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55.7 (1y: +77%)
Market Cap 2.31 B P/E(ttm) 35.40
Enterprise Value 2.34 B P/B 2.60
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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

vs
industry		 vs
history
Cash to Debt 0.388
SEMG's Cash to Debt is ranked higher than
90% of the 121 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 0.03 vs. SEMG: 0.388 )
SEMG' s 10-Year Cash to Debt Range
Min: 0.08   Max: 0.7
Current: 0.39
0.08
0.7
Equity to Asset 0.51
SEMG's Equity to Asset is ranked higher than
88% of the 121 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 0.35 vs. SEMG: 0.51 )
SEMG' s 10-Year Equity to Asset Range
Min: 0.44   Max: 0.57
Current: 0.51
0.44
0.57
Interest Coverage 6.4
SEMG's Interest Coverage is ranked higher than
89% of the 121 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 2.80 vs. SEMG: 6.4 )
SEMG' s 10-Year Interest Coverage Range
Min: 1   Max: 6
Current: 6.4
1
6
F-Score: 4
Z-Score: 2.34
M-Score: -0.98
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

vs
industry		 vs
history
Operating margin (%) 4.60
SEMG's Operating margin (%) is ranked higher than
60% of the 121 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 12.00 vs. SEMG: 4.60 )
SEMG' s 10-Year Operating margin (%) Range
Min: -3.1   Max: 4.6
Current: 4.6
-3.1
4.6
Net-margin (%) 1.8
SEMG's Net-margin (%) is ranked higher than
59% of the 121 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 6.50 vs. SEMG: 1.8 )
SEMG' s 10-Year Net-margin (%) Range
Min: -8.1   Max: 317.1
Current: 1.8
-8.1
317.1
ROE (%) 2.5
SEMG's ROE (%) is ranked higher than
60% of the 121 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 8.00 vs. SEMG: 2.5 )
SEMG' s 10-Year ROE (%) Range
Min: -15.5   Max: 343.7
Current: 2.5
-15.5
343.7
ROA (%) 1.3
SEMG's ROA (%) is ranked higher than
61% of the 121 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 2.70 vs. SEMG: 1.3 )
SEMG' s 10-Year ROA (%) Range
Min: -7.9   Max: 151.9
Current: 1.3
-7.9
151.9
ROC (Joel Greenblatt) (%) 6.50
SEMG's ROC (Joel Greenblatt) (%) is ranked higher than
65% of the 121 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 7.90 vs. SEMG: 6.50 )
SEMG' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -5.4   Max: 6.5
Current: 6.5
-5.4
6.5
» SEMG's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

SEMG Guru Trades in Q2 2012

Jim Simons 155,200 sh (New)
Steven Cohen 8,403 sh (+19.97%)
Third Avenue Management 1,507,951 sh (+2.02%)
Louis Moore Bacon Sold Out
» More
Q3 2012

SEMG Guru Trades in Q3 2012

Pioneer Investments 173,642 sh (New)
Paul Tudor Jones 20,100 sh (New)
Steven Cohen 60,029 sh (+614.38%)
Jim Simons 235,700 sh (+51.87%)
Third Avenue Management 1,000,582 sh (-33.65%)
» More
Q4 2012

SEMG Guru Trades in Q4 2012

Bruce Kovner 41,500 sh (New)
Steve Mandel 2,172,935 sh (New)
George Soros 79,204 sh (New)
Jim Simons 501,700 sh (+112.86%)
Steven Cohen 74,342 sh (+23.84%)
Pioneer Investments 180,900 sh (+4.18%)
Third Avenue Management 1,000,582 sh (unchged)
Paul Tudor Jones Sold Out
» More
Q1 2013

SEMG Guru Trades in Q1 2013

Jean-Marie Eveillard 122,400 sh (New)
John Burbank 166,730 sh (New)
Bruce Kovner 100,000 sh (+140.96%)
Steve Mandel 3,906,318 sh (+79.77%)
Jim Simons 886,900 sh (+76.78%)
Third Avenue Management 1,004,001 sh (+0.34%)
Steven Cohen Sold Out
Pioneer Investments 180,800 sh (-0.06%)
George Soros 66,251 sh (-16.35%)
» More
» Details

Insider Trades

Latest Guru Trades with SEMG

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Steve Mandel 2013-03-31 Add 79.77%0.44%$39.08 - $51.72 $ 54.9621%3906318
John Burbank 2013-03-31 New Buy0.34%$39.08 - $51.72 $ 54.9621%166730
Jean-Marie Eveillard 2013-03-31 New Buy0.02%$39.08 - $51.72 $ 54.9621%122400
Steve Mandel 2012-12-31 New Buy0.53%$35.18 - $39.78 $ 54.9646%2172935
George Soros 2012-12-31 New Buy0.04%$35.18 - $39.78 $ 54.9646%79204
Daniel Loeb 2011-03-31 Sold Out 0.14%$26.37 - $33.74 $ 54.9683%0
Daniel Loeb 2010-12-31 New Buy0.14%$24.93 - $27.74 $ 54.96105%100000
Premium More recent guru trades are included for Premium Members only!!
» Financial Charts

Peter Lynch Chart

Top Ranked Articles about Semgroup Corp

Lone Pine’s Mandel Acquires Third and Fourth Large Stakes in Three Months - SemGroup, Informatica
November 7, 2012
Steve Mandel - Lone Pine’s Mandel Acquires Third And Fourth Large Stakes In Three Months - SemGroup, Informatica
Investor Steve Mandel has reported acquiring 5.2% each of two companies mid-quarter for his $16.5 billion funds at Lone Pine Capital: SemGroup Corp. (SEMG) and Informatica Corporation (INFA), GuruFocus Real Time Picks reports. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 34.90
SEMG's P/E(ttm) is ranked higher than
61% of the 99 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 27.90 vs. SEMG: 34.90 )
SEMG' s 10-Year P/E(ttm) Range
Min: 30.39   Max: 1876.47
Current: 34.9
30.39
1876.47
P/B 2.60
SEMG's P/B is ranked higher than
66% of the 110 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 2.54 vs. SEMG: 2.60 )
SEMG' s 10-Year P/B Range
Min: 0.94   Max: 2.6
Current: 2.6
0.94
2.6
P/S 1.90
SEMG's P/S is ranked higher than
67% of the 111 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 2.48 vs. SEMG: 1.90 )
SEMG' s 10-Year P/S Range
Min: 0.5   Max: 1.96
Current: 1.9
0.5
1.96
EV-to-EBIT 41.7
SEMG's EV-to-EBIT is ranked lower than
51% of the 105 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 24.99 vs. SEMG: 41.7 )
SEMG' s 10-Year EV-to-EBIT Range
Min: 24.6   Max: 123.2
Current: 41.7
24.6
123.2

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 0.40
SEMG's Dividend Yield is ranked lower than
84% of the 121 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 4.28 vs. SEMG: 0.40 )
SEMG' s 10-Year Dividend Yield Range
Min: 0   Max: 0
Current: 0.4
Yield on cost (5-Year) 0.40
SEMG's Yield on cost (5-Year) is ranked lower than
84% of the 121 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 5.59 vs. SEMG: 0.40 )
SEMG' s 10-Year Yield on cost (5-Year) Range
Min: 0   Max: 0
Current: 0.4

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 8.8
SEMG's Price/Net Current Asset Value is ranked higher than
80% of the 82 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 23.70 vs. SEMG: 8.8 )
SEMG' s 10-Year Price/Net Current Asset Value Range
Min: 5   Max: 6.5
Current: 8.8
5
6.5
Price/Tangible Book 2.6
SEMG's Price/Tangible Book is ranked higher than
76% of the 99 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 3.40 vs. SEMG: 2.6 )
SEMG' s 10-Year Price/Tangible Book Range
Min: 1.3   Max: 1.9
Current: 2.6
1.3
1.9
Price/Median PS Value 2.2
SEMG's Price/Median PS Value is ranked lower than
58% of the 108 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 1.20 vs. SEMG: 2.2 )
SEMG' s 10-Year Price/Median PS Value Range
Min: 0.8   Max: 1.5
Current: 2.2
0.8
1.5
Price/Graham Number 3.1
SEMG's Price/Graham Number is ranked lower than
74% of the 90 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 1.90 vs. SEMG: 3.1 )
SEMG' s 10-Year Price/Graham Number Range
Min: 2.2   Max: 4.7
Current: 3.1
2.2
4.7
Earnings Yield (Greenblatt) 2.40
SEMG's Earnings Yield (Greenblatt) is ranked higher than
64% of the 121 Companies
in the Global Oil & Gas Midstream industry.

( Industry Median: 3.40 vs. SEMG: 2.40 )
SEMG' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.8   Max: 4.1
Current: 2.4
0.8
4.1

Business Description

SemGroup Corp provides gathering, transportation, storage, distribution, blending, marketing and other midstream services to producers, refiners of petroleum products and others market participants located in Midwest and Rocky Mountain regions of the United States of America. The Company operates in the pipeline gathering and processing segments of the natural gas midstream industry in the U.S. and Canada. It conducts its business through seven business segments- SemCrude, SemStream, SemLogistics, SemMexico, SemCanada Crude, SemGas and SemCAMS. Its asset base includes pipelines, gathering systems, storage facilities, terminals, processing plants, blending facilities and other distribution assets. It also maintains and operates storage, terminal and marine facilities in the U.K. and operates a network of liquid asphalt cement terminals throughout Mexico. SemGroup Corp is headquartered in Tulsa, Oklahoma.
Company Website
SEC Reports
Industry: Oil & Gas Midstream
Compare:
Traded in other countries:SG6.Germany
» More Articles for SEMG

Headlines

Articles On GuruFocus.com
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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