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TSE:ESI

Ensign Resource Service Group (ESI.TO)

3.59
+0.15 (4.36%)
as of Aug 27, 2026, 8:00:00 pm Market Open.
139 watching
0
Investor Insights
star iconAug 27, 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) is currently viewed as undervalued by some experts despite recent challenges. After rallying 30%, concerns remain regarding its considerable $600 million debt. Experts suggest that once this debt is fully paid down, the stock's value is likely to increase, potentially reinstating dividends which would further enhance its appeal to investors. While one expert highlights that the market cap remains stagnant at $400 million since before the pandemic, significant debt reduction of $500 million has occurred, hinting at the stock's latent potential. There is a consensus that as Ensign continues to address its debt, the market may finally recognize its value and stability, with no imminent insolvency issues reported.

consensus icon
Consensus
Undervalued
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Valuation
Undervalued
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Similar
CNR, CNR
COMMENT
There will be a time to look at drilling companies in a few months. The whole sector has come off tremendously. Doesn't expect there will be much of a return in this name for a while.
WAIT
There are headwinds about cuts to Cap X. Missed consensus on profits even though revenues where there. Prefers PD
TOP PICK
Paying a bit of a dividend, in an uptrend. You can hold it for a long time. Pick it up at $19. Fundamentals are pretty good as well.
BUY
Whole sector is in a huge bull market. Just hang on to it, you are going to make a lot of money.
BUY
Drillers have had a nice move but it’s mostly in the pressure pumpers such as Calfrac (CFW-T) and Trican (TCW-T). This one and a few of the others have lagged a little and will start to play some catch-up. US drillers are starting to do better.
HOLD
He detected what could be a turn. We have passed the worst part. It will have a positive impact on drilling. The stocks are just starting to react to that. He is thinking of adding to oil drilling stocks at this point.
DON'T BUY
Had a poor spring. Earnings seemed to be coming along. They are more active in the US. Thinks the royalty increase in Alberta hurt them. Still sitting with a lot of rigs on the shelf.
HOLD
The biggest issue with the services sector right now is that they have had a very good run off a very low base. The time to look at them is in the late fall period just before they get into the drilling season.
PAST TOP PICK
Calfrac Well Services (CFW-T), Precision Drilling (PD.UN-T), Ensign Resource (ESI-T). Involved in fracturing, an expensive exploration/production service, which basically fractures rocks to release petrochemicals. With higher natural gas, companies are starting to use this service. Bullish on natural gas. These companies can be very cyclical and will fall off the table when energy prices weaken.
PAST TOP PICK
(A Top Pick May 30/07. No change.) Oil/gas service. International side of business has been doing well. Cdn operations has been weaker than expected, but better than what analysts had been looking for. Wait a month to buy on a pullback. Could take profits.
PAST TOP PICK
(A Top Pick May 30/07. Up 2%.) Can still see some upside on this one. The real knock on some of the energy service companies has been the drilling for gas but with a stronger improvement in the price, some of them will show stronger cash flows. Might add on a pull back.
PAST TOP PICK
(A Top Pick May 8/07. Up 9%.) Feels energy services are going to do pretty well, particularly now that natural gas has bounced back.
BUY
Likes the story on this one.
BUY
Model price is $27.41, a 50% upside to the model price. There has been a huge move off the $12 area but there is still more value.
BUY
Model price of $27.96, an upside of around 74%. Earnings are coming down. Would chance it here, but it could drop further if things get ugly.
Showing 61 to 75 of 196 entries