Added to YB: 2025-01-21
Pitch date: 2025-01-19
VAL [bullish]
Valaris Limited
+109.19%
current return
Author Info
No bio for this author
Company Info
Valaris Limited, together with its subsidiaries, provides offshore contract drilling services in Brazil, the United Kingdom, Gulf of America, Australia, Angola, and internationally.
Market Cap
$7.9B
Pitch Price
$48.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.84
P/E
7.96
EV/Sales
3.81
Sector
Energy Equipment and Services
Category
growth
Todays Hurdle Rate: Valaris
VAL: Largest offshore driller w/ top fleet. Offshore oil breakeven $45-$50/bbl. No new drillships/semi-subs expected. 2025 FCF $500M, 2026+ higher on contract rollovers. 2027 FCF $1.5B+. $3.3B mkt cap, all FCF to buybacks. Risks: demand collapse. Upside: price rise or last shares standing.
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