Borr Drilling Limited (BORR) vs Helmerich & Payne, Inc. (HP)

Borr Drilling Limited and Helmerich & Payne, Inc. are both Oil & Gas Drilling companies. Helmerich & Payne, Inc. is the larger, with a market value of $3.8B against $1.4B — 2.7× the size. Helmerich & Payne, Inc. grew revenue faster over the last twelve months: 16.6% against 2.71%. Helmerich & Payne, Inc. has the higher net margin (−3.43% vs −24.0%) and the lower return on invested capital (1.32% vs 4.11%). Only Helmerich & Payne, Inc. pays a dividend (2.67%). Across the 20 metrics below, Helmerich & Payne, Inc. leads on 14 and Borr Drilling Limited on 6.

Valuation

Metric BORR HP Oil & Gas Drilling median
P/E n/m n/m —
P/S 1.37 0.94 1.45
P/B 1.45 1.40 1.40
Price to free cash flow n/m 7.64 16.15
EV/EBITDA 9.94 6.45 8.53
EV/Sales 3.73 1.34 2.37
Earnings yield (17.18%) (3.77%) (2.00%)
Free cash flow yield (7.74%) 13.09% 3.55%

Profitability

Metric BORR HP Oil & Gas Drilling median
Gross margin 42.08% 28.82% 39.29%
Operating margin 20.84% 2.25% 7.77%
Net margin (23.98%) (3.43%) 0.00%
Free cash flow margin (10.63%) 12.25% 4.46%
Return on equity (24.68%) (4.95%) (2.78%)
Return on assets (6.91%) (2.08%) (1.64%)
Return on invested capital 4.11% 1.32% 2.29%

Growth

Metric BORR HP Oil & Gas Drilling median
Revenue growth (TTM) 2.71% 16.57% 4.14%
EPS growth (last fiscal year) (46.88%) (148.40%) (46.88%)
Revenue growth, 5-year CAGR 27.12% 16.13% 13.40%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BORR HP Oil & Gas Drilling median
Debt to equity 2.58 0.70 0.61
Current ratio 2.53 1.96 1.89
Net debt to EBITDA 3.67 2.87 0.90

Dividend

Metric BORR HP Oil & Gas Drilling median
Dividend yield 0.00% 2.67% —
Payout ratio — — —

Size

Metric BORR HP Oil & Gas Drilling median
Market cap 1.40b 3.77b 3.77b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack