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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 0.05
SEMG's Cash to Debt is ranked higher than
80% of the 153 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 0.04 vs. SEMG: 0.05 )
SEMG' s 10-Year Cash to Debt Range
Min: 0.05   Max: 0.67
Current: 0.05

0.05
0.67
Equity to Asset 0.44
SEMG's Equity to Asset is ranked higher than
77% of the 177 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 0.40 vs. SEMG: 0.44 )
SEMG' s 10-Year Equity to Asset Range
Min: 0.43   Max: 0.57
Current: 0.44

0.43
0.57
Interest Coverage 2.59
SEMG's Interest Coverage is ranked higher than
76% of the 144 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 4.03 vs. SEMG: 2.59 )
SEMG' s 10-Year Interest Coverage Range
Min: 0.92   Max: 6.44
Current: 2.59

0.92
6.44
F-Score: 7
Z-Score: 2.24
M-Score: -2.55
WACC vs ROIC
11.18%
3.85%
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 : 5/10

vs
industry
vs
history
Operating margin (%) 5.98
SEMG's Operating margin (%) is ranked higher than
66% of the 177 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 11.72 vs. SEMG: 5.98 )
SEMG' s 10-Year Operating margin (%) Range
Min: -3.07   Max: 8.26
Current: 5.98

-3.07
8.26
Net-margin (%) 1.38
SEMG's Net-margin (%) is ranked higher than
60% of the 177 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 6.84 vs. SEMG: 1.38 )
SEMG' s 10-Year Net-margin (%) Range
Min: -8.17   Max: 317.1
Current: 1.38

-8.17
317.1
ROE (%) 2.69
SEMG's ROE (%) is ranked higher than
58% of the 181 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 9.50 vs. SEMG: 2.69 )
SEMG' s 10-Year ROE (%) Range
Min: -14.44   Max: 4.94
Current: 2.69

-14.44
4.94
ROA (%) 1.10
SEMG's ROA (%) is ranked higher than
58% of the 183 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 4.03 vs. SEMG: 1.10 )
SEMG' s 10-Year ROA (%) Range
Min: -6.82   Max: 2.28
Current: 1.1

-6.82
2.28
ROC (Joel Greenblatt) (%) 9.97
SEMG's ROC (Joel Greenblatt) (%) is ranked higher than
75% of the 177 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 9.55 vs. SEMG: 9.97 )
SEMG' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -10.66   Max: 11.87
Current: 9.97

-10.66
11.87
Revenue Growth (3Y)(%) 12.80
SEMG's Revenue Growth (3Y)(%) is ranked lower than
69% of the 137 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 1.70 vs. SEMG: 12.80 )
SEMG' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0   Max: 12.8
Current: 12.8

0
12.8
EBITDA Growth (3Y)(%) 26.20
SEMG's EBITDA Growth (3Y)(%) is ranked lower than
76% of the 123 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 2.80 vs. SEMG: 26.20 )
SEMG' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   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

Q1 2014

SEMG Guru Trades in Q1 2014

Paul Tudor Jones 4,155 sh (New)
Steven Cohen 19,277 sh (New)
Louis Moore Bacon 128,000 sh (New)
George Soros 1,281,411 sh (+7.78%)
Steve Mandel Sold Out
Pioneer Investments 96,682 sh (-6.96%)
Jim Simons 574,501 sh (-26.31%)
Third Avenue Management 586,529 sh (-34.79%)
» More
Q2 2014

SEMG Guru Trades in Q2 2014

Jean-Marie Eveillard 213,540 sh (New)
Paul Tudor Jones Sold Out
George Soros 1,270,011 sh (-0.89%)
Pioneer Investments 91,112 sh (-5.76%)
Louis Moore Bacon 113,000 sh (-11.72%)
Third Avenue Management 483,807 sh (-17.51%)
Jim Simons 393,600 sh (-31.49%)
» More
Q3 2014

SEMG Guru Trades in Q3 2014

Jean-Marie Eveillard 348,580 sh (+63.24%)
Louis Moore Bacon 113,000 sh (unchged)
Pioneer Investments 88,486 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

Paul Tudor Jones 3,862 sh (New)
Ron Baron 15,400 sh (New)
Steven Cohen 121,000 sh (New)
Jim Simons Sold Out
Louis Moore Bacon Sold Out
George Soros Sold Out
Jean-Marie Eveillard Sold Out
Pioneer Investments 87,640 sh (-0.96%)
Third Avenue Management 96,800 sh (-59.07%)
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
George Soros 2014-12-31 Sold Out 0.45%$61.12 - $83.01 $ 80.239%0
Third Avenue Management 2014-12-31 Reduce -59.07%0.24%$61.12 - $83.01 $ 80.239%96800
Jean-Marie Eveillard 2014-12-31 Sold Out 0.07%$61.12 - $83.01 $ 80.239%0
Ron Baron 2014-12-31 New Buy$61.12 - $83.01 $ 80.239%15400
Third Avenue Management 2014-09-30 Reduce -51.12%0.38%$77.06 - $88.65 $ 80.23-3%236483
George Soros 2014-09-30 Reduce -43.25%0.32%$77.06 - $88.65 $ 80.23-3%720726
Jean-Marie Eveillard 2014-09-30 Add 63.24%0.03%$77.06 - $88.65 $ 80.23-3%348580
Third Avenue Management 2014-06-30 Reduce -17.51%0.13%$63.6 - $78.42 $ 80.2318%483807
Jean-Marie Eveillard 2014-06-30 New Buy0.04%$63.6 - $78.42 $ 80.2318%213540
Steve Mandel 2014-03-31 Sold Out 1.1%$60.34 - $67.85 $ 80.2326%0
Third Avenue Management 2014-03-31 Reduce -34.79%0.38%$60.34 - $67.85 $ 80.2326%586529
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
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Guru Investment Theses on Semgroup Corp

Third Avenue Management Comments on SemGroup - Dec 19, 2013

In early August SemGroup (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) 116.20
SEMG's P/E(ttm) is ranked higher than
62% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 34.70 vs. SEMG: 116.20 )
SEMG' s 10-Year P/E(ttm) Range
Min: 30.22   Max: 1876.47
Current: 116.2

30.22
1876.47
Forward P/E 34.97
SEMG's Forward P/E is ranked higher than
70% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 25.06 vs. SEMG: 34.97 )
N/A
PE(NRI) 114.30
SEMG's PE(NRI) is ranked higher than
61% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 33.70 vs. SEMG: 114.30 )
SEMG' s 10-Year PE(NRI) Range
Min: 31.56   Max: 164.58
Current: 114.3

31.56
164.58
P/B 2.90
SEMG's P/B is ranked higher than
70% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 2.44 vs. SEMG: 2.90 )
SEMG' s 10-Year P/B Range
Min: 0.95   Max: 3.43
Current: 2.9

0.95
3.43
P/S 1.60
SEMG's P/S is ranked higher than
79% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 2.47 vs. SEMG: 1.60 )
SEMG' s 10-Year P/S Range
Min: 0.52   Max: 2.11
Current: 1.6

0.52
2.11
POCF 18.34
SEMG's POCF is ranked higher than
61% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 12.67 vs. SEMG: 18.34 )
SEMG' s 10-Year POCF Range
Min: 9.02   Max: 77.47
Current: 18.34

9.02
77.47
EV-to-EBIT 29.36
SEMG's EV-to-EBIT is ranked higher than
75% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 27.61 vs. SEMG: 29.36 )
SEMG' s 10-Year EV-to-EBIT Range
Min: -34.4   Max: 40.6
Current: 29.36

-34.4
40.6
Current Ratio 1.22
SEMG's Current Ratio is ranked higher than
75% of the 183 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 1.07 vs. SEMG: 1.22 )
SEMG' s 10-Year Current Ratio Range
Min: 1.07   Max: 1.76
Current: 1.22

1.07
1.76
Quick Ratio 1.11
SEMG's Quick Ratio is ranked higher than
76% of the 183 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 0.88 vs. SEMG: 1.11 )
SEMG' s 10-Year Quick Ratio Range
Min: 0.98   Max: 1.35
Current: 1.11

0.98
1.35
Days Inventory 10.51
SEMG's Days Inventory is ranked higher than
85% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 25.51 vs. SEMG: 10.51 )
SEMG' s 10-Year Days Inventory Range
Min: 9.87   Max: 43
Current: 10.51

9.87
43
Days Sales Outstanding 60.42
SEMG's Days Sales Outstanding is ranked higher than
58% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 35.64 vs. SEMG: 60.42 )
SEMG' s 10-Year Days Sales Outstanding Range
Min: 52.26   Max: 102.1
Current: 60.42

52.26
102.1

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.30
SEMG's Dividend Yield is ranked lower than
91% of the 164 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 4.38 vs. SEMG: 1.30 )
SEMG' s 10-Year Dividend Yield Range
Min: 0.33   Max: 1.67
Current: 1.3

0.33
1.67
Dividend Payout 1.50
SEMG's Dividend Payout is ranked higher than
71% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 1.49 vs. SEMG: 1.50 )
SEMG' s 10-Year Dividend Payout Range
Min: 0.53   Max: 1.52
Current: 1.5

0.53
1.52
Yield on cost (5-Year) 1.30
SEMG's Yield on cost (5-Year) is ranked lower than
90% of the 164 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 5.60 vs. SEMG: 1.30 )
SEMG' s 10-Year Yield on cost (5-Year) Range
Min: 0.33   Max: 1.67
Current: 1.3

0.33
1.67
Share Buyback Rate -0.30
SEMG's Share Buyback Rate is ranked lower than
71% of the 133 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: -10.60 vs. SEMG: -0.30 )
SEMG' s 10-Year Share Buyback Rate Range
Min: 0   Max: -0.3
Current: -0.3

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 3.68
SEMG's Price/Tangible Book is ranked higher than
78% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 4.28 vs. SEMG: 3.68 )
SEMG' s 10-Year Price/Tangible Book Range
Min: 1.07   Max: 4.13
Current: 3.68

1.07
4.13
Price/Median PS Value 1.19
SEMG's Price/Median PS Value is ranked higher than
72% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 1.18 vs. SEMG: 1.19 )
SEMG' s 10-Year Price/Median PS Value Range
Min: 0.54   Max: 1.49
Current: 1.19

0.54
1.49
Price/Graham Number 3.29
SEMG's Price/Graham Number is ranked higher than
71% of the 185 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 2.79 vs. SEMG: 3.29 )
SEMG' s 10-Year Price/Graham Number Range
Min: 2.17   Max: 2.89
Current: 3.29

2.17
2.89
Earnings Yield (Greenblatt) 3.50
SEMG's Earnings Yield (Greenblatt) is ranked higher than
74% of the 176 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 3.70 vs. SEMG: 3.50 )
SEMG' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.5   Max: 4.2
Current: 3.5

2.5
4.2

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 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 

More From Other Websites
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SemGroup beats 4Q profit forecasts Feb 27 2015
SemGroup beats 4Q profit forecasts Feb 27 2015
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Rose Rock Midstream, L.P. Reports Fourth Quarter and Full Year 2014 Results Feb 26 2015
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SemGroup Corporation and Rose Rock Midstream, L.P. Announce Timing of Fourth Quarter 2014 Earnings... Feb 14 2015
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SEMGROUP CORP Files SEC form 8-K, Entry into a Material Definitive Agreement, Results of Operations... Feb 13 2015
Rose Rock Midstream to Acquire SemGroup Crude Oil Assets - Analyst Blog Feb 10 2015

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