Helmerich And Payne Stock Performance
| HP Stock | USD 41.63 0.16 0.38% |
On a scale of 0 to 100, Helmerich holds a performance score of 14. The company retains a Market Volatility (i.e., Beta) of 1.4, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Helmerich will likely underperform. Please check Helmerich's semi variance, and the relationship between the treynor ratio and daily balance of power , to make a quick decision on whether Helmerich's current trending patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Helmerich and Payne are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak basic indicators, Helmerich reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.38) | Five Day Return (3.21) | Year To Date Return 14.37 | Ten Year Return (62.00) | All Time Return 272.03 |
Forward Dividend Yield 0.0402 | Payout Ratio 0.4485 | Last Split Factor 2:1 | Forward Dividend Rate 1.68 | Dividend Date 2024-05-31 |
1 | Should You Invest in the Invesco SP SmallCap Energy ETF | 02/22/2024 |
| Helmerich dividend paid on 27th of February 2024 | 02/27/2024 |
2 | Is Atlas Energy Solutions Inc. Stock Outpacing Its Oils-Energy Peers This Year | 03/08/2024 |
3 | Saipem Signs MoU for Subsea Technology Integration | 03/22/2024 |
4 | Helmerich Payne Is Looking To Continue Growing Its Returns On Capital | 03/25/2024 |
5 | Repsol Extends Charter Contract for PSV Energy Swan | 03/26/2024 |
6 | Helmerich Payne, Inc. Announces Fiscal Second Quarter 2024 Conference Call and Webcast | 04/02/2024 |
7 | Helmerich Payne Sees RS Rating Improve To 72 | 04/03/2024 |
8 | Noble Secures Additional Work With Petronas in Suriname | 04/05/2024 |
9 | Are Oils-Energy Stocks Lagging Constellation Energy Corporation This Year | 04/10/2024 |
10 | Acquisition by Hans Helmerich of 6296 shares of Helmerich subject to Rule 16b-3 | 04/11/2024 |
| Begin Period Cash Flow | 269 M | |
| Total Cashflows From Investing Activities | -322.6 M |
Helmerich |
Helmerich Relative Risk vs. Return Landscape
If you would invest 3,236 in Helmerich and Payne on January 17, 2024 and sell it today you would earn a total of 927.00 from holding Helmerich and Payne or generate 28.65% return on investment over 90 days. Helmerich and Payne is generating 0.4247% of daily returns and assumes 2.2505% volatility on return distribution over the 90 days horizon. Put differently, 19% of stocks are less risky than Helmerich on the basis of their historical return distribution, and some 92% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Helmerich Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Helmerich's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Helmerich and Payne, and traders can use it to determine the average amount a Helmerich's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1887
| Best Portfolio | Best Equity | |||
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| Small Returns | HP | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.25 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.42 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Helmerich is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Helmerich by adding it to a well-diversified portfolio.
Helmerich Fundamentals Growth
Helmerich Stock prices reflect investors' perceptions of the future prospects and financial health of Helmerich, and Helmerich fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Helmerich Stock performance.
| Return On Equity | 0.16 | ||||
| Return On Asset | 0.0724 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 4.38 B | ||||
| Shares Outstanding | 98.83 M | ||||
| Price To Book | 1.50 X | ||||
| Price To Sales | 1.46 X | ||||
| Revenue | 2.87 B | ||||
| Gross Profit | 1.16 B | ||||
| EBITDA | 953.62 M | ||||
| Net Income | 434.1 M | ||||
| Cash And Equivalents | 257.17 M | ||||
| Cash Per Share | 3.32 X | ||||
| Total Debt | 599.95 M | ||||
| Debt To Equity | 0.20 % | ||||
| Current Ratio | 2.36 X | ||||
| Book Value Per Share | 27.98 X | ||||
| Cash Flow From Operations | 833.68 M | ||||
| Earnings Per Share | 4.19 X | ||||
| Market Capitalization | 4.13 B | ||||
| Total Asset | 4.38 B | ||||
| Retained Earnings | 2.71 B | ||||
| Working Capital | 587.69 M | ||||
| Current Asset | 1.57 B | ||||
| Current Liabilities | 330.12 M | ||||
About Helmerich Performance
To evaluate Helmerich and Payne Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Helmerich generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Helmerich Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Helmerich and Payne market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Helmerich's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 18.86 | 28.40 | |
| Return On Tangible Assets | 0.10 | 0.12 | |
| Return On Capital Employed | 0.16 | 0.1 | |
| Return On Assets | 0.11 | 0.12 | |
| Return On Equity | 0.18 | 0.19 |
Things to note about Helmerich and Payne performance evaluation
Checking the ongoing alerts about Helmerich for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Helmerich and Payne help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Helmerich and Payne is unlikely to experience financial distress in the next 2 years | |
| Helmerich and Payne has a strong financial position based on the latest SEC filings | |
| On 27th of February 2024 Helmerich paid $ 0.42 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Are Oils-Energy Stocks Lagging Constellation Energy Corporation This Year |
- Analyzing Helmerich's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Helmerich's stock is overvalued or undervalued compared to its peers.
- Examining Helmerich's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Helmerich's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Helmerich's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Helmerich's stock. These opinions can provide insight into Helmerich's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Helmerich and Payne. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Complementary Tools for Helmerich Stock analysis
When running Helmerich's price analysis, check to measure Helmerich'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 Helmerich is operating at the current time. Most of Helmerich's value examination focuses on studying past and present price action to predict the probability of Helmerich's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Helmerich's price. Additionally, you may evaluate how the addition of Helmerich to your portfolios can decrease your overall portfolio volatility.
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Is Helmerich'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 Helmerich. If investors know Helmerich 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 Helmerich 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 0.033 | Dividend Share 1 | Earnings Share 4.19 | Revenue Per Share 28.041 | Quarterly Revenue Growth (0.06) |
The market value of Helmerich and Payne is measured differently than its book value, which is the value of Helmerich that is recorded on the company's balance sheet. Investors also form their own opinion of Helmerich's value that differs from its market value or its book value, called intrinsic value, which is Helmerich'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 Helmerich's market value can be influenced by many factors that don't directly affect Helmerich'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 Helmerich's value and its price as these two are different measures arrived at by different means. Investors typically determine if Helmerich is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helmerich'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.