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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 : 5/10

vs
industry
vs
history
Cash to Debt 0.22
SEMG's Cash to Debt is ranked higher than
66% of the 93 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 0.06 vs. SEMG: 0.22 )
Ranked among companies with meaningful Cash to Debt only.
SEMG' s 10-Year Cash to Debt Range
Min: 0.05  Med: 0.29 Max: N/A
Current: 0.22
Equity to Asset 0.40
SEMG's Equity to Asset is ranked lower than
51% of the 106 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 0.40 vs. SEMG: 0.40 )
Ranked among companies with meaningful Equity to Asset only.
SEMG' s 10-Year Equity to Asset Range
Min: 0.36  Med: 0.49 Max: 0.57
Current: 0.4
0.36
0.57
Interest Coverage 2.59
SEMG's Interest Coverage is ranked lower than
82% of the 78 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 5.29 vs. SEMG: 2.59 )
Ranked among companies with meaningful Interest Coverage only.
SEMG' s 10-Year Interest Coverage Range
Min: 0.92  Med: 3.64 Max: 6.44
Current: 2.59
0.92
6.44
F-Score: 6
Z-Score: 1.75
M-Score: -2.82
WACC vs ROIC
11.82%
4.30%
WACC
ROIC
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 : 4/10

vs
industry
vs
history
Operating margin (%) 7.85
SEMG's Operating margin (%) is ranked lower than
62% of the 108 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 15.43 vs. SEMG: 7.85 )
Ranked among companies with meaningful Operating margin (%) only.
SEMG' s 10-Year Operating margin (%) Range
Min: -3.07  Med: 4.20 Max: 8.26
Current: 7.85
-3.07
8.26
Net-margin (%) 3.20
SEMG's Net-margin (%) is ranked lower than
69% of the 108 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 11.95 vs. SEMG: 3.20 )
Ranked among companies with meaningful Net-margin (%) only.
SEMG' s 10-Year Net-margin (%) Range
Min: -8.17  Med: 1.59 Max: 317.1
Current: 3.2
-8.17
317.1
ROE (%) 5.12
SEMG's ROE (%) is ranked lower than
64% of the 109 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 8.94 vs. SEMG: 5.12 )
Ranked among companies with meaningful ROE (%) only.
SEMG' s 10-Year ROE (%) Range
Min: -14.44  Med: 2.54 Max: 4.94
Current: 5.12
-14.44
4.94
ROA (%) 2.05
SEMG's ROA (%) is ranked lower than
69% of the 112 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 4.74 vs. SEMG: 2.05 )
Ranked among companies with meaningful ROA (%) only.
SEMG' s 10-Year ROA (%) Range
Min: -6.82  Med: 1.16 Max: 2.28
Current: 2.05
-6.82
2.28
ROC (Joel Greenblatt) (%) 14.13
SEMG's ROC (Joel Greenblatt) (%) is ranked higher than
69% of the 109 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 10.35 vs. SEMG: 14.13 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
SEMG' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -11.59  Med: 7.42 Max: 12.25
Current: 14.13
-11.59
12.25
Revenue Growth (3Y)(%) 12.80
SEMG's Revenue Growth (3Y)(%) is ranked higher than
72% of the 74 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 1.20 vs. SEMG: 12.80 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
SEMG' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0  Med: -4.40 Max: 12.8
Current: 12.8
0
12.8
EBITDA Growth (3Y)(%) 26.20
SEMG's EBITDA Growth (3Y)(%) is ranked higher than
87% of the 69 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 5.30 vs. SEMG: 26.20 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
SEMG' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0  Med: 26.20 Max: 101.7
Current: 26.2
0
101.7
» SEMG's 10-Y Financials

Financials


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

» Details

Guru Trades

Q3 2014

SEMG Guru Trades in Q3 2014

First Eagle Investment 348,580 sh (+63.24%)
Pioneer Investments 88,486 sh (unchged)
Louis Moore Bacon 113,000 sh (unchged)
George Soros 720,726 sh (-43.25%)
Third Avenue Management 236,483 sh (-51.12%)
Jim Simons 82,100 sh (-79.14%)
» More
Q4 2014

SEMG Guru Trades in Q4 2014

Ron Baron 15,400 sh (New)
Paul Tudor Jones 3,862 sh (New)
Steven Cohen 121,000 sh (New)
George Soros Sold Out
First Eagle Investment Sold Out
Jim Simons Sold Out
Louis Moore Bacon Sold Out
Steve Mandel Sold Out
Pioneer Investments 87,640 sh (-0.96%)
Third Avenue Management 96,800 sh (-59.07%)
» More
Q1 2015

SEMG Guru Trades in Q1 2015

Steven Cohen 493,000 sh (+307.44%)
Ron Baron 25,600 sh (+66.23%)
Third Avenue Management 96,825 sh (+0.03%)
Paul Tudor Jones Sold Out
Pioneer Investments 87,144 sh (-0.57%)
» More
Q2 2015

SEMG Guru Trades in Q2 2015

Ron Baron 31,100 sh (+21.48%)
Third Avenue Management 96,825 sh (unchged)
Steven Cohen Sold Out
Pioneer Investments 86,731 sh (-0.47%)
» More
» Details

Insider Trades

Latest Guru Trades with SEMG

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

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Guru Investment Theses on Semgroup Corp

Third Avenue Management Comments on SemGroup - Dec 19, 2013

In early August SemGroup (NYSE:SEMG), an owner and operator of oil and gas midstream assets, including pipelines and storage and blending facilities, closed on an opportunistic purchase of assets from Chesapeake Energy. The assets nicely complement SemGroup's existing core assets that stretch from Colorado to Oklahoma. While SemGroup will have to spend money to complete the assets—money that financially distressed Chesapeake likely could not justify—we view the expenditures favorably given their high return characteristics.From Third Avenue Management's fourth quarter 2013 commentary.
Check out Third Avenue Management latest stock trades

Ratios

vs
industry
vs
history
P/E(ttm) 39.42
SEMG's P/E(ttm) is ranked lower than
72% of the 89 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 24.10 vs. SEMG: 39.42 )
Ranked among companies with meaningful P/E(ttm) only.
SEMG' s 10-Year P/E(ttm) Range
Min: 30.22  Med: 91.43 Max: 1876.47
Current: 39.42
30.22
1876.47
Forward P/E 26.32
SEMG's Forward P/E is ranked lower than
74% of the 88 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 20.04 vs. SEMG: 26.32 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 40.70
SEMG's PE(NRI) is ranked lower than
75% of the 87 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 22.30 vs. SEMG: 40.70 )
Ranked among companies with meaningful PE(NRI) only.
SEMG' s 10-Year PE(NRI) Range
Min: 31.56  Med: 93.85 Max: 213.18
Current: 40.7
31.56
213.18
P/B 1.98
SEMG's P/B is ranked higher than
52% of the 106 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 2.13 vs. SEMG: 1.98 )
Ranked among companies with meaningful P/B only.
SEMG' s 10-Year P/B Range
Min: 0.95  Med: 2.20 Max: 3.43
Current: 1.98
0.95
3.43
P/S 1.26
SEMG's P/S is ranked higher than
66% of the 106 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 2.43 vs. SEMG: 1.26 )
Ranked among companies with meaningful P/S only.
SEMG' s 10-Year P/S Range
Min: 0.52  Med: 1.42 Max: 2.11
Current: 1.26
0.52
2.11
POCF 11.43
SEMG's POCF is ranked lower than
68% of the 97 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 8.40 vs. SEMG: 11.43 )
Ranked among companies with meaningful POCF only.
SEMG' s 10-Year POCF Range
Min: 9.02  Med: 18.69 Max: 77.47
Current: 11.43
9.02
77.47
EV-to-EBIT 16.68
SEMG's EV-to-EBIT is ranked higher than
71% of the 91 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 20.87 vs. SEMG: 16.68 )
Ranked among companies with meaningful EV-to-EBIT only.
SEMG' s 10-Year EV-to-EBIT Range
Min: -34.4  Med: 30.30 Max: 45.7
Current: 16.68
-34.4
45.7
Current Ratio 1.65
SEMG's Current Ratio is ranked higher than
76% of the 109 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 1.21 vs. SEMG: 1.65 )
Ranked among companies with meaningful Current Ratio only.
SEMG' s 10-Year Current Ratio Range
Min: 1.07  Med: 1.41 Max: 2.03
Current: 1.65
1.07
2.03
Quick Ratio 1.47
SEMG's Quick Ratio is ranked higher than
72% of the 109 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 1.02 vs. SEMG: 1.47 )
Ranked among companies with meaningful Quick Ratio only.
SEMG' s 10-Year Quick Ratio Range
Min: 0.96  Med: 1.31 Max: 1.87
Current: 1.47
0.96
1.87
Days Inventory 16.55
SEMG's Days Inventory is ranked lower than
60% of the 82 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 12.61 vs. SEMG: 16.55 )
Ranked among companies with meaningful Days Inventory only.
SEMG' s 10-Year Days Inventory Range
Min: 9.87  Med: 14.08 Max: 43
Current: 16.55
9.87
43
Days Sales Outstanding 70.29
SEMG's Days Sales Outstanding is ranked lower than
94% of the 99 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 32.34 vs. SEMG: 70.29 )
Ranked among companies with meaningful Days Sales Outstanding only.
SEMG' s 10-Year Days Sales Outstanding Range
Min: 52.26  Med: 67.84 Max: 102.1
Current: 70.29
52.26
102.1

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.73
SEMG's Dividend Yield is ranked lower than
131% of the 120 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 6.72 vs. SEMG: 2.73 )
Ranked among companies with meaningful Dividend Yield only.
SEMG' s 10-Year Dividend Yield Range
Min: 0.33  Med: 1.21 Max: 2.77
Current: 2.73
0.33
2.77
Dividend Payout 0.96
SEMG's Dividend Payout is ranked higher than
64% of the 100 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 1.22 vs. SEMG: 0.96 )
Ranked among companies with meaningful Dividend Payout only.
SEMG' s 10-Year Dividend Payout Range
Min: 0.46  Med: 1.59 Max: 11.33
Current: 0.96
0.46
11.33
Yield on cost (5-Year) 2.74
SEMG's Yield on cost (5-Year) is ranked lower than
131% of the 119 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 8.72 vs. SEMG: 2.74 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
SEMG' s 10-Year Yield on cost (5-Year) Range
Min: 0.33  Med: 1.21 Max: 2.77
Current: 2.74
0.33
2.77
Share Buyback Rate -0.30
SEMG's Share Buyback Rate is ranked higher than
82% of the 74 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: -7.80 vs. SEMG: -0.30 )
Ranked among companies with meaningful Share Buyback Rate only.
SEMG' s 10-Year Share Buyback Rate Range
Min: 0  Med: -0.30 Max: -0.3
Current: -0.3

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 2.44
SEMG's Price/Tangible Book is ranked higher than
54% of the 90 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 2.67 vs. SEMG: 2.44 )
Ranked among companies with meaningful Price/Tangible Book only.
SEMG' s 10-Year Price/Tangible Book Range
Min: 1.07  Med: 2.24 Max: 4.13
Current: 2.44
1.07
4.13
Price/Median PS Value 0.88
SEMG's Price/Median PS Value is ranked higher than
57% of the 97 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 0.96 vs. SEMG: 0.88 )
Ranked among companies with meaningful Price/Median PS Value only.
SEMG' s 10-Year Price/Median PS Value Range
Min: 0.38  Med: 0.97 Max: 1.38
Current: 0.88
0.38
1.38
Price/Graham Number 1.78
SEMG's Price/Graham Number is ranked lower than
58% of the 72 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 1.64 vs. SEMG: 1.78 )
Ranked among companies with meaningful Price/Graham Number only.
SEMG' s 10-Year Price/Graham Number Range
Min: 1.67  Med: 2.52 Max: 7.05
Current: 1.78
1.67
7.05
Earnings Yield (Greenblatt) (%) 5.95
SEMG's Earnings Yield (Greenblatt) (%) is ranked higher than
74% of the 106 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 4.30 vs. SEMG: 5.95 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
SEMG' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 2.2  Med: 3.25 Max: 5.99
Current: 5.95
2.2
5.99

Analyst Estimate

Dec15 Dec16 Dec17
Revenue(Mil) 1,978 2,319 2,333
EPS($) 1.70 2.00 1.80
EPS without NRI($) 1.70 2.00 1.80

Business Description

Industry: Oil & Gas - Midstream » Oil & Gas Midstream
Compare: » details
Traded in other countries:SG6.Germany,
Semgroup Corp was founded in February, 2000 and is based in Tulsa, Oklahoma. The Company is a provider of gathering, transportation, storage, distribution, marketing and other midstream services to independent producers, refiners of petroleum products and other market participants located in the Midwest and Rocky Mountain regions of the United States of America and Canada. The Company maintains and operates storage, terminal and marine facilities at Milford Haven in the United Kingdom that enable customers to supply petroleum products to markets in the Atlantic Basin. It also operates a network of liquid asphalt cement terminals throughout Mexico. The Company operates its business through six segments; Crude, SemStream, SemLogistics, SemCAMS, SemMexico, and SemGas. The Company's Crude segment operations include crude oil transportation, storage, terminalling, gathering and marketing in Colorado, Kansas, Louisiana, Montana, New Mexico, North Dakota, Oklahoma, Texas and Wyoming, for third-party customers as well as for itself. Its SemStream segment is engaged in the residential propane supply business through its wholly-owned subsidiary, SemStream Arizona, with operations in Page and Payson, Arizona. Its SemLogistics segment owns the independent petroleum products storage facility in the U.K. The facility is located on the north bank of Milford Haven on the west coast of Wales. Its SemCAMS segment operates majority-owned gathering assets and natural gas processing plants. All of SemCAMS' assets are located in West-Central Alberta, in the heart of the Western Canadian Sedimentary Basin. Its SemMexico segment operates a network of liquid asphalt terminals in Mexico. Its operations include purchasing, producing, storing and distributing liquid asphalt cement products. Its SemGas segment provides gathering, processing and storage services to the natural gas markets in the U.S. SemGas owns and operates gathering systems and processing plants in Kansas, Oklahoma and Texas. The Company competes with other midstream companies, integrated oil companies and their marketing affiliates, crude oil pipeline companies and independent gatherers, brokers and marketers of petroleum products of varying sizes, financial resources and experience.
» More Articles for SEMG

Headlines

Articles On GuruFocus.com
Third Avenue Small‐Cap Value Fund's 2014 Shareholder Letter Mar 18 2015 
Third Avenue Management Comments on SemGroup Dec 19 2013 
Lone Pine’s Bullish Mandel Acquires Third and Fourth Large Stakes in Three Months: SemGroup, Infor Nov 07 2012 
VOC Energy Trust: This New High-Yield, Inexpensive Energy Trust Should Benefit from Rising Oil Price Dec 08 2011 
Hedge Fund Greenlight Capital Buys S, BP, LYB, POT, SEMG, GDX, IM, BDX; Sells CIT, HNT, VRGY Feb 14 2011 

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