Borr Drilling (BORR)

Energy · Oil & Gas Drilling
$4.78 +3.69% on the day Market cap $1.5B 52-week range $2.44 to $6.66 Prices as of Oct 11, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Borr Drilling's free cash flow isn't comparable to its market value here, so a cash-flow reverse DCF doesn't give a meaningful answer. The Modeling tab works from revenue and margins instead.

Fundamental grade

D

Five factors scored 1 to 9 from BORR's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation7
Profitability4
Growth2
Financial health4

Results from SEC filings

Fiscal years, from Borr Drilling's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.

Fiscal year20212022202320242025
Revenue$245M$444M$772M$1.0B$1.0B
Net income-$193M-$293M$22M$82M$45M
Free cash flow—————
EPS (diluted)-$1.43-$1.64$0.09$0.32$0.17
Operating margin-36.0%-23.0%32.5%37.0%31.6%

Where the revenue comes from

Revenue by regions, fiscal 2025. Every breakdown, year by year.

Southeast Asia$296M29%
West Africa$279M27%
The Americas$226M22%
Middle East and North Africa$177M17%
Europe$43M4%

Superinvestors who own BORR

From each investor's latest 13F filing (what a 13F shows). 2 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Cliff Asness
AQR Capital Management
Trimmed $2M0.00%Q2 2026
Joel Greenblatt
Gotham Asset Management
Trimmed $108,4500.0%Q2 2026

Insider buying

Open-market purchases by Borr Drilling's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.

DateInsiderSharesPriceValue
Oct 7, 2026 Tor Olav Troim
Director
1,250,000$4.31$5M
Oct 6, 2026 Tor Olav Troim
Director
1,500,000$4.24$6M
Oct 5, 2026 Tor Olav Troim
Director
1,500,000$4.13$6M
Sep 18, 2026 De Oliveira Bruno Morand
Chief Executive Officer
45,500$4.40$200,200
Sep 17, 2026 Tor Olav Troim
Director
150,000$4.38$656,925
Sep 16, 2026 Tor Olav Troim
Director
1,000,000$4.30$4M

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

Are Borr Drilling insiders buying the stock?

6 open-market insider purchases of BORR in the last 12 months, from SEC Form 4 filings.

Which superinvestors own Borr Drilling?

2 of the superinvestors Investingly tracks hold BORR in their latest 13F, including Cliff Asness, Joel Greenblatt.

Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.