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NESR vs TRMD

NESR
National Energy Services Reunited Corp.
NEUTRAL
Price
$23.25
Market Cap
$2.34B
Sector
Energy
AI Confidence
85%
TRMD
TORM plc
BULLISH
Price
$30.69
Market Cap
$3.16B
Sector
Energy
AI Confidence
75%

Valuation

P/E Ratio
NESR
44.71
TRMD
10.77
Forward P/E
NESR
9.72
TRMD
13.29
P/B Ratio
NESR
2.42
TRMD
1.41
P/S Ratio
NESR
1.77
TRMD
2.36
EV/EBITDA
NESR
10.64
TRMD
7.21

Profitability

Gross Margin
NESR
12.44%
TRMD
49.68%
Operating Margin
NESR
7.7%
TRMD
27.68%
Profit Margin
NESR
3.86%
TRMD
21.3%
ROE
NESR
5.45%
TRMD
13.37%
ROA
NESR
3.39%
TRMD
6.17%

Growth

Revenue Growth
NESR
15.9%
TRMD
15.5%
Earnings Growth
NESR
-72.3%
TRMD
10.4%

Financial Health

Debt/Equity
NESR
0.35
TRMD
0.46
Current Ratio
NESR
1.04
TRMD
1.32
Quick Ratio
NESR
0.79
TRMD
0.96

Dividends

Dividend Yield
NESR
--
TRMD
6.91%
Payout Ratio
NESR
0.0%
TRMD
70.88%

AI Verdict

NESR NEUTRAL

NESR exhibits strong operational health with a Piotroski F-Score of 7/9, though it lacks an Altman Z-Score for bankruptcy risk assessment. While the company shows impressive price momentum and a low Forward P/E of 9.72, the current price of $23.25 trades at a massive premium compared to its Graham Number ($10.60) and Intrinsic Value ($3.64). The disconnect between deterministic value and market price suggests the stock is priced for aggressive future growth rather than current fundamentals. Overall, the strong balance sheet and revenue growth are offset by extreme valuation stretching.

Strengths
Strong operational health indicated by a Piotroski F-Score of 7/9
Low leverage with a Debt/Equity ratio of 0.35
Consistent revenue growth (15.90% YoY)
Risks
Severe valuation premium over Graham and Intrinsic value baselines
Tight liquidity indicated by a Current Ratio of 1.04 and Quick Ratio of 0.79
High volatility in earnings growth (-72.30% YoY)
TRMD BULLISH

TRMD presents a compelling value opportunity, trading significantly below both its Graham Number ($37.33) and Intrinsic Value ($64.41). While the Piotroski F-Score of 4/9 indicates only stable financial health, the company's profitability metrics (21.3% profit margin) and low Debt/Equity (0.46) far outperform sector averages. Despite a starkly bearish technical trend (10/100) and weak insider sentiment, the fundamental valuation and strong dividend yield provide a significant margin of safety.

Strengths
Significant undervaluation relative to Graham Number and Intrinsic Value
Superior profitability margins (21.3% profit, 27.68% operating) compared to sector average (0.11%)
Conservative leverage with Debt/Equity of 0.46 vs sector average of 1.67
Risks
Severely bearish technical trend (10/100) suggesting short-term momentum risk
Low insider sentiment (40/100) indicating lack of internal confidence
High dividend payout ratio (70.88%) which may limit capital reinvestment

Compare Another Pair

NESR vs TRMD: Head-to-Head Comparison

This page compares National Energy Services Reunited Corp. (NESR) and TORM plc (TRMD) 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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