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NOV Inc.(NOV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for NOV
11/04/2026: NOV (1-star) is currently NOT-A-BUY. Pass it for now.
NOV Inc. is a major provider of equipment, technology, and services for the global energy sector, particularly in drilling and offshore operations. The company has a leading position in critical oilfield hardware, with a vast installed base that generates recurring aftermarket revenue. Its primary investment story hinges on a recovery in energy capital expenditure and a strategic pivot toward renewable technologies like geothermal energy. Risks include high cyclicality in the energy sector, intense global competition, and sensitivity to commodity price shifts. The stock may suit investors seeking cyclical energy exposure, though it carries volatility risks that require monitoring of oil market trends and capital spending cycles.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company is more of a cyclical recovery play than a high-growth compounder. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find opportunities during strong oil price-driven upswings. |
| Value investor | Strong fit | NOV often trades at valuations that appeal to value investors during market troughs. |
| Dividend investor | Mixed fit | The dividend is reliable but not the primary growth engine for total return. |
| Low-risk investor | Weak fit | The stock is highly sensitive to energy market volatility and commodity cycles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price moves aggressively with global oil and gas spot prices. |
| Valuation risk | Medium | Valuations are heavily dependent on forward-looking commodity price expectations. |
| Competition risk (Oilfield services competition) | High | Intense competition from diversified players like SLB can pressure margins. |
| Business quality | Medium | While the installed base creates a moat, the business remains tied to capital-intensive energy cycles. |
| Dividend income | Low | Dividends are secondary to capital reinvestment and debt management. |
| Execution risk | Medium | Complex global logistics and project-based revenue streams carry inherent delivery risks. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -38.3% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/04/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.59B USD | Price to earnings Ratio 45.1 | 1Y Target Price 22.15 |
Price to earnings Ratio 45.1 | 1Y Target Price 22.15 | ||
Volume (30-day avg) 3.9M shares | Beta 0.95 | 52 Weeks Range 13.98 - 21.84 | Updated Date 11/04/2026 |
52 Weeks Range 13.98 - 21.84 | Updated Date 11/04/2026 | ||
Dividends yield (FY) 1.85% | Basic EPS (TTM) 0.41 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Wellbore Technologies | Drill bits, downhole tools, and related services. | This segment sells the essential tools that wear out during drilling, providing recurring revenue. |
| Completion & Production Solutions | Composite pipe, intervention tools, and pump systems. | This area focuses on keeping wells productive and efficient over their lifetime. |
| Rig Technologies | Drilling rig hardware, software, and automation. | This is the 'heavy' equipment segment that benefits most from new offshore rig construction. |
| Geography | Global sales across North America, Middle East, and Offshore markets. | The company is diversified, but offshore investment trends drive the biggest wins. |
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 2026-10-27 | When After Market | Estimate 0.24 | Actual 0.25 |
Profitability
Profit Margin 1.65% | Operating Margin (TTM) 6.16% |
Management Effectiveness
Return on Assets (TTM) 3.39% | Return on Equity (TTM) 2.34% |
Valuation
Trailing PE 45.1 | Forward PE 14.37 | Enterprise Value 7.92B | Price to Sales(TTM) 0.76 |
Enterprise Value 7.92B | Price to Sales(TTM) 0.76 | ||
Enterprise Value to Revenue 0.91 | Enterprise Value to EBITDA 9.49 | Shares Outstanding 356.51M | Shares Floating 354.44M |
Shares Outstanding 356.51M | Shares Floating 354.44M | ||
Percent Insiders 0.73 | Percent Institutions 108.06 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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