Added to YB: 2025-05-16
Pitch date: 2025-05-15
VAL [neutral]
Valaris Limited
+37.46%
current return
Author Info
Under the Hood is a private investor (ex-NYSE, Bridgewater, Alliance Bernstein) writing about stocks. Sign up for their newsletter.
Company Info
Valaris Limited, together with its subsidiaries, provides offshore contract drilling services in Brazil, the United Kingdom, U.
Market Cap
$3.9B
Pitch Price
$39.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.66
P/E
9.97
EV/Sales
1.82
Sector
Energy Equipment and Services
Category
value
1Q25 Earning and Position Updates - Added: Valaris Limited
VAL (added to position): Solid 1Q25, up 9% post-ER with increased backlog & steady drillship day rate growth. Valaris 247 Jackup sold at $108M (~50x book value), highlighting deep discount. 7G drillship contracts at $400k+ range. Market perception expects 2021-22 price drop despite stable reality, creating opportunity.
Read full article (1 min)