Subsea 7 S.A. SUBC.OL
Composite 58/100; the shares have moved about 38% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Valuation ranks 25/100 — a moderate mark against it.
Growth ranks 79/100 — a strong point in its favour. Income ranks 72/100 — a moderate point in its favour. Momentum ranks 70/100 — a moderate point in its favour.
Valuation ranks 25/100 — a moderate mark against it.
What the company does Subsea 7 S.A. provides subsea field development, offshore wind installation, and life-of-field services for oil & gas and renewables. Its offerings span project management, engineering, fabrication, installation, inspection, and maintenance across deep and shallow waters.
Key financials Revenue grew 17% and EPS surged 467% YoY. Margins: gross 16.8%, operating 11.3%, net 6.7%. ROE 10.9%, ROA 6.9%, debt/equity 0.19. Dividend yield 0.4% with a 77.2% payout ratio.
Stock health Quality score 51.1 (average), growth 90.3 (top decile), momentum 65.9. 12-month return 65%, 6-month 35%, but down 15% from 52-week high. RSI(14) 36 (neutral).
Price vs fair value The stock trades at a PREMIUM of 18.70% to our fair-value estimate of 247.80 and at a discount of 14.08% to the 12-month target of 347.71. - Record backlog and raised guidance (Q2 2026 earnings call) support premium valuation. - Growth score 90.3 suggests strong demand for subsea and renewables projects. - Forward P/E 18.45 vs sector median ~14x implies rich pricing. - PEG of 6.26 signals stretched valuation relative to earnings growth.
Looking forward Analysts expect continued momentum from offshore wind and subsea tie-backs, but valuation remains a headwind. Watch Q3 2026 execution and backlog conversion for upside confirmation.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-03, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.