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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 : 7/10

vs
industry
vs
history
Cash to Debt 0.21
ESV's Cash to Debt is ranked higher than
72% of the 193 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.28 vs. ESV: 0.21 )
ESV' s 10-Year Cash to Debt Range
Min: 0.03   Max: 12.82
Current: 0.21

0.03
12.82
Equity to Asset 0.60
ESV's Equity to Asset is ranked higher than
86% of the 178 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.52 vs. ESV: 0.60 )
ESV' s 10-Year Equity to Asset Range
Min: 0.6   Max: 0.85
Current: 0.6

0.6
0.85
Interest Coverage 11.07
ESV's Interest Coverage is ranked higher than
77% of the 129 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 9.05 vs. ESV: 11.07 )
ESV' s 10-Year Interest Coverage Range
Min: 0.18   Max: 639.95
Current: 11.07

0.18
639.95
F-Score: 4
Z-Score: 1.66
M-Score: -3.00
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 (%) 17.36
ESV's Operating margin (%) is ranked higher than
82% of the 180 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 9.18 vs. ESV: 17.36 )
ESV' s 10-Year Operating margin (%) Range
Min: 0.96   Max: 57.4
Current: 17.36

0.96
57.4
Net-margin (%) -1.82
ESV's Net-margin (%) is ranked higher than
71% of the 180 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 4.50 vs. ESV: -1.82 )
ESV' s 10-Year Net-margin (%) Range
Min: 1.84   Max: 47.71
Current: -1.82

1.84
47.71
ROE (%) -0.72
ESV's ROE (%) is ranked higher than
76% of the 195 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 3.83 vs. ESV: -0.72 )
ESV' s 10-Year ROE (%) Range
Min: 0.54   Max: 28.47
Current: -0.72

0.54
28.47
ROA (%) -0.46
ESV's ROA (%) is ranked higher than
76% of the 201 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.60 vs. ESV: -0.46 )
ESV' s 10-Year ROA (%) Range
Min: 0.34   Max: 21.65
Current: -0.46

0.34
21.65
ROC (Joel Greenblatt) (%) 5.99
ESV's ROC (Joel Greenblatt) (%) is ranked higher than
79% of the 199 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 4.50 vs. ESV: 5.99 )
ESV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 0.24   Max: 37.78
Current: 5.99

0.24
37.78
Revenue Growth (%) 21.00
ESV's Revenue Growth (%) is ranked higher than
88% of the 138 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 11.50 vs. ESV: 21.00 )
ESV' s 10-Year Revenue Growth (%) Range
Min: -12.3   Max: 41.8
Current: 21

-12.3
41.8
EBITDA Growth (%) 16.60
ESV's EBITDA Growth (%) is ranked higher than
86% of the 127 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 7.70 vs. ESV: 16.60 )
ESV' s 10-Year EBITDA Growth (%) Range
Min: -21   Max: 65.5
Current: 16.6

-21
65.5
EPS Growth (%) 16.40
ESV's EPS Growth (%) is ranked higher than
85% of the 124 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 2.50 vs. ESV: 16.40 )
ESV' s 10-Year EPS Growth (%) Range
Min: 0   Max: 119.6
Current: 16.4

0
119.6
» ESV's 10-Y Financials

Financials


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

» Details

Guru Trades

Q4 2013

ESV Guru Trades in Q4 2013

Joel Greenblatt 31,739 sh (New)
John Buckingham 99,813 sh (+496.15%)
John Hussman 8,000 sh (+60%)
David Dreman 2,266 sh (+59.24%)
Jeremy Grantham 12,200 sh (+54.43%)
Scott Black 174,506 sh (+1.08%)
Chuck Royce 67,160 sh (unchged)
Ron Baron 3,558 sh (unchged)
PRIMECAP Management 150,507 sh (unchged)
Jim Simons Sold Out
Pioneer Investments 910,121 sh (-0.36%)
FPA Capital Fund 730,600 sh (-13.29%)
First Pacific Advisors 1,502,500 sh (-15.75%)
Steven Cohen 7,595 sh (-96.56%)
» More
Q1 2014

ESV Guru Trades in Q1 2014

Ray Dalio 51,200 sh (New)
Jean-Marie Eveillard 3,272 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)
Jeremy Grantham Sold Out
Ron Baron Sold Out
Joel Greenblatt 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%)
Chuck Royce 67,160 sh (unchged)
PRIMECAP Management 143,340 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

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)
PRIMECAP Management 143,340 sh (unchged)
John Hussman 4,750 sh (unchged)
Scott Black Sold Out
John Buckingham 109,455 sh (-2.21%)
Pioneer Investments 389,446 sh (-45.52%)
» 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 2014-09-30 Add 31.38%1.34%$41.91 - $54.81 $ 39.87-20%1250500
Arnold Van Den Berg 2014-09-30 Add 95.79%1.08%$41.91 - $54.81 $ 39.87-20%539455
Scott Black 2014-09-30 Sold Out 0.29%$41.91 - $54.81 $ 39.87-20%0
Ray Dalio 2014-09-30 Add 154.16%0.03%$41.91 - $54.81 $ 39.87-20%143600
Joel Greenblatt 2014-09-30 New Buy0.02%$41.91 - $54.81 $ 39.87-20%45909
Arnold Van Den Berg 2014-06-30 New Buy1.3%$48.59 - $55.62 $ 39.87-23%275530
Scott Black 2014-06-30 Reduce -79.42%0.79%$48.59 - $55.62 $ 39.87-23%35722
FPA Capital Fund 2014-06-30 Add 5.78%0.28%$48.59 - $55.62 $ 39.87-23%951800
David Dreman 2014-06-30 Sold Out 0.02%$48.59 - $55.62 $ 39.87-23%0
John Hussman 2014-06-30 Reduce -50%0.02%$48.59 - $55.62 $ 39.87-23%4750
Jean-Marie Eveillard 2014-06-30 Sold Out $48.59 - $55.62 $ 39.87-23%0
FPA Capital Fund 2014-03-31 Add 23.16%0.96%$48.14 - $57.33 $ 39.87-24%899800
Joel Greenblatt 2014-03-31 Sold Out 0.04%$48.14 - $57.33 $ 39.87-24%0
Ray Dalio 2014-03-31 New Buy0.02%$48.14 - $57.33 $ 39.87-24%51200
David Dreman 2014-03-31 Add 68.31%0.01%$48.14 - $57.33 $ 39.87-24%3814
Ron Baron 2014-03-31 Sold Out $48.14 - $57.33 $ 39.87-24%0
Jean-Marie Eveillard 2014-03-31 New Buy$48.14 - $57.33 $ 39.87-24%3272
FPA Capital Fund 2013-12-31 Reduce -13.29%0.76%$54 - $62.05 $ 39.87-31%730600
Joel Greenblatt 2013-12-31 New Buy0.04%$54 - $62.05 $ 39.87-31%31739
David Dreman 2013-12-31 Add 59.24%0.01%$54 - $62.05 $ 39.87-31%2266
John Hussman 2013-12-31 Add 60%0.01%$54 - $62.05 $ 39.87-31%8000
Premium More recent guru trades are included for Premium Members only!!
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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

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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
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Ratios

vs
industry
vs
history
P/B 0.79
ESV's P/B is ranked higher than
84% of the 219 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.91 vs. ESV: 0.79 )
ESV' s 10-Year P/B Range
Min: 0.68   Max: 3.29
Current: 0.79

0.68
3.29
P/S 1.88
ESV's P/S is ranked higher than
75% of the 219 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.54 vs. ESV: 1.88 )
ESV' s 10-Year P/S Range
Min: 1.38   Max: 7.98
Current: 1.88

1.38
7.98
PFCF 23.59
ESV's PFCF is ranked higher than
92% of the 219 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 9999.00 vs. ESV: 23.59 )
ESV' s 10-Year PFCF Range
Min: 6.77   Max: 2585.5
Current: 23.59

6.77
2585.5
EV-to-EBIT 16.54
ESV's EV-to-EBIT is ranked higher than
82% of the 219 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 23.49 vs. ESV: 16.54 )
ESV' s 10-Year EV-to-EBIT Range
Min: 2   Max: 37
Current: 16.54

2
37
PEG 2.37
ESV's PEG is ranked higher than
91% of the 219 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 9999.00 vs. ESV: 2.37 )
ESV' s 10-Year PEG Range
Min: 0.06   Max: 45.78
Current: 2.37

0.06
45.78
Shiller P/E 9.37
ESV's Shiller P/E is ranked higher than
95% of the 219 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 9999.00 vs. ESV: 9.37 )
ESV' s 10-Year Shiller P/E Range
Min: 5.74   Max: 59.74
Current: 9.37

5.74
59.74
Current Ratio 2.68
ESV's Current Ratio is ranked higher than
90% of the 201 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.57 vs. ESV: 2.68 )
ESV' s 10-Year Current Ratio Range
Min: 1.05   Max: 5.05
Current: 2.68

1.05
5.05
Quick Ratio 2.45
ESV's Quick Ratio is ranked higher than
90% of the 201 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.48 vs. ESV: 2.45 )
ESV' s 10-Year Quick Ratio Range
Min: 1.05   Max: 5.05
Current: 2.45

1.05
5.05

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 7.52
ESV's Dividend Yield is ranked higher than
66% of the 89 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 4.30 vs. ESV: 7.52 )
ESV' s 10-Year Dividend Yield Range
Min: 0.12   Max: 8.06
Current: 7.52

0.12
8.06
Dividend Payout 1.33
ESV's Dividend Payout is ranked higher than
83% of the 219 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 9999.00 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) 27.90
ESV's Dividend growth (3y) is ranked higher than
91% of the 53 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 6.90 vs. ESV: 27.90 )
ESV' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 146.6
Current: 27.9

0
146.6
Yield on cost (5-Year) 199.28
ESV's Yield on cost (5-Year) is ranked higher than
99% of the 91 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 5.55 vs. ESV: 199.28 )
ESV' s 10-Year Yield on cost (5-Year) Range
Min: 3.19   Max: 214.16
Current: 199.28

3.19
214.16
Share Buyback Rate -17.90
ESV's Share Buyback Rate is ranked higher than
67% of the 144 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -5.70 vs. ESV: -17.90 )
ESV' s 10-Year Share Buyback Rate Range
Min: 2.8   Max: -17.9
Current: -17.9

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.10
ESV's Price/Tangible Book is ranked higher than
80% of the 219 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.18 vs. ESV: 1.10 )
ESV' s 10-Year Price/Tangible Book Range
Min: 0.82   Max: 5.73
Current: 1.1

0.82
5.73
Price/DCF (Projected) 0.75
ESV's Price/DCF (Projected) is ranked higher than
97% of the 219 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 9999.00 vs. ESV: 0.75 )
ESV' s 10-Year Price/DCF (Projected) Range
Min: 0.47   Max: 7.78
Current: 0.75

0.47
7.78
Price/Median PS Value 0.49
ESV's Price/Median PS Value is ranked higher than
89% of the 219 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.70 vs. ESV: 0.49 )
ESV' s 10-Year Price/Median PS Value Range
Min: 0.4   Max: 4.51
Current: 0.49

0.4
4.51
Price/Peter Lynch Fair Value 3.34
ESV's Price/Peter Lynch Fair Value is ranked higher than
91% of the 219 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 9999.00 vs. ESV: 3.34 )
ESV' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.14   Max: 285.94
Current: 3.34

0.14
285.94
Earnings Yield (Greenblatt) 6.00
ESV's Earnings Yield (Greenblatt) is ranked higher than
81% of the 197 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 5.20 vs. ESV: 6.00 )
ESV' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.7   Max: 51.2
Current: 6

2.7
51.2
Forward Rate of Return (Yacktman) 7.55
ESV's Forward Rate of Return (Yacktman) is ranked higher than
87% of the 152 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -3.69 vs. ESV: 7.55 )
ESV' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -7.6   Max: 60.5
Current: 7.55

-7.6
60.5

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

Articles On GuruFocus.com
The One Sector You Must Own Today - Part II Nov 17 2014 
FPA Capital Fund Q3 2014 Commentary Oct 28 2014 
Ensco Is a Top Company for Dividend Investors and Others, Too Oct 21 2014 
ESI Closes $313,000 Private Placement Oct 15 2014 
FPA Capital's Top Stock Increases of Q3 Oct 14 2014 
Ensco is on MarketWatch's List; Should You Buy? Oct 09 2014 
Weekly 3-Year Low Highlights: VIP, SDRL, NBG, ICL, ESV Oct 05 2014 
Guru Held Stocks Near 52-Week Lows Sep 03 2014 
Ensco: New Fleet Will Result in Strong Growth Aug 30 2014 
Growth Continues For Vantage Drilling Aug 18 2014 

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