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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M62,199Revenue $M104,099Net Margin (%)1.9Z-Score3.2
Enterprise Value $M76,062EPS $2.3Operating Margin %3.5F-Score6
P/E(ttm))34.0Cash Flow Per Share $3.6Pre-tax Margin (%)3.0Higher ROA y-yY
Price/Book3.110-y EBITDA Growth Rate %25.9Quick Ratio0.5Cash flow > EarningsY
Price/Sales0.75-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: 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
ESRXGlenn Greenberg 2014-09-30 Add0.79%$65.6 - $75.51
($71.37)
$ 84.7519%Add 6.5%4,982,726
ESRXCharles Brandes 2014-09-30 Add0.14%$65.6 - $75.51
($71.37)
$ 84.7519%Add 7.22%2,253,914
ESRXWarren Buffett 2014-09-30 Buy 0.03%$65.6 - $75.51
($71.37)
$ 84.7519%New holding, 449489 sh.449,489
ESRXRay Dalio 2014-09-30 Add0.01%$65.6 - $75.51
($71.37)
$ 84.7519%Add 33.22%50,162
ESRXJoel Greenblatt 2014-09-30 Reduce-0.15%$65.6 - $75.51
($71.37)
$ 84.7519%Reduce -78.07%48,001
ESRXMario Gabelli 2014-09-30 Reduce-0.04%$65.6 - $75.51
($71.37)
$ 84.7519%Reduce -32.33%247,614
ESRXGlenn Greenberg 2014-06-30 Add3.17%$66.17 - $76.08
($70.4)
$ 84.7520%Add 31.94%4,678,694
ESRXCharles Brandes 2014-06-30 Buy 1.8%$66.17 - $76.08
($70.4)
$ 84.7520%New holding, 2102152 sh.2,102,152
ESRXWallace Weitz 2014-06-30 Add1.1%$66.17 - $76.08
($70.4)
$ 84.7520%Add 43.89%1,742,324
ESRXDodge & Cox 2014-06-30 Add0.42%$66.17 - $76.08
($70.4)
$ 84.7520%Add 54.28%17,874,930
ESRXJoel Greenblatt 2014-06-30 Add0.17%$66.17 - $76.08
($70.4)
$ 84.7520%Add 682.51%218,877
ESRXHOTCHKIS & WILEY 2014-06-30 Add0.16%$66.17 - $76.08
($70.4)
$ 84.7520%Add 50.52%1,918,200
ESRXKen Fisher 2014-06-30 Add0.04%$66.17 - $76.08
($70.4)
$ 84.7520%Add 75.84%593,431
ESRXScott Black 2014-06-30 Reduce-0.32%$66.17 - $76.08
($70.4)
$ 84.7520%Reduce -22.86%129,139
ESRXLeon Cooperman 2014-06-30 Sold Out -0.14%$66.17 - $76.08
($70.4)
$ 84.7520%Sold Out0
ESRXChris Davis 2014-06-30 Reduce-0.14%$66.17 - $76.08
($70.4)
$ 84.7520%Reduce -5.95%10,703,208
ESRXRay Dalio 2014-06-30 Reduce-0.04%$66.17 - $76.08
($70.4)
$ 84.7520%Reduce -62.3%37,654
ESRXVanguard Health Care Fund 2014-03-31 Buy 0.69%$69.84 - $78.64
($74.72)
$ 84.7513%New holding, 3265000 sh.3,265,000
ESRXDodge & Cox 2014-03-31 Add0.46%$69.84 - $78.64
($74.73)
$ 84.7513%Add 106.54%11,586,300
ESRXMario Gabelli 2014-03-31 Add0.05%$69.84 - $78.64
($74.73)
$ 84.7513%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 Jean-Marie Eveillard 2014-09-301,16800
ESRX John Keeley 2014-09-3030,95800.05
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
Ebling Keith J.Exec. VP and General Counsel 2014-12-02Sell10,000$84.250.59view
Miller Steven BSr. VP & Chief Med. Officer 2014-12-01Sell4,896$83.571.41view
Stettin Glen D.Sr. VP, Clin. Res. & New Sol. 2014-11-28Sell10,800$82.962.16view
Stettin Glen D.Sr. VP, Clin. Res. & New Sol. 2014-11-21Sell10,874$81.53.99view
MAC MAHON THOMAS PDirector 2014-11-21Sell12,694$80.934.72view
PARKER JOHN ODirector 2014-11-17Sell25,822$78.757.62view
Breen Maura CDirector 2014-11-07Sell13,128$77.88.93view
IGNACZAK EDWARD BEVP 2014-09-05Sell9,886$75.2812.58view
STERNBERG SEYMOURDirector 2014-08-28Sell15,508$74.1214.34view
Ebling Keith J.Exec. VP and General Counsel 2014-08-25Sell10,000$75.512.25view

Press Releases about ESRX :

    Quarterly/Annual Reports about ESRX:

    News about ESRX:

    Articles On GuruFocus.com
    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 
    Gilead Strikes Deal with CVS, Hits Back AbbVie Jan 06 2015 
    First Pacific Advisors' Third-Quarter Investment in Yahoo! Increases in Value by 35% Dec 26 2014 
    Express Scripts Knocks Gilead’s Hepatitis C Drug in Favor of AbbVie Dec 22 2014 
    Guru Focus Value Idea Contest: Get on board the earnings train of Express Scripts (ESRX) Dec 16 2014 
    Are These Drugstore Retailers Good Investments? Dec 11 2014 


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    Express Scripts Targets $150,000 Cancer Drug Prices in 2016 Plan Jan 22 2015
    Gilead, AbbVie Hep C Price Cuts Seen Hitting Sales Jan 21 2015
    Regeneron CEO: Choice, not price best for patients Jan 20 2015
    AbbVie Gains EU Approval for Hepatitis C Virus Treatment - Analyst Blog Jan 19 2015
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    Aetna picks Gilead Sciences hepatitis C drugs over AbbVie's Jan 16 2015
    Aetna picks Gilead Sciences hepatitis C drugs over AbbVie's Jan 16 2015
    CORRECTED (OFFICIAL)-UPDATE 1-Aetna backs Gilead's hepatitis C treatment, gets discount Jan 16 2015
    Express Scripts Announces Fourth Quarter 2014 Earnings Conference Call and Webcast of Investor Day... Jan 16 2015
    Aetna Sides With Gilead In Hepatitis C Drug Battle Jan 16 2015
    Gilead Strikes Another Deal Jan 16 2015
    Express Scripts Holding Company (ESRX): New Analyst Report from Zacks Equity Research - Zacks Equity... Jan 16 2015
    5 Breakout Trades for 2015 Gains: Apple, Goldman Sachs and More Jan 15 2015
    Insight - Big Pharma faces up to new price pressure from aggressive insurers Jan 15 2015
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    Srichardson
    ReplySrichardson - 5 months ago
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