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Helmerich & Payne Community
NYSE:HP Community
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Helmerich & Payne
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Digital Automation And Global Energy Demand Will Accelerate Drilling
Key Takeaways International growth, acquisitions, and advanced drilling technology are likely to boost margins, earnings, and global market share much more quickly than consensus expects. Strong capital discipline, reduced capital spending, and operational efficiencies position the company for substantial increases in dividends, buybacks, and resilient shareholder returns.
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US$27.00
FV
34.5% undervalued
intrinsic discount
7.36%
Revenue growth p.a.
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2 days ago
author updated this narrative
Helmerich & Payne
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AnalystLowTarget
Consensus Narrative from 16 Analysts
Accelerating Energy Transition Will Squeeze Drilling Margins Despite Offshore Prospects
Key Takeaways The accelerating energy transition and stricter regulations will shrink drilling demand and raise costs, putting long-term revenue and margins under pressure. Heavy investment needs, technological risks, and industry-wide volatility expose the company to unstable earnings and persistent profitability challenges.
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US$17.00
FV
4.1% overvalued
intrinsic discount
0.99%
Revenue growth p.a.
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8 days ago
author updated this narrative
Helmerich & Payne
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Operations And Global Expansion Will Forge Future Success
Key Takeaways Expansion in digitalization, automation, and advanced rig technology is reinforcing pricing power, market share, and margin growth. International growth initiatives and integration efforts in key regions support long-term revenue visibility and strong cash flow generation.
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US$21.63
FV
18.2% undervalued
intrinsic discount
3.82%
Revenue growth p.a.
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3 days ago
author updated this narrative
Your Valuation for
HP
HP
Helmerich & Payne
Your Fair Value
US$
Current Price
US$17.69
33.4% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-397m
4b
2015
2018
2021
2024
2025
2027
2030
Revenue US$4.1b
Earnings US$322.2m
Advanced
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