Vantage Drilling International (VTDRF)

Vantage Drilling International (VTDRF) — VMCI valuation read

VTDRF screens at VMCI 55/100, a 5-point gap above the Energy sector median (50). For a mid-cap Vantage Drilling International share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.

VTDRF has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: VTDRF trades at 24.0x earnings, 33% above the Energy median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Energy group. Quality: ROIC of 16.0% sits 6.0pp above the Energy median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 3.5x is the binding constraint on the bear case, which sets the rate-cycle exposure for Vantage Drilling International.

VTDRF fell 2.6% over the trailing 7 days, with a -17.9% read on a 30-day basis.