<p>Valaris (VAL) 最近发布的第三季度财报显示，净收入相比去年大幅增长，尽管收入有所下降。同时，该公司完成了其股票回购计划的一个重要阶段。</p>
<p>查看我们对 Valaris 的最新分析。</p>
<p>Valaris 最近表现强劲，在其强劲的第三季度业绩和高调的股票回购后获得了积极的势头。投资者注意到了这一点，过去一个月股价上涨了 17.7%，年初至今上涨了 29.4%。过去一年的总股东回报率为 17.6%。近期内部人士的卖出和分析师情绪的混合让市场有所犹豫，但公司的盈利激增和积极的回购似乎重新点燃了对长期的乐观情绪。</p>
<p>想知道还有哪些公司展现出强劲的势头和领导力吗？拓宽你的视野，发现高内部持股的快速成长股票。</p>
<p>随着股票强劲上涨和利润增长，现在的问题是 Valaris 是否以有吸引力的估值交易，或者市场是否已经考虑了其未来前景。这里还有机会吗，还是一切都已被定价？</p>
<h2>最受欢迎的叙述：8% 估值过高</h2>
<p>Valaris 股票最近收于 58.20 美元，最广泛关注的叙述将公允价值定为 53.70 美元。这表明该股票目前以明显的溢价交易。这为深入探讨业务驱动因素和影响分析师情绪的潜在催化剂奠定了基础。</p>
<blockquote>
<p><em>&#34;公司的 47 亿美元合同积压是十年来最高，反映出在赢得高规格舰队的有吸引力的多年合同方面的持续成功，这得益于全球海上活动的强劲和对深水项目需求的上升。这一强劲的合同积压可见度预示着未来收入和盈利的稳定性增加。&#34;</em></p>
</blockquote>
<p>阅读完整叙述。</p>
<p>是什么在悄然推动这个公允价值？这个叙述押注于合同积压的强劲和未来利润率的提升，但数字背后的细节可能会让你感到惊讶。准备好看看分析师认为 Valaris 的下一步真正驱动力是什么吗？点击查看让大家热议的预测。</p>
<p><strong>结果：公允价值为 53.70 美元（估值过高）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，加速的环境监管或意外的海上钻探放缓可能会迅速改变情绪。这些因素对 Valaris 的盈利势头构成了真实风险。</p>
<p>了解这个 Valaris 叙述的关键风险。</p>
<h2>另一种观点：市场是否遗漏了什么？</h2>
<p>虽然分析师的公允价值指出 Valaris 被高估，但我们的 SWS DCF 模型则持更乐观的观点。它表明股票的交易价格显著低于其真实价值，标志着市场可能忽视的潜在低估机会。投资者应该相信哪个故事？</p>
<p>深入了解 SWS DCF 模型如何得出其公允价值。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/4224fe25-db7b-44d6-a8b3-d9b53d0a6584/chart/dcf?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/4224fe25-db7b-44d6-a8b3-d9b53d0a6584/chart/dcf"/></p>
<p>截至 2025 年 11 月的 VAL 折现现金流</p>
<h2>构建你自己的 Valaris 叙述</h2>
<p>如果你对这个故事有不同的看法或想自己深入研究数字，快速轻松地塑造你自己的观点。你可以按自己的方式进行。</p>
<p>进行 Valaris 研究的一个很好的起点是我们的分析，强调 3 个关键回报和 3 个可能影响你投资决策的重要警示信号。</p>
<h2>寻找更多投资想法？</h2>
<p>聪明的投资意味着走在潮流前面。不要满足于普通；你可以通过几次点击，抓住突破性趋势和明天的赢家。</p>
<ul>
<li>通过查看这些 3572 只财务状况良好的便士股票，捕捉正在加速的市场明星机会。</li>
<li>通过这些 15 只收益率超过 3% 的股息股票，提升你投资组合的潜力，带来超过 3% 的收益。</li>
<li>探索医疗的未来，发现这些 32 只医疗 AI 股票中的成长故事，通过人工智能和创新改变医疗。</li>
</ul>
<p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成买入或卖出任何股票的推荐，也不考虑你的目标或财务状况。我们的目标是为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>

<p>Valaris (VAL) 报告了强劲的第三季度财报，尽管收入下降，但净收入显著增加，同时完成了一项重大股票回购。该股票在过去一个月上涨了 17.7%，年初至今上涨了 29.4%，过去一年总股东回报率为 17.6%。分析师认为该股票在 58.20 美元的价格上被高估，合理价值为 53.70 美元，但一些模型显示它可能被低估。风险包括环境法规和潜在的海上钻探放缓</p>

<p>Valaris (VAL) just posted third-quarter earnings that saw net income climb substantially compared to a year ago, even as revenue slipped. At the same time, the company wrapped up a major phase of its share repurchase program.</p>
<div class="lb-trans"><p>Valaris (VAL) 最近发布的第三季度财报显示，净收入相比去年大幅增长，尽管收入有所下降。同时，该公司完成了其股票回购计划的一个重要阶段。</p>
</div><p>See our latest analysis for Valaris.</p>
<div class="lb-trans"><p>查看我们对 Valaris 的最新分析。</p>
</div><p>Valaris has been on a roll lately, gaining positive momentum after its robust third-quarter results and high-profile share buybacks. Investors have taken notice, with the share price up 17.7% over the past month and 29.4% year-to-date. The total shareholder return for the last year sits at a solid 17.6%. Recent insider selling and mixed analyst sentiment have given the market pause, but the company’s earnings surge and aggressive repurchases appear to have reignited optimism for the longer term.</p>
<div class="lb-trans"><p>Valaris 最近表现强劲，在其强劲的第三季度业绩和高调的股票回购后获得了积极的势头。投资者注意到了这一点，过去一个月股价上涨了 17.7%，年初至今上涨了 29.4%。过去一年的总股东回报率为 17.6%。近期内部人士的卖出和分析师情绪的混合让市场有所犹豫，但公司的盈利激增和积极的回购似乎重新点燃了对长期的乐观情绪。</p>
</div><p>Curious about what other companies are showing strong momentum and leadership? Broaden your horizons and discover fast growing stocks with high insider ownership</p>
<div class="lb-trans"><p>想知道还有哪些公司展现出强劲的势头和领导力吗？拓宽你的视野，发现高内部持股的快速成长股票。</p>
</div><p>With the stock posting strong gains and profit growth, the question now is whether Valaris is trading at an attractive valuation, or if the market has already factored in its future prospects. Is there still an opportunity here, or is everything priced in?</p>
<div class="lb-trans"><p>随着股票强劲上涨和利润增长，现在的问题是 Valaris 是否以有吸引力的估值交易，或者市场是否已经考虑了其未来前景。这里还有机会吗，还是一切都已被定价？</p>
</div><h2>Most Popular Narrative: 8% Overvalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙述：8% 估值过高</h2>
</div><p>With Valaris shares closing recently at $58.20, the most widely followed narrative puts fair value at $53.70. This suggests the stock is currently trading at a noticeable premium. This sets the stage for a deeper dive into the business’s drivers and potential catalysts influencing analyst sentiment.</p>
<div class="lb-trans"><p>Valaris 股票最近收于 58.20 美元，最广泛关注的叙述将公允价值定为 53.70 美元。这表明该股票目前以明显的溢价交易。这为深入探讨业务驱动因素和影响分析师情绪的潜在催化剂奠定了基础。</p>
</div><blockquote>
<p><em>&#34;The company's $4.7 billion contract backlog, its highest of the decade, reflects continued success in winning attractive, multi-year contracts for its high-specification fleet, supported by robust global offshore activity and rising demand for deepwater projects. This strong backlog visibility points to increasing future revenue and earnings stability.&#34;</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>&#34;公司的 47 亿美元合同积压是十年来最高，反映出在赢得高规格舰队的有吸引力的多年合同方面的持续成功，这得益于全球海上活动的强劲和对深水项目需求的上升。这一强劲的合同积压可见度预示着未来收入和盈利的稳定性增加。&#34;</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整叙述。</p>
</div><p>What’s quietly powering that fair value? This narrative is betting on backlog strength and future margin upgrades, but the details behind the numbers might surprise you. Ready to see what analysts think will really drive Valaris’s next move? Click through for the projections that have everyone talking.</p>
<div class="lb-trans"><p>是什么在悄然推动这个公允价值？这个叙述押注于合同积压的强劲和未来利润率的提升，但数字背后的细节可能会让你感到惊讶。准备好看看分析师认为 Valaris 的下一步真正驱动力是什么吗？点击查看让大家热议的预测。</p>
</div><p><strong>Result: Fair Value of $53.70 (OVERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 53.70 美元（估值过高）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, accelerating environmental regulation or unexpected offshore drilling slowdowns could quickly shift sentiment. These factors pose real risks to Valaris’s earnings momentum.</p>
<div class="lb-trans"><p>然而，加速的环境监管或意外的海上钻探放缓可能会迅速改变情绪。这些因素对 Valaris 的盈利势头构成了真实风险。</p>
</div><p>Find out about the key risks to this Valaris narrative.</p>
<div class="lb-trans"><p>了解这个 Valaris 叙述的关键风险。</p>
</div><h2>Another View: Is the Market Missing Something?</h2>
<div class="lb-trans"><h2>另一种观点：市场是否遗漏了什么？</h2>
</div><p>While analyst fair value points to Valaris being overvalued, our SWS DCF model takes a much more bullish view. It suggests the shares are trading at a significant discount to their true worth, flagging a potential undervalued opportunity that the market might be overlooking. Which story should investors believe?</p>
<div class="lb-trans"><p>虽然分析师的公允价值指出 Valaris 被高估，但我们的 SWS DCF 模型则持更乐观的观点。它表明股票的交易价格显著低于其真实价值，标志着市场可能忽视的潜在低估机会。投资者应该相信哪个故事？</p>
</div><p>Look into how the SWS DCF model arrives at its fair value.</p>
<div class="lb-trans"><p>深入了解 SWS DCF 模型如何得出其公允价值。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/4224fe25-db7b-44d6-a8b3-d9b53d0a6584/chart/dcf" alt="" original-src="https://images.simplywall.st/company/4224fe25-db7b-44d6-a8b3-d9b53d0a6584/chart/dcf"/></p>
<p>VAL Discounted Cash Flow as at Nov 2025</p>
<div class="lb-trans"><p>截至 2025 年 11 月的 VAL 折现现金流</p>
</div><h2>Build Your Own Valaris Narrative</h2>
<div class="lb-trans"><h2>构建你自己的 Valaris 叙述</h2>
</div><p>If you see the story differently or want to dig into the numbers yourself, shaping your own take is quick and easy. You can Do it your way</p>
<div class="lb-trans"><p>如果你对这个故事有不同的看法或想自己深入研究数字，快速轻松地塑造你自己的观点。你可以按自己的方式进行。</p>
</div><p>A great starting point for your Valaris research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.</p>
<div class="lb-trans"><p>进行 Valaris 研究的一个很好的起点是我们的分析，强调 3 个关键回报和 3 个可能影响你投资决策的重要警示信号。</p>
</div><h2>Looking for more investment ideas?</h2>
<div class="lb-trans"><h2>寻找更多投资想法？</h2>
</div><p>Smart investing means staying ahead of the crowd. Don’t settle for ordinary; you can tap into groundbreaking trends and tomorrow’s winners with just a few clicks.</p>
<div class="lb-trans"><p>聪明的投资意味着走在潮流前面。不要满足于普通；你可以通过几次点击，抓住突破性趋势和明天的赢家。</p>
</div><ul>
<li>Capture opportunities with rising market stars by checking out these 3572 penny stocks with strong financials, which are driving big moves as their momentum accelerates.</li>
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<li>Tap into the future of medicine and uncover growth stories among these 32 healthcare AI stocks, transforming healthcare through artificial intelligence and innovation.</li>
</ul>
<div class="lb-trans"><ul>
<li>通过查看这些 3572 只财务状况良好的便士股票，捕捉正在加速的市场明星机会。</li>
<li>通过这些 15 只收益率超过 3% 的股息股票，提升你投资组合的潜力，带来超过 3% 的收益。</li>
<li>探索医疗的未来，发现这些 32 只医疗 AI 股票中的成长故事，通过人工智能和创新改变医疗。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成买入或卖出任何股票的推荐，也不考虑你的目标或财务状况。我们的目标是为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div>

Valaris (VAL)：在第三季度收益大幅增长和完成重大股票回购后评估其估值