Helmerich And Payne Stock Buy Hold or Sell Recommendation
| HP Stock | USD 36.06 1.63 4.73% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Helmerich and Payne is 'Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Helmerich and Payne given historical horizon and risk tolerance towards Helmerich. When Macroaxis issues a 'buy' or 'sell' recommendation for Helmerich and Payne, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Helmerich 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. Note, we conduct extensive research on individual companies such as Helmerich and provide practical buy, sell, or hold advice based on investors' constraints. Helmerich and Payne. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
Helmerich |
Execute Helmerich Buy or Sell Advice
The Helmerich recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Helmerich and Payne. Macroaxis does not own or have any residual interests in Helmerich and Payne or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Helmerich's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Helmerich Trading Alerts and Improvement Suggestions
| 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 gurufocus.com: Helmerich Payne Inc Shares Up 3.72 percent on Nov 22 |
Helmerich Returns Distribution Density
The distribution of Helmerich's historical returns is an attempt to chart the uncertainty of Helmerich's future price movements. The chart of the probability distribution of Helmerich daily returns describes the distribution of returns around its average expected value. We use Helmerich and Payne price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Helmerich returns is essential to provide solid investment advice for Helmerich.
| Mean Return | 0.20 | Value At Risk | -4.82 | Potential Upside | 3.70 | Standard Deviation | 2.49 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Helmerich 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.
Helmerich Stock Institutional Investors
The Helmerich's institutional investors refer to entities that pool money to purchase Helmerich's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Geode Capital Management, Llc | 2024-09-30 | 2.2 M | Arga Investment Management, Lp | 2024-09-30 | 1.9 M | Northern Trust Corp | 2024-09-30 | 1.6 M | Charles Schwab Investment Management Inc | 2024-09-30 | 1.5 M | Van Eck Associates Corporation | 2024-06-30 | 1.5 M | Btim Corp | 2024-09-30 | 1.4 M | Fisher Asset Management, Llc | 2024-09-30 | 1.4 M | Lsv Asset Management | 2024-09-30 | 1.3 M | Deprince Race & Zollo Inc | 2024-09-30 | 1.2 M | Blackrock Inc | 2024-06-30 | 15.9 M | Vanguard Group Inc | 2024-09-30 | 11.2 M |
Helmerich Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 7.2M | 19.8M | (5.2M) | (7.8M) | (20.8M) | (19.7M) | |
| Change In Cash | 153.8M | 400.0M | (667.7M) | 47.2M | 1.2B | 1.3B | |
| Free Cash Flow | 398.1M | 54.3M | (38.6M) | 438.2M | 189.6M | 199.1M | |
| Depreciation | 481.9M | 419.7M | 403.2M | 382.3M | 397.3M | 271.3M | |
| Other Non Cash Items | 514.2M | 78.5M | (19.6M) | (29.3M) | (64.9M) | (61.6M) | |
| Dividends Paid | 260.3M | 109.1M | 107.4M | 201.5M | 168.5M | 95.1M | |
| Capital Expenditures | 140.8M | 82.1M | 272.5M | 395.5M | 495.1M | 407.5M | |
| Net Income | (496.4M) | (337.5M) | 6.6M | 434.1M | 344.2M | 178.0M | |
| End Period Cash Flow | 536.7M | 936.7M | 269.0M | 316.2M | 1.5B | 1.6B | |
| Investments | (24.9M) | (209.9M) | (167.3M) | (322.6M) | (290.3M) | (275.8M) | |
| Change Receivables | 70.3M | 300.8M | (28.4M) | (235.6M) | (212.0M) | (201.4M) | |
| Change To Netincome | 391.9M | 3.8M | 7.5M | (15.0M) | (13.5M) | (12.8M) |
Helmerich 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 Helmerich 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 Helmerich'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 Helmerich 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 | 0.02 | |
β | Beta against Dow Jones | 1.45 | |
σ | Overall volatility | 2.49 | |
Ir | Information ratio | 0.03 |
Helmerich Volatility Alert
Helmerich and Payne currently demonstrates below-average downside deviation. It has Information Ratio of 0.03 and Jensen Alpha of 0.02. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Helmerich'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 Helmerich'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.Helmerich Fundamentals Vs Peers
Comparing Helmerich'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 Helmerich's direct or indirect competition across all of the common fundamentals between Helmerich and the related equities. This way, we can detect undervalued stocks with similar characteristics as Helmerich or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Helmerich's fundamental indicators could also be used in its relative valuation, which is a method of valuing Helmerich by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Helmerich to competition |
| Fundamentals | Helmerich | Peer Average |
| Return On Equity | 0.12 | -0.31 |
| Return On Asset | 0.054 | -0.14 |
| Profit Margin | 0.12 % | (1.27) % |
| Operating Margin | 0.16 % | (5.51) % |
| Current Valuation | 4.91 B | 16.62 B |
| Shares Outstanding | 98.76 M | 571.82 M |
| Shares Owned By Insiders | 3.35 % | 10.09 % |
| Shares Owned By Institutions | 96.65 % | 39.21 % |
| Number Of Shares Shorted | 11.79 M | 4.71 M |
| Price To Book | 1.22 X | 9.51 X |
| Price To Sales | 1.29 X | 11.42 X |
| Revenue | 2.76 B | 9.43 B |
| Gross Profit | 1.16 B | 27.38 B |
| EBITDA | 849.27 M | 3.9 B |
| Net Income | 344.17 M | 570.98 M |
| Cash And Equivalents | 257.17 M | 2.7 B |
| Cash Per Share | 3.32 X | 5.01 X |
| Total Debt | 1.86 B | 5.32 B |
| Debt To Equity | 0.20 % | 48.70 % |
| Current Ratio | 2.36 X | 2.16 X |
| Book Value Per Share | 29.54 X | 1.93 K |
| Cash Flow From Operations | 684.66 M | 971.22 M |
| Short Ratio | 8.11 X | 4.00 X |
| Earnings Per Share | 3.43 X | 3.12 X |
| Price To Earnings To Growth | 7.45 X | 4.89 X |
| Target Price | 41.0 | |
| Beta | 1.39 | -0.15 |
| Market Capitalization | 3.56 B | 19.03 B |
| Total Asset | 5.78 B | 29.47 B |
| Retained Earnings | 2.88 B | 9.33 B |
| Working Capital | 587.69 M | 1.48 B |
| Current Asset | 1.57 B | 9.34 B |
| Current Liabilities | 330.12 M | 7.9 B |
Note: Acquisition by Vann J Kevin of 3300 shares of Helmerich at 30.19 subject to Rule 16b-3 [view details]
Helmerich Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Helmerich . 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 Helmerich Buy or Sell Advice
When is the right time to buy or sell Helmerich and Payne? Buying financial instruments such as Helmerich 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.
Use Investing Ideas to Build Portfolios
In addition to having Helmerich 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 Commodities Funds Thematic Idea Now
Commodities Funds
Funds or Etfs investing in commodities such as oil, gold, corn, soy, and agricultural goods. The Commodities Funds theme has 46 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 Commodities Funds Theme or any other thematic opportunities.
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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.