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 : 6/10

vs
industry
vs
history
Cash to Debt 0.27
ESV's Cash to Debt is ranked higher than
78% of the 183 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.19 vs. ESV: 0.27 )
ESV' s 10-Year Cash to Debt Range
Min: 0.03   Max: 12.82
Current: 0.27

0.03
12.82
Equity to Asset 0.52
ESV's Equity to Asset is ranked higher than
77% of the 172 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.50 vs. ESV: 0.52 )
ESV' s 10-Year Equity to Asset Range
Min: 0.51   Max: 0.85
Current: 0.52

0.51
0.85
F-Score: 5
Z-Score: 0.66
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 higher than
66% of the 181 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 5.72 vs. ESV: -50.51 )
ESV' s 10-Year Operating margin (%) Range
Min: -52.6   Max: 58.54
Current: -50.51

-52.6
58.54
Net-margin (%) -84.17
ESV's Net-margin (%) is ranked higher than
64% of the 181 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.72 vs. ESV: -84.17 )
ESV' s 10-Year Net-margin (%) Range
Min: -85.5   Max: 48.08
Current: -84.17

-85.5
48.08
ROE (%) -36.47
ESV's ROE (%) is ranked higher than
63% of the 187 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -0.24 vs. ESV: -36.47 )
ESV' s 10-Year ROE (%) Range
Min: -37.16   Max: 27.76
Current: -36.47

-37.16
27.76
ROA (%) -21.51
ESV's ROA (%) is ranked higher than
62% of the 194 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -0.18 vs. ESV: -21.51 )
ESV' s 10-Year ROA (%) Range
Min: -21.97   Max: 21.31
Current: -21.51

-21.97
21.31
ROC (Joel Greenblatt) (%) -16.99
ESV's ROC (Joel Greenblatt) (%) is ranked higher than
67% of the 194 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 3.32 vs. ESV: -16.99 )
ESV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -17.39   Max: 61.77
Current: -16.99

-17.39
61.77
Revenue Growth (3Y)(%) 10.70
ESV's Revenue Growth (3Y)(%) is ranked higher than
84% of the 132 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 6.30 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

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
First Eagle Investment Sold Out
Pioneer Investments 714,884 sh (-4.82%)
John Hussman 4,750 sh (-50.00%)
Scott Black 35,722 sh (-79.42%)
» More
Q3 2014

ESV Guru Trades in Q3 2014

Paul Tudor Jones 11,800 sh (New)
Joel Greenblatt 45,909 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%)
Chuck Royce 67,160 sh (unchged)
John Hussman 4,750 sh (unchged)
Pioneer Investments 389,446 sh (unchged)
PRIMECAP Management 143,340 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)
Arnold Van Den Berg 891,467 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
» 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 (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...
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...

Ratios

vs
industry
vs
history
Forward P/E 8.34
ESV's Forward P/E is ranked higher than
93% of the 214 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.00 vs. ESV: 8.34 )
N/A
P/B 0.70
ESV's P/B is ranked higher than
80% of the 214 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.81 vs. ESV: 0.70 )
ESV' s 10-Year P/B Range
Min: 0.56   Max: 3.29
Current: 0.7

0.56
3.29
P/S 1.30
ESV's P/S is ranked higher than
65% of the 214 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.14 vs. ESV: 1.30 )
ESV' s 10-Year P/S Range
Min: 1.03   Max: 8.53
Current: 1.3

1.03
8.53
PFCF 14.60
ESV's PFCF is ranked higher than
88% of the 214 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.00 vs. ESV: 14.60 )
ESV' s 10-Year PFCF Range
Min: 6.75   Max: 1292.75
Current: 14.6

6.75
1292.75
POCF 2.78
ESV's POCF is ranked higher than
86% of the 214 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 3.93 vs. ESV: 2.78 )
ESV' s 10-Year POCF Range
Min: 2.27   Max: 24.13
Current: 2.78

2.27
24.13
EV-to-EBIT -4.48
ESV's EV-to-EBIT is ranked higher than
74% of the 214 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 35.16 vs. ESV: -4.48 )
ESV' s 10-Year EV-to-EBIT Range
Min: -5   Max: 40.1
Current: -4.48

-5
40.1
Shiller P/E 19.90
ESV's Shiller P/E is ranked higher than
87% of the 214 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.00 vs. ESV: 19.90 )
ESV' s 10-Year Shiller P/E Range
Min: 5.75   Max: 59.74
Current: 19.9

5.75
59.74
Current Ratio 2.69
ESV's Current Ratio is ranked higher than
89% of the 188 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.41 vs. ESV: 2.69 )
ESV' s 10-Year Current Ratio Range
Min: 1.05   Max: 5.05
Current: 2.69

1.05
5.05
Quick Ratio 2.47
ESV's Quick Ratio is ranked higher than
90% of the 188 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.24 vs. ESV: 2.47 )
ESV' s 10-Year Quick Ratio Range
Min: 1.05   Max: 5.05
Current: 2.47

1.05
5.05
Days Inventory 27.38
ESV's Days Inventory is ranked higher than
86% of the 214 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 95.28 vs. ESV: 27.38 )
ESV' s 10-Year Days Inventory Range
Min: 1.08   Max: 19.48
Current: 27.38

1.08
19.48
Days Sales Outstanding 62.02
ESV's Days Sales Outstanding is ranked higher than
84% of the 214 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 75.95 vs. ESV: 62.02 )
ESV' s 10-Year Days Sales Outstanding Range
Min: 46.79   Max: 108.79
Current: 62.02

46.79
108.79

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 9.60
ESV's Dividend Yield is ranked higher than
69% of the 103 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 5.01 vs. ESV: 9.60 )
ESV' s 10-Year Dividend Yield Range
Min: 0.12   Max: 12.26
Current: 9.6

0.12
12.26
Dividend Payout 1.33
ESV's Dividend Payout is ranked higher than
82% of the 214 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: 6.25
Current: 1.33

0.01
6.25
Dividend growth (3y) 28.90
ESV's Dividend growth (3y) is ranked higher than
94% of the 52 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 7.70 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) 150.93
ESV's Yield on cost (5-Year) is ranked higher than
98% of the 105 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 5.70 vs. ESV: 150.93 )
ESV' s 10-Year Yield on cost (5-Year) Range
Min: 1.89   Max: 192.75
Current: 150.93

1.89
192.75
Share Buyback Rate -6.30
ESV's Share Buyback Rate is ranked higher than
76% of the 135 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -4.40 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 0.70
ESV's Price/Tangible Book is ranked higher than
83% of the 214 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.00 vs. ESV: 0.70 )
ESV' s 10-Year Price/Tangible Book Range
Min: 0.82   Max: 5.76
Current: 0.7

0.82
5.76
Price/DCF (Projected) 0.60
ESV's Price/DCF (Projected) is ranked higher than
97% of the 214 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.00 vs. ESV: 0.60 )
ESV' s 10-Year Price/DCF (Projected) Range
Min: 0.47   Max: 7.78
Current: 0.6

0.47
7.78
Price/Median PS Value 0.30
ESV's Price/Median PS Value is ranked higher than
88% of the 214 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.60 vs. ESV: 0.30 )
ESV' s 10-Year Price/Median PS Value Range
Min: 0.29   Max: 4.77
Current: 0.3

0.29
4.77
Earnings Yield (Greenblatt) -22.30
ESV's Earnings Yield (Greenblatt) is ranked higher than
51% of the 195 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 4.30 vs. ESV: -22.30 )
ESV' s 10-Year Earnings Yield (Greenblatt) Range
Min: -22.3   Max: 50.8
Current: -22.3

-22.3
50.8
Forward Rate of Return (Yacktman) 6.49
ESV's Forward Rate of Return (Yacktman) is ranked higher than
81% of the 84 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 8.38 vs. ESV: 6.49 )
ESV' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -8.9   Max: 63.9
Current: 6.49

-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
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 
Bearish On Transocean After Fleet Status Report Jan 16 2015 
Atwood Oceanics Has A Potential To Grow Jan 05 2015 
rule 1 Dec 27 2014 

More From Other Websites
Ensco Board Gets Paul Rowsey as Non-Executive Chairman - Analyst Blog May 19 2015
4 Stocks, 4 trades: Drillers dip down May 19 2015
ENSCO PLC Files SEC form 8-K, Change in Directors or Principal Officers, Submission of Matters to a... May 19 2015
Ensco plc Announces Cash Dividend May 19 2015
Ensco plc Announces Cash Dividend May 19 2015
Ensco plc Announces Cash Dividend May 19 2015
Ensco plc’s Board of Directors Appoints Paul Rowsey Non-Executive Chairman May 18 2015
Ensco plc’s Board of Directors Appoints Paul Rowsey Non-Executive Chairman May 18 2015
Ensco plc’s Board of Directors Appoints Paul Rowsey Non-Executive Chairman May 18 2015
ENSCO PLC Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits May 18 2015
Ensco's Robust Backlog Holds Promise, Oil Price Woes Remain - Analyst Blog May 15 2015
US Offshore Rig Count Unchanged in the Week Ended May 8 May 12 2015
ENSCO PLC Financials May 06 2015
ENSCO 110 and ENSCO 104 Each Contracted for Three-Year Terms May 05 2015
ENSCO 110 and ENSCO 104 Each Contracted for Three-Year Terms May 05 2015
ENSCO 110 and ENSCO 104 Each Contracted for Three-Year Terms May 05 2015
10-Q for Ensco Plc May 04 2015
Noble & Ensco: But What Have You Done for Me Lately? May 01 2015
Put sellers bet Ensco will hold gains May 01 2015
Lightning Round: It's down too much. I like it! Apr 30 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