Odfjell Drilling Ltd (ODFJF) Fair Value & Analysis
Energy · US · Market cap $2.1B
Odfjell Drilling Ltd
ODFJF · US
Fair value as of: Jul 17, 2026
From 10 valuation models · updated 24 days ago
Share price +16.0% over the past month.
A solid business, currently priced close to our fair value.
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- A fairly wide model range ($6.51 to $12.19) leaves room in how you read the outcome.
Price vs Fair Value (3 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.
How to read this chart
33‑month range $2.46 – $11.11 · fair‑value band $6.51 – $12.19 · the $9.40 price screens below the $9.75 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.
Analysis
Odfjell Drilling Ltd (ODFJF) currently trades at $9.40, while our model-based Fair Value estimate is $9.75, implying the stock looks roughly 3.7% fairly valued today. The Quality Score stands at 57/100 (solid quality), in the Energy sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Odfjell Drilling Ltd generated revenue of $984M at a net margin of 21.3%. Revenue grew 40.4% year over year. It earns a return on equity of 14.7%. Net debt stands at $909M. Fundamentals as of Jul 17, 2026
Our scenario range runs from $6.51 (bear case) to $12.19 (bull case); at $9.40, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 15% below its 52-week high and 116% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at -45% fair-value upside, at 4%, ODFJF screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 10 models by family
Widest divergence: Multiples ($9.75) versus Earnings-Based ($2.57). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 54 · Market factors (momentum, volatility) 68
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Odfjell Drilling Ltd. owns and operates mobile offshore drilling units primarily in Norway and Namibia. The company operates through two segments, Own Fleet and External Fleet.
Full company description
Odfjell Drilling Ltd. owns and operates mobile offshore drilling units primarily in Norway and Namibia. The company operates through two segments, Own Fleet and External Fleet. It also offers management services to other owners of drilling units, such as operational management, regulatory requirements management, marketing, contract negotiations and client relations, and operation and mobilization preparation services. The company was founded in 1914 and is based in Aberdeen, the United Kingdom.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Odfjell Drilling Ltd reported revenue of $514M in FY2025 versus $392M in FY2021, a compound +7.0%/yr. Reported net income was $167M in FY2025, compounding +22.4%/yr from FY2021.
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Peer Group
Oil & Gas Drilling · 31 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Oil & Gas Drilling median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Oil & Gas Drilling stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Noble Corporation NE | $41.79 | $23.09 | -45% |
| Sinopec Oilfield Service Corporation 600871 | ¥2.21 | ¥0.4900 | -78% |
| Transocean Ltd RIG | $5.14 | $2.16 | -58% |
| Valaris Limited VAL | $79.57 | $63.09 | -21% |
| Patterson-UTI Energy, Inc PTEN | $9.39 | $12.20 | +30% |
| Helmerich & Payne, Inc HP | $34.14 | $9.25 | -73% |
| Seadrill Limited SDRL | $42.86 | $10.17 | -76% |
| Arabian Drilling Company 2381 | 80.70 SAR | 11.09 SAR | -86% |
| Nabors Industries Ltd NBR | $84.72 | $209.20 | +147% |
| Borr Drilling Limited BORR | kr 41.99 | kr 27.75 | -34% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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