Helmerich And Payne Stock Performance
| HP Stock | USD 34.86 0.46 1.34% |
Helmerich has a performance score of 6 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 1.29, 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. Helmerich and Payne right now retains a risk of 2.49%. Please check out Helmerich semi variance, and the relationship between the treynor ratio and daily balance of power , to decide if Helmerich will be following its current trending patterns.
Risk-Adjusted Performance
6 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Helmerich and Payne are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak basic indicators, Helmerich may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return 1.34 | Five Day Return 0.66 | Year To Date Return (4.23) | Ten Year Return (49.53) | All Time Return 6.2 K |
Forward Dividend Yield 0.0287 | Payout Ratio 0.4327 | Last Split Factor 2:1 | Forward Dividend Rate 1 | Dividend Date 2024-12-02 |
1 | Deprince Race Zollo Inc. Decreases Stock Holdings in Helmerich Payne, Inc. - MarketBeat | 09/26/2024 |
2 | Acquisition by Vann J Kevin of 3300 shares of Helmerich at 30.19 subject to Rule 16b-3 | 09/27/2024 |
3 | Helmerich Payne Q4 Earnings Miss Estimates | 11/13/2024 |
4 | Earnings call Helmerich Payne reports solid fiscal year, plans for KCA acquisition | 11/14/2024 |
5 | Helmerich Payne, Inc. Q4 2024 Earnings Call Transcript | 11/15/2024 |
| Helmerich dividend paid on 18th of November 2024 | 11/18/2024 |
6 | Helmerich Payne Inc Stock Price Up 3.22 percent on Nov 21 | 11/21/2024 |
7 | Fisher Asset Management LLC Cuts Stock Position in Helmerich Payne, Inc. | 11/27/2024 |
| Begin Period Cash Flow | 316.2 M |
Helmerich |
Helmerich Relative Risk vs. Return Landscape
If you would invest 3,152 in Helmerich and Payne on August 31, 2024 and sell it today you would earn a total of 334.00 from holding Helmerich and Payne or generate 10.6% return on investment over 90 days. Helmerich and Payne is generating 0.1906% of daily returns and assumes 2.4876% volatility on return distribution over the 90 days horizon. Put differently, 22% of stocks are less risky than Helmerich on the basis of their historical return distribution, and some 97% 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 = 0.0766
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | HP | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.49 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Helmerich is performing at about 6% 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 | 0.12 | ||||
| Return On Asset | 0.054 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 4.79 B | ||||
| Shares Outstanding | 98.76 M | ||||
| Price To Book | 1.18 X | ||||
| Price To Sales | 1.25 X | ||||
| Revenue | 2.76 B | ||||
| Gross Profit | 1.16 B | ||||
| EBITDA | 849.27 M | ||||
| Net Income | 344.17 M | ||||
| Cash And Equivalents | 257.17 M | ||||
| Cash Per Share | 3.32 X | ||||
| Total Debt | 1.86 B | ||||
| Debt To Equity | 0.20 % | ||||
| Current Ratio | 2.36 X | ||||
| Book Value Per Share | 29.54 X | ||||
| Cash Flow From Operations | 684.66 M | ||||
| Earnings Per Share | 3.43 X | ||||
| Market Capitalization | 3.44 B | ||||
| Total Asset | 5.78 B | ||||
| Retained Earnings | 2.88 B | ||||
| Working Capital | 587.69 M | ||||
| Current Asset | 1.57 B | ||||
| Current Liabilities | 330.12 M | ||||
About Helmerich Performance
Assessing Helmerich's fundamental ratios provides investors with valuable insights into Helmerich's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Helmerich is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 21.22 | 28.27 | |
| Return On Tangible Assets | 0.06 | 0.06 | |
| Return On Capital Employed | 0.08 | 0.10 | |
| Return On Assets | 0.06 | 0.06 | |
| Return On Equity | 0.12 | 0.08 |
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 has a strong financial position based on the latest SEC filings | |
| Over 97.0% of the company shares are owned by institutional investors | |
| On 18th of November 2024 Helmerich paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Fisher Asset Management LLC Cuts Stock Position in Helmerich Payne, Inc. |
- 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.
Additional 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.