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Borr Drilling (BORR) Competitors

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$2.72 +0.24 (+9.48%)
Closing price 08/22/2025 03:59 PM Eastern
Extended Trading
$2.70 -0.02 (-0.70%)
As of 08/22/2025 07:55 PM Eastern
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BORR vs. RIG, SDRL, VAL, BKV, LBRT, MNR, KRP, PARR, TALO, and ARIS

Should you be buying Borr Drilling stock or one of its competitors? The main competitors of Borr Drilling include Transocean (RIG), Seadrill (SDRL), Valaris (VAL), BKV (BKV), Liberty Energy (LBRT), Mach Natural Resources (MNR), Kimbell Royalty (KRP), Par Pacific (PARR), Talos Energy (TALO), and Aris Water Solutions (ARIS). These companies are all part of the "petroleum and natural gas" industry.

Borr Drilling vs. Its Competitors

Transocean (NYSE:RIG) and Borr Drilling (NYSE:BORR) are both energy companies, but which is the better business? We will contrast the two businesses based on the strength of their analyst recommendations, profitability, institutional ownership, risk, dividends, media sentiment, valuation and earnings.

Transocean has a beta of 2.52, meaning that its stock price is 152% more volatile than the S&P 500. Comparatively, Borr Drilling has a beta of 1.89, meaning that its stock price is 89% more volatile than the S&P 500.

Borr Drilling has lower revenue, but higher earnings than Transocean. Transocean is trading at a lower price-to-earnings ratio than Borr Drilling, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Transocean$3.52B0.81-$512M-$1.86-1.64
Borr Drilling$989M0.65$82.10M$0.2112.93

In the previous week, Transocean had 3 more articles in the media than Borr Drilling. MarketBeat recorded 8 mentions for Transocean and 5 mentions for Borr Drilling. Transocean's average media sentiment score of 1.00 beat Borr Drilling's score of 0.65 indicating that Transocean is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Transocean
6 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Borr Drilling
3 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Transocean currently has a consensus price target of $4.26, suggesting a potential upside of 39.85%. Borr Drilling has a consensus price target of $9.00, suggesting a potential upside of 231.49%. Given Borr Drilling's higher possible upside, analysts plainly believe Borr Drilling is more favorable than Transocean.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Transocean
0 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.40
Borr Drilling
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

Borr Drilling has a net margin of 5.48% compared to Transocean's net margin of -39.64%. Borr Drilling's return on equity of 5.46% beat Transocean's return on equity.

Company Net Margins Return on Equity Return on Assets
Transocean-39.64% 0.45% 0.24%
Borr Drilling 5.48%5.46%1.60%

67.7% of Transocean shares are held by institutional investors. Comparatively, 83.1% of Borr Drilling shares are held by institutional investors. 12.3% of Transocean shares are held by company insiders. Comparatively, 7.9% of Borr Drilling shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Summary

Transocean and Borr Drilling tied by winning 8 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BORR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BORR vs. The Competition

MetricBorr DrillingOIL&GAS IndustryEnergy SectorNYSE Exchange
Market Cap$585.84M$2.24B$7.76B$20.94B
Dividend YieldN/A4.85%10.97%3.58%
P/E Ratio12.938.4872.9629.11
Price / Sales0.651.1224,808.3352.94
Price / Cash3.313.8035.8723.54
Price / Book0.630.964.035.45
Net Income$82.10M$36.81M$4.27B$992.10M
7 Day Performance18.04%5.71%1.57%2.61%
1 Month Performance25.40%3.22%0.71%1.46%
1 Year Performance-57.87%-18.89%8.81%10.72%

Borr Drilling Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BORR
Borr Drilling
3.6484 of 5 stars
$2.72
+9.5%
$9.00
+231.5%
-55.0%$585.84M$989M12.932,719Options Volume
RIG
Transocean
4.2207 of 5 stars
$2.95
flat
$4.26
+44.3%
-35.7%$2.78B$3.52B-1.595,800
SDRL
Seadrill
3.8584 of 5 stars
$29.26
+0.9%
$48.00
+64.0%
-25.7%$1.81B$1.39B26.133,300Positive News
VAL
Valaris
2.6553 of 5 stars
$45.94
+1.6%
$46.20
+0.6%
-18.9%$3.22B$2.36B11.775,642News Coverage
Positive News
BKV
BKV
1.1574 of 5 stars
$21.42
0.0%
$28.25
+31.9%
N/A$1.81B$580.98M39.67356
LBRT
Liberty Energy
4.8617 of 5 stars
$10.92
-0.5%
$15.05
+37.9%
-42.9%$1.78B$4.32B15.455,700Positive News
Analyst Revision
MNR
Mach Natural Resources
4.9882 of 5 stars
$14.27
-0.8%
$23.00
+61.2%
N/A$1.70B$969.63M5.21N/ADividend Announcement
KRP
Kimbell Royalty
2.7312 of 5 stars
$13.91
-3.0%
$17.40
+25.1%
-12.0%$1.55B$309.31M42.1830News Coverage
Positive News
PARR
Par Pacific
2.7279 of 5 stars
$29.96
+3.3%
$28.96
-3.3%
+41.0%$1.47B$7.97B0.001,787News Coverage
TALO
Talos Energy
3.5535 of 5 stars
$8.35
+1.4%
$14.25
+70.8%
-16.6%$1.44B$1.97B-8.60440News Coverage
ARIS
Aris Water Solutions
3.975 of 5 stars
$23.70
-1.0%
$26.17
+10.4%
+46.1%$1.42B$435.44M28.56150News Coverage
Analyst Forecast

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This page (NYSE:BORR) was last updated on 8/23/2025 by MarketBeat.com Staff
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