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1. Company Snapshot

1.a. Company Description

Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft designs, manufactures, and sells equipment for the oil and gas industry worldwide.The company operates in two segments, Advanced Manufacturing & Services, and Oilfield Equipment.The company offers non-magnetic steel grades.


It also provides high precision MWD/LWD, such as collars for use as high-tech housings for special logging instruments, sensors, antennas, and generators.In addition, the company offers non-magnetic drill collars; and oil tools, including reamers, hole openers, stabilizers, circulation and crossover subs, jars, shocks, etc., as well as repair and maintenance services.Further, it provides drilling motors for use in directional and horizontal drilling for oil and gas bits, or thru tubing applications; downhole circulation tools, which actuate the flow path of the drilling fluid in the drillstring; and completion tools to serve the multistage completion market.


Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft was incorporated in 1994 and is based in Ternitz, Austria.

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1.b. Last Insights on SBO

Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft's recent performance was negatively impacted by the company's high exposure to the European market, which is grappling with uncertainty surrounding U.S. trade policy and recent economic adjustments by the European Central Bank. The company's reliance on dividend income, which is often affected by economic growth, also poses a risk. Furthermore, the decline in the pan-European STOXX Europe 600 Index, reflecting broader concerns about economic growth, has likely weighed on the company's performance. Additionally, the company's high valuation, estimated to be up to 46.8% below its intrinsic value, suggests that investors may be undervaluing the company's potential.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (3.94%)

6. Segments

Advanced Manufacturing & Services

Expected Growth: 3.5%

Schoeller-Bleckmann Oilfield Equipment's Advanced Manufacturing & Services segment growth of 3.5% is driven by increasing demand for oilfield equipment, rising investments in exploration and production, and the company's focus on innovative products and services. Additionally, the segment benefits from its diversified customer base, strategic partnerships, and operational efficiency improvements.

Oilfield Equipment

Expected Growth: 4.5%

Schoeller-Bleckmann Oilfield Equipment's 4.5% growth is driven by increasing global oil demand, rising drilling activities, and growing adoption of advanced drilling technologies. Additionally, the company's focus on research and development, strategic acquisitions, and expansion into emerging markets contribute to its growth momentum.

7. Detailed Products

Drilling Motors

High-performance drilling motors for directional drilling and horizontal drilling applications

Downhole Drilling Tools

Customizable downhole drilling tools for optimized drilling performance

Completion Equipment

High-quality completion equipment for oil and gas wells

Artificial Lift Systems

Reliable artificial lift systems for oil and gas production optimization

Well Intervention Equipment

Specialized well intervention equipment for well maintenance and repair

Drilling and Completion Fluids

Customizable drilling and completion fluids for optimized drilling and completion operations

8. Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft is moderate, as there are alternative products and services available in the market, but they are not highly attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers for Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft is low, as the company operates in a niche market with limited customer base, giving customers limited bargaining power.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft is moderate, as the company relies on a few key suppliers for raw materials, but has some flexibility to switch suppliers if needed.

Threat Of New Entrants

The threat of new entrants for Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft is low, as the company operates in a highly specialized industry with high barriers to entry, making it difficult for new entrants to compete.

Intensity Of Rivalry

The intensity of rivalry for Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft is high, as the company operates in a competitive industry with several established players, leading to intense competition for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 36.45%
Debt Cost 4.27%
Equity Weight 63.55%
Equity Cost 9.51%
WACC 7.60%
Leverage 57.36%

11. Quality Control: Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Schoeller-Bleckmann Oilfield Equipment

A-Score: 5.6/10

Value: 7.6

Growth: 5.4

Quality: 5.0

Yield: 6.9

Momentum: 3.0

Volatility: 6.0

1-Year Total Return ->

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Stock-Card
Aker Solutions

A-Score: 5.1/10

Value: 8.5

Growth: 6.2

Quality: 5.8

Yield: 6.9

Momentum: 0.5

Volatility: 2.7

1-Year Total Return ->

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Stock-Card
TGS

A-Score: 4.5/10

Value: 6.8

Growth: 4.3

Quality: 3.9

Yield: 8.8

Momentum: 0.5

Volatility: 2.7

1-Year Total Return ->

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Stock-Card
Gulf Marine Services

A-Score: 4.2/10

Value: 8.8

Growth: 3.1

Quality: 6.7

Yield: 0.0

Momentum: 4.0

Volatility: 2.3

1-Year Total Return ->

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Stock-Card
Edda Wind

A-Score: 3.7/10

Value: 6.0

Growth: 3.1

Quality: 2.3

Yield: 0.0

Momentum: 6.0

Volatility: 5.0

1-Year Total Return ->

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Stock-Card
PGS

A-Score: 2.7/10

Value: 8.2

Growth: 2.1

Quality: 1.6

Yield: 0.0

Momentum: 4.0

Volatility: 0.3

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

28.9$

Current Price

28.9$

Potential

-0.00%

Expected Cash-Flows