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Odfjell Drilling Ltd.OB:ODL Rapporto sulle azioni

Cap. di mercato NOK 21.1b
Prezzo delle azioni
NOK 87.80
NOK 113.91
22.9% sottovalutato sconto intrinseco
1Y35.7%
7D-2.1%
1D
Valore del portafoglio
Vista

Odfjell Drilling Ltd.

Report azionario OB:ODL

Capitalizzazione di mercato: NOK 21.1b

Odfjell Drilling (ODL) Panoramica del titolo

Odfjell Drilling Ltd. si occupa della proprietà e della gestione di unità mobili di perforazione offshore principalmente in Norvegia e Namibia. Maggiori dettagli

ODL analisi fondamentale
Punteggio fiocco di neve
Valutazione4/6
Crescita futura1/6
Prestazioni passate5/6
Salute finanziaria3/6
Dividendi2/6

ODL Community Fair Values

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Concorrenti di Odfjell Drilling Ltd.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Odfjell Drilling
Prezzi storici delle azioni
Prezzo attuale dell'azioneNOK 87.80
Massimo di 52 settimaneNOK 112.00
Minimo di 52 settimaneNOK 63.10
Beta0.33
Variazione di 1 mese-11.67%
Variazione a 3 mesi-17.94%
Variazione di 1 anno35.70%
Variazione a 3 anni232.58%
Variazione a 5 anni285.43%
Variazione dall'IPO114.15%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.

Recent updates

Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
User avatar
Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Jan 19

Odfjell Drilling Ltd. (OB:ODL) Shares Could Be 42% Below Their Intrinsic Value Estimate

Key Insights Odfjell Drilling's estimated fair value is US$47.8 based on 2 Stage Free Cash Flow to Equity Current share...
Articolo di analisi Dec 09

Here's Why Odfjell Drilling (OB:ODL) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Rendimenti per gli azionisti

ODLNO Energy ServicesNO Mercato
7D-2.1%-2.6%-2.3%
1Y35.7%39.9%19.1%

Ritorno vs Industria: ODL ha avuto una performance inferiore rispetto al Norwegian Energy Services che ha registrato un rendimento 39.9 % nell'ultimo anno.

Rendimento vs Mercato: ODL ha superato il mercato Norwegian che ha restituito 19.1 % nell'ultimo anno.

Volatilità dei prezzi

Is ODL's price volatile compared to industry and market?
ODL volatility
ODL Average Weekly Movement4.7%
Energy Services Industry Average Movement5.1%
Market Average Movement5.7%
10% most volatile stocks in NO Market11.9%
10% least volatile stocks in NO Market3.3%

Prezzo delle azioni stabile: ODL non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Norwegian.

Volatilità nel tempo: La volatilità settimanale ( 5% ) di ODL è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
19141,642Kjetil Gjersdalwww.odfjelldrilling.com

Odfjell Drilling Ltd. si occupa della proprietà e della gestione di unità mobili di perforazione offshore principalmente in Norvegia e Namibia. L'azienda opera attraverso i segmenti Flotta propria e Flotta esterna. Offre inoltre servizi di gestione ad altri proprietari di unità di perforazione, come la gestione operativa, la gestione dei requisiti normativi, il marketing, la negoziazione dei contratti e le relazioni con i clienti, nonché servizi di preparazione alle operazioni e alla mobilitazione.

Odfjell Drilling Ltd. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Odfjell Drilling con la sua capitalizzazione di mercato?
ODL statistiche fondamentali
Capitalizzazione di mercatoNOK 21.06b
Utili (TTM)NOK 1.94b
Ricavi(TTM)NOK 9.09b
10.9x
Rapporto P/E
2.3x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
ODL Conto economico (TTM)
RicaviUS$983.50m
Costo del fatturatoUS$0
Profitto lordoUS$983.50m
Altre speseUS$773.90m
UtiliUS$209.60m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

Aug 18, 2026

Utile per azione (EPS)0.87
Margine lordo100.00%
Margine di profitto netto21.31%
Rapporto debito/patrimonio netto65.8%

Come si è comportato ODL nel lungo periodo?

Vedi performance storica e confronto

Dividendi

10.5%
Rendimento attuale del dividendo
98%
Rapporto di remunerazione
Quando è necessario acquistare ODL per ricevere un dividendo imminente?
Odfjell Drilling date dei dividendi
Data di stacco del dividendoMay 27 2026
Data di pagamento dei dividendiJun 09 2026
Giorni fino al dividendo Ex5 days
Giorni prima della data di pagamento dei dividendi8 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/01 08:07
Prezzo dell'azione a fine giornata2026/05/29 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Odfjell Drilling Ltd. è coperta da 8 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullABG Sundal Collier
Steffen EvjenDanske Bank
Kristian AarliDNB Carnegie