Modern Fleet And Long-Term Contracts Will Secure Future Position

Published
06 Feb 25
Updated
21 Aug 25
AnalystConsensusTarget's Fair Value
NOK 95.10
14.4% undervalued intrinsic discount
21 Aug
NOK 81.40
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1Y
44.3%
7D
13.4%

Author's Valuation

NOK 95.1

14.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on21 Aug 25
Fair value Decreased 0.27%

Odfjell Drilling’s future P/E ratio has risen substantially, indicating materially lower near-term earnings expectations, while the consensus analyst price target is essentially flat, declining marginally from NOK95.36 to NOK95.10. What's in the News Special/Extraordinary Shareholders Meeting called to approve an amendment to the Executive Remuneration Policy, introducing a share option program for directors and granting share options to Simen Lieungh as Chair of the Board.

Shared on01 May 25
Fair value Increased 11%

Shared on23 Apr 25
Fair value Increased 0.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 2.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 4.05%

AnalystConsensusTarget has decreased discount rate from 10.3% to 9.0%.

Shared on02 Apr 25
Fair value Increased 6.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 4.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.13%

AnalystConsensusTarget has increased revenue growth from 3.5% to 4.7%.

Shared on13 Mar 25
Fair value Increased 4.62%

AnalystConsensusTarget has decreased revenue growth from 7.4% to 3.5%, decreased profit margin from 32.2% to 20.7%, increased future PE multiple from 8.1x to 15.2x and increased discount rate from 8.3% to 10.4%.