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Seadrill Ltd (SDRL) Stock Fundamental Analysis & AI Rating 2026

SDRL NYSE Drilling Oil & Gas Wells CIK: 0001737706
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
SELL
78% Conf
Pending
Analysis scheduled

📊 SDRL Key Takeaways

Revenue: $1.4B
Net Margin: -5.4%
Free Cash Flow: $-28.0M
Current Ratio: 2.03x
Debt/Equity: 0.21x
EPS: $-1.08
AI Rating: SELL with 78% confidence
Seadrill Ltd (SDRL) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.4B, net profit margin of -5.4%, and return on equity (ROE) of -2.7%, Seadrill Ltd demonstrates mixed fundamentals in the Energy sector. Below is our complete SDRL stock analysis for 2026.

Is Seadrill Ltd (SDRL) a Good Investment?

Claude

Seadrill is operationally and financially distressed despite strong 32% revenue growth, with negative net margins (-5.4%), negative operating cash flow (-$28M), and inability to cover interest expenses (0.8x coverage ratio). While low leverage (0.21x debt/equity) and adequate liquidity provide near-term runway, the company's deteriorating profitability and persistent cash burn indicate fundamental operational challenges that outweigh cyclical revenue recovery.

Why Buy Seadrill Ltd Stock? SDRL Key Strengths

Claude
  • + Strong top-line growth of 32% YoY indicates improving market demand for drilling services
  • + Low financial leverage (0.21x debt/equity) and solid liquidity position (2.03x current ratio) provide balance sheet stability
  • + Adequate cash reserve of $339M provides 12-18 month operational runway

SDRL Stock Risks: Seadrill Ltd Investment Risks

Claude
  • ! Company is unprofitable with negative net margin of -5.4% and net loss of -$77M despite revenue growth, indicating poor cost structure or pricing pressure
  • ! Interest coverage of 0.8x means operating income cannot cover debt service, creating refinancing and default risk if market conditions deteriorate
  • ! Negative operating cash flow (-$28M) and negative free cash flow indicate cash burn is unsustainable; company is consuming rather than generating liquidity

Key Metrics to Watch

Claude
  • * Operating margin trend and path to profitability given revenue scale
  • * Operating cash flow conversion and cash burn rate sustainability
  • * Interest coverage ratio improvement to above 1.5x minimum safe threshold
  • * Return on equity recovery toward positive territory

Seadrill Ltd (SDRL) Financial Metrics & Key Ratios

Revenue
$1.4B
Net Income
$-77.0M
EPS (Diluted)
$-1.08
Free Cash Flow
$-28.0M
Total Assets
$3.9B
Cash Position
$339.0M

💡 AI Analyst Insight

Strong liquidity with a 2.03x current ratio provides a solid financial cushion.

SDRL Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 3.3%
Net Margin -5.4%
ROE -2.7%
ROA -2.0%
FCF Margin -1.9%

SDRL vs Energy Sector: How Seadrill Ltd Compares

How Seadrill Ltd compares to Energy sector averages

Net Margin
SDRL -5.4%
vs
Sector Avg 12.0%
SDRL Sector
ROE
SDRL -2.7%
vs
Sector Avg 14.0%
SDRL Sector
Current Ratio
SDRL 2.0x
vs
Sector Avg 1.3x
SDRL Sector
Debt/Equity
SDRL 0.2x
vs
Sector Avg 0.6x
SDRL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Seadrill Ltd Stock Overvalued? SDRL Valuation Analysis 2026

Based on fundamental analysis, Seadrill Ltd has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
-2.7%
Sector avg: 14%
Net Profit Margin
-5.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.21x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Seadrill Ltd Balance Sheet: SDRL Debt, Cash & Liquidity

Current Ratio
2.03x
Quick Ratio
2.03x
Debt/Equity
0.21x
Debt/Assets
0.0%
Interest Coverage
0.77x
Long-term Debt
$613.0M

SDRL Revenue & Earnings Growth: 5-Year Financial Trend

SDRL 5-year financial data: Year 2024: Revenue $1.2B, Net Income N/A, EPS $36.92. Year 2025: Revenue $1.2B, Net Income $300.0M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Seadrill Ltd's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $36.92 reflects profitable operations.

SDRL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-1.9%
Free cash flow / Revenue

SDRL Quarterly Earnings & Performance

Quarterly financial performance data for Seadrill Ltd including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $263.0M -$11.0M $-0.17
Q2 2025 $267.0M -$14.0M $-0.68
Q1 2025 $248.0M N/A $-0.23

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Seadrill Ltd Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$28.0M
Cash generated from operations
Dividends
None
No dividend program

SDRL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Seadrill Ltd (CIK: 0001737706)

📋 Recent SEC Filings

Date Form Document Action
Mar 18, 2026 4 xslF345X06/ownership.xml View →
Mar 18, 2026 4 xslF345X06/ownership.xml View →
Mar 18, 2026 4 xslF345X06/ownership.xml View →
Mar 18, 2026 4 xslF345X06/ownership.xml View →
Mar 18, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about SDRL

What is the AI rating for SDRL?

Seadrill Ltd (SDRL) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SDRL's key strengths?

Claude: Strong top-line growth of 32% YoY indicates improving market demand for drilling services. Low financial leverage (0.21x debt/equity) and solid liquidity position (2.03x current ratio) provide balance sheet stability.

What are the risks of investing in SDRL?

Claude: Company is unprofitable with negative net margin of -5.4% and net loss of -$77M despite revenue growth, indicating poor cost structure or pricing pressure. Interest coverage of 0.8x means operating income cannot cover debt service, creating refinancing and default risk if market conditions deteriorate.

What is SDRL's revenue and growth?

Seadrill Ltd reported revenue of $1.4B.

Does SDRL pay dividends?

Seadrill Ltd does not currently pay dividends.

Where can I find SDRL SEC filings?

Official SEC filings for Seadrill Ltd (CIK: 0001737706) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SDRL's EPS?

Seadrill Ltd has a diluted EPS of $-1.08.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SDRL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Seadrill Ltd has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SDRL stock overvalued or undervalued?

Valuation metrics for SDRL: ROE of -2.7% (sector avg: 14%), net margin of -5.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy SDRL stock in 2026?

Our dual AI analysis gives Seadrill Ltd a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SDRL's free cash flow?

Seadrill Ltd's operating cash flow is $-28.0M, with capital expenditures of N/A. FCF margin is -1.9%.

How does SDRL compare to other Energy stocks?

Vs Energy sector averages: Net margin -5.4% (avg: 12%), ROE -2.7% (avg: 14%), current ratio 2.03 (avg: 1.3).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI