NOV (NYSE:NOV – Get Free Report) and SEACOR Marine (NYSE:SMHI – Get Free Report) are both energy companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, profitability, institutional ownership, valuation, dividends, risk and earnings.
Risk & Volatility
NOV has a beta of 0.97, indicating that its stock price is 3% less volatile than the S&P 500. Comparatively, SEACOR Marine has a beta of 1.16, indicating that its stock price is 16% more volatile than the S&P 500.
Earnings and Valuation
This table compares NOV and SEACOR Marine”s gross revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| NOV | $8.74 billion | 0.79 | $145.00 million | $0.26 | 74.10 |
| SEACOR Marine | $227.83 million | 1.13 | -$27.84 million | ($0.71) | -13.37 |
NOV has higher revenue and earnings than SEACOR Marine. SEACOR Marine is trading at a lower price-to-earnings ratio than NOV, indicating that it is currently the more affordable of the two stocks.
Insider & Institutional Ownership
93.3% of NOV shares are owned by institutional investors. Comparatively, 59.1% of SEACOR Marine shares are owned by institutional investors. 1.1% of NOV shares are owned by company insiders. Comparatively, 16.8% of SEACOR Marine shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.
Profitability
This table compares NOV and SEACOR Marine’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| NOV | 1.10% | 3.44% | 1.94% |
| SEACOR Marine | -8.62% | -8.72% | -3.46% |
Analyst Recommendations
This is a summary of recent ratings and price targets for NOV and SEACOR Marine, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| NOV | 2 | 9 | 4 | 0 | 2.13 |
| SEACOR Marine | 1 | 1 | 1 | 0 | 2.00 |
NOV currently has a consensus price target of $21.67, indicating a potential upside of 12.47%. SEACOR Marine has a consensus price target of $10.00, indicating a potential upside of 5.37%. Given NOV’s stronger consensus rating and higher probable upside, research analysts clearly believe NOV is more favorable than SEACOR Marine.
Summary
NOV beats SEACOR Marine on 11 of the 14 factors compared between the two stocks.
About NOV
NOV Inc. designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. It operates through two segments, Energy Equipment, and Energy Products and Services. The company provides solids control and waste management equipment and services, managed pressure drilling, drilling fluids, premium drillpipe, wired pipe, drilling optimization services, tubular inspection and coating services, instrumentation, downhole tools, and drill bits. It also offers equipment and technologies for hydraulic fracture stimulation, including downhole multistage fracturing tools, pressure pumping trucks, blenders, sanders, hydration and injection units, flowline, and manifolds; coiled tubing units, and wireline units and tools; connections and liner hangers; onshore production consists of composite pipe, surface transfer and progressive cavity pumps, and artificial lift systems; and offshore production, such as floating production systems and subsea production technologies, as well as manufactures industrial pumps and mixers. In addition, the company provides substructures, derricks, and masts; cranes; jacking systems; pipe lifting, racking, rotating, and assembly systems; mud pumps; pressure control equipment; drives and generators; rig instrumentation and control systems; mooring, anchor, and deck handling machinery; equipment components for offshore wind construction vessels; and pipelay and construction systems. Further, the company offers spare parts, repair, and rentals as well as comprehensive remote equipment monitoring, technical support, field service, and customer training. The company was formerly known as National Oilwell Varco, Inc. and changed its name to NOV Inc. in January 2021. NOV Inc. was founded in 1862 and is based in Houston, Texas.
About SEACOR Marine
SEACOR Marine Holdings Inc. provides marine and support transportation services to offshore oil, natural gas, and windfarm facilities worldwide. Its offshore support and specialty vessels deliver cargo and personnel to offshore installations, including offshore wind farms; handle anchors and mooring equipment for offshore rigs and platforms; assist offshore operations for production and storage facilities; provide construction, well work-over, and offshore wind farm installation and decommissioning support; and carry and launch equipment used underwater in drilling and well installation, maintenance, inspection, and repair, as well as offer accommodations for technicians and specialists, safety support, and emergency response services. As of December 31, 2023, the company operated a fleet of 58 support vessels, of which 55 were owned or leased-in, and three were managed on behalf of unaffiliated third parties. It serves integrated national and international oil companies, independent oil and natural gas exploration and production companies, and oil field service and construction companies, as well as offshore wind farm operators and offshore wind farm installation and maintenance companies. SEACOR Marine Holdings Inc. was founded in 1989 and is headquartered in Houston, Texas.
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