Helios Fairfax Total Debt vs. Operating Margin
| HFPC-U Stock | USD 2.80 0.10 3.45% |
For Helios Fairfax profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Helios Fairfax to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Helios Fairfax Partners utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Helios Fairfax's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Helios Fairfax Partners over time as well as its relative position and ranking within its peers.
Helios |
Helios Fairfax Partners Operating Margin vs. Total Debt Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Helios Fairfax's current stock value. Our valuation model uses many indicators to compare Helios Fairfax value to that of its competitors to determine the firm's financial worth. Helios Fairfax Partners is rated as one of the top companies in total debt category among its peers. It also is one of the top stocks in operating margin category among its peers . The ratio of Total Debt to Operating Margin for Helios Fairfax Partners is about 77,513,124 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Helios Fairfax by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Helios Fairfax's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Helios Total Debt vs. Competition
Helios Fairfax Partners is rated as one of the top companies in total debt category among its peers. Total debt of Financials industry is currently estimated at about 7.79 Billion. Helios Fairfax claims roughly 98.93 Million in total debt contributing just under 2% to equities under Financials industry.
Helios Operating Margin vs. Total Debt
Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively.
Helios Fairfax |
| = | 98.93 M |
In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.
Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Helios Fairfax |
| = | 1.28 % |
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
Helios Operating Margin Comparison
Helios Fairfax is currently under evaluation in operating margin category among its peers.
Helios Fairfax Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Helios Fairfax, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Helios Fairfax will eventually generate negative long term returns. The profitability progress is the general direction of Helios Fairfax's change in net profit over the period of time. It can combine multiple indicators of Helios Fairfax, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Net Loss | -23.3 M | -24.5 M | |
| Net Interest Income | 8.1 M | 8.9 M | |
| Interest Income | 11.7 M | 10.4 M | |
| Operating Income | -23.9 M | -22.7 M | |
| Net Income From Continuing Ops | 26.8 M | 28.1 M | |
| Income Before Tax | 27 M | 28.3 M | |
| Total Other Income Expense Net | -23.3 M | -22.2 M | |
| Net Income | 26.8 M | 28.1 M | |
| Income Tax Expense | -1.6 M | -1.5 M | |
| Change To Netincome | -46.1 M | -48.4 M |
Helios Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Helios Fairfax. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Helios Fairfax position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Helios Fairfax's important profitability drivers and their relationship over time.
Use Helios Fairfax in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Helios Fairfax position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Helios Fairfax will appreciate offsetting losses from the drop in the long position's value.Helios Fairfax Pair Trading
Helios Fairfax Partners Pair Trading Analysis
The ability to find closely correlated positions to Helios Fairfax could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Helios Fairfax when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Helios Fairfax - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Helios Fairfax Partners to buy it.
The correlation of Helios Fairfax is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Helios Fairfax moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Helios Fairfax Partners moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Helios Fairfax can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Helios Fairfax position
In addition to having Helios Fairfax 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 Asset Management Thematic Idea Now
Asset Management
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Asset Management theme has 7 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 Asset Management Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Helios Stock
To fully project Helios Fairfax's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Helios Fairfax Partners at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Helios Fairfax's income statement, its balance sheet, and the statement of cash flows.