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Seadrill LimitedNYSE:SDRL Stock Report

Market Cap US$2.0b
Share Price
US$31.88
My Fair Value
US$42.29
24.6% undervalued intrinsic discount
1Y-18.5%
7D7.9%
Portfolio Value
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Seadrill Limited

NYSE:SDRL Stock Report

Market Cap: US$2.0b

Seadrill (SDRL) Stock Overview

Provides offshore drilling services to the oil and gas industry worldwide. More details

SDRL fundamental analysis
Snowflake Score
Valuation3/6
Future Growth3/6
Past Performance1/6
Financial Health4/6
Dividends0/6

Rewards

Trading at 91.1% below our estimate of its fair value

Earnings are forecast to grow 62.26% per year

Risk Analysis

Profit margins (6%) are lower than last year (31.9%)

Large one-off items impacting financial results


SDRL Community Fair Values

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See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Seadrill

Global Energy Trends Will Unlock Premium Deepwater Contracts

Key Takeaways Seadrill's advanced fleet, digitalization, and proprietary technology position it for industry-leading margins, pricing power, and sustained cash flow in a multi-year offshore upcycle. Accelerated offshore activity and strategic customer shifts signal contract backlog growth and operating leverage well above consensus, supporting outsized earnings and shareholder returns.
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US$76.82
FV
58.5% undervalued intrinsic discount
11.43%
Revenue growth p.a.
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Seadrill

Robust Offshore Exploration And Deepwater Drilling Will Expand Capabilities

Key Takeaways Tight ultra-deepwater rig supply and high-spec fleet focus support Seadrill's pricing power, margin improvement, and premium contract opportunities. Increased offshore drilling and digital innovation drive future revenue growth, cash flow durability, and the potential for enhanced capital returns.
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US$43.5
FV
26.7% undervalued intrinsic discount
7.24%
Revenue growth p.a.
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10users have followed this narrative
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Seadrill

Rising Idle Rigs And Market Risks Will Strain Profits While Durable Backlogs Offer Hope

Key Takeaways Growing renewable adoption and shifting capital allocation threaten Seadrill's long-term contract pipeline, earnings visibility, and demand outlook despite current offshore strengths. Regulatory costs, ESG pressures, and fleet renewal needs may compress margins and profitability even as Seadrill invests in technology and operational excellence.
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US$32
FV
0.4% undervalued intrinsic discount
4.32%
Revenue growth p.a.
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Seadrill Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Seadrill
Historical stock prices
Current Share PriceUS$31.88
52 Week HighUS$42.36
52 Week LowUS$17.74
Beta1.65
1 Month Change-1.02%
3 Month Change5.46%
1 Year Change-18.47%
3 Year Change-2.63%
5 Year Changen/a
Change since IPO-3.98%

Recent News & Updates

Seadrill Limited: Weak Outlook, But A Cheap Way To Acquire Additional Rigs

Jul 04

Recent updates

Seadrill Limited: Weak Outlook, But A Cheap Way To Acquire Additional Rigs

Jul 04

Seadrill: Well-Positioned For Stormy Market Conditions

Mar 13

Seadrill: Capitulation Is Coming, We're Buying The Dip

Mar 05

Seadrill Limited: Strong Execution On Drilling Activity- Hold

Dec 14

Seadrill: Potential M&A, Industry Tailwinds Will Support Growth Acceleration

Sep 23

Seadrill: Short-Term Headwinds Provide Buying Opportunity

Sep 12
User avatar

Calculated Moves In Brazil And The Golden Triangle Position Company For Robust Earnings Growth

Strategic focus on long-term contracts in Brazil and conversations for future work in West Africa indicate planning for stable revenue and market penetration.

Seadrill Q2 2024: Mixed Results, Exacerbated By A Lowered Guidance, Reiterate Buy

Aug 22

Seadrill: Re-Contracting At Higher Dayrates Will Drive The Stock Price

Jul 29

Seadrill: Expect More Buybacks Following Qatar Jackup Fleet Sale - Buy

Jun 04

Investors Will Want Seadrill's (NYSE:SDRL) Growth In ROCE To Persist

May 28
Investors Will Want Seadrill's (NYSE:SDRL) Growth In ROCE To Persist

Seadrill (NYSE:SDRL) Seems To Use Debt Quite Sensibly

Apr 03
Seadrill (NYSE:SDRL) Seems To Use Debt Quite Sensibly

Seadrill: Prepare For Earnings Inflection Next Year, Buy

Mar 26

Seadrill: Buy On Major Contract Awards And Material Share Repurchase Activity

Jan 04

Seadrill: Investment Case Remains Compelling

Nov 30

Seadrill Warns Of Near-Term Headwinds, But Long-Term Outlook Still Solid

Nov 01

Seadrill: Bet On Rigs Deficit And Rising Oil Prices

Aug 29

Seadrill: More Good News But Management Still Guarded, Buy On Weakness

Aug 21

Seadrill: Appealing Valuation And Multiple Potential Catalysts

Jul 13

Seadrill: Buy On Inexpensive Valuation While Waiting For Earnings Power To Unfold

May 24

Seadrill agrees to acquire Aquadrill LLC for $958M in all-stock deal

Dec 23

Seadrill sells all of its 35% stake in Paratus Energy Services

Oct 21

Shareholder Returns

SDRLUS Energy ServicesUS Market
7D7.9%9.5%1.9%
1Y-18.5%0.6%17.8%

Return vs Industry: SDRL underperformed the US Energy Services industry which returned 3.7% over the past year.

Return vs Market: SDRL underperformed the US Market which returned 16.7% over the past year.

Price Volatility

Is SDRL's price volatile compared to industry and market?
SDRL volatility
SDRL Average Weekly Movement6.1%
Energy Services Industry Average Movement6.9%
Market Average Movement6.5%
10% most volatile stocks in US Market17.5%
10% least volatile stocks in US Market3.0%

Stable Share Price: SDRL has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: SDRL's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20053,300Simon Johnsonwww.seadrill.com

Seadrill Limited provides offshore drilling services to the oil and gas industry worldwide. The company owns and operates drill ships and semi-submersible rigs for operations in shallow and ultra-deep water in benign and harsh environments. It serves oil super-majors, state-owned national oil companies, and independent oil and gas companies.

Seadrill Limited Fundamentals Summary

How do Seadrill's earnings and revenue compare to its market cap?
SDRL fundamental statistics
Market capUS$1.99b
Earnings (TTM)US$77.00m
Revenue (TTM)US$1.29b
25.8x
P/E Ratio
1.5x
P/S Ratio

Is SDRL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SDRL income statement (TTM)
RevenueUS$1.29b
Cost of RevenueUS$929.00m
Gross ProfitUS$360.00m
Other ExpensesUS$283.00m
EarningsUS$77.00m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Nov 05, 2025

Earnings per share (EPS)1.24
Gross Margin27.93%
Net Profit Margin5.97%
Debt/Equity Ratio21.3%

How did SDRL perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/24 10:36
End of Day Share Price 2025/10/24 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Seadrill Limited is covered by 38 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sungeun KimBarclays
James WestBarclays
Alan LawsBMO Capital Markets Equity Research