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25.55 (1y: -55%)
Market Cap 649.47 M P/E(ttm) 5.40
Enterprise Value 589.46 M P/B 4.70
ESI- NYSE (USA)
ITT Educational Services, Inc.
  • Currently 4.5/5
Business Predictability Rank: 4.5-Star (On Watch)
Back Testing Results:
Average gain of all 4.5-Star stocks: 10.6% per year.
% of Stocks that are in still loss if held for 10yrs: 10%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$25.55
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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 1.76
ESI's Cash to Debt is ranked lower than
69% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 4.40 vs. ESI: 1.76 )
ESI' s 10-Year Cash to Debt Range
Min: 1.76   Max: No Debt
Current: 1.76
Equity to Asset 0.189
ESI's Equity to Asset is ranked lower than
77% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.40 vs. ESI: 0.189 )
ESI' s 10-Year Equity to Asset Range
Min: 0.13   Max: 0.52
Current: 0.19
0.13
0.52
Interest Coverage 98
ESI's Interest Coverage is ranked lower than
57% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 207.50 vs. ESI: 98 )
ESI' s 10-Year Interest Coverage Range
Min: 98   Max: No Debt
Current: 98
F-Score: 5
Z-Score: 6.03
M-Score: 0.62
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 : 8/10

vs
industry		 vs
history
Operating margin (%) 18.10
ESI's Operating margin (%) is ranked higher than
82% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 8.30 vs. ESI: 18.10 )
ESI' s 10-Year Operating margin (%) Range
Min: 11.6   Max: 38.4
Current: 18.1
11.6
38.4
Net-margin (%) 10.9
ESI's Net-margin (%) is ranked higher than
74% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 5.70 vs. ESI: 10.9 )
ESI' s 10-Year Net-margin (%) Range
Min: 7.1   Max: 23.4
Current: 10.9
7.1
23.4
ROE (%) 110.6
ESI's ROE (%) is ranked higher than
97% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 11.60 vs. ESI: 110.6 )
ESI' s 10-Year ROE (%) Range
Min: 32   Max: 292.2
Current: 110.6
32
292.2
ROA (%) 20.9
ESI's ROA (%) is ranked higher than
96% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 6.40 vs. ESI: 20.9 )
ESI' s 10-Year ROA (%) Range
Min: 15.3   Max: 55.5
Current: 20.9
15.3
55.5
ROC (Joel Greenblatt) (%) 1079.50
ESI's ROC (Joel Greenblatt) (%) is ranked higher than
90% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 38.00 vs. ESI: 1079.50 )
ESI' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 1079.5   Max: 1661.2
Current: 1079.5
1079.5
1661.2
Revenue Growth (%) 11.4
ESI's Revenue Growth (%) is ranked higher than
94% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 7.10 vs. ESI: 11.4 )
ESI' s 10-Year Revenue Growth (%) Range
Min: 10   Max: 22.3
Current: 11.4
10
22.3
EBITDA Growth (%) -5.2
ESI's EBITDA Growth (%) is ranked higher than
90% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 10.90 vs. ESI: -5.2 )
ESI' s 10-Year EBITDA Growth (%) Range
Min: -5.2   Max: 31
Current: -5.2
-5.2
31
EPS Growth (%) -7.3
ESI's EPS Growth (%) is ranked higher than
94% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 6.60 vs. ESI: -7.3 )
ESI' s 10-Year EPS Growth (%) Range
Min: -7.3   Max: 31.7
Current: -7.3
-7.3
31.7
» ESI's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

ESI Guru Trades in Q2 2012

Jim Simons 267,400 sh (+20.13%)
Joel Greenblatt 181,680 sh (+6.43%)
Wallace Weitz 3,270 sh (unchged)
John Hussman 55,000 sh (unchged)
Jeff Auxier 24,000 sh (unchged)
Jeremy Grantham Sold Out
Richard Blum 3,996,822 sh (-0.48%)
Columbia Wanger 626,175 sh (-6.98%)
Paul Tudor Jones 4,000 sh (-20%)
Westport Asset Management 227,187 sh (-21.69%)
» More
Q3 2012

ESI Guru Trades in Q3 2012

Jeremy Grantham 12,000 sh (New)
Paul Tudor Jones 17,000 sh (+325%)
Wallace Weitz 6,960 sh (+112.84%)
Columbia Wanger 826,175 sh (+31.94%)
Westport Asset Management 227,187 sh (unchged)
John Hussman Sold Out
Jeff Auxier 23,750 sh (-1.04%)
Richard Blum 3,917,457 sh (-1.99%)
Joel Greenblatt 159,094 sh (-12.43%)
Jim Simons 228,400 sh (-14.58%)
» More
Q4 2012

ESI Guru Trades in Q4 2012

Wallace Weitz 22,250 sh (+219.68%)
Paul Tudor Jones 42,900 sh (+152.35%)
Jim Simons 262,000 sh (+14.71%)
Columbia Wanger 826,175 sh (unchged)
Joel Greenblatt 150,422 sh (-5.45%)
Jeff Auxier 20,750 sh (-12.63%)
Richard Blum 3,338,337 sh (-14.78%)
» More
Q1 2013

ESI Guru Trades in Q1 2013

Wallace Weitz 32,450 sh (+45.84%)
Jim Simons 333,600 sh (+27.33%)
Paul Tudor Jones 53,500 sh (+24.71%)
Jeff Auxier 23,750 sh (+14.46%)
Joel Greenblatt 161,190 sh (+7.16%)
Richard Blum 3,297,137 sh (-1.23%)
Columbia Wanger 798,175 sh (-3.39%)
» More
» Details

Insider Trades

Latest Guru Trades with ESI

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Wallace Weitz 2013-03-31 Add 45.84%0.01%$12.36 - $19.29 $ 25.5567%32450
Wallace Weitz 2012-12-31 Add 219.68%0.01%$16.52 - $31.76 $ 25.5519%22250
John Hussman 2012-09-30 Sold Out 0.06%$30.82 - $63.37 $ 25.55-40%0
Wallace Weitz 2012-09-30 Add 112.84%0.01%$30.82 - $63.37 $ 25.55-40%6960
John Hussman 2012-03-31 Reduce -78%0.18%$54.55 - $75.52 $ 25.55-60%55000
Joel Greenblatt 2012-03-31 Add 16.1%0.14%$54.55 - $75.52 $ 25.55-60%170711
Ray Dalio 2011-12-31 Sold Out 0.27%$50.37 - $68.33 $ 25.55-56%0
Wallace Weitz 2011-12-31 Reduce -66.59%0.02%$50.37 - $68.33 $ 25.55-56%3570
Joel Greenblatt 2011-09-30 Add 43.67%0.38%$59.37 - $95.44 $ 25.55-67%134138
John Hussman 2011-09-30 New Buy0.23%$59.37 - $95.44 $ 25.55-67%250000
Ray Dalio 2011-09-30 Add 135.71%0.16%$59.37 - $95.44 $ 25.55-66%315779
Wallace Weitz 2011-09-30 Add 129.74%0.02%$59.37 - $95.44 $ 25.55-67%10685
Joel Greenblatt 2011-06-30 Add 379.79%0.81%$65.87 - $86.19 $ 25.55-66%93363
Wallace Weitz 2011-06-30 New Buy0.02%$65.87 - $86.19 $ 25.55-66%4651
Joel Greenblatt 2011-03-31 Add 29.51%0.1%$56.48 - $75.85 $ 25.55-63%19459
Wallace Weitz 2011-03-31 Sold Out $56.48 - $75.85 $ 25.55-63%0
Mario Gabelli 2011-03-31 Sold Out $56.48 - $75.85 $ 25.55-63%0
Joel Greenblatt 2010-12-31 New Buy0.31%$56.44 - $68.52 $ 25.55-59%15025
Wallace Weitz 2010-12-31 New Buy0.01%$56.44 - $68.52 $ 25.55-59%3758
David Dreman 2010-09-30 Sold Out 0.07%$51.46 - $90.32 $ 25.55-63%0
Wallace Weitz 2010-09-30 Sold Out 0.05%$51.46 - $90.32 $ 25.55-63%0
Mario Gabelli 2010-09-30 Add 29.41%$51.46 - $90.32 $ 25.55-63%11000
Ronald Muhlenkamp 2010-06-30 Sold Out 3.25%$85 - $119.2 $ 25.55-75%0
Wallace Weitz 2010-06-30 Reduce -82.67%0.04%$85 - $119.2 $ 25.55-75%10000
George Soros 2010-06-30 Sold Out 0.02%$85 - $119.2 $ 25.55-75%0
Mario Gabelli 2010-06-30 Add 70%$85 - $119.2 $ 25.55-75%8500
Ronald Muhlenkamp 2010-03-31 New Buy3.25%$85.38 - $113.41 $ 25.55-73%224370
Richard Perry 2010-03-31 Sold Out 0.86%$93.39 - $116.31 $ 25.55-76%0
George Soros 2010-03-31 Add 94.44%0.01%$93.39 - $116.31 $ 25.55-76%10500
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about ITT Educational Services, Inc.

Top Three Holdings of a Top Stock Picker Richard Blum
May 9, 2013
- Top Three Holdings Of A Top Stock Picker Richard Blum
Richard Blum is not your typical Buddhist-bent billionaire business man who once attempted climbing Mount Everest from the Tibetan side. He is also one of the best stock pickers on planet earth. Read more...
More Legal Woes, ITT Educational Services (ESI) at 52-Week Low
April 8, 2013
The GuruFocus 52-week low screener reveals that ITT Educational Services Inc. (ESI) is at a 52-week low of $12.01 (the high was $74.55). According to the GuruFocus Value Screen for 52-week lows, ESI is 83.9% off its high. But top Gurus Columbia Wanger and Westport Asset Management are holding on to small chunks, and ESI insider trading has been slow this quarter. Read more...
Buy Yourself the Christmas Gift of These Cheapest Stocks in Investing Gurus’ Portfolios
December 24, 2012
Jeremy Grantham,Jim Simons - Buy Yourself The Christmas Gift Of These Cheapest Stocks In Investing Gurus’ Portfolios
As 2012 nears its end and many investors take time to reevaluate their portfolios, you may consider this list of the top Guru Bargains – the stocks that have dropped the most since Gurus bought them – as a jumping-off point for research. The list is taken from GuruFocus’ Guru Bargains screener, which reports the stocks whose prices have declined more than 20% since Gurus bought them. [b] Read more...
Buffett-Munger Model Portfolio Posts Fourth Solid Year, Hits Refresh for 2013
December 14, 2012
Warren Buffett - Buffett-Munger Model Portfolio Posts Fourth Solid Year, Hits Refresh For 2013
The Buffett-Munger Model Portfolio, created by GuruFocus to mirror Warren Buffett and Charlie Munger's time-proven investment principles, has had an exceptional run for four years. It beat the S&P 500 the first three years after inception and narrowly missed this year, returning 12.68% compared to 13.59% for the S&P 500, since Jan. 1, 2012. Now is a good time to sign up for the annually rebalanced portfolio, since its next rebalance will take place on Jan. 1, 2013. Every year, GuruFocus selects the stocks that have the lowest PEG ratios (PEG = Price/5-Year EBITDA Growth Rate) for the Buffett-Munger portfolio. Read more...
Top Guru Investors for 2012 - Blum, Eveillard, Chou, Muhlenkamp, Kahn
December 11, 2012
Francis Chou,Richard Blum - Top Guru Investors For 2012 - Blum, Eveillard, Chou, Muhlenkamp, Kahn
As the year draws to an end, it is becoming clear which investors outperformed in 2012. Though official return figures have not come in yet, GuruFocus’ Score Board of Gurus shows which investors produced the largest average returns in the past 6 and 12 months, as well as on a historical basis. Read more...
Model Portfolios Review – How GuruFocus Value Strategies Outperformed
November 8, 2012
- Model Portfolios Review – How GuruFocus Value Strategies Outperformed
The stock market has gained 10.9% as measured by S&P 500, even after yesterday’s big drop. GuruFocus Value Strategies have mixed performance this year, so far. Since inception, all of them have outperformed the market. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 5.40
ESI's P/E(ttm) is ranked higher than
94% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 14.70 vs. ESI: 5.40 )
ESI' s 10-Year P/E(ttm) Range
Min: 1.88   Max: 49.15
Current: 5.4
1.88
49.15
P/B 4.70
ESI's P/B is ranked lower than
81% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 1.48 vs. ESI: 4.70 )
ESI' s 10-Year P/B Range
Min: 1.83   Max: 130.25
Current: 4.7
1.83
130.25
P/S 0.49
ESI's P/S is ranked higher than
78% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.85 vs. ESI: 0.49 )
ESI' s 10-Year P/S Range
Min: 0.23   Max: 6.3
Current: 0.49
0.23
6.3
PFCF 59.42
ESI's PFCF is ranked higher than
82% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 12.37 vs. ESI: 59.42 )
ESI' s 10-Year PFCF Range
Min: 3.34   Max: 59.88
Current: 59.42
3.34
59.88
EV-to-EBIT 3.19
ESI's EV-to-EBIT is ranked higher than
94% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 9.95 vs. ESI: 3.19 )
ESI' s 10-Year EV-to-EBIT Range
Min: 1   Max: 28.8
Current: 3.19
1
28.8
PEG 0.68
ESI's PEG is ranked higher than
99% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.80 vs. ESI: 0.68 )
ESI' s 10-Year PEG Range
Min: 0.07   Max: 1.82
Current: 0.68
0.07
1.82
Shiller P/E 3.17
ESI's Shiller P/E is ranked higher than
91% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 6.80 vs. ESI: 3.17 )
ESI' s 10-Year Shiller P/E Range
Min: 1.53   Max: 81.34
Current: 3.17
1.53
81.34

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 13.1
ESI's Price/Net Current Asset Value is ranked higher than
83% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 8.10 vs. ESI: 13.1 )
ESI' s 10-Year Price/Net Current Asset Value Range
Min: 9.1   Max: 603.4
Current: 13.1
9.1
603.4
Price/Tangible Book 4.7
ESI's Price/Tangible Book is ranked higher than
92% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 2.65 vs. ESI: 4.7 )
ESI' s 10-Year Price/Tangible Book Range
Min: 3.3   Max: 49.3
Current: 4.7
3.3
49.3
Price/DCF (Projected) 0.1
ESI's Price/DCF (Projected) is ranked higher than
79% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.50 vs. ESI: 0.1 )
ESI' s 10-Year Price/DCF (Projected) Range
Min: 0.1   Max: 3.2
Current: 0.1
0.1
3.2
Price/Median PS Value 0.1
ESI's Price/Median PS Value is ranked higher than
53% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.45 vs. ESI: 0.1 )
ESI' s 10-Year Price/Median PS Value Range
Min: 0.1   Max: 1.5
Current: 0.1
0.1
1.5
Price/Peter Lynch Fair Value 0.3
ESI's Price/Peter Lynch Fair Value is ranked higher than
90% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 0.50 vs. ESI: 0.3 )
ESI' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.2   Max: 1.5
Current: 0.3
0.2
1.5
Price/Graham Number 1
ESI's Price/Graham Number is ranked higher than
79% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 1.60 vs. ESI: 1 )
ESI' s 10-Year Price/Graham Number Range
Min: 0.7   Max: 7.1
Current: 1
0.7
7.1
Earnings Yield (Greenblatt) 31.30
ESI's Earnings Yield (Greenblatt) is ranked higher than
94% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 10.00 vs. ESI: 31.30 )
ESI' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3.5   Max: 103.1
Current: 31.3
3.5
103.1
Forward Rate of Return (Yacktman) 39.34
ESI's Forward Rate of Return (Yacktman) is ranked higher than
97% of the 77 Companies
in the Global Education & Training Services industry.

( Industry Median: 7.75 vs. ESI: 39.34 )
ESI' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 19.5   Max: 79.8
Current: 39.34
19.5
79.8

Business Description

ITT Educational Services, Inc. is a Delaware corporation and was incorporated in 1946. The Company is a provider of postsecondary degree programs in the United States. It offers diploma, associate, bachelor and master degree programs. As of December 31, 2011, the Company had offered master, bachelor and associate degree programs to approximately 73,000 students and had 144 locations (including 141 campuses and three learning sites) in 39 states. As of December 31, 2011, the Company had 144 locations (including 141 campuses and three learning sites) in 39 states. In addition, it offered one or more of its online programs to students who are located in 48 states. The Company designs its education programs, after consultation with employers and other constituents, to help graduates prepare for careers in various fields involving their areas of study. It has provided career-oriented education programs since 1969 under the 'ITT Technical Institute' name and since June 2009 under the 'Daniel Webster College' name. In 2009, the Company began operations at ten new ITT Technical Institute campuses and converted five learning sites into five ITT Technical Institute campuses. In 2010, it plans to begin operations at eight to ten new ITT Technical Institute and/or Daniel Webster College locations. As of December 31, 2011, the ITT Technical Institutes were offering 55 degree programs in various fields of study across the following schools of study: Information Technology; Electronics Technology; Drafting and Design; Business; Criminal Justice; and Breckinridge School of Nursing and Health Sciences. In 2011, the Company added a total of 1,343 programs among 132 campuses. The Company hires faculty members in accordance with criteria established by it, the accrediting commissions that accredit the campuses and the state education authorities that regulate its campuses. The Company hire faculty with related work experience and/or academic credentials to teach most technical subjects. Faculty members at each campus typically include the chairperson for each school or program of study and various categories of instructors, including full-time and adjunct. The postsecondary education market in the United States is fragmented and competitive, with no single private or public institution enjoying a significant market share. The Company is subject to regulation by the ED, the state education and professional licensing authorities and the accrediting commissions that accredit its campuses.
Company Website
SEC Reports
Industry: Education & Training Services
Compare:EDU, WPO, GPX, APOL, DV
Traded in other countries:IE4.Germany
» More Articles for ESI

Headlines

Articles On GuruFocus.com
Top Three Holdings of a Top Stock Picker Richard Blum May 09 2013 
Strayer Education - Quality Educator for Sale Apr 25 2013 
Capella Education Corp. – Long with Base Case Target Price: $50 Apr 17 2013 
More Legal Woes, ITT Educational Services (ESI) at 52-Week Low Apr 08 2013 
Career Education Corp. - Trades at a 43% Discount to Net Cash Mar 06 2013 
Buy Yourself the Christmas Gift of These Cheapest Stocks in Investing Gurus’ Portfolios Dec 24 2012 
Buffett-Munger Model Portfolio Posts Fourth Solid Year, Hits Refresh for 2013 Dec 14 2012 
How Richard Blum Had the Best-Performing Picks on GuruFocus in the Past Year Dec 13 2012 
Guru Investors That Top the GuruFocus Score Board for 2012 – Blum, Eveillard, Chou, Muhlenkamp, Ka Dec 11 2012 
Corinthian Colleges - The Case for Growth Nov 29 2012 

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