Arabian Drilling (2381) 주식 개요
아라비안 드릴링 컴퍼니는 사우디아라비아에서 육상 및 해상 가스 및 석유 굴착 시추 회사로 운영되고 있습니다. 자세히 보기
2381 Community Fair Values
Create NarrativeSee what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Arabian Drilling Company 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | ر.س89.35 |
| 52주 최고가 | ر.س107.00 |
| 52주 최저가 | ر.س72.15 |
| 베타 | 0.59 |
| 1개월 변동 | -3.25% |
| 3개월 변동 | -0.17% |
| 1년 변동 | 1.82% |
| 3년 변동 | -44.50% |
| 5년 변동 | n/a |
| IPO 이후 변동 | -27.36% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| 2381 | SA Energy Services | SA 시장 | |
|---|---|---|---|
| 7D | -2.4% | -5.5% | -0.4% |
| 1Y | 1.8% | 16.3% | 5.1% |
수익률 대 산업: 2381은 지난 1년 동안 16.3%의 수익을 기록한 SA Energy Services 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: 2381은 지난 1년 동안 5.1%를 기록한 SA 시장보다 저조한 성과를 냈습니다.
주가 변동성
| 2381 volatility | |
|---|---|
| 2381 Average Weekly Movement | 2.9% |
| Energy Services Industry Average Movement | 6.3% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in SA Market | 7.3% |
| 10% least volatile stocks in SA Market | 2.1% |
안정적인 주가: 2381는 지난 3개월 동안 SA 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: 2381의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1964 | n/a | Fahad Al-Bani | www.arabdrill.com |
아라비안 드릴링 컴퍼니는 사우디아라비아에서 육상 및 해상 가스 및 석유 시추 회사로 운영되고 있습니다. 석유 및 천연가스 탐사 및 생산을 위한 얕은 바다와 깊은 바다, 육상에서의 시추 서비스 공급은 물론 개입 및 테스트, 장비 이동, 동원, 인력 및 기타 서비스도 제공합니다. 이 회사는 1964년에 설립되었으며 사우디아라비아의 알 코바르에 본사를 두고 있습니다.
Arabian Drilling Company 기초 지표 요약
| 2381 기초 통계 | |
|---|---|
| 시가총액 | ر.س7.95b |
| 순이익 (TTM) | -ر.س143.39m |
| 매출 (TTM) | ر.س3.34b |
2.4x
주가매출비율(P/S)-55.5x
주가수익비율(P/E)2381는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| 2381 손익계산서 (TTM) | |
|---|---|
| 매출 | ر.س3.34b |
| 매출원가 | ر.س3.05b |
| 총이익 | ر.س294.61m |
| 기타 비용 | ر.س438.01m |
| 순이익 | -ر.س143.39m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -1.61 |
| 총이익률 | 8.81% |
| 순이익률 | -4.29% |
| 부채/자본 비율 | 50.2% |
2381의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
3.0%
현재 배당 수익률84%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/17 20:01 |
| 종가 | 2026/07/16 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 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
Arabian Drilling Company는 13명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jassim Al-Jubran | Aljazira Capital Company |
| Abdessamad Raghibi | Bernstein |
| Abhishek Kumar | BofA Global Research |