Helical Bar (UK) Performance

HLCL Stock   187.60  1.80  0.95%   
The company retains a Market Volatility (i.e., Beta) of 0.23, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Helical Bar's returns are expected to increase less than the market. However, during the bear market, the loss of holding Helical Bar is expected to be smaller as well. At this point, Helical Bar Plc has a negative expected return of -0.3%. Please make sure to check out Helical Bar's total risk alpha, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to decide if Helical Bar Plc performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Helical Bar Plc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in January 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
Forward Dividend Yield
0.0263
Payout Ratio
0.1654
Last Split Factor
5:1
Forward Dividend Rate
0.05
Ex Dividend Date
2024-06-27
1
Expert View Bellway, Sage, National Grid, Helical, Mitie - Citywire Investment Trust Insider
10/16/2024
Begin Period Cash Flow50.9 M
  

Helical Bar Relative Risk vs. Return Landscape

If you would invest  22,829  in Helical Bar Plc on September 13, 2024 and sell it today you would lose (4,069) from holding Helical Bar Plc or give up 17.82% of portfolio value over 90 days. Helical Bar Plc is generating negative expected returns and assumes 1.2563% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than Helical, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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       Risk  
Assuming the 90 days trading horizon Helical Bar is expected to under-perform the market. In addition to that, the company is 1.71 times more volatile than its market benchmark. It trades about -0.24 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.14 per unit of volatility.

Helical Bar Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Helical Bar's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Helical Bar Plc, and traders can use it to determine the average amount a Helical Bar'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 = -0.2376

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Estimated Market Risk

 1.26
  actual daily
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89% of assets are more volatile

Expected Return

 -0.3
  actual daily
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Most of other assets have higher returns

Risk-Adjusted Return

 -0.24
  actual daily
0
Most of other assets perform better
Based on monthly moving average Helical Bar is not performing at its full potential. However, 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 Helical Bar by adding Helical Bar to a well-diversified portfolio.

Helical Bar Fundamentals Growth

Helical Stock prices reflect investors' perceptions of the future prospects and financial health of Helical Bar, and Helical Bar 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 Helical Stock performance.

About Helical Bar Performance

Assessing Helical Bar's fundamental ratios provides investors with valuable insights into Helical Bar's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Helical Bar 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.
Helical Bar is entity of United Kingdom. It is traded as Stock on LSE exchange.

Things to note about Helical Bar Plc performance evaluation

Checking the ongoing alerts about Helical Bar for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Helical Bar Plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Helical Bar Plc generated a negative expected return over the last 90 days
The company reported the revenue of 37.84 M. Net Loss for the year was (189.81 M) with profit before overhead, payroll, taxes, and interest of 35.18 M.
About 68.0% of the company shares are owned by institutional investors
Evaluating Helical Bar's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Helical Bar's stock performance include:
  • Analyzing Helical Bar'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 Helical Bar's stock is overvalued or undervalued compared to its peers.
  • Examining Helical Bar'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 Helical Bar's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Helical Bar's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Helical Bar's stock. These opinions can provide insight into Helical Bar's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Helical Bar's stock performance is not an exact science, and many factors can impact Helical Bar's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Additional Tools for Helical Stock Analysis

When running Helical Bar's price analysis, check to measure Helical Bar'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 Helical Bar is operating at the current time. Most of Helical Bar's value examination focuses on studying past and present price action to predict the probability of Helical Bar's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Helical Bar's price. Additionally, you may evaluate how the addition of Helical Bar to your portfolios can decrease your overall portfolio volatility.