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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M55,931Revenue $M104,099Net Margin (%)1.8Z-Score3.0
Enterprise Value $M69,206EPS $2.3Operating Margin %3.4F-Score7
P/E(ttm))33.6Cash Flow Per Share $3.6Pre-tax Margin (%)2.9Higher ROA y-yY
Price/Book2.710-y EBITDA Growth Rate %25.9Quick Ratio0.5Cash flow > EarningsY
Price/Sales0.65-y EBITDA Growth Rate %24.3Current Ratio0.7Lower Leverage y-yY
Price/Cash Flow14.9y-y EBITDA Growth Rate %0.7ROA % (ttm)3.4Higher Current Ratio y-yN
Dividend Yield %0Insider Buy (3m)0ROE % (ttm)8.5Less Shares Outstanding y-yY
Payout Ratio %0Shares Outstanding M774ROI % (ttm)3.5Gross Margin Increase y-yN

Gurus Latest Trades with ESRX

Number of guru portfolios checked: 56. (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 2014-06-30 Add3.17%$66.17 - $76.08
($70.4)
$ 75.037%Add 31.94%4,678,694
ESRXCharles Brandes 2014-06-30 Buy 1.8%$66.17 - $76.08
($70.4)
$ 75.037%New holding, 2102152 sh.2,102,152
ESRXWallace Weitz 2014-06-30 Add1.1%$66.17 - $76.08
($70.4)
$ 75.037%Add 43.89%1,742,324
ESRXDodge & Cox 2014-06-30 Add0.42%$66.17 - $76.08
($70.4)
$ 75.037%Add 54.28%17,874,930
ESRXJoel Greenblatt 2014-06-30 Add0.17%$66.17 - $76.08
($70.4)
$ 75.037%Add 682.51%218,877
ESRXScott Black 2014-06-30 Reduce-0.32%$66.17 - $76.08
($70.4)
$ 75.037%Reduce -22.86%129,139
ESRXLeon Cooperman 2014-06-30 Sold Out -0.14%$66.17 - $76.08
($70.4)
$ 75.037%Sold Out0
ESRXRay Dalio 2014-06-30 Reduce-0.04%$66.17 - $76.08
($70.4)
$ 75.037%Reduce -62.3%37,654
ESRXVanguard Health Care Fund 2014-03-31 Buy 0.69%$69.84 - $78.64
($74.72)
$ 75.030%New holding, 3265000 sh.3,265,000
ESRXDodge & Cox 2014-03-31 Add0.46%$69.84 - $78.64
($74.73)
$ 75.030%Add 106.54%11,586,300
ESRXMario Gabelli 2014-03-31 Add0.05%$69.84 - $78.64
($74.73)
$ 75.030%Add 60.44%316,403
ESRXGlenn Greenberg 2014-03-31 Reduce-1.19%$69.84 - $78.64
($74.73)
$ 75.030%Reduce -10.42%3,546,006
ESRXRay Dalio 2014-03-31 Reduce-0.02%$69.84 - $78.64
($74.73)
$ 75.030%Reduce -30%99,888
ESRXGlenn Greenberg 2013-12-31 Add1.67%$60.88 - $70.6
($65.26)
$ 75.0315%Add 17.2%3,958,387
ESRXScott Black 2013-12-31 Add0.74%$60.88 - $70.6
($65.26)
$ 75.0315%Add 130.81%173,883
ESRXWallace Weitz 2013-12-31 Add0.48%$60.88 - $70.6
($65.26)
$ 75.0315%Add 20.62%1,184,825
ESRXDodge & Cox 2013-12-31 Buy 0.41%$60.88 - $70.6
($65.26)
$ 75.0315%New holding, 5609705 sh.5,609,705
ESRXMario Gabelli 2013-12-31 Add0.01%$60.88 - $70.6
($65.26)
$ 75.0315%Add 24.35%197,214
ESRXLee Ainslie 2013-12-31 Sold Out -3.5%$60.88 - $70.6
($65.26)
$ 75.0315%Sold Out0
ESRXLeon Cooperman 2013-12-31 Reduce-1.64%$60.88 - $70.6
($65.26)
$ 75.0315%Reduce -90.9%173,100
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 Charles Brandes 2014-06-302,102,1520.271.8New Buy
ESRX Joel Greenblatt 2014-06-30218,8770.030.19+682.51%
ESRX Dodge & Cox 2014-06-3017,874,9302.311.2+54.28%
ESRX Wallace Weitz 2014-06-301,742,3240.233.6+43.89%
ESRX Glenn Greenberg 2014-06-304,678,6940.613.1+31.94%
ESRX Mario Gabelli 2014-06-30365,9390.050.13+15.66%
ESRX Vanguard Health Care Fund 2014-06-303,265,0000.420.6
ESRX Jean-Marie Eveillard 2014-06-301,16800
ESRX John Keeley 2014-06-3030,95800.04-5.84%
ESRX Ruane Cunniff 2014-06-305,03100-11.03%
ESRX Scott Black 2014-06-30129,1390.021.3-22.86%
ESRX Ray Dalio 2014-06-3037,65400.02-62.3%
ESRX Leon Cooperman 2014-06-30000Sold 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
BENANAV GARY GDirector 2014-08-05Sell12,694$70.826.4view
Wade Sara ESr. VP, Ch. Human Res. Off. 2014-08-05Sell20,000$70.446.97view
Norton David ASenior VP, Supply Chain 2014-08-04Sell1,276$71.026.1view
Breen Maura CDirector 2014-08-01Sell12,694$69.947.74view
PAZ GEORGEChairman & CEO 2014-06-13Sell681,508$71.215.81view
WENTWORTH TIMOTHY CPresident 2014-05-27Sell105,677$70.476.92view
Wimberly GarySr. VP & Ch. Information Off. 2014-03-13Sell44,497$78.41-3.9view
Houston ChristineSr. Vice President, Operations 2014-03-12Sell19,757$78.53-4.05view
Ebling Keith J.Exec. VP and Gen. Counsel 2014-03-11Sell25,721$78.69-4.24view
Norton David ASenior VP, Supply Chain 2014-03-11Sell3,160$79.15-4.8view

Press Releases about ESRX :

    Quarterly/Annual Reports about ESRX:

    News about ESRX:

    Articles On GuruFocus.com
    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 
    Wedgewood Partners' David Rolfe's Top Five Stocks May 28 2014 
    Weekly Insider Sells Highlight: JAZZ, HD, ESRX, SCI Mar 11 2014 
    It's Time to Follow Chris Davis and Buy Laboratory Corp Jan 15 2014 
    Warrior Capital’s Major Sells in Review - VistaPrint, Google, Fiserv, Express Scripts Nov 30 2013 
    Scott Black's Top 5 New Stock Buys Oct 21 2013 
    Richard Perry – Eight Sells in Second Quarter – MGIC Up 505% Aug 24 2013 

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    Srichardson
    ReplySrichardson - 1 week ago
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