Oil & Gas Drilling industry stocks

10 companies in the Oil & Gas Drilling industry. 7 have a published intrinsic value and 3 trade at least 20% below it.

The median company in Oil & Gas Drilling with a published value trades 7% below our estimate of intrinsic value.

Values as of the 22 Sept 2026 close.

Most undervalued stocks in Oil & Gas Drilling

Borr Drilling Ltd (BORR): undervalued, +45% margin of safety
Nabors Industries Ltd (NBR): undervalued, +38% margin of safety
Valaris Ltd (VAL): undervalued, +30% margin of safety
Transocean Ltd (RIG): slightly undervalued, +7% margin of safety

Liquid names only: at least $1M traded a day and $50M of market value.

Largest companies in Oil & Gas Drilling

Noble Corp Plc (NE): overvalued, -44% margin of safety
Transocean Ltd (RIG): slightly undervalued, +7% margin of safety
Valaris Ltd (VAL): undervalued, +30% margin of safety
Patterson-UTI Energy Inc (PTEN): not valued
Helmerich & Payne Inc (HP): not valued
Seadrill Ltd (SDRL): overvalued, -389% margin of safety
Borr Drilling Ltd (BORR): undervalued, +45% margin of safety
Nabors Industries Ltd (NBR): undervalued, +38% margin of safety
Precision Drilling Corp (PDS): overvalued, -47% margin of safety
Sable Offshore Corp (SOC): not valued

Other Energy industries