Helmerich Current Valuation vs. Profit Margin
| HP Stock | USD 36.06 1.63 4.73% |
For Helmerich profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Helmerich to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Helmerich and Payne utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Helmerich's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Helmerich and Payne over time as well as its relative position and ranking within its peers.
Helmerich |
Helmerich's Revenue Breakdown by Earning Segment
Check out Risk vs Return Analysis.
Is Energy Equipment & Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Helmerich. If investors know Helmerich will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Helmerich listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.01) | Earnings Share 3.43 | Revenue Per Share 27.885 | Quarterly Revenue Growth 0.052 | Return On Assets 0.054 |
The market value of Helmerich and Payne is measured differently than its book value, which is the value of Helmerich that is recorded on the company's balance sheet. Investors also form their own opinion of Helmerich's value that differs from its market value or its book value, called intrinsic value, which is Helmerich's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Helmerich's market value can be influenced by many factors that don't directly affect Helmerich's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helmerich's value and its price as these two are different measures arrived at by different means. Investors typically determine if Helmerich is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helmerich's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Helmerich and Payne Profit Margin vs. Current Valuation Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Helmerich's current stock value. Our valuation model uses many indicators to compare Helmerich value to that of its competitors to determine the firm's financial worth. Helmerich and Payne is rated # 2 in current valuation category among its peers. It is rated # 3 in profit margin category among its peers . The ratio of Current Valuation to Profit Margin for Helmerich and Payne is about 39,309,624,948 . At this time, Helmerich's Net Profit Margin is relatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Helmerich by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Helmerich Current Valuation vs. Competition
Helmerich and Payne is rated # 2 in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Energy industry is currently estimated at about 29.81 Billion. Helmerich retains roughly 4.91 Billion in current valuation claiming about 16% of equities under Energy industry.
Helmerich Profit Margin vs. Current Valuation
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Helmerich |
| = | 4.91 B |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Profit Margin measures overall efficiency of a company and shows its ability to withstand competition as well as defend against adverse conditions such as rising costs, falling prices, decline in sales or management distress. Profit margin tells investors how well the company executes on its overall pricing strategies as well as how effective the company in controlling its costs.
Helmerich |
| = | 0.12 % |
In a nutshell, Profit Margin indicator shows the amount of money the company makes from total sales or revenue. It can provide a good insight into companies in the same sector, as well as help to identify trends of a company from year to year.
Helmerich Profit Margin Comparison
Helmerich is currently under evaluation in profit margin category among its peers.
Helmerich Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Helmerich, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Helmerich will eventually generate negative long term returns. The profitability progress is the general direction of Helmerich's change in net profit over the period of time. It can combine multiple indicators of Helmerich, 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 | ||
| Accumulated Other Comprehensive Income | -6.3 M | -6.7 M | |
| Operating Income | 451.9 M | 253.7 M | |
| Income Before Tax | 481 M | 505.1 M | |
| Total Other Income Expense Net | 29.1 M | 30.6 M | |
| Net Income | 344.2 M | 178 M | |
| Income Tax Expense | 136.9 M | 74.5 M | |
| Net Income Applicable To Common Shares | 390.7 M | 410.2 M | |
| Net Income From Continuing Ops | 390.7 M | 410.2 M | |
| Non Operating Income Net Other | 4.3 M | 4.1 M | |
| Interest Income | 32.7 M | 19.2 M | |
| Net Interest Income | 12.8 M | 13.4 M | |
| Change To Netincome | -13.5 M | -12.8 M | |
| Net Income Per Share | 3.48 | 3.66 | |
| Income Quality | 1.99 | 2.95 | |
| Net Income Per E B T | 0.72 | 1.16 |
Helmerich Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Helmerich. 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 Helmerich 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 Helmerich's important profitability drivers and their relationship over time.
Use Helmerich 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 Helmerich 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 Helmerich will appreciate offsetting losses from the drop in the long position's value.Helmerich Pair Trading
Helmerich and Payne Pair Trading Analysis
The ability to find closely correlated positions to Helmerich could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Helmerich 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 Helmerich - 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 Helmerich and Payne to buy it.
The correlation of Helmerich 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 Helmerich moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Helmerich and Payne 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 Helmerich 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 Helmerich position
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?
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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.