Assessing Borr Drilling (NYSE:BORR) Valuation After New Mexico And US Contract Wins

Simply Wall St.01-14

AdvertisementWhat Borr Drilling’s New Contracts Mean for Investors Borr Drilling (BORR) has drawn fresh attention after announcing new contract commitments for its Ran and Odin jack up rigs in Mexico ...

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This suggests momentum has...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4092":"石油与天然气钻井","NYSE":"纽交所","BORR":"Borr Drilling Ltd"},"translate_title":"赢得新墨西哥州和美国合同后评估Borr Drilling（纽约证券交易所股票代码：BORR）的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NYSE":1.5,"BORR":1.5},"content_text":"AdvertisementWhat Borr Drilling’s New Contracts Mean for Investors Borr Drilling (BORR) has drawn fresh attention after announcing new contract commitments for its Ran and Odin jack up rigs in Mexico and the United States, including additional extension options. See our latest analysis for Borr Drilling. These fresh contracts arrive as Borr Drilling’s share price sits at US$4.18, with a 90 day share price return of 58.33% and a 5 year total shareholder return of 143.80%. This suggests momentum has strengthened recently despite a weaker 3 year total shareholder return of 23.10%. If rig contracts and utilization are on your radar, it can also be worth scanning other energy names through aerospace and defense stocks to see how different cash flow and risk profiles compare. With new contracts lining up and the share price already up 58.33% over 90 days, the key question is whether Borr Drilling at US$4.18 still trades at a discount, or if markets are already pricing in future growth. Most Popular Narrative: 1.6% Undervalued With Borr Drilling closing at US$4.18 against a narrative fair value of US$4.25, the implied upside is modest but still framed as positive.  The valuation seems to price in that Borr Drilling's strong recent contract momentum, particularly in Mexico, the Middle East, and Southeast Asia, will translate into persistently high day rates and utilization. This view may underestimate the lingering risks from oversupply in the jack-up market and the increased volume of transitional or short-duration contracts, which could compress both future revenues and margins if the anticipated demand does not fully materialize.  Read the complete narrative. Curious what sits behind that small valuation gap? The narrative leans on specific revenue, margin and earnings paths, all filtered through a 10.15% discount rate. Result: Fair Value of $4.25 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that small valuation gap could close quickly if jack-up oversupply pressures day rates, or if higher funding costs and leverage limit the value of new contracts. Find out about the key risks to this Borr Drilling narrative.  Build Your Own Borr Drilling Narrative If you see the assumptions differently or prefer to check the numbers yourself, you can build a custom view of Borr Drilling in a few minutes: Do it your way. A great starting point for your Borr Drilling research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If you stop your research with one stock, you risk missing other opportunities that could fit your goals just as well, or even better.  Spot potential value candidates early by scanning these 883 undervalued stocks based on cash flows that may offer more attractive price tags relative to their cash flows. Tap into the growth story around artificial intelligence with these 25 AI penny stocks and see which names are being built around this long term theme. Add some diversification by checking out these 79 cryptocurrency and blockchain stocks tied to digital assets and blockchain, if you want exposure beyond traditional sectors.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Borr Drilling might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603566666","isCrawlerRequest":true}