Oil States International Stock Buy Hold or Sell Recommendation
| OIS Stock | USD 5.84 0.03 0.51% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Oil States International is 'Cautious Hold'. Macroaxis provides Oil States buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OIS positions. The advice algorithm takes into account all of Oil States' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Oil States' buy or sell advice are summarized below:
Real Value 6.87 | Target Price 9.9 | Hype Value 5.84 | Market Value 5.84 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Oil States International given historical horizon and risk tolerance towards Oil States. When Macroaxis issues a 'buy' or 'sell' recommendation for Oil States International, the advice is generated through an automated system that utilizes algorithms and statistical models.
Oil |
Execute Oil States Buy or Sell Advice
The Oil recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oil States International. Macroaxis does not own or have any residual interests in Oil States International or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oil States' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Oil States Trading Alerts and Improvement Suggestions
| Oil States has a strong financial position based on the latest SEC filings | |
| Over 95.0% of the company shares are owned by institutional investors | |
| Latest headline from businesswire.com: Oil States Announces First Quarter 2024 Earnings Conference Call Friday, April26, 2024 at 900 a.m. Central Daylight Time |
Oil States Returns Distribution Density
The distribution of Oil States' historical returns is an attempt to chart the uncertainty of Oil States' future price movements. The chart of the probability distribution of Oil States daily returns describes the distribution of returns around its average expected value. We use Oil States International price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oil States returns is essential to provide solid investment advice for Oil States.
| Mean Return | -0.01 | Value At Risk | -4.49 | Potential Upside | 4.26 | Standard Deviation | 2.52 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oil States 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.
Oil Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Oil States is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Oil States International backward and forwards among themselves. Oil States' institutional investor refers to the entity that pools money to purchase Oil States' 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 | Geode Capital Management, Llc | 2023-12-31 | 1.3 M | Jpmorgan Chase & Co | 2023-12-31 | 909.6 K | Arnhold & S. Bleichroeder Advisers, Llc | 2023-12-31 | 849.9 K | Millennium Management Llc | 2023-12-31 | 791.1 K | Two Sigma Advisers, Llc | 2023-12-31 | 770.6 K | Northern Trust Corp | 2023-12-31 | 733.7 K | Two Sigma Investments Llc | 2023-12-31 | 725.9 K | Charles Schwab Investment Management Inc | 2023-12-31 | 709.3 K | Franklin Resources Inc | 2023-12-31 | 637.2 K | Blackrock Inc | 2023-12-31 | 11.9 M | Vanguard Group Inc | 2023-12-31 | 4.3 M |
Oil States Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (10.8M) | 63.5M | (19.2M) | (10.8M) | 5.1M | 5.3M | |
| Free Cash Flow | 81.3M | 120.0M | (10.3M) | 12.6M | 25.9M | 24.6M | |
| Other Non Cash Items | 205.4M | 448.9M | 8.4M | 920K | (3.3M) | (3.1M) | |
| Capital Expenditures | 56.1M | 12.7M | 17.5M | 20.3M | 30.7M | 29.1M | |
| End Period Cash Flow | 8.5M | 72.0M | 52.9M | 42.0M | 47.1M | 72.7M | |
| Change To Inventory | (10.8M) | 17.6M | (10.3M) | (17.4M) | (19.8M) | (20.8M) | |
| Depreciation | 123.3M | 98.5M | 80.7M | 67.3M | 60.8M | 105.4M | |
| Net Income | (231.8M) | (468.4M) | (64.0M) | (9.5M) | 12.9M | 12.2M | |
| Change To Netincome | 198.8M | 425.2M | 5.3M | 7.9M | 9.1M | 8.6M | |
| Change Receivables | 50.3M | 63.9M | (24.4M) | (35.4M) | (40.8M) | (38.7M) | |
| Net Borrowings | (91.0M) | (54.1M) | (10.2M) | (18.6M) | (16.7M) | (15.9M) | |
| Investments | (52.0M) | (3.7M) | (6.6M) | (22.7M) | (22.5M) | (23.6M) |
Oil States 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 Oil States 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 Oil States' 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 Oil 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 | -0.13 | |
β | Beta against NYSE Composite | 1.94 | |
σ | Overall volatility | 2.52 | |
Ir | Information ratio | -0.03 |
Oil States Volatility Alert
Oil States International exhibits very low volatility with skewness of 0.08 and kurtosis of 0.23. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oil States' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Oil States' 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.Oil States Fundamentals Vs Peers
Comparing Oil States' 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 Oil States' direct or indirect competition across all of the common fundamentals between Oil States and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oil States or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Oil States' fundamental indicators could also be used in its relative valuation, which is a method of valuing Oil States by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Oil States to competition |
| Fundamentals | Oil States | Peer Average |
| Return On Equity | 0.0184 | -0.31 |
| Return On Asset | 0.0133 | -0.14 |
| Profit Margin | 0.02 % | (1.27) % |
| Operating Margin | 0.03 % | (5.51) % |
| Current Valuation | 487.47 M | 16.62 B |
| Shares Outstanding | 64.21 M | 571.82 M |
| Shares Owned By Insiders | 5.31 % | 10.09 % |
| Shares Owned By Institutions | 94.50 % | 39.21 % |
| Number Of Shares Shorted | 1.62 M | 4.71 M |
| Price To Earning | (20.29) X | 28.72 X |
| Price To Book | 0.53 X | 9.51 X |
| Price To Sales | 0.48 X | 11.42 X |
| Revenue | 782.28 M | 9.43 B |
| Gross Profit | 159.15 M | 27.38 B |
| EBITDA | 86.17 M | 3.9 B |
| Net Income | 12.89 M | 570.98 M |
| Cash And Equivalents | 42.02 M | 2.7 B |
| Cash Per Share | 0.36 X | 5.01 X |
| Total Debt | 161.35 M | 5.32 B |
| Debt To Equity | 0.30 % | 48.70 % |
| Current Ratio | 2.18 X | 2.16 X |
| Book Value Per Share | 11.21 X | 1.93 K |
| Cash Flow From Operations | 56.58 M | 971.22 M |
| Short Ratio | 0.71 X | 4.00 X |
| Earnings Per Share | 0.20 X | 3.12 X |
| Price To Earnings To Growth | 3.47 X | 4.89 X |
| Target Price | 8.7 | |
| Number Of Employees | 2.75 K | 18.84 K |
| Beta | 2.56 | -0.15 |
| Market Capitalization | 376.91 M | 19.03 B |
| Total Asset | 1.05 B | 29.47 B |
| Retained Earnings | 284.92 M | 9.33 B |
| Working Capital | 330.73 M | 1.48 B |
Note: Acquisition by Robert Potter of 1501 shares of Oil States at 8.33 subject to Rule 16b-3 [view details]
Oil States Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Oil . 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 Oil States Buy or Sell Advice
When is the right time to buy or sell Oil States International? Buying financial instruments such as Oil 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) | Total Stockholder Equity | 695.8M | 689.6M | 709.5M | 1.1B | Total Assets | 1.1B | 1.1B | 1.0B | 1.8B |
Use Investing Ideas to Build Portfolios
In addition to having Oil States 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?
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Materials ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Materials ETFs theme has 47 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 Materials ETFs Theme or any other thematic opportunities.
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Check out Oil States 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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Complementary Tools for Oil Stock analysis
When running Oil States' price analysis, check to measure Oil States' 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 Oil States is operating at the current time. Most of Oil States' value examination focuses on studying past and present price action to predict the probability of Oil States' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oil States' price. Additionally, you may evaluate how the addition of Oil States to your portfolios can decrease your overall portfolio volatility.
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Is Oil States' 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 Oil States. If investors know Oil 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 Oil States 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 1.017 | Earnings Share 0.2 | Revenue Per Share 12.479 | Quarterly Revenue Growth 0.029 | Return On Assets 0.0133 |
The market value of Oil States International is measured differently than its book value, which is the value of Oil that is recorded on the company's balance sheet. Investors also form their own opinion of Oil States' value that differs from its market value or its book value, called intrinsic value, which is Oil States' 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 Oil States' market value can be influenced by many factors that don't directly affect Oil States' 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 Oil States' value and its price as these two are different measures arrived at by different means. Investors typically determine if Oil States is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oil States' 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.