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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M59,234Revenue $M100,887Net Margin (%)2.0Z-Score3.2
Enterprise Value $M70,979EPS $2.6Operating Margin %3.6F-Score8
P/E(ttm))31.9Cash Flow Per Share $3.6Pre-tax Margin (%)3.0Higher ROA y-yY
Price/Book3.110-y EBITDA Growth Rate %24.4Quick Ratio0.5Cash flow > EarningsY
Price/Sales0.65-y EBITDA Growth Rate %20.7Current Ratio0.6Lower Leverage y-yY
Price/Cash Flow14.9y-y EBITDA Growth Rate %5.0ROA % (ttm)3.7Higher Current Ratio y-yN
Dividend Yield %0Insider Buy (3m)0ROE % (ttm)9.6Less Shares Outstanding y-yY
Payout Ratio %0Shares Outstanding M734ROI % (ttm)3.5Gross Margin Increase y-yY

Gurus Latest Trades with ESRX

Number of guru portfolios checked: 85. (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
ESRXChris Davis 2014-12-31 Add0.65%$69.65 - $85.96
($78.12)
$ 84.798%Add 22.09%13,002,699
ESRXRay Dalio 2014-12-31 Add0.02%$69.65 - $85.96
($78.12)
$ 84.798%Add 54.02%77,262
ESRXGlenn Greenberg 2014-12-31 Reduce-2.33%$69.65 - $85.96
($78.34)
$ 84.798%Reduce -17.94%4,088,652
ESRXWallace Weitz 2014-12-31 Reduce-0.19%$69.65 - $85.96
($78.12)
$ 84.798%Reduce -5.17%1,684,987
ESRXScott Black 2014-12-31 Reduce-0.14%$69.65 - $85.96
($78.12)
$ 84.798%Reduce -11.14%115,057
ESRXMario Gabelli 2014-12-31 Reduce-0.04%$69.65 - $85.96
($78.12)
$ 84.798%Reduce -45.53%134,879
ESRXWarren Buffett 2014-12-31 Sold Out -0.03%$69.65 - $85.96
($78.34)
$ 84.798%Sold Out0
ESRXJoel Greenblatt 2014-12-31 Reduce-0.02%$69.65 - $85.96
($78.34)
$ 84.798%Reduce -46.28%25,788
ESRXGlenn Greenberg 2014-09-30 Add0.79%$65.6 - $75.51
($71.37)
$ 84.7919%Add 6.5%4,982,726
ESRXCharles Brandes 2014-09-30 Add0.14%$65.6 - $75.51
($71.37)
$ 84.7919%Add 7.22%2,253,914
ESRXRay Dalio 2014-09-30 Add0.01%$65.6 - $75.51
($71.37)
$ 84.7919%Add 33.22%50,162
ESRXJoel Greenblatt 2014-09-30 Reduce-0.15%$65.6 - $75.51
($71.37)
$ 84.7919%Reduce -78.07%48,001
ESRXMario Gabelli 2014-09-30 Reduce-0.04%$65.6 - $75.51
($71.37)
$ 84.7919%Reduce -32.33%247,614
ESRXGlenn Greenberg 2014-06-30 Add3.17%$66.17 - $76.08
($70.4)
$ 84.7920%Add 31.94%4,678,694
ESRXCharles Brandes 2014-06-30 Buy 1.8%$66.17 - $76.08
($70.4)
$ 84.7920%New holding, 2102152 sh.2,102,152
ESRXWallace Weitz 2014-06-30 Add1.1%$66.17 - $76.08
($70.4)
$ 84.7920%Add 43.89%1,742,324
ESRXDodge & Cox 2014-06-30 Add0.42%$66.17 - $76.08
($70.4)
$ 84.7920%Add 54.28%17,874,930
ESRXJoel Greenblatt 2014-06-30 Add0.17%$66.17 - $76.08
($70.4)
$ 84.7920%Add 682.51%218,877
ESRXHOTCHKIS & WILEY 2014-06-30 Add0.16%$66.17 - $76.08
($70.4)
$ 84.7920%Add 50.52%1,918,200
ESRXKen Fisher 2014-06-30 Add0.04%$66.17 - $76.08
($70.4)
$ 84.7920%Add 75.84%593,431
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 Ray Dalio 2014-12-3177,2620.010.05+54.02%
ESRX Chris Davis 2014-12-3113,002,6991.793.6+22.09%
ESRX Dodge & Cox 2014-12-3119,248,9792.651.5+4.22%
ESRX Ken Fisher 2014-12-31528,8120.070.09+1.16%
ESRX John Keeley 2014-12-3130,99800.05+0.13%
ESRX Jean-Marie Eveillard 2014-12-311,16800
ESRX Charles Brandes 2014-12-312,207,7280.32.6-2.05%
ESRX Wallace Weitz 2014-12-311,684,9870.234-5.17%
ESRX Ruane Cunniff 2014-12-314,90500-8.69%
ESRX HOTCHKIS & WILEY 2014-12-311,651,5000.230.49-10.8%
ESRX Scott Black 2014-12-31115,0570.021.4-11.14%
ESRX Vanguard Health Care Fund 2014-12-313,206,5000.440.64-11.45%
ESRX Glenn Greenberg 2014-12-314,088,6520.5612.1-17.94%
ESRX Mario Gabelli 2014-12-31134,8790.020.06-45.53%
ESRX Joel Greenblatt 2014-12-3125,78800.02-46.28%
ESRX Warren Buffett 2014-12-31000Sold Out
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
Stettin Glen D.Sr. VP, Clin. Res. & New Sol. 2015-02-25Sell27,603$87.55-3.15view
Ebling Keith J.Exec. VP and General Counsel 2014-12-02Sell10,000$84.250.64view
Miller Steven BSr. VP & Chief Med. Officer 2014-12-01Sell4,896$83.571.46view
Stettin Glen D.Sr. VP, Clin. Res. & New Sol. 2014-11-28Sell10,800$82.962.21view
Stettin Glen D.Sr. VP, Clin. Res. & New Sol. 2014-11-21Sell10,874$81.54.04view
MAC MAHON THOMAS PDirector 2014-11-21Sell12,694$80.934.77view
PARKER JOHN ODirector 2014-11-17Sell25,822$78.757.67view
Breen Maura CDirector 2014-11-07Sell13,128$77.88.98view
IGNACZAK EDWARD BEVP 2014-09-05Sell9,886$75.2812.63view
STERNBERG SEYMOURDirector 2014-08-28Sell15,508$74.1214.4view

Press Releases about ESRX :

    Quarterly/Annual Reports about ESRX:

    News about ESRX:

    Articles On GuruFocus.com
    Rolfe Adds One Company to Portfolio in Fourth Quarter Feb 18 2015 
    Analyzing Needham Growth Fund's Pick: Express Scripts (ESRX) Feb 13 2015 
    Analyzing Needham Growth Fund's Pick: CarMax (KMX) Feb 13 2015 
    Gilead Sciences Offering Fresh Wave Of Competition To AbbVie’s Viekira Pak Feb 06 2015 
    Thornburg Value Fund Q4 2014 Commentary Feb 04 2015 
    Weitz Value Fund Q4 2014 Commentary Jan 26 2015 
    Wedgewood Partners Q4 2014 Client Letter - '2015 - Groundhog Day or Wizard of Oz?' Jan 22 2015 
    Has Gilead Sciences Been Able To Maintain Its Lead Run In The Face Of Competition? Jan 22 2015 
    Steven Romick Buys 7 US and International Stocks in Q4 Jan 13 2015 
    AbbVie Inc.’s Forthcoming Future Looks Optimistic Jan 13 2015 


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    Waiting for Yellen Q&A, but QE helping elsewhere Feb 24 2015
    Company News for February 24, 2015 - Corporate Summary Feb 24 2015
    Express Scripts (ESRX) Beats on Q4 Earnings & Revenues - Analyst Blog Feb 24 2015
    What We're Trading Feb 24 2015
    Morning Movers: JPMorgan Shares Higher on Investor Day; Home Depot Jumps on Earnings Feb 24 2015
    Express Scripts Holding Co Earnings Call scheduled for 8:30 am ET today Feb 24 2015
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    Cramer: Watch out - regulators are gunning for these stoc... Feb 23 2015
    First Solar, SunPower shares surge on joint IPO Feb 23 2015

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    Srichardson
    ReplySrichardson - 6 months ago
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