Ensign Resource Service Group (ESI.TO) Buy,…

Home

Daily Stock Opinions and Ratings

Ensign Resource Service Group (ESI.TO)

3.24

-0.08 (2.41%)

as of Jun 26, 2026, 8:00:00 pm Market Open.

139 watching

Investor Insights

Jun 26, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Ensign Resource Service Group (ESI-T) has received mixed reviews from analysts, reflecting concerns and potential regarding its financial health and market position. One expert believes the stock is undervalued and has underperformed despite a 30% rally, suggesting a focus on paying down its $600 million debt to enhance stock value. However, another review highlights the concern of excessive debt as a risk factor. A third expert notes that while the company's market cap remains stagnant at $400 million since pre-pandemic levels, significant debt repayment has been achieved, leading to optimism that the market will eventually recognize the stock's true value. Overall, there is a sense that as the company addresses its debt, it could reinstate dividends and improve its standing in the oil services sector.

Consensus

Mixed

Valuation

Undervalued

Similar

CNR, CNR

PAST TOP PICK

(A Top Pick Jun 20/22, Down 44%)

It has been a very volatile stock. The price is lower than a few years ago even though the debt situation is better now along with higher natural gas and oil prices. Analysts are targeting a price increase of 125% over the next 12 months.

DON'T BUY

Sideways looking pattern. Hard to predict future of stock. Doesn't seem to be going anywhere. If fails $2.00 mark, could be more downside. 5/10 rating.

PAST TOP PICK

(A Top Pick Nov 14/22, Down 41%)

It is in the energy services business.There has been a big drop in the rig count in the U.S. However the number of uncompleted holes is at a ten year low so new drilling will be needed. Also the price of natural gas is recovering. It is generating $200 million in free cash flow this year and the market cap is $400 million.

DON'T BUY

Service names have been strong, but this one has lagged. Debt issue. Leading edge rates are falling in US and Canada. Better opportunities in oil names.

PAST TOP PICK

(A Top Pick Jun 20/22, Down 43%)

He first bought it at 50 cents and it has had a bumpy ride through the years. It is now trading at an attractive yield with a $400 million value and $200 million in free cash flow this year. This gives it a very good 2 X free cash flow multiple. It will likely be using this cash to pay down debt.

TOP PICK

It recently reported its best best first quarter since 2014 and is on track for its first positive year since then, even though it acquired a lot more debt. At $2 per share the market is valuing it at 400 million. It expects to have 200 million in free cash flow this year so it would be trading at 2X free cash flow. With this money it could buy back half its shares in one year or pay a very large dividend of perhaps $0.50 per share. However the company is planning to pay back debt which is good since it will increase the equity value. Buy 5 Hold 4 Sell 0

(Analysts’ price target is $4.81)

TOP PICK

More debt than in 2014. Operations are more profitable than in 2018. Should trade around $6. No dividend. (Analysts’ price target is $5.69)

TOP PICK

Natural gas is at a 14 year high and oil is at an 8 year high while ESI is only at 3 1/2 year high. There is going to be demand for oil and gas for years to come and drillers will be beneficiaries. It is over-leveraged but has greater upside over other drillers when things work out. Also Murray Edwards owns 20% and his access to capital is pretty sufficient. Buy 7, Hold 2 Sell 0 (Analysts’ price target is $6.00)

PAST TOP PICK

(A Top Pick May 17/21, Up 247%) There is still more upside. It is not even at a three year high but oil and gas are at multi year highs. He hasn't sold any.

TOP PICK

Trading 40% lower than where it was in January 2020 before the pandemic. Oil prices and natural gas trading much higher than in January 2020. Discounted valuation makes the stock a top pick.

PAST TOP PICK

(A Top Pick Nov 16/20, Up 189%) It sold off recently. There is still room for further upside, but it will be volatile. You should see more drilling next year.

DON'T BUY

Liquidity is a challenge. They do not have sufficient volume. If you are bullish on oil is to go through small cap oil plays.

PAST TOP PICK

(A Top Pick May 19/20, Up 78%) He would buy it again. It is probably only half way back to where it should be. It has significant upside. As production declines as they generate significant cash they should move to increased drilling activity.

TOP PICK

This stock is only half way back to where it should get to because oil and gas prices are higher now than before the pandemic. (Analysts’ price target is $1.71)

BUY

He continues to see upside in it. It has a large debt load. Once this negative sentiment passes this company can go up. He is buying it.

Showing 16 to 30 of 196 entries

Most Recent Experts

Jenny Harrington, CEO, Gilman Hill Asset Management

Gilman Hill Asset Management

Stephen Weiss, Founder, Short Hills Capital Partners

Short Hills Capital Partners

Kevin Simpson

Capital Wealth Planning

Bryn Talkington

Requisite Capital Management

Andrey Omelchak

LionGuard Capital Management

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Ensign Resource Service Group (ESI.TO)