Odfjell Drilling (ODL) 주식 개요
는 주로 노르웨이와 나미비아에서 이동식 해양 시추 장치를 소유 및 운영하는 회사입니다. 자세히 보기
ODL Community Fair Values
Create NarrativeSee what 22 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Odfjell Drilling Ltd. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | NOK 86.20 |
| 52주 최고가 | NOK 112.00 |
| 52주 최저가 | NOK 65.70 |
| 베타 | 0.29 |
| 1개월 변동 | -7.01% |
| 3개월 변동 | -10.95% |
| 1년 변동 | 23.50% |
| 3년 변동 | 251.12% |
| 5년 변동 | 245.91% |
| IPO 이후 변동 | 110.24% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| ODL | NO Energy Services | NO 시장 | |
|---|---|---|---|
| 7D | -1.9% | -0.5% | -0.5% |
| 1Y | 23.5% | 40.5% | 12.7% |
수익률 대 산업: ODL은 지난 1년 동안 40.5%의 수익을 기록한 Norwegian Energy Services 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: ODL은 지난 1년 동안 12.7%를 기록한 Norwegian 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| ODL volatility | |
|---|---|
| ODL Average Weekly Movement | 4.6% |
| Energy Services Industry Average Movement | 5.1% |
| Market Average Movement | 5.3% |
| 10% most volatile stocks in NO Market | 10.8% |
| 10% least volatile stocks in NO Market | 3.1% |
안정적인 주가: ODL는 지난 3개월 동안 Norwegian 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ODL의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1914 | 1,642 | Kjetil Gjersdal | www.odfjelldrilling.com |
는 주로 노르웨이와 나미비아에서 이동식 해양 시추 장치를 소유하고 운영하는 회사입니다. 이 회사는 자체 선단 및 외부 선단 부문을 통해 운영됩니다. 또한 운영 관리, 규제 요건 관리, 마케팅, 계약 협상 및 고객 관계, 운영 및 동원 준비 서비스 등 시추 장치의 다른 소유주에게 관리 서비스를 제공합니다.
Odfjell Drilling Ltd. 기초 지표 요약
| ODL 기초 통계 | |
|---|---|
| 시가총액 | NOK 20.14b |
| 순이익 (TTM) | NOK 2.03b |
| 매출 (TTM) | NOK 9.54b |
10.2x
주가수익비율(P/E)2.2x
주가매출비율(P/S)ODL는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ODL 손익계산서 (TTM) | |
|---|---|
| 매출 | US$983.50m |
| 매출원가 | US$0 |
| 총이익 | US$983.50m |
| 기타 비용 | US$773.90m |
| 순이익 | US$209.60m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Aug 18, 2026
| 주당순이익(EPS) | 0.87 |
| 총이익률 | 100.00% |
| 순이익률 | 21.31% |
| 부채/자본 비율 | 65.8% |
ODL의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
11.2%
현재 배당 수익률98%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/19 04:50 |
| 종가 | 2026/06/19 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Odfjell Drilling Ltd.는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | ABG Sundal Collier |
| Steffen Evjen | Danske Bank |
| Kristian Aarli | DNB Carnegie |