Odfjell Drilling (ODL) Resumen de Acciones
Odfjell Drilling Ltd. se dedica a la propiedad y explotación de unidades móviles de perforación mar adentro, principalmente en Noruega y Namibia. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 3/6 |
| Dividendos | 2/6 |
Recompensas
Análisis de riesgos
ODL Community Fair Values
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Analyst Price Targets
Competidores de Odfjell Drilling Ltd.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | NOK 91.00 |
| Máximo en las últimas 52 semanas | NOK 112.00 |
| Mínimo de 52 semanas | NOK 70.70 |
| Beta | 0.30 |
| Cambio en 1 mes | 10.71% |
| Variación en 3 meses | -8.45% |
| Cambio de 1 año | 24.66% |
| Variación en 3 años | 185.27% |
| Variación en 5 años | 348.28% |
| Variación desde la OPV | 121.95% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 02
ODL: Dividend Strength Will Support Returns Despite More Cautious Market Outlook
The analyst price target for Odfjell Drilling has been revised lower from about NOK 113.91 to around NOK 102.21, as analysts apply a higher discount rate and more cautious revenue growth and future P/E assumptions following the recent bearish Street research. What’s in the News for Odfjell Drilling Odfjell Drilling’s Board has approved a cash dividend of $0.25 per share, totaling $60 million, for the first quarter of 2026.
Actualización de narrativa • Jun 18
ODL: Dividend Support And Margin Discipline Will Underpin Future Earnings Multiple
Analysts have trimmed their 12‑month price target for Odfjell Drilling to NOK 114.98, citing recent downgrades and updated assumptions around discount rates, profitability and future P/E multiples. Analyst Commentary Recent research on Odfjell Drilling has highlighted a mix of caution and optimism, with some analysts trimming targets while others point to areas where the company could still justify constructive views on valuation and execution.Actualización de narrativa • Jun 04
ODL: Higher Margin Outlook And Dividend Support Will Underpin Future Earnings Multiple
Analysts have trimmed their average Odfjell Drilling price target slightly to around NOK115, reflecting modest tweaks to discount rate, margin and P/E assumptions after recent downgrades. Analyst Commentary Recent Street research has tilted more cautious on Odfjell Drilling, with downgrades reflecting reassessments of risk, earnings visibility and valuation multiples.Actualización de narrativa • May 18
ODL: Higher Margin Outlook Will Support A More Disciplined Future Earnings Multiple
Analysts have raised the Odfjell Drilling fair value estimate to NOK 115.17 from NOK 109.57, citing updated assumptions around discount rates, profit margins, and a lower future P/E multiple, alongside a series of recent downgrades that have shifted sentiment toward a more cautious stance. Analyst Commentary Recent research has generally taken a more cautious tone.Artículo de análisis • May 15
Earnings Beat: Odfjell Drilling Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Odfjell Drilling Ltd. ( OB:ODL ) just released its first-quarter report and things are looking bullish. Odfjell...Recent updates
Actualización de narrativa • Jul 02
ODL: Dividend Strength Will Support Returns Despite More Cautious Market Outlook
The analyst price target for Odfjell Drilling has been revised lower from about NOK 113.91 to around NOK 102.21, as analysts apply a higher discount rate and more cautious revenue growth and future P/E assumptions following the recent bearish Street research. What’s in the News for Odfjell Drilling Odfjell Drilling’s Board has approved a cash dividend of $0.25 per share, totaling $60 million, for the first quarter of 2026.Actualización de narrativa • Jun 18
ODL: Dividend Support And Margin Discipline Will Underpin Future Earnings Multiple
Analysts have trimmed their 12‑month price target for Odfjell Drilling to NOK 114.98, citing recent downgrades and updated assumptions around discount rates, profitability and future P/E multiples. Analyst Commentary Recent research on Odfjell Drilling has highlighted a mix of caution and optimism, with some analysts trimming targets while others point to areas where the company could still justify constructive views on valuation and execution.Actualización de narrativa • Jun 04
ODL: Higher Margin Outlook And Dividend Support Will Underpin Future Earnings Multiple
Analysts have trimmed their average Odfjell Drilling price target slightly to around NOK115, reflecting modest tweaks to discount rate, margin and P/E assumptions after recent downgrades. Analyst Commentary Recent Street research has tilted more cautious on Odfjell Drilling, with downgrades reflecting reassessments of risk, earnings visibility and valuation multiples.Actualización de narrativa • May 18
ODL: Higher Margin Outlook Will Support A More Disciplined Future Earnings Multiple
Analysts have raised the Odfjell Drilling fair value estimate to NOK 115.17 from NOK 109.57, citing updated assumptions around discount rates, profit margins, and a lower future P/E multiple, alongside a series of recent downgrades that have shifted sentiment toward a more cautious stance. Analyst Commentary Recent research has generally taken a more cautious tone.Artículo de análisis • May 15
Earnings Beat: Odfjell Drilling Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Odfjell Drilling Ltd. ( OB:ODL ) just released its first-quarter report and things are looking bullish. Odfjell...Actualización de narrativa • Apr 29
ODL: Dividend Support Will Underpin Returns Despite Recent Rating Downgrades
Analysts have trimmed their outlook on Odfjell Drilling, with the average price target easing toward NOK 110 as recent downgrades to Hold reflect more cautious assumptions on growth, margins and P/E multiples. Analyst Commentary Bearish analysts are dialing back expectations for Odfjell Drilling, anchoring their views around the NOK 110 price target and reinforcing a more neutral stance on the shares.Actualización de narrativa • Apr 15
ODL: Dividend Support Will Offset Cautious Ratings And Limit Near Term Upside
Analysts have trimmed their price target for Odfjell Drilling to NOK 110, reflecting a more cautious view on the shares after recent downgrades, even as their models now assume slightly lower discount rates, modestly higher revenue growth, stable profit margins, and a marginally higher future P/E. Analyst Commentary Recent research shows a clear shift in tone, with previously bearish analysts turning more cautious on Odfjell Drilling.Actualización de narrativa • Mar 31
ODL: Dividend Commitment And Discounted P E Will Support Upside Potential
Analysts have trimmed their 12 month price target on Odfjell Drilling to NOK 110. This reflects slightly higher assumed discount rates, modestly adjusted growth and margin expectations, and a lower future P/E multiple after recent downgrades from DNB Carnegie and SEB Equities.
Actualización de narrativa • Mar 17
ODL: Extended Backlog And Cash Dividend Will Support Future Share Price Upside
Analysts have raised their fair value estimate for Odfjell Drilling to NOK 115.97 from NOK 106.13, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. The latest street target from SEB Equities is NOK 110 with a Hold rating.Actualización de narrativa • Mar 03
ODL: Contract Backlog And Dividend Will Support A Cautious Steady Outlook
Analysts have adjusted their price target for Odfjell Drilling to NOK 110 from about NOK 102, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E, alongside a recent downgrade to Hold. Analyst Commentary Bearish analysts have turned more cautious on Odfjell Drilling, shifting to a Hold stance while setting a NOK 110 price target.Actualización de narrativa • Feb 17
ODL: Contract Backlog And Dividend Will Support Steady Future Share Performance
Analysts have slightly raised their price target for Odfjell Drilling, with fair value moving from NOK 101.06 to NOK 102.41. This adjustment reflects updated assumptions on revenue growth, profit margins and a lower expected future P/E multiple.Actualización de narrativa • Feb 03
ODL: Extended Rig Backlog Will Support A Higher Future Earnings Multiple
Analysts have nudged their fair value estimate for Odfjell Drilling to $109.57, a small adjustment supported by slightly higher assumptions for revenue growth, profit margin, and future P/E, along with a modestly lower discount rate. What's in the News Odfjell Drilling signed a contract with Equinor for the Deepsea Aberdeen to drill an unspecified scope on the Norwegian Continental Shelf before moving to the Fram Sor project.Actualización de narrativa • Jan 20
ODL: Long-Term Contract Backlog Will Support A Higher Future Multiple
Analysts have lifted their price target for Odfjell Drilling to a new fair value of NOK 109.30 from NOK 98.80, citing updated views on discount rates, revenue growth assumptions, profit margins and a higher future P/E multiple. What's in the News Odfjell Drilling signed a contract with Equinor for the Deepsea Aberdeen to drill an unspecified scope on the Norwegian Continental Shelf before moving to the Fram Sor project offshore Norway.Actualización de narrativa • Jan 06
ODL: Extended Backlog And Dividend Will Support A Higher Share Price
Analysts have adjusted their price target on Odfjell Drilling to reflect updated assumptions on the discount rate, revenue growth, profit margin and future P/E. This has led to a revised valuation that they view as better aligned with the current risk and earnings profile.Actualización de narrativa • Dec 17
ODL: Contract Extensions And Dividend Are Expected To Drive Shares Higher
Analysts have raised their price target on Odfjell Drilling significantly, from approximately NOK 65 to NOK 101. They cite expectations of faster revenue growth, higher profit margins, and slightly richer future valuation multiples supported by a lower perceived discount rate.Artículo de análisis • Dec 13
Does Odfjell Drilling (OB:ODL) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Actualización de narrativa • Dec 03
ODL: Extended Backlog And Cash Dividend Will Support Higher Future Share Price
Analysts have raised their price target for Odfjell Drilling to approximately $106 from about $99, citing upgraded expectations for revenue growth, slightly higher profit margins, and a modestly lower discount rate. Together, these factors support a somewhat richer valuation multiple trajectory.Actualización de narrativa • Nov 19
ODL: Cash Dividend And Lower Discount Rate Will Drive Share Price Higher
Analysts have raised their price target for Odfjell Drilling from NOK 95.10 to NOK 99.26. This reflects adjusted expectations for growth and profitability, despite lower forecast revenue expansion.Artículo de análisis • Aug 22
Odfjell Drilling Ltd. Just Beat EPS By 70%: Here's What Analysts Think Will Happen Next
Odfjell Drilling Ltd. ( OB:ODL ) just released its quarterly report and things are looking bullish. Odfjell Drilling...Actualización de narrativa • Aug 21
Modern Fleet And Long-Term Contracts Will Secure Future Position
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.Artículo de análisis • Aug 20
Earnings Tell The Story For Odfjell Drilling Ltd. (OB:ODL)
OB:ODL 1 Year Share Price vs Fair Value Explore Odfjell Drilling's Fair Values from the Community and select yours When...Artículo de análisis • Jul 30
Odfjell Drilling (OB:ODL) Has A Somewhat Strained Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Apr 17
Does Odfjell Drilling (OB:ODL) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Artículo de análisis • Feb 16
Earnings Miss: Odfjell Drilling Ltd. Missed EPS By 11% And Analysts Are Revising Their Forecasts
Investors in Odfjell Drilling Ltd. ( OB:ODL ) had a good week, as its shares rose 2.8% to close at kr63.20 following...
Nueva narrativa • Feb 06
Transition To Higher Day Rates With Deepsea Atlantic Will Strengthen Future Prospects
Transitioning to higher day rates and a solid backlog enhances revenue visibility and financial performance through 2026.Artículo de análisis • Jan 08
Does Odfjell Drilling (OB:ODL) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Nov 13
We Think That There Are More Issues For Odfjell Drilling (OB:ODL) Than Just Sluggish Earnings
The subdued market reaction suggests that Odfjell Drilling Ltd.'s ( OB:ODL ) recent earnings didn't contain any...Artículo de análisis • Nov 10
Results: Odfjell Drilling Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts
Investors in Odfjell Drilling Ltd. ( OB:ODL ) had a good week, as its shares rose 2.6% to close at kr51.80 following...Artículo de análisis • Oct 29
There Is A Reason Odfjell Drilling Ltd.'s (OB:ODL) Price Is Undemanding
With a price-to-earnings (or "P/E") ratio of 4.5x Odfjell Drilling Ltd. ( OB:ODL ) may be sending very bullish signals...Artículo de análisis • Sep 27
We Think Odfjell Drilling (OB:ODL) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Artículo de análisis • Aug 23
Estimating The Fair Value Of Odfjell Drilling Ltd. (OB:ODL)
Key Insights Using the Dividend Discount Model, Odfjell Drilling fair value estimate is kr58.03 Odfjell Drilling's...Artículo de análisis • Apr 28
Odfjell Drilling (OB:ODL) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Despite posting some strong earnings, the market for Odfjell Drilling Ltd.'s ( OB:ODL ) stock hasn't moved much. Our...Artículo de análisis • Apr 03
Odfjell Drilling (OB:ODL) Has A Pretty Healthy Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • Feb 18
Odfjell Drilling Ltd. (OB:ODL) Just Reported And Analysts Have Been Lifting Their Price Targets
Investors in Odfjell Drilling Ltd. ( OB:ODL ) had a good week, as its shares rose 6.9% to close at kr44.15 following...Artículo de análisis • Dec 15
Odfjell Drilling (OB:ODL) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Sep 02
Industry Analysts Just Upgraded Their Odfjell Drilling Ltd. (OB:ODL) Revenue Forecasts By 13%
Odfjell Drilling Ltd. ( OB:ODL ) shareholders will have a reason to smile today, with the analysts making substantial...Artículo de análisis • Aug 05
Is Odfjell Drilling (OB:ODL) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Apr 04
Odfjell Drilling (OB:ODL) Has A Somewhat Strained Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Rentabilidad de los accionistas
| ODL | NO Energy Services | Mercado NO | |
|---|---|---|---|
| 7D | -0.5% | -1.9% | 0.4% |
| 1Y | 24.7% | 40.4% | 18.4% |
Rentabilidad vs. Industria: Los resultados de ODL fueron inferiores a los de la industria Norwegian Energy Services, que obtuvo un rendimiento del 40.4% el año pasado.
Rentabilidad vs. Mercado: ODL superó al mercado Norwegian, que obtuvo un rendimiento del 18.4% el año pasado.
Volatilidad de los precios
| ODL volatility | |
|---|---|
| ODL Average Weekly Movement | 4.2% |
| Energy Services Industry Average Movement | 4.5% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in NO Market | 9.9% |
| 10% least volatile stocks in NO Market | 2.8% |
Precio estable de las acciones: ODL no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Norwegian.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ODL (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1914 | 1,642 | Kjetil Gjersdal | www.odfjelldrilling.com |
Odfjell Drilling Ltd. se dedica a la propiedad y explotación de unidades móviles de perforación mar adentro, principalmente en Noruega y Namibia. La empresa opera a través de los segmentos de Flota Propia y Flota Externa. También ofrece servicios de gestión a otros propietarios de unidades de perforación, como gestión operativa, gestión de requisitos reglamentarios, marketing, negociación de contratos y relaciones con los clientes, y servicios de preparación de operaciones y movilizaciones.
Resumen de fundamentos de Odfjell Drilling Ltd.
| Estadísticas fundamentales de ODL | |
|---|---|
| Capitalización bursátil | NOK 21.82b |
| Beneficios(TTM) | NOK 1.99b |
| Ingresos (TTM) | NOK 9.32b |
11.0x
Ratio precio-beneficio (PE)2.3x
Ratio precio-ventas (PS)¿Está ODL sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ODL | |
|---|---|
| Ingresos | US$983.50m |
| Coste de los ingresos | US$0 |
| Beneficio bruto | US$983.50m |
| Otros gastos | US$773.90m |
| Beneficios | US$209.60m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Aug 18, 2026
| Beneficios por acción (BPA) | 0.87 |
| Margen bruto | 100.00% |
| Margen de beneficio neto | 21.31% |
| Ratio deuda/patrimonio | 65.8% |
¿Cómo se ha desempeñado ODL a largo plazo?
Ver rendimiento histórico y comparativaDividendos
10.4%
Rentabilidad actual por dividendo98%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/31 19:08 |
| Precio de las acciones al final del día | 2026/07/31 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Odfjell Drilling Ltd. está cubierta por 8 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | ABG Sundal Collier |
| Steffen Evjen | Danske Bank |
| Kristian Aarli | DNB Carnegie |