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GuruFocus Financial Strength Rank measures how strong a company’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 : 6/10

vs
industry
vs
history
Cash to Debt 0.24
ESV's Cash to Debt is ranked higher than
74% of the 189 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.28 vs. ESV: 0.24 )
ESV' s 10-Year Cash to Debt Range
Min: 0.05   Max: 4.16
Current: 0.24

0.05
4.16
Equity to Asset 0.51
ESV's Equity to Asset is ranked higher than
86% of the 179 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.52 vs. ESV: 0.51 )
ESV' s 10-Year Equity to Asset Range
Min: 0.51   Max: 0.85
Current: 0.51

0.51
0.85
F-Score: 3
Z-Score: 0.61
M-Score: -4.67
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’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.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

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 : 7/10

vs
industry
vs
history
Operating margin (%) -52.28
ESV's Operating margin (%) is ranked higher than
64% of the 181 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 6.27 vs. ESV: -52.28 )
ESV' s 10-Year Operating margin (%) Range
Min: -52.6   Max: 58.54
Current: -52.28

-52.6
58.54
Net-margin (%) -84.44
ESV's Net-margin (%) is ranked higher than
64% of the 181 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 4.51 vs. ESV: -84.44 )
ESV' s 10-Year Net-margin (%) Range
Min: -85.5   Max: 48.08
Current: -84.44

-85.5
48.08
ROE (%) -34.03
ESV's ROE (%) is ranked higher than
62% of the 192 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 3.87 vs. ESV: -34.03 )
ESV' s 10-Year ROE (%) Range
Min: -37.16   Max: 27.76
Current: -34.03

-37.16
27.76
ROA (%) -20.96
ESV's ROA (%) is ranked higher than
61% of the 197 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.62 vs. ESV: -20.96 )
ESV' s 10-Year ROA (%) Range
Min: -21.97   Max: 21.31
Current: -20.96

-21.97
21.31
ROC (Joel Greenblatt) (%) -17.32
ESV's ROC (Joel Greenblatt) (%) is ranked higher than
64% of the 197 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 4.52 vs. ESV: -17.32 )
ESV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -17.39   Max: 37.64
Current: -17.32

-17.39
37.64
Revenue Growth (3Y)(%) 10.70
ESV's Revenue Growth (3Y)(%) is ranked higher than
89% of the 123 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 8.70 vs. ESV: 10.70 )
ESV' s 10-Year Revenue Growth (3Y)(%) Range
Min: -12.3   Max: 42.9
Current: 10.7

-12.3
42.9
» ESV's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2014

ESV Guru Trades in Q1 2014

Jean-Marie Eveillard 3,272 sh (New)
Ray Dalio 51,200 sh (New)
David Dreman 3,814 sh (+68.31%)
Steven Cohen 10,308 sh (+35.72%)
First Pacific Advisors 1,851,600 sh (+23.23%)
FPA Capital Fund 899,800 sh (+23.16%)
John Hussman 9,500 sh (+18.75%)
John Buckingham 109,871 sh (+10.08%)
Chuck Royce 67,160 sh (unchged)
Joel Greenblatt Sold Out
Jeremy Grantham Sold Out
Ron Baron Sold Out
Scott Black 173,572 sh (-0.54%)
PRIMECAP Management 143,340 sh (-4.76%)
Pioneer Investments 751,071 sh (-17.48%)
» More
Q2 2014

ESV Guru Trades in Q2 2014

Arnold Van Den Berg 275,530 sh (New)
Ray Dalio 56,500 sh (+10.35%)
FPA Capital Fund 951,800 sh (+5.78%)
First Pacific Advisors 1,943,200 sh (+4.95%)
John Buckingham 111,928 sh (+1.87%)
PRIMECAP Management 143,340 sh (unchged)
Chuck Royce 67,160 sh (unchged)
David Dreman Sold Out
Jean-Marie Eveillard Sold Out
Pioneer Investments 714,884 sh (-4.82%)
John Hussman 4,750 sh (-50%)
Scott Black 35,722 sh (-79.42%)
» More
Q3 2014

ESV Guru Trades in Q3 2014

Joel Greenblatt 45,909 sh (New)
Paul Tudor Jones 11,800 sh (New)
Ray Dalio 143,600 sh (+154.16%)
Arnold Van Den Berg 539,455 sh (+95.79%)
First Pacific Advisors 2,665,600 sh (+37.18%)
FPA Capital Fund 1,250,500 sh (+31.38%)
John Hussman 4,750 sh (unchged)
Pioneer Investments 389,446 sh (unchged)
PRIMECAP Management 143,340 sh (unchged)
Chuck Royce 67,160 sh (unchged)
Scott Black Sold Out
John Buckingham 109,455 sh (-2.21%)
» More
Q4 2014

ESV Guru Trades in Q4 2014

David Dreman 822 sh (New)
Ray Dalio 546,451 sh (+280.54%)
Paul Tudor Jones 37,731 sh (+219.75%)
Joel Greenblatt 73,379 sh (+59.84%)
FPA Capital Fund 1,402,800 sh (+12.18%)
First Pacific Advisors 2,985,100 sh (+11.99%)
John Buckingham 109,772 sh (+0.29%)
PRIMECAP Management 143,340 sh (unchged)
Chuck Royce 67,160 sh (unchged)
John Hussman Sold Out
Pioneer Investments Sold Out
Arnold Van Den Berg 493,225 sh (-8.57%)
» More
» Details

Insider Trades

Latest Guru Trades with ESV

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
FPA Capital Fund 2014-12-31 Add 12.18%0.52%$26.41 - $41.31 $ 24-33%1402800
Arnold Van Den Berg 2014-12-31 Reduce -8.57%0.19%$26.41 - $41.31 $ 24-33%493225
John Hussman 2014-12-31 Sold Out 0.17%$26.41 - $41.31 $ 24-33%0
Ray Dalio 2014-12-31 Add 280.54%0.1%$26.41 - $41.31 $ 24-33%546451
Joel Greenblatt 2014-12-31 Add 59.84%0.01%$26.41 - $41.31 $ 24-33%73379
David Dreman 2014-12-31 New Buy$26.41 - $41.31 $ 24-33%822
FPA Capital Fund 2014-09-30 Add 31.38%1.34%$41.91 - $54.81 $ 24-52%1250500
Arnold Van Den Berg 2014-09-30 Add 95.79%1.08%$41.91 - $54.81 $ 24-52%539455
Scott Black 2014-09-30 Sold Out 0.29%$41.91 - $54.81 $ 24-52%0
Ray Dalio 2014-09-30 Add 154.16%0.03%$41.91 - $54.81 $ 24-52%143600
Joel Greenblatt 2014-09-30 New Buy0.02%$41.91 - $54.81 $ 24-52%45909
Arnold Van Den Berg 2014-06-30 New Buy1.3%$48.59 - $55.62 $ 24-54%275530
Scott Black 2014-06-30 Reduce -79.42%0.79%$48.59 - $55.62 $ 24-54%35722
FPA Capital Fund 2014-06-30 Add 5.78%0.28%$48.59 - $55.62 $ 24-54%951800
John Hussman 2014-06-30 Reduce -50%0.02%$48.59 - $55.62 $ 24-54%4750
David Dreman 2014-06-30 Sold Out 0.02%$48.59 - $55.62 $ 24-54%0
Jean-Marie Eveillard 2014-06-30 Sold Out $48.59 - $55.62 $ 24-54%0
FPA Capital Fund 2014-03-31 Add 23.16%0.96%$48.14 - $57.33 $ 24-54%899800
Joel Greenblatt 2014-03-31 Sold Out 0.04%$48.14 - $57.33 $ 24-54%0
Ray Dalio 2014-03-31 New Buy0.02%$48.14 - $57.33 $ 24-54%51200
David Dreman 2014-03-31 Add 68.31%0.01%$48.14 - $57.33 $ 24-54%3814
Ron Baron 2014-03-31 Sold Out $48.14 - $57.33 $ 24-54%0
Jean-Marie Eveillard 2014-03-31 New Buy$48.14 - $57.33 $ 24-54%3272
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Guru Investment Theses on Ensco PLC

FPA Capital Comments on Ensco - May 02, 2014

Ensco (ESV) declined 8% in the quarter, for largely the same reasons that impacted Atwood. However, ESV has fewer UDW rigs as a percent of its total fleet than ATW, but ESV has more mid-water rigs that could experience lower day rates as newer deeper-water rigs potentially encroach into that space. With ESV's robust fleet of premium jack-up rigs working in various waters around the world, we expect the company to earn over $6 this year and nearly $7 next year. The company's current dividend yield is also over 6%, so investors are being paid to wait for a better industry environment. As you might expect, we recently added to our ESV position and would likely add more to the position should the stock weaken further.



From FPA Capital's first quarter 2014 commentary.



Check out FPA Capital latest stock trades

Top Ranked Articles about Ensco PLC

Investor Arnold Van Den Berg's Top 5 New Second-Quarter Stocks
Arnold Van Den Berg (Trades, Portfolio), founder of Century Management, told investors at the 11th Annual Value Investor Conference in Omaha, Nebraska in May that he was greatly concerned about the economic consequences of ending quantitative easing. He envisioned that it could be “a repeat of the 1970s” due to the risk of inflation and multiple declines. Even if this happens, he still has faith in U.S. investing. Read more...
FPA Capital Comments on Ensco
Ensco (ESV) declined 8% in the quarter, for largely the same reasons that impacted Atwood. However, ESV has fewer UDW rigs as a percent of its total fleet than ATW, but ESV has more mid-water rigs that could experience lower day rates as newer deeper-water rigs potentially encroach into that space. With ESV's robust fleet of premium jack-up rigs working in various waters around the world, we expect the company to earn over $6 this year and nearly $7 next year. The company's current dividend yield is also over 6%, so investors are being paid to wait for a better industry environment. As you might expect, we recently added to our ESV position and would likely add more to the position should the stock weaken further. Read more...
You Should be Picking up What First Pacific Advisors Drops
The offshore segment for the oil & gas industry suffered a great activity slowdown after the Deepwater Horizon incident. A fear for inadequate safety measures and changing government regulation, scared investors away while putting several businesses on the brink of bankruptcy. Of course the consequences had different impacts over the companies involved. British Petroleum (BP), the platform operator, paid a bigger price than Transocean (RIG), the equipment provider, in the market. Differences aside, the incident negatively affected the whole industry. And the most noticeable indicator was a steep drop on stock face value. However, a stiffer consequence was a lesser interest on the industry from potential investors. As those fear dissipate, Ensco (ESV) appears as an interesting prospect investment. Let us see why. Read more...

Ratios

vs
industry
vs
history
Forward P/E 7.63
ESV's Forward P/E is ranked higher than
93% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 60.98 vs. ESV: 7.63 )
N/A
P/B 0.68
ESV's P/B is ranked higher than
77% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.67 vs. ESV: 0.68 )
ESV' s 10-Year P/B Range
Min: 0.67   Max: 3.29
Current: 0.68

0.67
3.29
P/S 1.22
ESV's P/S is ranked higher than
81% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.13 vs. ESV: 1.22 )
ESV' s 10-Year P/S Range
Min: 1.2   Max: 8.53
Current: 1.22

1.2
8.53
PFCF 11.32
ESV's PFCF is ranked higher than
93% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.00 vs. ESV: 11.32 )
ESV' s 10-Year PFCF Range
Min: 6.75   Max: 1292.75
Current: 11.32

6.75
1292.75
POCF 2.70
ESV's POCF is ranked higher than
85% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 3.91 vs. ESV: 2.70 )
ESV' s 10-Year POCF Range
Min: 2.51   Max: 24.13
Current: 2.7

2.51
24.13
EV-to-EBIT -4.22
ESV's EV-to-EBIT is ranked higher than
82% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 22.47 vs. ESV: -4.22 )
ESV' s 10-Year EV-to-EBIT Range
Min: -5   Max: 40.1
Current: -4.22

-5
40.1
Shiller P/E 18.53
ESV's Shiller P/E is ranked higher than
95% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.00 vs. ESV: 18.53 )
ESV' s 10-Year Shiller P/E Range
Min: 5.74   Max: 59.74
Current: 18.53

5.74
59.74
Current Ratio 2.66
ESV's Current Ratio is ranked higher than
89% of the 197 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.57 vs. ESV: 2.66 )
ESV' s 10-Year Current Ratio Range
Min: 1.26   Max: 4.12
Current: 2.66

1.26
4.12
Quick Ratio 2.66
ESV's Quick Ratio is ranked higher than
90% of the 197 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.48 vs. ESV: 2.66 )
ESV' s 10-Year Quick Ratio Range
Min: 1.22   Max: 4.12
Current: 2.66

1.22
4.12
Days Inventory 28.92
ESV's Days Inventory is ranked higher than
83% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 86.79 vs. ESV: 28.92 )
ESV' s 10-Year Days Inventory Range
Min: 1.08   Max: 43.51
Current: 28.92

1.08
43.51
Days Sales Outstanding 68.50
ESV's Days Sales Outstanding is ranked higher than
86% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 80.42 vs. ESV: 68.50 )
ESV' s 10-Year Days Sales Outstanding Range
Min: 46.79   Max: 108.79
Current: 68.5

46.79
108.79

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 12.50
ESV's Dividend Yield is ranked higher than
67% of the 94 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 5.84 vs. ESV: 12.50 )
ESV' s 10-Year Dividend Yield Range
Min: 0.12   Max: 12.5
Current: 12.5

0.12
12.5
Dividend Payout 1.33
ESV's Dividend Payout is ranked higher than
82% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.00 vs. ESV: 1.33 )
ESV' s 10-Year Dividend Payout Range
Min: 0.01   Max: 0.46
Current: 1.33

0.01
0.46
Dividend growth (3y) 28.90
ESV's Dividend growth (3y) is ranked higher than
92% of the 52 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 7.80 vs. ESV: 28.90 )
ESV' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 146.6
Current: 28.9

0
146.6
Yield on cost (5-Year) 194.95
ESV's Yield on cost (5-Year) is ranked higher than
99% of the 97 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 6.74 vs. ESV: 194.95 )
ESV' s 10-Year Yield on cost (5-Year) Range
Min: 1.89   Max: 198.41
Current: 194.95

1.89
198.41
Share Buyback Rate -6.30
ESV's Share Buyback Rate is ranked higher than
68% of the 131 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -5.70 vs. ESV: -6.30 )
ESV' s 10-Year Share Buyback Rate Range
Min: 2.8   Max: -17.9
Current: -6.3

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 0.71
ESV's Price/Tangible Book is ranked higher than
82% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.77 vs. ESV: 0.71 )
ESV' s 10-Year Price/Tangible Book Range
Min: 0.82   Max: 5.76
Current: 0.71

0.82
5.76
Price/DCF (Projected) 0.62
ESV's Price/DCF (Projected) is ranked higher than
97% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.00 vs. ESV: 0.62 )
ESV' s 10-Year Price/DCF (Projected) Range
Min: 0.54   Max: 7.78
Current: 0.62

0.54
7.78
Price/Median PS Value 0.32
ESV's Price/Median PS Value is ranked higher than
90% of the 217 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.56 vs. ESV: 0.32 )
ESV' s 10-Year Price/Median PS Value Range
Min: 0.4   Max: 2.58
Current: 0.32

0.4
2.58
Earnings Yield (Greenblatt) -23.70
ESV's Earnings Yield (Greenblatt) is ranked higher than
81% of the 198 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 5.60 vs. ESV: -23.70 )
ESV' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.5   Max: 50.8
Current: -23.7

2.5
50.8
Forward Rate of Return (Yacktman) 6.74
ESV's Forward Rate of Return (Yacktman) is ranked higher than
84% of the 94 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 4.38 vs. ESV: 6.74 )
ESV' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -8.9   Max: 63.9
Current: 6.74

-8.9
63.9

Business Description

Industry: Oil & Gas - Drilling » Oil & Gas Drilling
Compare:SDRL, PES, OMVJF, SBR, OISHY » details
Traded in other countries:E65A.Germany,
Ensco PLC was formed as a Texas corporation during 1975 and reincorporated in Delaware during 1987. It is a offshore contract drilling company. The Company owns and operates an offshore drilling rig fleet of 74 rigs, including six rigs under construction, spanning most of the strategic, high-growth markets around the globe. Its rig fleet includes ten drillships, 13 dynamically positioned semisubmersible rigs, six moored semisubmersible rigs and 45 jackup rigs. Its customers include national and international oil companies, in addition to many independent operators. The markets in which they operate include the U.S. Gulf of Mexico, Mexico, Brazil, the Mediterranean, the North Sea, the Middle East, West Africa, Australia and Southeast Asia. There business consists of three operating segments: (1) Floaters, which includes its drillships and semisubmersible rigs, (2) Jackups and (3) Other, which consists of management services on rigs owned by third-parties. Its two reportable segments, Floaters and Jackups, provide one service, contract drilling. They also maintain insurance for personal injuries, damage to or loss of equipment and other insurance coverage for various business risks. Its insurance program also provides coverage for physical damage to, including total loss or constructive total loss of, its rigs, generally excluding damage arising from a named windstorm in the U.S. Gulf of Mexico. They provide its contract drilling services to major international, government-owned and independent oil and gas companies. The Company's operations are subject to laws and regulations controlling the discharge of materials into the environment, pollution, contamination and hazardous waste disposal or otherwise relating to the protection of the environment.
» More Articles for ESV

Headlines

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