6 Energy Stocks Boosting Earnings

Helmerich & Payne on the list

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Jun 01, 2020
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The following companyies grew their earnings per share over a three-year period. According to the GuruFocus discounted cash flow calculator as of June 1, some of them also trade with a margin of safety.

Halliburton

Halliburton Co.'s (HAL) earnings per share have grown 42.20% per annum over the past three years.

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The price-book ratio is 1.5. The share price has been as high as $32.30 and as low as $4.25 in the last 52 weeks; it is currently 63.59% below its 52-week high and 176.71% above its 52-week low.

The oilfield-services company has a market cap of $10.23 billion and an enterprise value of $19.71 billion.

The company's largest guru shareholder is Dodge & Cox with 5.57% of outstanding shares, followed by Richard Pzena (Trades, Portfolio) with 5.322% and HOTCHKIS & WILEY with 1.39%.

Helmerich & Payne

The earnings per share of Helmerich & Payne Inc. (HP) have grown 12.90% per annum over the past three years.

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The price-book ratio is 0.63. The share price has been as high as $64.80 and as low as $12.40 in the last 52 weeks; it is currently 69.32% below its 52-week high and 60.32% above its 52-week low.

The owner of land drilling rigs has a market cap of $2.16 billion and an enterprise value of $2.26 billion.

The company's largest guru shareholder is Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 1.38% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 1.06% and Chuck Royce (Trades, Portfolio) with 0.37%.

Magellan Midstream

Magellan Midstream Partners LP's (MMP) earnings per share have grown 8.2% per annum over the past three years.

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According to the DCF calculator, the stock is undervalued with a 56.94% margin of safety at $45.26 per share. The price-earnings ratio is $9.43. The share price has been as high as $67.75 and as low as $22.02 in the last 52 weeks; it is currently 33.21% below its 52-week high and 105.50% above its 52-week low.

The operator of pipelines and storage terminals has a market cap of $10.20 billion and an enterprise value of $14.94 billion.

The company's largest guru shareholder is Louise Moore Bacon with 0.28% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.06% and George Soros (Trades, Portfolio) with 0.04%.

Marathon Petroleum

The earnings per share of Marathon Petroleum Corp. (MPC) have grown 21.60% per annum over the past three years.

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The price-book ratio of 0.95 is underperforming 60% of companies in the oil and gas industry. The share price has been as high as $69.65 and as low as $15.26 in the last 52 weeks; it is currently 49.79% below its 52-week high and 129.16% above its 52-week low.

The independent refiner has a market cap of $22.85 billion and an enterprise value of $62.49 billion.

The company's largest guru shareholder is Paul Singer (Trades, Portfolio) with 1.48% of outstanding shares, followed by HOTCHKIS & WILEY with 0.66% and First Eagle Investment (Trades, Portfolio) with 0.11%.

Transportadora de Gas del Sur

Transportadora de Gas del Sur SA's (TGS) earnings per share have grown 131% per annum over the past three years.

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According to the DCF calculator, the stock is undervalued with a 68.30% margin of safety at $5.36 per share. The price-earnings ratio is 8.09. The share price has been as high as $16.07 and as low as $3.72 in the last 52 weeks; it is currently 66.52% below its 52-week high and 44.62% above its 52-week low.

The transporter of natural gas has a market cap of $822 million and an enterprise value of $1.16 billion.

With 1.29% of outstanding shares, Howard Marks (Trades, Portfolio)’ Oaktree Capital Maangement is the company's largest guru shareholder, followed by Pioneer Investments (Trades, Portfolio) with 0.17% and Renaissance Technologies with 0.05%.

Disclosure: I do not own any stocks mentioned.

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