Helix Energy Solutions Stock Buy Hold or Sell Recommendation
| HLX Stock | USD 11.01 0.14 1.26% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Helix Energy Solutions is 'Cautious Hold'. Macroaxis provides Helix Energy buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HLX positions. The advice algorithm takes into account all of Helix Energy's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Helix Energy's buy or sell advice are summarized below:
Real Value 12.11 | Target Price 13.5 | Hype Value 10.99 | Market Value 11.01 | Naive Value 10.05 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Helix Energy Solutions given historical horizon and risk tolerance towards Helix Energy. When Macroaxis issues a 'buy' or 'sell' recommendation for Helix Energy Solutions, the advice is generated through an automated system that utilizes algorithms and statistical models.
Helix |
Execute Helix Energy Buy or Sell Advice
The Helix recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Helix Energy Solutions. Macroaxis does not own or have any residual interests in Helix Energy Solutions or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Helix Energy's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Modest | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Helix Energy Trading Alerts and Improvement Suggestions
| The company reported the last year's revenue of 1.29 B. Reported Net Loss for the year was (10.84 M) with profit before taxes, overhead, and interest of 50.62 M. | |
| Over 93.0% of the company shares are owned by institutional investors | |
| Latest headline from seekingalpha.com: Helix Energy Solutions Group Q1 2024 Earnings Preview |
Helix Energy Returns Distribution Density
The distribution of Helix Energy's historical returns is an attempt to chart the uncertainty of Helix Energy's future price movements. The chart of the probability distribution of Helix Energy daily returns describes the distribution of returns around its average expected value. We use Helix Energy Solutions price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Helix Energy returns is essential to provide solid investment advice for Helix Energy.
| Mean Return | 0.26 | Value At Risk | -3.69 | Potential Upside | 3.45 | Standard Deviation | 2.44 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Helix Energy historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Helix Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Helix Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Helix Energy Solutions backward and forwards among themselves. Helix Energy's institutional investor refers to the entity that pools money to purchase Helix Energy's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Ameriprise Financial Inc | 2023-12-31 | 2.4 M | Orbis Allan Gray Ltd | 2023-12-31 | 2.3 M | American Century Companies Inc | 2023-12-31 | 2.1 M | Two Sigma Advisers, Llc | 2023-12-31 | 1.9 M | Charles Schwab Investment Management Inc | 2023-12-31 | 1.9 M | Public Employees Retirt Assn Of Colorado | 2023-12-31 | 1.9 M | Nuveen Asset Management, Llc | 2023-12-31 | 1.9 M | Goldman Sachs Group Inc | 2023-12-31 | 1.8 M | Fisher Asset Management, Llc | 2023-12-31 | 1.8 M | Blackrock Inc | 2023-12-31 | 26.3 M | Vanguard Group Inc | 2023-12-31 | 13.2 M |
Helix Energy Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (16.9M) | 28.8M | 35.8M | (138.0M) | 143.1M | 150.2M | |
| Free Cash Flow | 28.8M | 78.6M | 131.8M | 17.6M | 126.1M | 132.4M | |
| Depreciation | 112.7M | 133.7M | 141.5M | 142.7M | 164.1M | 130.0M | |
| Capital Expenditures | 140.9M | 20.2M | 8.3M | 33.5M | 19.6M | 18.6M | |
| Net Income | 57.7M | 20.1M | (61.7M) | (87.8M) | (10.8M) | (10.3M) | |
| End Period Cash Flow | 262.6M | 291.3M | 327.1M | 189.1M | 332.2M | 263.8M | |
| Other Non Cash Items | 5.1M | 3.2M | 6.2M | 31.7M | 83.2M | 90.6M | |
| Change To Inventory | 20.9M | (10.8M) | (46.6M) | (1.0) | (0.9) | (0.94) | |
| Change To Netincome | 10.2M | (2.2M) | (4.5M) | 41.2M | 37.1M | 36.9M | |
| Investments | (142.4M) | (19.3M) | (8.3M) | 7.8M | (44.3M) | (46.5M) | |
| Change Receivables | (3.1M) | (8.4M) | (14.2M) | (29.9M) | (34.3M) | (32.6M) | |
| Net Borrowings | (44.6M) | (37.3M) | (92.3M) | (43.5M) | (50.0M) | (52.5M) |
Helix Energy Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Helix Energy or Energy Equipment & Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Helix Energy's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Helix stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.12 | |
β | Beta against NYSE Composite | 1.52 | |
σ | Overall volatility | 2.51 | |
Ir | Information ratio | 0.07 |
Helix Energy Volatility Alert
Helix Energy Solutions shows above-average downside volatility for the selected time horizon. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Helix Energy's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Helix Energy's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Helix Energy Fundamentals Vs Peers
Comparing Helix Energy's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Helix Energy's direct or indirect competition across all of the common fundamentals between Helix Energy and the related equities. This way, we can detect undervalued stocks with similar characteristics as Helix Energy or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Helix Energy's fundamental indicators could also be used in its relative valuation, which is a method of valuing Helix Energy by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Helix Energy to competition |
| Fundamentals | Helix Energy | Peer Average |
| Return On Equity | -0.0072 | -0.31 |
| Return On Asset | 0.0268 | -0.14 |
| Profit Margin | (0.01) % | (1.27) % |
| Operating Margin | 0.08 % | (5.51) % |
| Current Valuation | 1.91 B | 16.62 B |
| Shares Outstanding | 152.91 M | 571.82 M |
| Shares Owned By Insiders | 6.37 % | 10.09 % |
| Shares Owned By Institutions | 92.63 % | 39.21 % |
| Number Of Shares Shorted | 4.11 M | 4.71 M |
| Price To Earning | 31.45 X | 28.72 X |
| Price To Book | 1.18 X | 9.51 X |
| Price To Sales | 1.38 X | 11.42 X |
| Revenue | 1.29 B | 9.43 B |
| Gross Profit | 50.62 M | 27.38 B |
| EBITDA | 270.05 M | 3.9 B |
| Net Income | (10.84 M) | 570.98 M |
| Cash And Equivalents | 186.6 M | 2.7 B |
| Cash Per Share | 1.07 X | 5.01 X |
| Total Debt | 540.57 M | 5.32 B |
| Debt To Equity | 0.32 % | 48.70 % |
| Current Ratio | 1.44 X | 2.16 X |
| Book Value Per Share | 9.86 X | 1.93 K |
| Cash Flow From Operations | 145.64 M | 971.22 M |
| Short Ratio | 2.42 X | 4.00 X |
| Earnings Per Share | 0.13 X | 3.12 X |
| Price To Earnings To Growth | (1.41) X | 4.89 X |
| Target Price | 15.0 | |
| Number Of Employees | 2.53 K | 18.84 K |
| Beta | 2.53 | -0.15 |
| Market Capitalization | 1.7 B | 19.03 B |
| Total Asset | 2.58 B | 29.47 B |
| Retained Earnings | 312.45 M | 9.33 B |
| Working Capital | 249.22 M | 1.48 B |
Note: Acquisition by Harris Paula of 2595 shares of Helix Energy subject to Rule 16b-3 [view details]
Helix Energy Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Helix . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Helix Energy Buy or Sell Advice
When is the right time to buy or sell Helix Energy Solutions? Buying financial instruments such as Helix Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 410.9M | 469.7M | 540.6M | 737.3M | Total Assets | 2.3B | 2.4B | 2.6B | 2.4B |
Use Investing Ideas to Build Portfolios
In addition to having Helix Energy in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Macroaxis Picks Thematic Idea Now
Macroaxis Picks
Daily selected watch list of stocks of large companies handpicked by Macroaxis Team based on their diversification potential. The Macroaxis Picks theme has 50 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Macroaxis Picks Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Helix Energy Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
Complementary Tools for Helix Stock analysis
When running Helix Energy's price analysis, check to measure Helix Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Helix Energy is operating at the current time. Most of Helix Energy's value examination focuses on studying past and present price action to predict the probability of Helix Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Helix Energy's price. Additionally, you may evaluate how the addition of Helix Energy to your portfolios can decrease your overall portfolio volatility.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |
Is Helix Energy's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Helix Energy. If investors know Helix will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Helix Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.50) | Earnings Share 0.13 | Revenue Per Share 8.546 | Quarterly Revenue Growth 0.164 | Return On Assets 0.0268 |
The market value of Helix Energy Solutions is measured differently than its book value, which is the value of Helix that is recorded on the company's balance sheet. Investors also form their own opinion of Helix Energy's value that differs from its market value or its book value, called intrinsic value, which is Helix Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Helix Energy's market value can be influenced by many factors that don't directly affect Helix Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helix Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Helix Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helix Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.