TechnipFMC plc vs NOV Inc

TechnipFMC plc (FTI) is overvalued and NOV Inc (NOV) is overvalued.

Both trade above our estimate of their intrinsic value. FTI is the closer of the two: -24%, against -83% for NOV.

Values as of the 22 Sept 2026 close.

TechnipFMC plc (FTI)

Discounting its cash flows at 9.3% (average of 3 methods) values the shares at $57.15; the price of $70.82 is 24% above that value, and 75% of that value comes from beyond year five.

Leak Score 76/100 on 10 of 12 signals

NOV Inc (NOV)

Discounting its cash flows at 8.8% (average of 3 methods) values the shares at $11.05; the price of $20.18 is 83% above that value, and 77% of that value comes from beyond year five.

Leak Score 0/100 on 3 of 12 signals

MetricFTINOV
VerdictOvervaluedOvervalued
Price$70.82$20.18
Intrinsic value$57.15$11.05
Margin of safety-24%-83%
Leak Score76/100 (10/12)0/100 (3/12)
Market cap$27.8B$7.2B
Revenue growth, 5 years8.5%7.6%
Operating margin14.7%6.9%
Net margin11.4%1.1%
Return on equity36.0%1.5%
Debt to equity0.380.37
P/E24.7x77.5x
Forward P/E19.6x15.9x
P/B8.5x1.2x
Dividend yield0.3%2.2%

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