Verdict: Side-by-side breakdown using the Bull Rankings model. BORR scored 22.4, APA scored 64.7 — APA leads.
Compare another set
Different reporting periods. APA's fundamentals are as of June 2026, but BORR's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
BORR
Borr Drilling Limited
Oil & Gas Drilling · Quality-Growth
22.4
$4.93 · $1.5B
fundamentals as of
Score gap
42.3
APA leads
APA
APA Corporation
Oil & Gas E&P · Quality-Growth
64.7
$46.84 · $16.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthBORR+1.0%
Strongest balance sheetAPA0.49
Highest qualityAPA87 / 100
Largest discount to fair valueAPA-35%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
BORR
stronger →← stronger
APA
32
Qualityreturns · margins · balance sheet
87
18
Growthrevenue & earnings expansion
44
20
Valuevaluation vs sector peers
70
APA is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
BORR
APA
-$144mF
FCF
$2.1bB
+1.0%C
Rev
-8.4%D
2.59D
D/E
0.49B
1.5xB+
P/S
—
—
PEG
1.24B
—
P/E
9.9xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BORR
APA
—
Price vs fair valuelower is cheaper
35% below
—
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~-12%/yr
—
1-yr DCF upside
+74%
—
5-yr DCF upside
+55%
—
10-yr DCF upside
+32%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BORR
Why this score
Diluting shareholders
APA
Why this score
Buying back stock
Durable high returns
The companies
BORRBorr Drilling Limited
Oil & Gas Drilling · $4.93 · beta 1.07
Why now
Oil & Gas Drilling · market cap $1.5b. Down 26% from 52-week high of $6.66 — deep drawdown territory. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $4.97 (implying +1% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
D/E 2.59 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$144m) — capital raises or debt issuance likely required; dilution / leverage risk. Net margin 4.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
APAAPA Corporation
Oil & Gas E&P · $46.84 · beta 0.42
Why now
Oil & Gas E&P · market cap $16.4b. Trading near 52-week high of $47.44 — momentum setup, limited technical margin of safety. Revenue -8% — in contraction; any catalyst that reverses this triggers re-rating. 25 sell-side analysts rate this a Hold with a mean 1-yr target of $46.76 (implying -0% upside).
Moat
Net margin 20% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 24% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 125% of net income — earnings translate cleanly into cash.
Risk
Revenue contracting -8% — the operational turn is not yet visible in the top line. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BORR and APA diverge
On the headline score the gap is 42.3 points in favor of APA. The widest single difference is Quality, where APA leads by 55.3 points.
QualityBORR 31.6 · APA 86.9APA +55.3
ValueBORR 19.5 · APA 70.3APA +50.8
GrowthBORR 18.2 · APA 44.3APA +26.1
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is APA or BORR the better stock?
APA scores higher: APA 64.7, BORR 22.4 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do APA and BORR differ most?
The widest gap is quality, where APA leads by 55 points on the 0–100 pillar scale. APA leads all three pillars, so the gap is broad rather than a single-measure difference.
How are APA and BORR scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.