Borr Drilling

Tightening Jack-Up Market And Limited New Supply Will Support Stronger Future Earnings

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Dec 25

Views

n/a

AnalystConsensusTarget's Fair Value

n/a

-0.2%

n/a

-0.2%

n/a

You can edit this narrative until Dec 10 12:05 PM. Then, changes will post as Updates.

Author's Valuation

NOK 65.2939.5% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates0

AnalystConsensusTarget Fair Value

NOK 65.29

39.5% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

5.85%

Energy Services revenue growth rate

0.13%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

9.76%

Calculation

US$318.71m

Earnings '28

5.98x

PE Ratio '28

US$1.91b

Market Cap '28

US$1.91b

Market Cap '28

245.79m

No. shares '28

US$7.75

Share Price '28

US$7.75 Share Price '28

Discounted to 2025 @ 10.61% p.a.

US$5.73

Fair Value '25

US$5.73 Fair Value '25

Converted to NOK @ 11.3986 USD/NOK Exchange Rate

NOK 65.31

Fair Value '25