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Upturn AI SWOT - About
BORR 
Borr Drilling Ltd (BORR)
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Upturn Advisory Summary
10/20/2025: BORR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $3.13
1 Year Target Price $3.13
| 3 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -51.02% | Avg. Invested days 19 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/20/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 738.46M USD | Price to earnings Ratio 11.73 | 1Y Target Price 3.13 |
Price to earnings Ratio 11.73 | 1Y Target Price 3.13 | ||
Volume (30-day avg) 5 | Beta 1.82 | 52 Weeks Range 1.55 - 4.94 | Updated Date 10/19/2025 |
52 Weeks Range 1.55 - 4.94 | Updated Date 10/19/2025 | ||
Dividends yield (FY) 9.30% | Basic EPS (TTM) 0.22 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.48% | Operating Margin (TTM) 36.05% |
Management Effectiveness
Return on Assets (TTM) 6.52% | Return on Equity (TTM) 5.39% |
Valuation
Trailing PE 11.73 | Forward PE 28.17 | Enterprise Value 2760829624 | Price to Sales(TTM) 0.75 |
Enterprise Value 2760829624 | Price to Sales(TTM) 0.75 | ||
Enterprise Value to Revenue 2.79 | Enterprise Value to EBITDA 6.1 | Shares Outstanding 286224866 | Shares Floating 182937261 |
Shares Outstanding 286224866 | Shares Floating 182937261 | ||
Percent Insiders 6.78 | Percent Institutions 56.64 |
Upturn AI SWOT
Borr Drilling Ltd
Company Overview
History and Background
Borr Drilling Ltd. was founded in 2016 and quickly grew through acquisitions of drilling rig fleets, becoming a significant player in the jack-up drilling market.
Core Business Areas
- Jack-up Drilling Services: Provides offshore drilling services using jack-up rigs, primarily for oil and gas exploration and production.
Leadership and Structure
The company has a board of directors and a management team led by the CEO. The organizational structure supports regional operations and fleet management.
Top Products and Market Share
Key Offerings
- Jack-up Drilling Rigs: Borr Drilling owns and operates a fleet of modern jack-up drilling rigs. Market share is estimated to be between 7-10% of the global jack-up market. Competitors include Valaris, Noble Corporation, and Shelf Drilling. Exact revenue breakdown per rig is not publicly available.
Market Dynamics
Industry Overview
The offshore drilling industry is cyclical and influenced by oil and gas prices, exploration and production spending, and rig supply and demand.
Positioning
Borr Drilling is positioned as a leading provider of modern jack-up drilling services, focusing on operational efficiency and high-specification rigs. Competitive advantages include a young fleet and strong operational track record.
Total Addressable Market (TAM)
The TAM for offshore drilling services is difficult to quantify precisely, but is in the tens of billions of dollars. Borr Drilling's TAM is specifically for jack-up rigs and is driven by shallow water drilling demand. Borr Drilling aims to capture a significant share through their modern fleet and operational capabilities.
Upturn SWOT Analysis
Strengths
- Modern jack-up rig fleet
- Strong operational capabilities
- Experienced management team
- Global presence
Weaknesses
- High debt levels
- Cyclical industry exposure
- Dependence on oil and gas prices
- Potential for operational incidents
Opportunities
- Increased offshore exploration and production spending
- Demand for high-specification rigs
- Expansion into new geographic markets
- Adoption of new technologies
Threats
- Declining oil and gas prices
- Oversupply of drilling rigs
- Increased competition
- Regulatory changes
- Environmental concerns
Competitors and Market Share
Key Competitors
- VAL
- NE
- SDC
Competitive Landscape
Borr Drilling's advantages include its modern fleet, while disadvantages include its high debt. Competitors vary in fleet size, geographic focus, and financial strength.
Growth Trajectory and Initiatives
Historical Growth: Borr Drilling grew rapidly through acquisitions in its early years.
Future Projections: Future growth is dependent on improved market conditions and increased rig utilization rates. Analyst estimates vary widely.
Recent Initiatives: Recent initiatives include focusing on operational efficiency, securing new contracts, and managing debt levels.
Summary
Borr Drilling is a company with modern equipment in a very cyclical industry. It is highly leveraged, and its success depends on achieving high rig utilization and favorable dayrates. The company needs to carefully manage its debt and capitalize on opportunities in the offshore drilling market, while also considering the threats of the energy market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Borr Drilling Ltd
Exchange NYSE | Headquaters - | ||
IPO Launch date 2018-05-22 | CEO - | ||
Sector Energy | Industry Oil & Gas Drilling | Full time employees 2087 | Website https://borrdrilling.com |
Full time employees 2087 | Website https://borrdrilling.com | ||
Borr Drilling Limited operates as an offshore shallow-water drilling contractor to the oil and gas industry in the United States, the Middle East, South East Asia, Europe, Latin America, and West Africa. The company owns, contracts, and operates jack-up drilling rigs for operations in shallow-water areas, such as the provision of related equipment and work crews to conduct oil and gas drilling and workover operations for exploration and production. It serves oil and gas exploration and production companies, such as integrated oil companies, state-owned national oil companies, and independent oil and gas companies. The company was formerly known as Magni Drilling Limited and changed its name to Borr Drilling Limited in December 2016. Borr Drilling Limited was incorporated in 2016 and is based in Hamilton, Bermuda.
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