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Borr Drilling Limited (BORR) vs Transocean Ltd. (RIG)

Borr Drilling Limited and Transocean Ltd. are both Oil & Gas Drilling companies. Transocean Ltd. is the larger, with a market value of $5.7B against $962.6M — 5.9× the size. Borr Drilling Limited has negative trailing earnings, so its P/E is not meaningful; Transocean Ltd. trades at 20.3×. Transocean Ltd. grew revenue faster over the last twelve months: 3.95% against 2.71%. Transocean Ltd. has the higher net margin (7.25% vs −24.0%) and the lower return on invested capital (4.05% vs 4.11%). Across the 19 metrics below, Transocean Ltd. leads on 13 and Borr Drilling Limited on 6.

Valuation

Metric BORR RIG Oil & Gas Drilling median
P/E n/m 20.30 —
P/S 0.96 1.43 1.19
P/B 1.01 0.68 1.24
Price to free cash flow n/m 7.31 14.65
EV/EBITDA 8.83 6.90 6.73
EV/Sales 3.31 2.48 2.12
Earnings yield (24.61%) 4.93% (0.70%)
Free cash flow yield (11.08%) 13.67% 3.79%

Profitability

Metric BORR RIG Oil & Gas Drilling median
Gross margin 42.08% 100.00% 33.60%
Operating margin 20.84% 20.41% 8.58%
Net margin (23.98%) 7.25% (0.52%)
Free cash flow margin (10.63%) 19.54% 6.98%
Return on equity (24.68%) 3.53% (0.79%)
Return on assets (6.91%) 1.87% (0.45%)
Return on invested capital 4.11% 4.05% 2.81%

Growth

Metric BORR RIG Oil & Gas Drilling median
Revenue growth (TTM) 2.71% 3.95% 3.33%
EPS growth (last fiscal year) (46.88%) (301.16%) (46.88%)
Revenue growth, 5-year CAGR 27.12% 4.70% 13.40%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BORR RIG Oil & Gas Drilling median
Debt to equity 2.58 0.59 0.59
Current ratio 2.53 1.53 1.76
Net debt to EBITDA 3.67 (2.86) 0.90

Dividend

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

Size

Metric BORR RIG Oil & Gas Drilling median
Market cap 962.56m 5.70b 3.61b

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