Helios Fairfax Partners Stock Buy Hold or Sell Recommendation
| HFPC-U Stock | USD 2.80 0.10 3.45% |
Assuming the 90 days trading horizon and your way above-average risk tolerance, our recommendation regarding Helios Fairfax Partners is 'Strong Sell'. Macroaxis provides Helios Fairfax buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HFPC-U positions.
Check out Helios Fairfax 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. In addition, we conduct extensive research on individual companies such as Helios and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Helios Fairfax Partners. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Helios |
Execute Helios Fairfax Buy or Sell Advice
The Helios recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Helios Fairfax Partners. Macroaxis does not own or have any residual interests in Helios Fairfax Partners or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Helios Fairfax's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | OK | Details | |
Volatility | Unstable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Above Average | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
Helios Fairfax Trading Alerts and Improvement Suggestions
| Helios Fairfax has high likelihood to experience some financial distress in the next 2 years | |
| Helios Fairfax Partners has accumulated about 556.01 M in cash with (11.5 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 5.14, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Roughly 61.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Helios Fairfax Partners Reports Q3 Investment Growth - TipRanks |
Helios Fairfax Returns Distribution Density
The distribution of Helios Fairfax's historical returns is an attempt to chart the uncertainty of Helios Fairfax's future price movements. The chart of the probability distribution of Helios Fairfax daily returns describes the distribution of returns around its average expected value. We use Helios Fairfax Partners price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Helios Fairfax returns is essential to provide solid investment advice for Helios Fairfax.
| Mean Return | 0.26 | Value At Risk | -5.08 | Potential Upside | 4.78 | Standard Deviation | 2.74 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Helios Fairfax 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.
Helios Fairfax Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Total Cash From Operating Activities | (131.7M) | 26.5M | (85.9M) | 49.8M | (11.5M) | (12.1M) | |
| Change To Operating Activities | (919K) | 1.4M | 1.4M | (8.4M) | (7.6M) | (7.2M) | |
| Change To Netincome | 96.2M | (64.6M) | 225.3M | (40.1M) | (46.1M) | (48.4M) | |
| Change To Liabilities | 176K | (337K) | 8.8M | (7.4M) | (6.6M) | (6.3M) | |
| Change In Cash | (186.5M) | 21.7M | 10.2M | 49.5M | (11.7M) | (11.1M) | |
| Free Cash Flow | (131.7M) | 26.5M | (85.9M) | 49.8M | (11.5M) | (12.1M) | |
| Change In Working Capital | (5.9M) | 7.8M | (12.4M) | 5.6M | (10.9M) | (10.4M) | |
| Begin Period Cash Flow | 230.9M | 44.3M | 66.1M | 76.3M | 128.2M | 87.8M | |
| Other Non Cash Items | (18.6M) | (7.0M) | 16.6M | 35.6M | 1.5M | 1.4M | |
| Change To Account Receivables | 1.0M | (3.4M) | (3.1M) | 1.9M | 2.2M | 2.3M | |
| Net Income | (61.2M) | (206.6M) | (25.9M) | (50.8M) | 26.8M | 28.1M | |
| Total Cash From Financing Activities | 177.1M | (57.0M) | (1.9M) | 97.4M | 87.7M | 101.3M | |
| End Period Cash Flow | 44.3M | 66.1M | 76.3M | 125.2M | 116.4M | 105.6M | |
| Sale Purchase Of Stock | (27.0M) | (1.9M) | (2.6M) | (305K) | (211K) | (221.6K) |
Helios Fairfax 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 Helios Fairfax or Capital Markets 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 Helios Fairfax'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 Helios 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 Dow Jones | 0.25 | |
β | Beta against Dow Jones | -0.06 | |
σ | Overall volatility | 2.84 | |
Ir | Information ratio | 0.05 |
Helios Fairfax Volatility Alert
Helios Fairfax Partners 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 Helios Fairfax'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 Helios Fairfax'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.Helios Fairfax Fundamentals Vs Peers
Comparing Helios Fairfax'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 Helios Fairfax's direct or indirect competition across all of the common fundamentals between Helios Fairfax and the related equities. This way, we can detect undervalued stocks with similar characteristics as Helios Fairfax or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Helios Fairfax's fundamental indicators could also be used in its relative valuation, which is a method of valuing Helios Fairfax by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Helios Fairfax to competition |
| Fundamentals | Helios Fairfax | Peer Average |
| Return On Equity | -0.21 | -0.31 |
| Return On Asset | -0.0973 | -0.14 |
| Operating Margin | 1.28 % | (5.51) % |
| Current Valuation | (150.59 M) | 16.62 B |
| Shares Outstanding | 52.73 M | 571.82 M |
| Shares Owned By Insiders | 61.04 % | 10.09 % |
| Shares Owned By Institutions | 22.87 % | 39.21 % |
| Number Of Shares Shorted | 400 | 4.71 M |
| Price To Book | 0.69 X | 9.51 X |
| Price To Sales | 5.99 X | 11.42 X |
| Revenue | (74.57 M) | 9.43 B |
| Gross Profit | 9.63 M | 27.38 B |
| Net Income | 26.76 M | 570.98 M |
| Cash And Equivalents | 556.01 M | 2.7 B |
| Cash Per Share | 5.14 X | 5.01 X |
| Total Debt | 98.93 M | 5.32 B |
| Debt To Equity | 0.18 % | 48.70 % |
| Current Ratio | 468.34 X | 2.16 X |
| Book Value Per Share | 4.39 X | 1.93 K |
| Cash Flow From Operations | (11.5 M) | 971.22 M |
| Short Ratio | 0.49 X | 4.00 X |
| Earnings Per Share | (0.91) X | 3.12 X |
| Beta | 0.98 | -0.15 |
| Market Capitalization | 313.72 M | 19.03 B |
| Total Asset | 652.61 M | 29.47 B |
| Retained Earnings | (367.01 M) | 9.33 B |
| Net Asset | 652.61 M |
Helios Fairfax Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Helios . 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 Helios Fairfax Buy or Sell Advice
When is the right time to buy or sell Helios Fairfax Partners? Buying financial instruments such as Helios 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.
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Measuring and Control Equipment
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Other Information on Investing in Helios Stock
Helios Fairfax financial ratios help investors to determine whether Helios Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Helios with respect to the benefits of owning Helios Fairfax security.