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Does The Street Have SemGroup Figured Out?

Monday - 5/6/2013, 2:00am  ET

SemGroup is expected to report Q1 earnings on May 8. Here's what Wall Street wants to see:

The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict SemGroup's revenues will grow 5.2% and EPS will turn positive

The average estimate for revenue is $334.2 million. On the bottom line, the average EPS estimate is $0.38.

Revenue details
Last quarter, SemGroup logged revenue of $315.8 million. GAAP reported sales were 4.3% lower than the prior-year quarter's $330.2 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
Last quarter, non-GAAP EPS came in at $0.42. GAAP EPS of $0.50 for Q4 were much higher than the prior-year quarter's $0.01 per share.

Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

Recent performance
For the preceding quarter, gross margin was 29.2%, 420 basis points better than the prior-year quarter. Operating margin was 2.8%, 130 basis points worse than the prior-year quarter. Net margin was 6.7%, 660 basis points better than the prior-year quarter.

Looking ahead

The full year's average estimate for revenue is $1.35 billion. The average EPS estimate is $1.69.

Investor sentiment
The stock has a four-star rating (out of five) at Motley Fool CAPS, with 30 members out of 35 rating the stock outperform, and five members rating it underperform. Among 13 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 13 give SemGroup a green thumbs-up, and give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on SemGroup is buy, with an average price target of $46.00.

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This article was originally published as Does The Street Have SemGroup Figured Out?on Fool.com

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