Odfjell Drilling (ODL) Aandelenoverzicht
Odfjell Drilling Ltd. houdt zich bezig met het bezitten en exploiteren van mobiele offshore booreenheden, voornamelijk in Noorwegen en Namibië. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 2/6 |
Beloningen
Risicoanalyse
ODL 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
Odfjell Drilling Ltd. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | NOK 90.10 |
| 52 Week Hoogtepunt | NOK 112.00 |
| 52 Week Laag | NOK 70.70 |
| Bèta | 0.32 |
| 1 maand verandering | 8.69% |
| 3 maanden verandering | -8.81% |
| 1 Jaar Verandering | 23.42% |
| 3 jaar verandering | 177.23% |
| 5 jaar verandering | 335.69% |
| Verandering sinds IPO | 119.76% |
Recent nieuws en updates
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...
Nieuw narratief • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Rendement voor aandeelhouders
| ODL | NO Energy Services | NO Markt | |
|---|---|---|---|
| 7D | -0.6% | 3.3% | 0.05% |
| 1Y | 23.4% | 38.4% | 16.6% |
Rendement versus industrie: ODL presteerde slechter dan de Norwegian Energy Services -sector, die het afgelopen jaar een rendement van 38.4 % opleverde.
Rendement versus markt: ODL overtrof de Norwegian markt, die het afgelopen jaar een rendement opleverde van 16.6 %.
Prijsvolatiliteit
| ODL volatility | |
|---|---|
| ODL Average Weekly Movement | 4.1% |
| Energy Services Industry Average Movement | 4.4% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in NO Market | 9.7% |
| 10% least volatile stocks in NO Market | 2.8% |
Stabiele aandelenkoers: ODL heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de Norwegian markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van ODL is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1914 | 1,642 | Kjetil Gjersdal | www.odfjelldrilling.com |
Odfjell Drilling Ltd. houdt zich bezig met het bezitten en exploiteren van mobiele offshore booreenheden, voornamelijk in Noorwegen en Namibië. Het bedrijf is actief via de segmenten Eigen Vloot en Externe Vloot. Het biedt ook managementdiensten aan andere eigenaars van booreenheden, zoals operationeel beheer, beheer van wettelijke vereisten, marketing, contractonderhandelingen en klantenrelaties, en voorbereidingsdiensten voor exploitatie en mobilisatie.
Odfjell Drilling Ltd. Samenvatting
| ODL fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | NOK 21.61b |
| Inkomsten(TTM) | NOK 2.00b |
| Inkomsten(TTM) | NOK 9.39b |
10.8x
Koers/Winstverhouding2.3x
P/S-verhoudingIs ODL overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ODL resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$983.50m |
| Kosten van inkomsten | US$0 |
| Brutowinst | US$983.50m |
| Overige uitgaven | US$773.90m |
| Inkomsten | US$209.60m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Aug 18, 2026
| Winst per aandeel (EPS) | 0.87 |
| Brutomarge | 100.00% |
| Nettowinstmarge | 21.31% |
| Schuld/Eigen Vermogen Verhouding | 65.8% |
Hoe presteerde ODL op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
10.6%
Huidig dividendrendement98%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/06 23:54 |
| Aandelenkoers aan het einde van de dag | 2026/08/06 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Odfjell Drilling Ltd. wordt gevolgd door 8 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| null null | ABG Sundal Collier |
| Steffen Evjen | Danske Bank |
| Kristian Aarli | DNB Carnegie |