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NE vs NOV

NE
Noble Corporation plc
NEUTRAL
Price
$51.03
Market Cap
$8.14B
Sector
Energy
AI Confidence
85%
NOV
NOV Inc.
NEUTRAL
Price
$20.46
Market Cap
$7.34B
Sector
Energy
AI Confidence
85%

Valuation

P/E Ratio
NE
35.69
NOV
81.84
Forward P/E
NE
20.61
NOV
15.29
P/B Ratio
NE
1.78
NOV
1.18
P/S Ratio
NE
2.7
NOV
0.84
EV/EBITDA
NE
9.45
NOV
9.03

Profitability

Gross Margin
NE
35.73%
NOV
20.65%
Operating Margin
NE
18.59%
NOV
2.29%
Profit Margin
NE
7.59%
NOV
1.05%
ROE
NE
4.96%
NOV
1.52%
ROA
NE
3.37%
NOV
3.19%

Growth

Revenue Growth
NE
-10.8%
NOV
-2.4%
Earnings Growth
NE
11.9%
NOV
-73.7%

Financial Health

Debt/Equity
NE
0.42
NOV
0.37
Current Ratio
NE
1.99
NOV
2.47
Quick Ratio
NE
1.86
NOV
1.57

Dividends

Dividend Yield
NE
3.92%
NOV
1.54%
Payout Ratio
NE
139.86%
NOV
210.0%

AI Verdict

NE NEUTRAL

Noble Corporation exhibits a paradoxical profile: a perfect Piotroski F-Score of 9/9 indicates exceptional short-term financial health and balance sheet strength, yet the stock is fundamentally overvalued. Trading at $51.03, it sits significantly above its Graham Number ($30.35) and Intrinsic Value ($35.54). This valuation premium is unsupported by negative revenue growth and a highly unsustainable dividend payout ratio of 139.86%. While the balance sheet is pristine, bearish insider activity from the CEO and CFO, combined with a poor earnings surprise track record, suggests limited upside at current levels.

Strengths
Perfect Piotroski F-Score (9/9) indicating peak financial health
Very low Debt/Equity ratio (0.42) compared to sector average (1.30)
Strong liquidity with a Current Ratio of 1.99 and Quick Ratio of 1.86
Risks
Significant overvaluation relative to Graham Number and Intrinsic Value
Unsustainable dividend payout ratio (139.86%)
Negative YoY and Q/Q revenue growth (-10.80% and -10.15%)
NOV NEUTRAL

NOV exhibits a stark divergence between operational health and financial performance. While the Piotroski F-Score of 8/9 indicates strong underlying balance sheet health and liquidity, the company is struggling with razor-thin profit margins (1.05%) and a catastrophic dividend payout ratio of 210%. The stock is trading at a significant premium to its Graham Number ($9.89) and Intrinsic Value ($1.75), suggesting the market is pricing in a recovery that is not yet reflected in the negative YoY revenue and earnings growth. Overall, the strong solvency provides a safety net, but the lack of earnings beats and bearish technicals limit upside potential.

Strengths
Strong Piotroski F-Score (8/9) indicating high financial health
Low Debt/Equity ratio (0.37) compared to sector average (1.29)
Robust liquidity with a Current Ratio of 2.47
Risks
Unsustainable dividend payout ratio (210%)
Extremely low profit margins (1.05%) and ROE (1.52%)
Negative YoY revenue (-2.40%) and earnings (-73.70%) growth

Compare Another Pair

NE vs NOV: Head-to-Head Comparison

This page compares Noble Corporation plc (NE) and NOV Inc. (NOV) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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