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77.66 (1y: +14%)
Market Cap 1.59 B P/E(ttm) 26.20
Enterprise Value 1.93 B P/B 0.90
CKH- NYSE (USA)
Seacor Holdings Inc
  • Currently 1/5
Business Predictability Rank: 1-Star (On Watch)
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$77.66
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GuruFocus Financial Strength Rank measures how strong a companyย’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry		 vs
history
Cash to Debt 0.293
CKH's Cash to Debt is ranked lower than
51% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 0.50 vs. CKH: 0.293 )
CKH' s 10-Year Cash to Debt Range
Min: 0.29   Max: 0.94
Current: 0.29
0.29
0.94
Equity to Asset 0.454
CKH's Equity to Asset is ranked lower than
54% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 0.46 vs. CKH: 0.454 )
CKH' s 10-Year Equity to Asset Range
Min: 0.43   Max: 0.57
Current: 0.45
0.43
0.57
Interest Coverage 2.9
CKH's Interest Coverage is ranked lower than
69% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 27.90 vs. CKH: 2.9 )
CKH' s 10-Year Interest Coverage Range
Min: 1   Max: No Debt
Current: 2.9
F-Score: 7
Z-Score: 1.64
M-Score: -2.57
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry		 vs
history
Operating margin (%) 5.60
CKH's Operating margin (%) is ranked lower than
61% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 12.20 vs. CKH: 5.60 )
CKH' s 10-Year Operating margin (%) Range
Min: 1.4   Max: 32.5
Current: 5.6
1.4
32.5
Net-margin (%) 3.9
CKH's Net-margin (%) is ranked lower than
66% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 7.70 vs. CKH: 3.9 )
CKH' s 10-Year Net-margin (%) Range
Min: 1.9   Max: 32.6
Current: 3.9
1.9
32.6
ROE (%) 3.6
CKH's ROE (%) is ranked lower than
71% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 10.80 vs. CKH: 3.6 )
CKH' s 10-Year ROE (%) Range
Min: 1.6   Max: 23.2
Current: 3.6
1.6
23.2
ROA (%) 1.7
CKH's ROA (%) is ranked lower than
71% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 5.20 vs. CKH: 1.7 )
CKH' s 10-Year ROA (%) Range
Min: 0.9   Max: 10
Current: 1.7
0.9
10
ROC (Joel Greenblatt) (%) 3.40
CKH's ROC (Joel Greenblatt) (%) is ranked lower than
69% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 12.20 vs. CKH: 3.40 )
CKH' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 0.7   Max: 19.7
Current: 3.4
0.7
19.7
Revenue Growth (%) 1
CKH's Revenue Growth (%) is ranked higher than
81% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 1.00 vs. CKH: 1 )
CKH' s 10-Year Revenue Growth (%) Range
Min: 1   Max: 25
Current: 1
1
25
EBITDA Growth (%) -6.2
CKH's EBITDA Growth (%) is ranked higher than
58% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: -1.00 vs. CKH: -6.2 )
CKH' s 10-Year EBITDA Growth (%) Range
Min: -9.8   Max: 55.5
Current: -6.2
-9.8
55.5
EPS Growth (%) -18.1
CKH's EPS Growth (%) is ranked higher than
55% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: -2.70 vs. CKH: -18.1 )
CKH' s 10-Year EPS Growth (%) Range
Min: -32.6   Max: 91.3
Current: -18.1
-32.6
91.3
ยป CKH's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

CKH Guru Trades in Q2 2012

Michael Price 9,300 sh (+126.83%)
Jeremy Grantham 6,200 sh (+100%)
Steven Cohen 76,696 sh (+71.95%)
Chuck Royce 1,210,922 sh (+43.65%)
Third Avenue Management 654,287 sh (+7.05%)
Jean-Marie Eveillard 109,071 sh (unchged)
Ron Baron 1,030,877 sh (-11.71%)
Charles de Vaulx 461,260 sh (-16.27%)
Jim Simons 3,200 sh (-93.51%)
» More
Q3 2012

CKH Guru Trades in Q3 2012

John Burbank 3,752 sh (New)
Michael Price 11,000 sh (+18.28%)
Chuck Royce 1,210,922 sh (unchged)
Jean-Marie Eveillard 109,071 sh (unchged)
Jim Simons Sold Out
Ron Baron 1,024,627 sh (-0.61%)
Charles de Vaulx 448,478 sh (-2.77%)
Third Avenue Management 539,567 sh (-17.53%)
Jeremy Grantham 2,954 sh (-52.35%)
Steven Cohen 18,900 sh (-75.36%)
» More
Q4 2012

CKH Guru Trades in Q4 2012

Steven Cohen 21,866 sh (+15.69%)
Chuck Royce 1,245,983 sh (+2.9%)
Michael Price 11,000 sh (unchged)
Jean-Marie Eveillard 109,071 sh (unchged)
John Burbank Sold Out
Ron Baron 1,022,827 sh (-0.18%)
Charles de Vaulx 419,759 sh (-6.4%)
Third Avenue Management 471,917 sh (-12.54%)
» More
Q1 2013

CKH Guru Trades in Q1 2013

Jim Simons 96,000 sh (New)
Michael Price 23,207 sh (+110.97%)
Jean-Marie Eveillard 184,071 sh (+68.76%)
Chuck Royce 1,463,283 sh (+17.44%)
Steven Cohen Sold Out
Ron Baron 1,017,667 sh (-0.5%)
Third Avenue Management 450,758 sh (-4.48%)
» More
» Details

Insider Trades

Latest Guru Trades with CKH

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Michael Price 2013-03-31 Add 110.97%0.12%$65.017 - $73.68 $ 77.6611%23207
Jean-Marie Eveillard 2013-03-31 Add 68.76%0.02%$65.017 - $73.68 $ 77.6611%184071
John Burbank 2012-12-31 Sold Out 0.01%$63.71 - $70.49 $ 77.6616%0
John Burbank 2012-09-30 New Buy0.01%$83.16 - $93.18 $ 77.66-12%3752
Michael Price 2012-06-30 Add 126.83%0.07%$84.52 - $95.99 $ 77.66-13%9300
Joel Greenblatt 2011-12-31 Sold Out 0.25%$78.31 - $91.18 $ 77.66-10%0
Michael Price 2011-12-31 New Buy0.06%$78.31 - $91.18 $ 77.66-10%4100
John Hussman 2011-12-31 Sold Out 0.06%$78.31 - $91.18 $ 77.66-10%0
Jean-Marie Eveillard 2011-12-31 Add 54.45%0.01%$78.31 - $91.18 $ 77.66-10%102971
Joel Greenblatt 2011-09-30 Add 23.65%0.05%$80.89 - $108.81 $ 77.66-17%19131
John Hussman 2011-06-30 New Buy0.08%$91.91 - $100.72 $ 77.66-19%50000
Joel Greenblatt 2011-06-30 Add 47.11%0.07%$91.91 - $100.72 $ 77.66-19%15472
Joel Greenblatt 2011-03-31 Add 144.81%0.17%$90.77 - $112.43 $ 77.66-22%10517
Joel Greenblatt 2010-12-31 New Buy0.14%$82.84 - $114.8 $ 77.66-22%4296
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 26.20
CKH's P/E(ttm) is ranked higher than
50% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 12.71 vs. CKH: 26.20 )
CKH' s 10-Year P/E(ttm) Range
Min: 4.18   Max: 141.89
Current: 26.2
4.18
141.89
P/B 0.90
CKH's P/B is ranked higher than
79% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 1.39 vs. CKH: 0.90 )
CKH' s 10-Year P/B Range
Min: 0.59   Max: 1.57
Current: 0.9
0.59
1.57
P/S 1.10
CKH's P/S is ranked higher than
70% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 1.21 vs. CKH: 1.10 )
CKH' s 10-Year P/S Range
Min: 0.54   Max: 2.43
Current: 1.1
0.54
2.43
EV-to-EBIT 21.3
CKH's EV-to-EBIT is ranked lower than
60% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 10.76 vs. CKH: 21.3 )
CKH' s 10-Year EV-to-EBIT Range
Min: 3   Max: 115
Current: 21.3
3
115
Shiller P/E 10.6
CKH's Shiller P/E is ranked higher than
84% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 16.60 vs. CKH: 10.6 )
CKH' s 10-Year Shiller P/E Range
Min: 6.56   Max: 25.5
Current: 10.6
6.56
25.5

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 8
CKH's Price/Net Current Asset Value is ranked higher than
71% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 6.60 vs. CKH: 8 )
CKH' s 10-Year Price/Net Current Asset Value Range
Min: 4.7   Max: 17.6
Current: 8
4.7
17.6
Price/Tangible Book 0.9
CKH's Price/Tangible Book is ranked lower than
57% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 1.40 vs. CKH: 0.9 )
CKH' s 10-Year Price/Tangible Book Range
Min: 0.7   Max: 1.6
Current: 0.9
0.7
1.6
Price/DCF (Projected) 1.8
CKH's Price/DCF (Projected) is ranked higher than
82% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 1.60 vs. CKH: 1.8 )
CKH' s 10-Year Price/DCF (Projected) Range
Min: 1.3   Max: 9.3
Current: 1.8
1.3
9.3
Price/Median PS Value 0.7
CKH's Price/Median PS Value is ranked lower than
65% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 0.80 vs. CKH: 0.7 )
CKH' s 10-Year Price/Median PS Value Range
Min: 0.4   Max: 1.7
Current: 0.7
0.4
1.7
Price/Graham Number 1.4
CKH's Price/Graham Number is ranked higher than
69% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 1.05 vs. CKH: 1.4 )
CKH' s 10-Year Price/Graham Number Range
Min: 0.5   Max: 1.4
Current: 1.4
0.5
1.4
Earnings Yield (Greenblatt) 4.70
CKH's Earnings Yield (Greenblatt) is ranked higher than
62% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 9.65 vs. CKH: 4.70 )
CKH' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.9   Max: 33.1
Current: 4.7
0.9
33.1
Forward Rate of Return (Yacktman) -6.78
CKH's Forward Rate of Return (Yacktman) is ranked higher than
87% of the 170 Companies
in the Global Oil & Gas Equipment & Services industry.

( Industry Median: 4.48 vs. CKH: -6.78 )
CKH' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -15.3   Max: 56.6
Current: -6.78
-15.3
56.6

Business Description

Seacor Holdings, Inc. was incorporated in 1989 in Delaware. The Company is in the business of owning, operating, investing in and marketing equipment, primarily in the offshore oil and gas, industrial aviation and marine transportation industries. The Company operates a diversified fleet of offshore support vessels and helicopters servicing oil and gas exploration, development and production facilities worldwide and a fleet of U.S.-flag product tankers that transport petroleum, chemicals and crude products mainly in the U.S. domestic or 'coastwise' trade. In addition, the Company operates a fleet of inland river barges and towboats transporting grain, liquids and other bulk commodities on the U.S. Inland River Waterways. The Company's environmental services segment primarily provides emergency preparedness and response services to oil, chemical, industrial and marine transportation clients, and government agencies in the United States and abroad. The Company's commodity trading and logistics segment is an integrated business involved in the purchase, storage, transportation and sale of agricultural and energy commodities. The Company's operations are divided into six main business segments: Offshore Marine Services, Marine Transportation Services, Inland River Services, Aviation Services, Environmental Services and Commodity Trading and Logistics. The Company also has activities that are referred to and described under Other, which primarily includes Harbor and Offshore Towing Services, various other investments in joint ventures and lending and leasing activities. Offshore Marine Services operates a diversified fleet of support vessels mainly servicing offshore oil and gas exploration, development and production facilities worldwide. Vessels in this service are employed to deliver cargo and personnel to offshore installations, handle anchors for drilling rigs and other marine equipment, support offshore construction and maintenance work, provide standby safety support and emergency response services. Marine Transportation Services owns a fleet of eight U.S.-flag product tankers, providing marine transportation services for petroleum products and chemicals moving in the U.S. domestic coastwise trade. Inland River Services owns, operates, invests in and markets inland river transportation equipment. The Company operates one of the industry's newest fleets of dry cargo and liquid tank barges transporting agricultural, industrial, chemical and petrochemical products on the U.S. Inland River Waterways, mainly the Mississippi River, Illinois River, Tennessee River, Ohio River and their tributaries and the Gulf Intracoastal Waterways. Aviation Services is mainly engaged in transportation services to the offshore oil and gas exploration, development and production industry, aircraft leasing, transportation services to hospitals 'Air Medical Services' and flightseeing tours in Alaska. Environmental Services mainly provides emergency prep
Company Website
SEC Reports
Industry: Oil & Gas Equipment & Services
Compare:SPN, GLF, NOV, HAL, SAPMY
Traded in other countries:SKO.Germany
ยป More Articles for CKH

Headlines

Articles On GuruFocus.com
Weekly CEO Buys Highlight: CKH, UTHR, DRL, VAC, DENN Dec 23 2011 
Third Avenue Management Buys Lowes, Teleflex, American Eagle Outfitters, Tellabs, Sells Pharmaceutic Nov 17 2011 
Weekly CEO Buys Highlight: HES, CLR, CKH, OI, PCG Sep 17 2011 
Value Shop Third Avenue Management Reports Q1 Portfolio May 20 2011 
SEACOR Holdings Inc. (CKH) Chairman of the Board Charles Fabrikant sells 15,400 Shares Dec 23 2010 
SEACOR Holdings Inc. (CKH) Chairman of the Board Charles Fabrikant sells 15,400 Shares Dec 22 2010 
SEACOR Holdings Inc. (CKH) SVP, CFO Richard Ryan sells 15,000 Shares Nov 29 2010 
SEACOR Holdings Inc. (CKH) SVP, CFO Richard Ryan sells 5,500 Shares Nov 05 2010 
SEACOR Holdings Inc. (CKH) SVP, CFO Richard Ryan sells 2,705 Shares Nov 03 2010 
SEACOR Holdings Inc. Reports Operating Results (10-Q) Apr 28 2010 

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