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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M59,828Revenue $M104,099Net Margin (%)1.9Z-Score3.2
Enterprise Value $M73,691EPS $2.3Operating Margin %3.5F-Score6
P/E(ttm))32.7Cash Flow Per Share $3.6Pre-tax Margin (%)3.0Higher ROA y-yY
Price/Book3.010-y EBITDA Growth Rate %25.9Quick Ratio0.5Cash flow > EarningsY
Price/Sales0.65-y EBITDA Growth Rate %24.3Current Ratio0.6Lower Leverage y-yY
Price/Cash Flow14.9y-y EBITDA Growth Rate %2.0ROA % (ttm)3.6Higher Current Ratio y-yN
Dividend Yield %0Insider Buy (3m)0ROE % (ttm)8.9Less Shares Outstanding y-yY
Payout Ratio %0Shares Outstanding M734ROI % (ttm)3.5Gross Margin Increase y-yN

Gurus Latest Trades with ESRX

Number of guru portfolios checked: 84. (List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
ESRXGlenn Greenberg 2014-09-30 Add0.79%$65.6 - $75.51
($71.37)
$ 81.5214%Add 6.5%4,982,726
ESRXCharles Brandes 2014-09-30 Add0.14%$65.6 - $75.51
($71.37)
$ 81.5214%Add 7.22%2,253,914
ESRXWarren Buffett 2014-09-30 Buy 0.03%$65.6 - $75.51
($71.37)
$ 81.5214%New holding, 449489 sh.449,489
ESRXRay Dalio 2014-09-30 Add0.01%$65.6 - $75.51
($71.37)
$ 81.5214%Add 33.22%50,162
ESRXJoel Greenblatt 2014-09-30 Reduce-0.15%$65.6 - $75.51
($71.37)
$ 81.5214%Reduce -78.07%48,001
ESRXMario Gabelli 2014-09-30 Reduce-0.04%$65.6 - $75.51
($71.37)
$ 81.5214%Reduce -32.33%247,614
ESRXGlenn Greenberg 2014-06-30 Add3.17%$66.17 - $76.08
($70.4)
$ 81.5216%Add 31.94%4,678,694
ESRXCharles Brandes 2014-06-30 Buy 1.8%$66.17 - $76.08
($70.4)
$ 81.5216%New holding, 2102152 sh.2,102,152
ESRXWallace Weitz 2014-06-30 Add1.1%$66.17 - $76.08
($70.4)
$ 81.5216%Add 43.89%1,742,324
ESRXDodge & Cox 2014-06-30 Add0.42%$66.17 - $76.08
($70.4)
$ 81.5216%Add 54.28%17,874,930
ESRXJoel Greenblatt 2014-06-30 Add0.17%$66.17 - $76.08
($70.4)
$ 81.5216%Add 682.51%218,877
ESRXHOTCHKIS & WILEY 2014-06-30 Add0.16%$66.17 - $76.08
($70.4)
$ 81.5216%Add 50.52%1,918,200
ESRXKen Fisher 2014-06-30 Add0.04%$66.17 - $76.08
($70.4)
$ 81.5216%Add 75.84%593,431
ESRXScott Black 2014-06-30 Reduce-0.32%$66.17 - $76.08
($70.4)
$ 81.5216%Reduce -22.86%129,139
ESRXChris Davis 2014-06-30 Reduce-0.14%$66.17 - $76.08
($70.4)
$ 81.5216%Reduce -5.95%10,703,208
ESRXLeon Cooperman 2014-06-30 Sold Out -0.14%$66.17 - $76.08
($70.4)
$ 81.5216%Sold Out0
ESRXRay Dalio 2014-06-30 Reduce-0.04%$66.17 - $76.08
($70.4)
$ 81.5216%Reduce -62.3%37,654
ESRXVanguard Health Care Fund 2014-03-31 Buy 0.69%$69.84 - $78.64
($74.72)
$ 81.529%New holding, 3265000 sh.3,265,000
ESRXDodge & Cox 2014-03-31 Add0.46%$69.84 - $78.64
($74.73)
$ 81.529%Add 106.54%11,586,300
ESRXMario Gabelli 2014-03-31 Add0.05%$69.84 - $78.64
($74.73)
$ 81.529%Add 60.44%316,403
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

ESRX is held by these Gurus:

Ticker Guru Name Portfolio Date* Current Shares % of Shares Outstanding % of Total Assets Managed Change from Last Holdings Holding History
ESRX Warren Buffett 2014-09-30449,4890.060.03New Buy
ESRX Ray Dalio 2014-09-3050,1620.010.03+33.22%
ESRX Vanguard Health Care Fund 2014-09-303,621,2000.490.65+10.91%
ESRX Charles Brandes 2014-09-302,253,9140.312.1+7.22%
ESRX Ruane Cunniff 2014-09-305,37200+6.78%
ESRX Glenn Greenberg 2014-09-304,982,7260.6813+6.5%
ESRX Dodge & Cox 2014-09-3018,469,6952.521.2+3.33%
ESRX Wallace Weitz 2014-09-301,776,9070.243.7+1.98%
ESRX Scott Black 2014-09-30129,4790.021.3+0.26%
ESRX John Keeley 2014-09-3030,95800.05
ESRX Jean-Marie Eveillard 2014-09-301,16800
ESRX Chris Davis 2014-09-3010,650,5251.452.3-0.49%
ESRX HOTCHKIS & WILEY 2014-09-301,851,5000.250.47-3.48%
ESRX Ken Fisher 2014-09-30522,7730.070.08-11.91%
ESRX Mario Gabelli 2014-09-30247,6140.030.09-32.33%
ESRX Joel Greenblatt 2014-09-3048,0010.010.03-78.07%
Premium Most recent portfolio changes are included for Premium Members only!


ESRX: Insider Buys/Sells

Click Here for All Insider Trades.
InsiderPosition Date Trades Shares Trade Price ($) Change (%) Details
PARKER JOHN ODirector 2014-11-17Sell25,822$78.752.82view
Breen Maura CDirector 2014-11-07Sell13,128$77.84.07view
IGNACZAK EDWARD BEVP 2014-09-05Sell9,886$75.287.56view
STERNBERG SEYMOURDirector 2014-08-28Sell15,508$74.129.24view
Ebling Keith J.Exec. VP and General Counsel 2014-08-25Sell10,000$75.57.25view
Wade Sara ESr. VP, Ch. Human Res. Off. 2014-08-05Sell20,000$70.4414.95view
BENANAV GARY GDirector 2014-08-05Sell12,694$70.8214.33view
Norton David ASenior VP, Supply Chain 2014-08-04Sell1,276$71.0214.01view
Breen Maura CDirector 2014-08-01Sell12,694$69.9415.77view
PAZ GEORGEChairman & CEO 2014-06-13Sell681,508$71.2113.71view

Press Releases about ESRX :

    Quarterly/Annual Reports about ESRX:

    News about ESRX:

    Articles On GuruFocus.com
    Surprisingly, Warren Buffett Buys These 8 Dividend Stocks Nov 19 2014 
    David Rolfe Adds to Stakes in 18 Companies During Third Quarter Nov 17 2014 
    Warren Buffett and CIOs Buy DirecTV, Charter Communications, General Motors Co, Express Scripts, Sel Nov 14 2014 
    Why The Diplomat Pharmacy IPO Could Rock The Industry Oct 12 2014 
    Wallace Weitz's Partners Value Fund Q2 Commentary Oct 06 2014 
    Wallace Weitz's Value Fund Q2 Commentary Oct 06 2014 
    Is Walgreen Set For A Better 2014? Jul 28 2014 
    Dodge & Cox Second Quarter 2014 Commentary Jul 23 2014 
    David Rolfe's Wedgewood Partners Q2 2014 Commentary Jul 15 2014 
    Weekly CEO Sells Highlight: Installed Building Products Inc, Express Scripts, Adobe Systems Inc, and Jun 22 2014 


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    Srichardson
    ReplySrichardson - 3 months ago
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