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Stock Analysis & ValuationHelmerich & Payne, Inc. (0J4G.L)

Professional Stock Screener
Previous Close
£33.39
Sector Valuation Confidence Level
Low
Valuation methodValue, £Upside, %
Artificial intelligence (AI)23.90-28
Intrinsic value (DCF)19.24-42
Graham-Dodd Method15.90-52
Graham Formula11.40-66

Strategic Investment Analysis

Company Overview

Helmerich & Payne, Inc. (HP) is a leading provider of drilling services and solutions for exploration and production companies in the oil and gas industry. Headquartered in Tulsa, Oklahoma, the company operates through three key segments: North America Solutions, Offshore Gulf of Mexico, and International Solutions. With a fleet of 236 land rigs in North America, 30 international land rigs, and 7 offshore platform rigs, HP specializes in advanced drilling technologies that enhance operational efficiency and wellbore quality. The company also diversifies its revenue streams through commercial real estate investments, including a 390,000-square-foot shopping center and undeveloped land in Tulsa. Founded in 1920, HP has established itself as a trusted partner in the energy sector, leveraging innovation and a strong operational footprint to serve clients across the U.S., Latin America, and the Middle East. As the global energy demand evolves, HP remains a critical player in oil and gas drilling, with a focus on sustainable and high-performance solutions.

Investment Summary

Helmerich & Payne presents a mixed investment case. On the positive side, the company benefits from a strong market position in North American land drilling, a diversified international presence, and a solid dividend yield of $1.17 per share. Its technological advancements in drilling efficiency provide a competitive edge. However, the company faces risks from volatile oil prices, cyclical demand in the energy sector, and high total debt of $1.86 billion. While its beta of 0.898 suggests lower volatility than the broader market, investors should weigh exposure to commodity price fluctuations. The company’s ability to generate positive operating cash flow ($684.7M) and maintain a disciplined capital expenditure strategy (-$495.1M) supports financial stability, but long-term growth depends on sustained energy sector recovery.

Competitive Analysis

Helmerich & Payne competes in the highly cyclical oil and gas drilling industry, where operational efficiency and technological innovation are key differentiators. The company’s primary advantage lies in its FlexRig® technology, which enhances drilling precision and reduces downtime, making it a preferred contractor for U.S. shale operators. Its North America Solutions segment dominates its revenue, benefiting from a large, modern rig fleet. However, competition is intense, with rivals offering similar services at competitive rates. HP’s Offshore Gulf of Mexico segment faces pressure from offshore drilling specialists, while its International Solutions segment contends with regional players and geopolitical risks. The company’s real estate investments provide ancillary income but are not a core growth driver. Compared to peers, HP maintains a strong balance sheet with manageable leverage, but its reliance on U.S. land drilling exposes it to domestic market fluctuations. To sustain competitiveness, HP must continue investing in automation and digital drilling solutions while expanding its international footprint in stable regions.

Major Competitors

  • Nabors Industries Ltd. (NBR): Nabors is a global drilling contractor with a strong presence in North America and international markets. Its Canrig drilling technology competes with HP’s FlexRig, but Nabors has higher debt levels, increasing financial risk. The company’s diversified rig fleet and automation investments are strengths, but its profitability lags behind HP’s.
  • Patterson-UTI Energy, Inc. (PTEN): Patterson-UTI operates a large North American land rig fleet and provides pressure pumping services, giving it broader service offerings than HP. However, its technological focus is less pronounced, and its international exposure is limited. The company’s integration of drilling and completions services is a strength but comes with higher operational complexity.
  • Transocean Ltd. (RIG): Transocean specializes in ultra-deepwater and harsh-environment drilling, making it a key competitor in offshore markets where HP has limited presence. Its high-spec rig fleet is a strength, but the company struggles with significant debt and lower utilization rates compared to HP’s land-focused operations.
  • Valaris Limited (VAL): Valaris is a leading offshore driller with a modern fleet, competing indirectly with HP’s Gulf of Mexico segment. The company emerged from bankruptcy in 2021 with a cleaner balance sheet but remains exposed to weak offshore drilling demand. Its focus on deepwater rigs contrasts with HP’s land-centric model.
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