Assessing Valaris (VAL) Valuation After Petrobras Extension And New Halliburton PETRONAS Alliance

Simply Wall St.04-16

AdvertisementWhy Valaris Stock Is Back in Focus Valaris (VAL) is back on investor radars after two contract announcements: a multiyear extension with Petrobras for the VALARIS DS 4 drillship offshore ...

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See our latest analysis for Valaris. Even after the Petrobras extension and new Suriname collaboration, the share price has eased in the last week. However, the 90 day share price return of 67.53% and 1 year total shareholder return of 204.55% suggest momentum has been strong over both shorter and longer horizons. If this kind of contract driven move has your attention, it could be a good time to widen your watchlist with 30 power grid technology and infrastructure stocks With Valaris trading at $91.67, a 1 year total shareholder return above 200%, and an intrinsic value estimate implying a discount of around 19%, the key question is whether there is still a buying opportunity or if the market is already pricing in future growth. Most Popular Narrative: 39.1% Overvalued Compared with the last close at $91.67, the most followed narrative puts Valaris' fair value at $65.93, implying the current price sits well above that estimate under its set of assumptions.  The company's $4.7 billion contract backlog, its highest of the decade, reflects continued success in winning attractive, multi-year contracts for its high-specification fleet, supported by robust global offshore activity and rising demand for deepwater projects. This strong backlog visibility points to increasing future revenue and earnings stability.  Read the complete narrative. Want to see how a growing backlog, shifting margin assumptions, and a higher earnings multiple all feed into that $65.93 fair value tag? The full narrative joins these moving parts into a single valuation story and shows exactly which levers matter most. Result: Fair Value of $65.93 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this story could change if offshore demand softens enough to pressure day rates, or if environmental regulation accelerates and weighs on long term drilling activity. Find out about the key risks to this Valaris narrative. Another Take on Valaris' Value The narrative driven fair value of $65.93 points to VAL looking 39.1% overvalued, yet the current P/E of 6.5x tells a different story. It sits well below the US Energy Services industry at 25.9x, the peer average at 24.3x, and even a 7.7x fair ratio. This raises a simple question: is sentiment or fundamentals setting the price today? See what the numbers say about this price — find out in our valuation breakdown. NYSE:VAL P/E Ratio as at Apr 2026Next Steps Mixed signals so far? Take a moment to review the contracts, valuation, and recent returns for yourself, then weigh up our 3 key rewards and 3 important warning signs Looking for more investment ideas? If Valaris has your attention, do not stop here. Use these focused stock lists to spot other opportunities that could fit your portfolio before the crowd does.  Target potential value opportunities by scanning 60 high quality undervalued stocks that combine quality fundamentals with prices that may not fully reflect their financial profile. Prioritise resilience by checking 72 resilient stocks with low risk scores where companies score well on stability and lower overall risk factors. Hunt for early stage potential with the 29 elite penny stocks with strong financials that already show stronger balance sheets and financial characteristics than many peers.   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.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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