Switch to:

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 : 5/10

vs
industry
vs
history
Cash to Debt 0.27
ESV's Cash to Debt is ranked higher than
53% of the 78 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.23 vs. ESV: 0.27 )
Ranked among companies with meaningful Cash to Debt only.
ESV' s 10-Year Cash to Debt Range
Min: 0.03  Med: 0.50 Max: 12.82
Current: 0.27
0.03
12.82
Equity to Asset 0.52
ESV's Equity to Asset is ranked lower than
51% of the 68 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.53 vs. ESV: 0.52 )
Ranked among companies with meaningful Equity to Asset only.
ESV' s 10-Year Equity to Asset Range
Min: 0.51  Med: 0.65 Max: 0.85
Current: 0.52
0.51
0.85
F-Score: 5
Z-Score: 0.52
M-Score: -4.66
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 (%) -50.51
ESV's Operating margin (%) is ranked lower than
80% of the 74 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 2.78 vs. ESV: -50.51 )
Ranked among companies with meaningful Operating margin (%) only.
ESV' s 10-Year Operating margin (%) Range
Min: -52.6  Med: 37.19 Max: 58.54
Current: -50.51
-52.6
58.54
Net-margin (%) -84.17
ESV's Net-margin (%) is ranked lower than
82% of the 74 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -0.80 vs. ESV: -84.17 )
Ranked among companies with meaningful Net-margin (%) only.
ESV' s 10-Year Net-margin (%) Range
Min: -85.5  Med: 27.37 Max: 48.08
Current: -84.17
-85.5
48.08
ROE (%) -36.51
ESV's ROE (%) is ranked lower than
85% of the 78 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -0.87 vs. ESV: -36.51 )
Ranked among companies with meaningful ROE (%) only.
ESV' s 10-Year ROE (%) Range
Min: -37.16  Med: 11.51 Max: 27.76
Current: -36.51
-37.16
27.76
ROA (%) -21.51
ESV's ROA (%) is ranked lower than
82% of the 82 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -0.54 vs. ESV: -21.51 )
Ranked among companies with meaningful ROA (%) only.
ESV' s 10-Year ROA (%) Range
Min: -21.97  Med: 8.21 Max: 21.31
Current: -21.51
-21.97
21.31
ROC (Joel Greenblatt) (%) -16.94
ESV's ROC (Joel Greenblatt) (%) is ranked lower than
69% of the 81 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -0.74 vs. ESV: -16.94 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
ESV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -17.29  Med: 13.59 Max: 37.53
Current: -16.94
-17.29
37.53
Revenue Growth (3Y)(%) 10.70
ESV's Revenue Growth (3Y)(%) is ranked higher than
65% of the 52 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 8.40 vs. ESV: 10.70 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
ESV' s 10-Year Revenue Growth (3Y)(%) Range
Min: -12.3  Med: 10.70 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

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%)
PRIMECAP Management 143,340 sh (unchged)
John Hussman 4,750 sh (unchged)
Chuck Royce 67,160 sh (unchged)
Pioneer Investments 389,446 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
Q1 2015

ESV Guru Trades in Q1 2015

Joel Greenblatt 354,458 sh (+383.05%)
Ray Dalio 1,052,444 sh (+92.60%)
Arnold Van Den Berg 651,308 sh (+32.05%)
John Buckingham 125,616 sh (+14.43%)
David Dreman 822 sh (unchged)
PRIMECAP Management 143,340 sh (unchged)
FPA Capital Fund Sold Out
First Pacific Advisors Sold Out
Chuck Royce 66,600 sh (-0.83%)
Paul Tudor Jones 14,003 sh (-62.89%)
» More
Q2 2015

ESV Guru Trades in Q2 2015

Arnold Van Den Berg 619,536 sh (-4.88%)
» 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%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on Ensco PLC

FPA Capital Comments on Ensco - May 02, 2014

Ensco (NYSE: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

FPA Capital Fund Comments on Helmerich & Payne Inc and Ensco PLC
During the first quarter of 2015, we swapped our position in Ensco (“ESV”) for Helmerich and Payne (HP) (“H&P”) because we believe they offered similar upside but H&P has less downside risk. H&P is the country’s biggest and most profitable onshore drilling contractor. At the time of our decision, H&P’s dividend yield was smaller (4.55% vs 10.37%) but it was still substantial and more secure than ESV’s dividend. Since our swap, Ensco cut its dividend exactly 80% (as of the end of the first quarter H&P yielded 4.04% vs 2.85% for ESV). We agree with ESV’s decision to cut its dividend. The market was not valuing the company based on this large dividend and there might be better ways to use those funds today such as buying back shares or purchasing distressed assets on the cheap. Read more...

Ratios

vs
industry
vs
history
Forward P/E 6.63
ESV's Forward P/E is ranked higher than
77% of the 31 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 13.33 vs. ESV: 6.63 )
Ranked among companies with meaningful Forward P/E only.
N/A
P/B 0.51
ESV's P/B is ranked higher than
72% of the 79 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.66 vs. ESV: 0.51 )
Ranked among companies with meaningful P/B only.
ESV' s 10-Year P/B Range
Min: 0.47  Med: 1.16 Max: 3.29
Current: 0.51
0.47
3.29
P/S 0.94
ESV's P/S is ranked lower than
54% of the 68 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.74 vs. ESV: 0.94 )
Ranked among companies with meaningful P/S only.
ESV' s 10-Year P/S Range
Min: 0.88  Med: 3.56 Max: 8.53
Current: 0.94
0.88
8.53
PFCF 10.67
ESV's PFCF is ranked lower than
64% of the 25 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 6.11 vs. ESV: 10.67 )
Ranked among companies with meaningful PFCF only.
ESV' s 10-Year PFCF Range
Min: 6.75  Med: 18.39 Max: 1292.75
Current: 10.67
6.75
1292.75
POCF 2.01
ESV's POCF is ranked higher than
59% of the 54 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 2.35 vs. ESV: 2.01 )
Ranked among companies with meaningful POCF only.
ESV' s 10-Year POCF Range
Min: 1.88  Med: 7.40 Max: 24.13
Current: 2.01
1.88
24.13
Shiller P/E 14.48
ESV's Shiller P/E is ranked lower than
84% of the 25 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 8.87 vs. ESV: 14.48 )
Ranked among companies with meaningful Shiller P/E only.
ESV' s 10-Year Shiller P/E Range
Min: 5.71  Med: 10.63 Max: 59.74
Current: 14.48
5.71
59.74
Current Ratio 2.69
ESV's Current Ratio is ranked higher than
74% of the 78 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.67 vs. ESV: 2.69 )
Ranked among companies with meaningful Current Ratio only.
ESV' s 10-Year Current Ratio Range
Min: 1.05  Med: 2.43 Max: 5.05
Current: 2.69
1.05
5.05
Quick Ratio 2.47
ESV's Quick Ratio is ranked higher than
76% of the 78 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.47 vs. ESV: 2.47 )
Ranked among companies with meaningful Quick Ratio only.
ESV' s 10-Year Quick Ratio Range
Min: 1.05  Med: 2.43 Max: 5.05
Current: 2.47
1.05
5.05
Days Inventory 27.38
ESV's Days Inventory is ranked lower than
56% of the 50 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 24.94 vs. ESV: 27.38 )
Ranked among companies with meaningful Days Inventory only.
ESV' s 10-Year Days Inventory Range
Min: 1.08  Med: 9.96 Max: 19.48
Current: 27.38
1.08
19.48
Days Sales Outstanding 62.02
ESV's Days Sales Outstanding is ranked lower than
53% of the 64 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 59.61 vs. ESV: 62.02 )
Ranked among companies with meaningful Days Sales Outstanding only.
ESV' s 10-Year Days Sales Outstanding Range
Min: 46.79  Med: 72.25 Max: 108.79
Current: 62.02
46.79
108.79

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 9.83
ESV's Dividend Yield is ranked lower than
52% of the 89 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 11.01 vs. ESV: 9.83 )
Ranked among companies with meaningful Dividend Yield only.
ESV' s 10-Year Dividend Yield Range
Min: 0.12  Med: 0.35 Max: 13.82
Current: 9.83
0.12
13.82
Dividend Payout 1.33
ESV's Dividend Payout is ranked lower than
81% of the 42 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.48 vs. ESV: 1.33 )
Ranked among companies with meaningful Dividend Payout only.
ESV' s 10-Year Dividend Payout Range
Min: 0.01  Med: 0.12 Max: 6.25
Current: 1.33
0.01
6.25
Dividend growth (3y) 28.90
ESV's Dividend growth (3y) is ranked higher than
79% of the 19 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 17.10 vs. ESV: 28.90 )
Ranked among companies with meaningful Dividend growth (3y) only.
ESV' s 10-Year Dividend growth (3y) Range
Min: 0  Med: 0.00 Max: 146.6
Current: 28.9
0
146.6
Yield on cost (5-Year) 154.54
ESV's Yield on cost (5-Year) is ranked higher than
98% of the 94 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 10.08 vs. ESV: 154.54 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
ESV' s 10-Year Yield on cost (5-Year) Range
Min: 1.89  Med: 5.50 Max: 217.27
Current: 154.54
1.89
217.27
Share Buyback Rate -6.30
ESV's Share Buyback Rate is ranked lower than
60% of the 57 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -4.20 vs. ESV: -6.30 )
Ranked among companies with meaningful Share Buyback Rate only.
ESV' s 10-Year Share Buyback Rate Range
Min: 2.8  Med: -1.30 Max: -17.9
Current: -6.3

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 0.52
ESV's Price/Tangible Book is ranked higher than
73% of the 77 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.76 vs. ESV: 0.52 )
Ranked among companies with meaningful Price/Tangible Book only.
ESV' s 10-Year Price/Tangible Book Range
Min: 0.6  Med: 2.34 Max: 5.61
Current: 0.52
0.6
5.61
Price/Projected FCF 0.46
ESV's Price/Projected FCF is ranked higher than
74% of the 27 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.83 vs. ESV: 0.46 )
Ranked among companies with meaningful Price/Projected FCF only.
ESV' s 10-Year Price/Projected FCF Range
Min: 0.47  Med: 1.84 Max: 7.78
Current: 0.46
0.47
7.78
Price/Median PS Value 0.25
ESV's Price/Median PS Value is ranked higher than
73% of the 66 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.42 vs. ESV: 0.25 )
Ranked among companies with meaningful Price/Median PS Value only.
ESV' s 10-Year Price/Median PS Value Range
Min: 0.3  Med: 1.28 Max: 4.88
Current: 0.25
0.3
4.88
Earnings Yield (Greenblatt) (%) -26.29
ESV's Earnings Yield (Greenblatt) (%) is ranked lower than
90% of the 81 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 2.60 vs. ESV: -26.29 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
ESV' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: -27.22  Med: 9.70 Max: 50.8
Current: -26.29
-27.22
50.8
Forward Rate of Return (Yacktman) (%) 7.82
ESV's Forward Rate of Return (Yacktman) (%) is ranked higher than
63% of the 30 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 2.90 vs. ESV: 7.82 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
ESV' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -8.9  Med: 9.40 Max: 63.9
Current: 7.82
-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. 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 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 it operates 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. The Company 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. It provides its contract drilling services to 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

Articles On GuruFocus.com
Offshore Driller's Valuation After the Dividend Cut Jul 27 2015 
Oil Companies Dominate Highest-Yielding S&P 500 Stocks Jun 11 2015 
Insiders Buy at Marathon, Hess, BlackRock Capital Jun 03 2015 
FPA Capital Fund Comments on Helmerich & Payne Inc and Ensco PLC May 22 2015 
Strong Results To Take Ensco Higher May 05 2015 
FPA Capital Fund Buys Helmerich & Payne in Q1 Apr 16 2015 
Ensco Extended Debt Maturity A Big Positive Mar 18 2015 
Why Ensco Is interesting At Current Levels Mar 02 2015 
Ensco Slimming Down Feb 27 2015 
Ensco Looks Good To Sustain Dividends Jan 19 2015 

More From Other Websites
Ensco beats Street 2Q forecasts Jul 29 2015
Ensco beats Street 2Q forecasts Jul 29 2015
Ensco plc Reports 2Q Year Results Jul 29 2015
Ensco plc Reports Second Quarter 2015 Results Jul 29 2015
5:22 pm Ensco beats by $0.13, beats on revs Jul 29 2015
Ensco plc Reports Second Quarter 2015 Results Jul 29 2015
Ensco plc Reports Second Quarter 2015 Results Jul 29 2015
What Conoco Earnings May Really Say About Its High Dividend Jul 29 2015
Offshore Drilling: Here Comes the Short Squeeze Jul 29 2015
US Offshore Rig Count Unchanged in the Week Ended July 24 Jul 29 2015
Ensco (ESV) Stock Gains Ahead of Earnings Release Jul 28 2015
Offshore Driller's Valuation After the Dividend Cut Jul 27 2015
Can Ensco (ESV) Q2 Earnings Tide Over Dayrates Concerns? - Analyst Blog Jul 27 2015
5 Stocks Trading With Incredibly Low Price-to-Book Values Jul 24 2015
Oil Rigs Left Idling Turn Caribbean Into Pricey Parking Lot Jul 23 2015
Pacific Drilling: Doing What It Can Under Really Difficult Circumstances Jul 23 2015
Underwater Drillers – Best Investment Outlook Jul 23 2015
Oil & Gas Stock Roundup: Schlumberger, Halliburton Withstands Crude Crash to Q2 Beat - Analyst Blog Jul 22 2015
The US Offshore Rig Count Remained Unchanged Last Week Jul 21 2015

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK