Added to YB: 2026-08-21
Pitch date: 2026-08-19
RIG [neutral]
Transocean Ltd.
+0.33%
current return
Author Info
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Company Info
Transocean Ltd., together with its subsidiaries, provides offshore contract drilling services for oil and gas wells in Switzerland and internationally.
Market Cap
$6.5B
Pitch Price
$5.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.14
P/E
-3.77
EV/Sales
2.70
Sector
Energy Equipment and Services
Category
special_situation
Company a Day #29: Transocean and Valaris - $RIG
RIG (overview): Offshore driller acquiring Valaris in all-stock deal (announced Feb 2026) to create full-spectrum contractor: 72 pro forma MODUs (33 drillships, 8 semis, 31 jackups) + ARO Saudi JV. CFIUS cleared; DOJ Second Request pending, close expected H2 2026. Key risks: antitrust, integration, offshore capex cyclicality.
Read full article (30 min)