% at Transocean.
Borr Drilling scores higher on the StockData Score (5 against 4 for Transocean), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | BORR | RIG |
|---|---|---|
| Size and price | ||
| Market cap | – | $5.9B |
| Share price | $3.34 | $5.31 |
| Change, 1 year | 4.0% | 26.4% |
| Change, 5 years | 56.1% | 78.2% |
| Beta (5Y) | 0.95 | 1.25 |
| Employees | 2,719 | 5,600 |
| StockData Score | ||
| Total score | 5 (better) | 4 |
| Valuation score | 0 | 1 (better) |
| Growth score | 1 | 1 |
| Performance score | 3 (better) | 0 |
| Health score | 1 | 2 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | – | 1.4× |
| P/B | – | 0.7× |
| P/FCF | – | 6.6× |
| FCF yield | – | 15.2% |
| Fair value | – | $3.64 |
| Margin of safety | – | −46.0% |
| Growth | ||
| Revenue growth (TTM) | 1.0% | – |
| Revenue growth, 5Y average | 27.1% (better) | 4.7% |
| Net income growth (TTM) | −45.2% | – |
| EPS growth (TTM) | −46.9% | – |
| Profitability | ||
| Gross margin | – | 41.6% |
| Operating margin | 31.6% (better) | −24.2% |
| Net margin | 4.4% (better) | −40.2% |
| FCF margin | – | 22.0% |
| Return on equity | 4.6% (better) | −18.7% |
| Return on invested capital | 8.2% (better) | −5.6% |
| Financial health | ||
| Debt / equity | 2.58 | 0.61 (better) |
| Net debt / EBITDA | 7.02 | – |
| Interest coverage | 1.4× (better) | −1.7× |
| Current ratio | 2.53 (better) | 1.59 |
| Altman Z-score | – | −0.03 |
| Piotroski F-score | 5 | 5 |
| Dividends and buybacks | ||
| Payout ratio | 10.4% | – |
| Years of dividend growth | 0 | – |
| Shareholder yield | – | 0.00% |
| Ownership | ||
| Held by institutions | 36.9% | 90.0% |
| Held by insiders | 15.2% | 19.2% |
| Insider net buying, 12 months | $34.0M (better) | −$2.4M |
| Superinvestors holding | – | 2 |
| Short interest, % of float | 13.7% | 35.8% |
Go deeper
- BORR stock overview
- BORR income statement
- BORR valuation and score
- RIG stock overview
- RIG income statement
- RIG valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.