TSE:ESI

Ensign Resource Service Group (ESI.TO)

3.98
-0.29 (6.79%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
139 watching
0
Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Ensign Resource Service Group (ESI-T) is currently facing challenges due to its significant debt levels, having to pay back a remaining $158 million of a $600 million debt over the next few quarters. Despite a 30% rally, analysts express concerns about whether it can continue this momentum amid fluctuating oil prices. The company maintained a market cap of $400 million, unchanged since before the pandemic, despite paying down $500 million in debt. Insider purchases by top executives suggest potential optimism about future prospects, contingent on successful debt repayment which would free up cash for possible dividend reinstatement. Experts see potential value if the market prices in improved financial health once debt obligations are met.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Undervalued
review icon
Similar
CrescentPoint,CPG
BUY
Would cheerfully buy anything that has oil attached to it. Safe to buy and hold and the stock will do well.
BUY
All the drillers are going flat out. Have had record number of rigs working in the last few weeks. When there is more demand than there is supply, rates go up.
TOP PICK
Has broken into new all time high levels. Above the 200 day moving average. Will buy on any pull back.
BUY
Things are going very, very well in the service area. Beginning to see a better winter in terms of the conditions. Not expensive.
BUY
Likes the drillers. Cash flow that is being generated out west by oil companies is being poured back into drilling. Prefers over Precision Drilling as vauations look a little more attractive.
BUY
Has pulled back to good solid support around $22. Should bounce here and has good value.
PAST TOP PICK
(A Top Pick July 26/04. Up 7%.) Still likes.
BUY
Was considering Precision Drilling, but the recent runup caused him to look elsewhere. Chose Ensign which trades at a significant valuation discount to Precision. Expects drilling activity will be high.
BUY
Long term likes the whole oil services side. A very attractive area.
BUY
Oil/gas will stay a hot sector, so they should do fairly well.
BUY
Should eventually do very well.
BUY
Model price $32.
TOP PICK
Revenue up 21%. Quality stock. Lousy weather this summer, which made some problems. However, it is only a short term issue. Does not see any downside.
TOP PICK
Has been a top pick several times but hasn't done much. Regardless of what happens to the price of oil, this company would still have work. A lot of cash on the sidelines for drilling.
BUY
Results have been pretty good and the stock has lagged. A buy at these levels. Activity remains stunningly strong.
Showing 151 to 165 of 196 entries