Switch to:
Also traded in: Germany

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 0.19
ESV's Cash to Debt is ranked lower than
54% of the 69 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.26 vs. ESV: 0.19 )
Ranked among companies with meaningful Cash to Debt only.
ESV' s Cash to Debt Range Over the Past 10 Years
Min: 0.03  Med: 0.50 Max: 12.82
Current: 0.19
0.03
12.82
Equity to Asset 0.55
ESV's Equity to Asset is ranked higher than
51% of the 65 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.55 vs. ESV: 0.55 )
Ranked among companies with meaningful Equity to Asset only.
ESV' s Equity to Asset Range Over the Past 10 Years
Min: 0.51  Med: 0.65 Max: 0.85
Current: 0.55
0.51
0.85
F-Score: 4
Z-Score: 0.50
M-Score: -4.21
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 (%) -40.27
ESV's Operating margin (%) is ranked lower than
80% of the 64 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.21 vs. ESV: -40.27 )
Ranked among companies with meaningful Operating margin (%) only.
ESV' s Operating margin (%) Range Over the Past 10 Years
Min: -52.6  Med: 39.12 Max: 58.54
Current: -40.27
-52.6
58.54
Net-margin (%) -58.59
ESV's Net-margin (%) is ranked lower than
81% of the 63 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -13.09 vs. ESV: -58.59 )
Ranked among companies with meaningful Net-margin (%) only.
ESV' s Net-margin (%) Range Over the Past 10 Years
Min: -85.5  Med: 33.71 Max: 48.08
Current: -58.59
-85.5
48.08
ROE (%) -27.87
ESV's ROE (%) is ranked lower than
73% of the 67 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -11.24 vs. ESV: -27.87 )
Ranked among companies with meaningful ROE (%) only.
ESV' s ROE (%) Range Over the Past 10 Years
Min: -37.16  Med: 11.79 Max: 27.76
Current: -27.87
-37.16
27.76
ROA (%) -15.15
ESV's ROA (%) is ranked lower than
78% of the 68 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -7.06 vs. ESV: -15.15 )
Ranked among companies with meaningful ROA (%) only.
ESV' s ROA (%) Range Over the Past 10 Years
Min: -21.97  Med: 8.31 Max: 21.31
Current: -15.15
-21.97
21.31
ROC (Joel Greenblatt) (%) -13.03
ESV's ROC (Joel Greenblatt) (%) is ranked lower than
67% of the 69 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -6.86 vs. ESV: -13.03 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
ESV' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: -17.29  Med: 14.44 Max: 37.53
Current: -13.03
-17.29
37.53
Revenue Growth (3Y)(%) 10.70
ESV's Revenue Growth (3Y)(%) is ranked higher than
69% of the 51 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 7.50 vs. ESV: 10.70 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
ESV' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -12.3  Med: 9.80 Max: 42.9
Current: 10.7
-12.3
42.9
» ESV's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2015

ESV Guru Trades in Q1 2015

Joel Greenblatt 354,458 sh (+383.05%)
Ray Dalio 1,052,444 sh (+92.60%)
Arnold Van Den Berg 651,308 sh (+32.05%)
John Buckingham 125,616 sh (+14.43%)
PRIMECAP Management 143,340 sh (unchged)
David Dreman 822 sh (unchged)
FPA Capital Fund Sold Out
First Pacific Advisors Sold Out
Chuck Royce 66,600 sh (-0.83%)
Paul Tudor Jones 14,003 sh (-62.89%)
» More
Q2 2015

ESV Guru Trades in Q2 2015

Jim Simons 554,622 sh (New)
Joel Greenblatt 561,647 sh (+58.45%)
John Buckingham 129,144 sh (+2.81%)
PRIMECAP Management 143,340 sh (unchged)
David Dreman 822 sh (unchged)
Paul Tudor Jones Sold Out
Chuck Royce Sold Out
Arnold Van Den Berg 619,536 sh (-4.88%)
Ray Dalio 845,347 sh (-19.68%)
» More
Q3 2015

ESV Guru Trades in Q3 2015

Paul Tudor Jones 20,200 sh (New)
Steven Cohen 184,000 sh (New)
Jeremy Grantham 95,000 sh (New)
Ray Dalio 2,206,465 sh (+161.01%)
John Buckingham 130,575 sh (+1.11%)
David Dreman 822 sh (unchged)
PRIMECAP Management 143,340 sh (unchged)
Joel Greenblatt Sold Out
Arnold Van Den Berg 492,857 sh (-20.45%)
Jim Simons 438,910 sh (-20.86%)
» More
Q4 2015

ESV Guru Trades in Q4 2015

Arnold Van Den Berg 472,837 sh (-4.06%)
John Buckingham 119,191 sh (-8.72%)
» 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%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on Ensco PLC

FPA Capital Comments on Ensco - May 02, 2014

Ensco (NYSE: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

FPA Capital Fund Comments on Helmerich & Payne Inc and Ensco PLC
During the first quarter of 2015, we swapped our position in Ensco (“ESV”) for Helmerich and Payne (HP) (“H&P”) because we believe they offered similar upside but H&P has less downside risk. H&P is the country’s biggest and most profitable onshore drilling contractor. At the time of our decision, H&P’s dividend yield was smaller (4.55% vs 10.37%) but it was still substantial and more secure than ESV’s dividend. Since our swap, Ensco cut its dividend exactly 80% (as of the end of the first quarter H&P yielded 4.04% vs 2.85% for ESV). We agree with ESV’s decision to cut its dividend. The market was not valuing the company based on this large dividend and there might be better ways to use those funds today such as buying back shares or purchasing distressed assets on the cheap. Read more...

Ratios

vs
industry
vs
history
Forward P/E 18.15
ESV's Forward P/E is ranked higher than
53% of the 49 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 18.83 vs. ESV: 18.15 )
Ranked among companies with meaningful Forward P/E only.
N/A
P/B 0.22
ESV's P/B is ranked higher than
64% of the 80 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.26 vs. ESV: 0.22 )
Ranked among companies with meaningful P/B only.
ESV' s P/B Range Over the Past 10 Years
Min: 0.21  Med: 1.14 Max: 3.29
Current: 0.22
0.21
3.29
P/S 0.43
ESV's P/S is ranked lower than
73% of the 80 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.30 vs. ESV: 0.43 )
Ranked among companies with meaningful P/S only.
ESV' s P/S Range Over the Past 10 Years
Min: 0.43  Med: 3.32 Max: 8.32
Current: 0.43
0.43
8.32
PFCF 36.79
ESV's PFCF is ranked lower than
100% of the 72 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 2.78 vs. ESV: 36.79 )
Ranked among companies with meaningful PFCF only.
ESV' s PFCF Range Over the Past 10 Years
Min: 6.75  Med: 22.52 Max: 1292.75
Current: 36.79
6.75
1292.75
POCF 1.01
ESV's POCF is ranked lower than
60% of the 81 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.06 vs. ESV: 1.01 )
Ranked among companies with meaningful POCF only.
ESV' s POCF Range Over the Past 10 Years
Min: 1.01  Med: 7.08 Max: 24.13
Current: 1.01
1.01
24.13
Shiller P/E 2.31
ESV's Shiller P/E is ranked higher than
81% of the 26 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 3.57 vs. ESV: 2.31 )
Ranked among companies with meaningful Shiller P/E only.
ESV' s Shiller P/E Range Over the Past 10 Years
Min: 2.31  Med: 13.08 Max: 51.03
Current: 2.31
2.31
51.03
Current Ratio 3.00
ESV's Current Ratio is ranked higher than
74% of the 68 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.64 vs. ESV: 3.00 )
Ranked among companies with meaningful Current Ratio only.
ESV' s Current Ratio Range Over the Past 10 Years
Min: 1.05  Med: 2.48 Max: 5.05
Current: 3
1.05
5.05
Quick Ratio 2.68
ESV's Quick Ratio is ranked higher than
72% of the 68 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 1.46 vs. ESV: 2.68 )
Ranked among companies with meaningful Quick Ratio only.
ESV' s Quick Ratio Range Over the Past 10 Years
Min: 1.05  Med: 2.47 Max: 5.05
Current: 2.68
1.05
5.05
Days Inventory 37.54
ESV's Days Inventory is ranked lower than
60% of the 47 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 25.51 vs. ESV: 37.54 )
Ranked among companies with meaningful Days Inventory only.
ESV' s Days Inventory Range Over the Past 10 Years
Min: 1.08  Med: 18.70 Max: 19.48
Current: 37.54
1.08
19.48
Days Sales Outstanding 60.68
ESV's Days Sales Outstanding is ranked lower than
55% of the 56 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 58.01 vs. ESV: 60.68 )
Ranked among companies with meaningful Days Sales Outstanding only.
ESV' s Days Sales Outstanding Range Over the Past 10 Years
Min: 46.79  Med: 69.62 Max: 104.78
Current: 60.68
46.79
104.78
Days Payable 49.68
ESV's Days Payable is ranked higher than
51% of the 41 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 49.68 vs. ESV: 49.68 )
Ranked among companies with meaningful Days Payable only.
ESV' s Days Payable Range Over the Past 10 Years
Min: 8.01  Med: 65.00 Max: 162.31
Current: 49.68
8.01
162.31

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 7.39
ESV's Dividend Yield is ranked lower than
72% of the 81 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 10.21 vs. ESV: 7.39 )
Ranked among companies with meaningful Dividend Yield only.
ESV' s Dividend Yield Range Over the Past 10 Years
Min: 0.12  Med: 1.11 Max: 12.54
Current: 7.39
0.12
12.54
Dividend Payout 1.33
ESV's Dividend Payout is ranked lower than
69% of the 42 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.71 vs. ESV: 1.33 )
Ranked among companies with meaningful Dividend Payout only.
ESV' s Dividend Payout Range Over the Past 10 Years
Min: 0.01  Med: 0.12 Max: 6.25
Current: 1.33
0.01
6.25
Dividend Growth (3y) 28.90
ESV's Dividend Growth (3y) is ranked higher than
79% of the 19 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 20.50 vs. ESV: 28.90 )
Ranked among companies with meaningful Dividend Growth (3y) only.
ESV' s Dividend Growth (3y) Range Over the Past 10 Years
Min: 0  Med: 0.00 Max: 146.6
Current: 28.9
0
146.6
Forward Dividend Yield 7.08
ESV's Forward Dividend Yield is ranked higher than
51% of the 72 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 5.27 vs. ESV: 7.08 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 116.18
ESV's Yield on cost (5-Year) is ranked higher than
91% of the 81 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 17.64 vs. ESV: 116.18 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
ESV' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 1.89  Med: 17.45 Max: 197.15
Current: 116.18
1.89
197.15
3-Year Average Share Buyback Ratio -6.30
ESV's 3-Year Average Share Buyback Ratio is ranked lower than
60% of the 47 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -3.80 vs. ESV: -6.30 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
ESV' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -17.9  Med: -1.10 Max: 2.8
Current: -6.3
-17.9
2.8

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 0.22
ESV's Price/Tangible Book is ranked higher than
69% of the 81 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.42 vs. ESV: 0.22 )
Ranked among companies with meaningful Price/Tangible Book only.
ESV' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.38  Med: 2.32 Max: 5.61
Current: 0.22
0.38
5.61
Price/Projected FCF 0.21
ESV's Price/Projected FCF is ranked higher than
89% of the 61 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 9999.00 vs. ESV: 0.21 )
Ranked among companies with meaningful Price/Projected FCF only.
ESV' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.37  Med: 1.72 Max: 7.78
Current: 0.21
0.37
7.78
Price/Median PS Value 0.13
ESV's Price/Median PS Value is ranked higher than
75% of the 80 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: 0.21 vs. ESV: 0.13 )
Ranked among companies with meaningful Price/Median PS Value only.
ESV' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.22  Med: 1.35 Max: 5.22
Current: 0.13
0.22
5.22
Earnings Yield (Greenblatt) (%) -26.20
ESV's Earnings Yield (Greenblatt) (%) is ranked lower than
80% of the 69 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -3.20 vs. ESV: -26.20 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
ESV' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: -26.2  Med: 10.30 Max: 50.1
Current: -26.2
-26.2
50.1
Forward Rate of Return (Yacktman) (%) 12.27
ESV's Forward Rate of Return (Yacktman) (%) is ranked higher than
74% of the 27 Companies
in the Global Oil & Gas Drilling industry.

( Industry Median: -2.07 vs. ESV: 12.27 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
ESV' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -7.3  Med: 8.70 Max: 61.5
Current: 12.27
-7.3
61.5

More Statistics

Revenue(Mil) $4395
EPS $ -11.16
Beta1.49
Short Percentage of Float10.39%
52-Week Range $8.09 - 32.28
Shares Outstanding(Mil)235.48

Analyst Estimate

Dec15 Dec16 Dec17 Dec18
Revenue(Mil) 4,079 3,250 2,838 3,069
EPS($) 4.23 2.06 0.47 0.69
EPS without NRI($) 4.23 2.06 0.47 0.69

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. 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 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 it operates 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. The Company 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. It provides its contract drilling services to 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
My Offshore Drilling Stock Pick for 2016 Dec 29 2015 
Ensco, Atwood Oceanics, Allegheny Technologies Among Van Den Berg's Holdings With High Yields Dec 01 2015 
Ensco Remains Attractive for the Long Term Nov 02 2015 
Rowan Companies Is an Attractive Investment Sep 08 2015 
Cautiously Optimistic On Transocean After Results Aug 06 2015 
Risk And Reward With Seadrill Ltd Jul 30 2015 
Offshore Driller's Valuation After the Dividend Cut Jul 27 2015 
Oil Companies Dominate Highest-Yielding S&P 500 Stocks Jun 11 2015 
Insiders Buy at Marathon, Hess, BlackRock Capital Jun 03 2015 
FPA Capital Fund Comments on Helmerich & Payne Inc and Ensco PLC May 22 2015 

More From Other Websites
Offshore Drillers: 'The First Half of 2016 Shaping Into One of the Worst in History' Feb 03 2016
Noble Has a Lot of Oil Rivals for Title of 'Worst Stock in the World' Feb 03 2016
Noble Corp. Has Many Oil Rivals for Title of 'Worst Stock in the World' Feb 03 2016
Worst Stock Ideas Of 2016 So Far Feb 02 2016
Offshore Drillers: There Will Be (More) Dividend Cuts Feb 02 2016
Ensco plc Schedules Fourth Quarter and Full-Year 2015 Earnings Release and Conference Call Feb 01 2016
Ensco plc Schedules Fourth Quarter and Full-Year 2015 Earnings Release and Conference Call Feb 01 2016
Ensco plc Schedules Fourth Quarter and Full-Year 2015 Earnings Release and Conference Call Feb 01 2016
Money burned: January's worst big stocks Jan 29 2016
Here Are the 5 Worst-Performing Stocks in the S&P 500 in 2016 Jan 29 2016
ENSCO PLC Files SEC form 8-K, Change in Directors or Principal Officers Jan 29 2016
Offshore Drillers: Racing Toward the Cliff Jan 29 2016
Oil & Gas Drilling & Exploration Stocks Coverage -- Noble, Nabors Industries, Petroleo Brasileiro... Jan 29 2016
Ensco downgraded by Citigroup Jan 29 2016
Ensco Names Michael McGuinty Senior Vice President – General Counsel and Secretary Jan 28 2016
Ensco Rated #1 Offshore Driller for Sixth Consecutive Year in Independent Customer Satisfaction... Jan 28 2016
Ensco Names Michael McGuinty Senior Vice President – General Counsel and Secretary Jan 28 2016
Ensco Names Michael McGuinty Senior Vice President – General Counsel and Secretary Jan 28 2016
Wärtsilä signs maintenance agreement with Ensco for sustained cost savings and improved... Jan 28 2016

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK