Arabian Drilling（2381）株式概要
アラビアン・ドリリング社は、サウジアラビアで陸上および海上ガス・石油リグ掘削会社として操業している。 詳細
2381 Community Fair Values
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Analyst Price Targets
Arabian Drilling Company 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | ر.س89.35 |
| 52週高値 | ر.س107.00 |
| 52週安値 | ر.س72.15 |
| ベータ | 0.62 |
| 1ヶ月の変化 | -0.72% |
| 3ヶ月変化 | 2.58% |
| 1年変化 | 18.66% |
| 3年間の変化 | -51.70% |
| 5年間の変化 | n/a |
| IPOからの変化 | -27.36% |
最新ニュース
ナラティブ更新 • Jun 17
2381: Temporary Offshore Rig Suspensions Will Keep P/E Excessive
Analysts have nudged their fair value estimate for Arabian Drilling higher, lifting the price target from SAR 66.91 to SAR 69.85, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for Arabian Drilling Arabian Drilling reported temporary suspensions of some offshore rigs in the Arabian Gulf, described as precautionary measures linked to the current regional situation.
ナラティブ更新 • Jun 02
2381: Temporary Offshore Suspensions And GCC Expansion Will Shape Balanced Forward Outlook
Analysts have nudged their price target for Arabian Drilling slightly lower to SAR97.06 from SAR97.65, citing modest adjustments to revenue growth, profit margin assumptions, and a higher future P/E expectation. What's in the News Arabian Drilling reported temporary suspensions of some offshore rigs in the Arabian Gulf as a precautionary response to the current regional situation, in coordination with clients and relevant stakeholders.Recent updates
ナラティブ更新 • Jun 17
2381: Temporary Offshore Rig Suspensions Will Keep P/E Excessive
Analysts have nudged their fair value estimate for Arabian Drilling higher, lifting the price target from SAR 66.91 to SAR 69.85, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for Arabian Drilling Arabian Drilling reported temporary suspensions of some offshore rigs in the Arabian Gulf, described as precautionary measures linked to the current regional situation.ナラティブ更新 • Jun 02
2381: Temporary Offshore Suspensions And GCC Expansion Will Shape Balanced Forward Outlook
Analysts have nudged their price target for Arabian Drilling slightly lower to SAR97.06 from SAR97.65, citing modest adjustments to revenue growth, profit margin assumptions, and a higher future P/E expectation. What's in the News Arabian Drilling reported temporary suspensions of some offshore rigs in the Arabian Gulf as a precautionary response to the current regional situation, in coordination with clients and relevant stakeholders.ナラティブ更新 • May 16
2381: Offshore Reactivations And GCC Expansion Will Support Stronger Future Outlook
Analysts have adjusted their fair value estimate for Arabian Drilling from SAR 101.64 to SAR 97.65, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News Temporary suspension of some offshore rigs in the Arabian Gulf as a precaution linked to the current regional situation, with the company coordinating with clients and stakeholders and stating that it views the suspensions as temporary and is ready to resume once tensions ease (company announcement).ナラティブ更新 • Apr 29
2381: Cash Preservation And Suspended Offshore Rigs Will Keep P/E Excessive
Analysts have reduced their fair value estimate for Arabian Drilling from SAR 67.46 to SAR 66.91. This reflects slightly revised assumptions around growth, margins and future P/E, while keeping the overall thesis intact.ナラティブ更新 • Apr 14
2381: Offshore Rig Suspensions And Cash Preservation Will Keep P/E Excessive
Analysts now set their price target for Arabian Drilling at SAR67.46, compared with the previous SAR65.77. The revision reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E.ナラティブ更新 • Mar 31
2381: Long Aramco Backlog And New CEO Will Not Justify Rich P/E
Analysts have adjusted their fair value estimate for Arabian Drilling from SAR 79.38 to SAR 65.77, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Arabian Drilling secured three major land contract extensions with Saudi Aramco worth SAR 1.4b, adding 25 active rig years and bringing total recent extensions to SAR 3.4b across seven contracts.ナラティブ更新 • Mar 17
2381: Backlog Extensions And New CEO Will Support But Not Transform Rich P/E
Analysts have nudged their price target on Arabian Drilling higher to SAR79.38 from SAR75.55, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that modestly adjust their valuation framework. What's in the News Arabian Drilling issued earnings guidance for the first quarter of 2026, indicating an expectation of slightly higher revenue compared to the fourth quarter of 2025.ナラティブ更新 • Mar 03
2381: Record Backlog Extensions And New Leadership Will Support Steady Outlook
Analysts have made a small upward adjustment to their fair value estimate for Arabian Drilling, taking the price target from about SAR101.55 to around SAR101.64, reflecting fine tuning to assumptions on the discount rate, long-term revenue growth, profit margin, and future P/E. What's in the News Board approves the resignation of CEO Ghassan Abdulaziz Mirdad, effective February 9, 2026, citing personal reasons.ナラティブ更新 • Feb 16
2381: Record Backlog And New CEO Will Still Fail To Justify Rich P/E
Analysts have nudged their price target on Arabian Drilling higher from SAR73.83 to about SAR75.55, reflecting small adjustments to inputs such as fair value, discount rate, revenue growth, profit margin, and forward P/E assumptions. What's in the News The Board of Directors approved the resignation of CEO Ghassan Abdulaziz Mirdad, effective February 9, 2026, citing personal reasons (company filing).ナラティブ更新 • Feb 02
2381: Record Backlog And Long-Term Contracts Will Support Steady Outlook
Analysts have nudged their price target for Arabian Drilling higher to what they view as fair value of SAR101.55 from SAR97.23, citing updated assumptions around revenue growth, margins, discount rate and future P/E expectations. What's in the News Secured three major land contract extensions with Saudi Aramco on January 13, 2026, with a total value of SAR 1.4b, adding 25 active rig years to the backlog (company announcement).ナラティブ更新 • Jan 19
2381: Record Backlog Will Likely Still Fail To Offset Rich P/E
Analysts have nudged their price target on Arabian Drilling slightly higher, reflecting small refinements to assumptions on discount rate, revenue growth, profit margin and future P/E. Together, these adjustments point to a modestly improved risk and earnings profile for the company.ナラティブ更新 • Jan 05
2381: Record Backlog Will Likely Fail To Offset Rich Future P/E
Analysts have adjusted their fair value estimate for Arabian Drilling to US$73.83 from US$71.38, reflecting updated views on revenue growth, profit margin expectations, and the stock's future P/E profile. What's in the News Arabian Drilling signed four rig contract renewals with Saudi Aramco, with a total value exceeding SAR 2 billion and an additional 30 committed rig years added to its active backlog (Client Announcements).ナラティブ更新 • Dec 17
2381: Record Backlog And 2025 Dividend Suspension May Pressure Future Returns
Analysts have raised their price target for Arabian Drilling from SAR 63.00 to approximately SAR 71.38, citing expectations for faster revenue growth, improving profit margins, and slightly more attractive forward valuation multiples. What's in the News Signed four Saudi Aramco rig contract renewals exceeding SAR 2 billion, adding 30 committed rig years and lifting backlog to a lifetime record of SAR 12.2 billion by end of 2025, with financial impact expected from first quarter 2026 (Client Announcements) Issued fourth quarter 2025 guidance indicating revenue is expected to be broadly flat versus the third quarter, with potential downside of up to 5% due to the full impact of earlier temporary rig suspensions (Corporate Guidance) Called a special shareholders meeting on October 22, 2025 to vote on ending the current board term, electing a new board for 2025 to 2029, transferring SAR 267 million of statutory reserve to retained earnings, and suspending dividends for 2025 (Special/Extraordinary Shareholders Meeting) Board scheduled a September 27, 2025 meeting to consider early termination of its current term and to align the new board term from November 2, 2025 to November 1, 2029 (Board Meeting) Valuation Changes Fair Value: Increased from SAR 63.00 to about SAR 71.38, reflecting a moderate upward revision in intrinsic value estimates.ナラティブ更新 • Dec 03
2381: Backlog Expansion Will Support Stable Outlook As Board Reviews Dividend Policy
Analysts have marginally raised their price target for Arabian Drilling to about SAR 97.23, reflecting slightly higher long term profitability expectations and a modestly increased cost of equity embedded in their valuation models. What's in the News Arabian Drilling secured four rig contract renewals with Saudi Aramco worth over SAR 2 billion, adding 30 committed rig years and lifting its backlog to a record SAR 12.2 billion by the end of 2025, with financial impact expected from the first quarter of 2026 (company announcement).ナラティブ更新 • Nov 19
2381: Revenue Forecasts Will Remain Stable As Board Considers Dividend Pause
Narrative Update on Arabian Drilling: Analyst Price Target Revision Analysts have raised their fair value estimate for Arabian Drilling from SAR 95.52 to SAR 97.23. This change reflects modestly higher revenue growth expectations, despite a slight decline in projected profit margin.分析記事 • Nov 19
After Leaping 25% Arabian Drilling Company (TADAWUL:2381) Shares Are Not Flying Under The Radar
The Arabian Drilling Company ( TADAWUL:2381 ) share price has done very well over the last month, posting an excellent...ナラティブ更新 • Nov 04
2381: Contract Extensions And Board Changes Will Shape Performance Through 2025
Analysts have raised their price target for Arabian Drilling from SAR 89.23 to SAR 95.52. They cite an improved revenue growth outlook and a slightly lower discount rate as key contributing factors.ナラティブ更新 • Sep 18
International Expansion And MENA Diversification Will Unlock Strong Rig Potential
Despite nearly unchanged consensus revenue growth and future P/E expectations, the analyst price target for Arabian Drilling saw a negligible reduction from SAR90.35 to SAR89.23. What's in the News Arabian Drilling signed a one-year extension for all eleven LSTK gas land rigs with SLB, representing 15.0%-20.0% of 2024 revenues and securing the largest quarterly backlog intake since Q3 2023.分析記事 • Aug 05
Arabian Drilling's (TADAWUL:2381) Shareholders Have More To Worry About Than Only Soft Earnings
SASE:2381 1 Year Share Price vs Fair Value Explore Arabian Drilling's Fair Values from the Community and select yours...分析記事 • Jul 31
Arabian Drilling Company Just Missed Earnings - But Analysts Have Updated Their Models
It's been a mediocre week for Arabian Drilling Company ( TADAWUL:2381 ) shareholders, with the stock dropping 11% to...分析記事 • May 16
Arabian Drilling Company Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Arabian Drilling Company ( TADAWUL:2381 ) came out with its first-quarter results last week, and we wanted to see how...分析記事 • May 08
Returns At Arabian Drilling (TADAWUL:2381) Appear To Be Weighed Down
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
新しいナラティブ • Mar 13
New Rigs And Saudi Gas Exploration Will Strengthen Future Market Position
Strategic alliances and deployment of unconventional rigs are expected to significantly drive international and revenue growth for Arabian Drilling.分析記事 • Feb 26
Arabian Drilling Company's (TADAWUL:2381) Business And Shares Still Trailing The Market
When close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 24x, you may consider...分析記事 • Jan 18
Returns On Capital Are Showing Encouraging Signs At Arabian Drilling (TADAWUL:2381)
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...分析記事 • Oct 05
We Like These Underlying Return On Capital Trends At Arabian Drilling (TADAWUL:2381)
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...分析記事 • Aug 13
Some Investors May Be Willing To Look Past Arabian Drilling's (TADAWUL:2381) Soft Earnings
The most recent earnings report from Arabian Drilling Company ( TADAWUL:2381 ) was disappointing for shareholders...分析記事 • Aug 10
Arabian Drilling Company (TADAWUL:2381) Consensus Forecasts Have Become A Little Darker Since Its Latest Report
Shareholders might have noticed that Arabian Drilling Company ( TADAWUL:2381 ) filed its second-quarter result this...分析記事 • Jun 19
Slowing Rates Of Return At Arabian Drilling (TADAWUL:2381) Leave Little Room For Excitement
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...分析記事 • Mar 22
Results: Arabian Drilling Company Exceeded Expectations And The Consensus Has Updated Its Estimates
Last week, you might have seen that Arabian Drilling Company ( TADAWUL:2381 ) released its annual result to the market...分析記事 • Feb 22
Returns On Capital At Arabian Drilling (TADAWUL:2381) Have Stalled
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Nov 08
Slowing Rates Of Return At Arabian Drilling (TADAWUL:2381) Leave Little Room For Excitement
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Nov 08
Analysts Are Updating Their Arabian Drilling Company (TADAWUL:2381) Estimates After Its Third-Quarter Results
The third-quarter results for Arabian Drilling Company ( TADAWUL:2381 ) were released last week, making it a good time...分析記事 • Jul 18
Does This Valuation Of Arabian Drilling Company (TADAWUL:2381) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Arabian Drilling fair value estimate is ر.س122 Arabian...分析記事 • Feb 13
Pinning Down Arabian Drilling Company's (TADAWUL:2381) P/E Is Difficult Right Now
There wouldn't be many who think Arabian Drilling Company's ( TADAWUL:2381 ) price-to-earnings (or "P/E") ratio of...株主還元
| 2381 | SA Energy Services | SA 市場 | |
|---|---|---|---|
| 7D | 2.1% | 2.2% | -0.2% |
| 1Y | 18.7% | 19.5% | 7.0% |
業界別リターン: 2381過去 1 年間で19.5 % のリターンをもたらしたSA Energy Services業界と一致しました。
リターン対市場: 2381過去 1 年間で7 % の収益を上げたSA市場を上回りました。
価格変動
| 2381 volatility | |
|---|---|
| 2381 Average Weekly Movement | 3.5% |
| Energy Services Industry Average Movement | 6.6% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in SA Market | 7.1% |
| 10% least volatile stocks in SA Market | 2.3% |
安定した株価: 2381 、 SA市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 2381の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1964 | n/a | Fahad Al-Bani | www.arabdrill.com |
アラビアン・ドリリング社は、サウジアラビアで陸上・海上ガス・石油リグ掘削会社として操業している。同社のサービスには、石油・天然ガスの探査・生産のための浅海・深海・陸上での掘削サービスのほか、坑井介入・テスト、リグ移動、動員、マンパワー、その他のサービスの提供が含まれる。同社は1964年に設立され、サウジアラビアのアル・ホバルを拠点としている。
Arabian Drilling Company 基礎のまとめ
| 2381 基礎統計学 | |
|---|---|
| 時価総額 | ر.س7.85b |
| 収益（TTM） | -ر.س182.38m |
| 売上高(TTM) | ر.س3.25b |
2.4x
P/Sレシオ-43.6x
PER（株価収益率2381 は割高か？
公正価値と評価分析を参照収益と収入
| 2381 損益計算書（TTM） | |
|---|---|
| 収益 | ر.س3.25b |
| 売上原価 | ر.س3.00b |
| 売上総利益 | ر.س241.92m |
| その他の費用 | ر.س424.30m |
| 収益 | -ر.س182.38m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -2.05 |
| グロス・マージン | 7.45% |
| 純利益率 | -5.62% |
| 有利子負債／自己資本比率 | 49.8% |
2381 の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.0%
現在の配当利回り84%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/24 16:16 |
| 終値 | 2026/08/24 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Arabian Drilling Company 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Jassim Al-Jubran | Aljazira Capital Company |
| Abdessamad Raghibi | Bernstein |
| Abhishek Kumar | BofA Global Research |