Added to YB: 2025-02-24
Pitch date: 2025-02-21
VAL [neutral]
Valaris Limited
+143.36%
current return
Author Info
No bio for this author
Company Info
Valaris Limited, together with its subsidiaries, provides offshore contract drilling services in Brazil, the United Kingdom, Gulf of America, Australia, Angola, and internationally.
Market Cap
$7.9B
Pitch Price
$41.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.84
P/E
7.96
EV/Sales
3.81
Sector
Energy Equipment and Services
Category
turnaround
Valaris (VAL): Jackup Uncertainty and Drillship Idling Weigh on Near-Term Sentiment
VAL (q4 earnings overview): Q4 EBITDA $142M beat $139M est. 2025 EBITDA guide $480-580M vs $550M consensus. 2025 softer, but 2026+ outlook strong. DS-10 warm stacked, 7G drillships idle in 2025. Advanced talks for 2 7Gs 2026/27 work. Positive on deepwater, patient on pricing. DPS-5 retired. Saudi jackup risk noted.
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