Added to YB: 2026-04-20
Pitch date: 2026-04-16
BORR [neutral]
Borr Drilling Limited
+2.77%
current return
Author Info
No bio for this author
Company Info
Borr Drilling Limited operates as an offshore shallow-water drilling contractor to the oil and gas industry in the Americas, Southeast Asia, West Africa, the Middle East, North Africa, and Europe.
Market Cap
$1.7B
Pitch Price
$5.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.16
P/E
32.35
EV/Sales
3.39
Sector
Energy Equipment and Services
Category
turnaround
10 Ideas on My Watchlist Right Now - Borr Drilling Limited
BORR (watchlist): Owns 24 premium jack-up rigs at ~$130M/rig EV vs $300M+ newbuild cost. Youngest fleet, no order book, aging competition. Demand inflecting as shale flattens, Aramco reactivating rigs, Pemex paying. Added Noble/Fontis rigs at low prices. Insider buying $4M after 200%+ run signals conviction.
Read full article (1 min)