Helmerich Valuation

HP Stock  USD 33.20  0.33  1.00%   
At this time, the firm appears to be fairly valued. Helmerich and Payne retains a regular Real Value of $33.47 per share. The prevalent price of the firm is $33.2. Our model calculates the value of Helmerich and Payne from evaluating the firm fundamentals such as Current Valuation of 5.11 B, return on equity of -0.11, and Return On Asset of 0.0188 as well as inspecting its technical indicators and probability of bankruptcy. Key fundamental drivers impacting Helmerich's valuation include:
Price Book
1.2838
Enterprise Value
5.1 B
Enterprise Value Ebitda
8.7315
Price Sales
0.8
Forward PE
18.7617
Fairly Valued
Today
33.20
Please note that Helmerich's price fluctuation is very steady at this time. Calculation of the real value of Helmerich and Payne is based on 3 months time horizon. Increasing Helmerich's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
Helmerich's intrinsic value may or may not be the same as its current market price of 33.20, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  33.2 Real  33.47 Target  34.8 Hype  33.35
The intrinsic value of Helmerich's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Helmerich's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
33.47
Real Value
35.91
Upside
Estimating the potential upside or downside of Helmerich and Payne helps investors to forecast how Helmerich stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Helmerich more accurately as focusing exclusively on Helmerich's fundamentals will not take into account other important factors:
Earnings
Estimates
LowProjectedHigh
0.020.110.27
Details
Hype
Prediction
LowEstimatedHigh
30.9133.3535.79
Details
17 Analysts
Consensus
LowTarget PriceHigh
31.6734.8038.63
Details
Traditionally, analysts and sophisticated investors use multiple methods for valuing a cash-flow-generating entity or its stock. For example, some money managers use Helmerich's intrinsic value based on its ongoing forecasts of Helmerich's financial statements. In contrast, other private, professional wealth advisors use a multiplier approach by looking to relative value analysis against Helmerich's closest peers.

Helmerich Cash

227.68 Million

Helmerich Revenue by Product

Helmerich Total Value Analysis

Helmerich and Payne is currently projected to have takeover value of 5.11 B with market capitalization of 3.27 B, debt of 2.32 B, and cash on hands of 196.85 M. Please note that takeover value may be misleading and is a subject to accounting mistakes. We encourage investors to methodically examine all of the Helmerich fundamentals before making investment evaluation based on enterprise value of the company
  Takeover PriceMarket CapDebt ObligationsCash
5.11 B
3.27 B
2.32 B
196.85 M

Helmerich Investor Information

About 100.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.28. Some equities with similar Price to Book (P/B) outperform the market in the long run. Helmerich and Payne recorded a loss per share of 3.19. The entity last dividend was issued on the 13th of February 2026. The firm had 2:1 split on the 10th of July 2006. Helmerich and Payne is not in a good financial situation at this time. It has a very high probability of going through financial hardship in March.
Current ValueLast YearChange From Last Year 10 Year Trend
Total Cash From Operating Activities475.1 M624.4 M
Way Down
Slightly volatile

Helmerich Asset Utilization

The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. Helmerich has an asset utilization ratio of 55.86 percent. This connotes that the Company is making $0.56 for each dollar of assets. An increasing asset utilization means that Helmerich and Payne is more efficient with each dollar of assets it utilizes for everyday operations.
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Helmerich Profitability Analysis

Considering the key profitability indicators obtained from Helmerich's historical financial statements, Helmerich and Payne may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in March. Profitability indicators assess Helmerich's ability to earn profits and add value for shareholders.
 
Net Loss  
First Reported
1985-09-30
Previous Quarter
-57.4 M
Current Value
-97.2 M
Quarterly Volatility
83.4 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
As of 02/14/2026, Gross Profit is likely to drop to about 432 M. In addition to that, Pretax Profit Margin is likely to grow to -0.02
For Helmerich profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Helmerich and Payne to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Helmerich 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 over time as well as its relative position and ranking within its peers.

Helmerich Earnings per Share Projection vs Actual

The next projected EPS of Helmerich is estimated to be 0.112 with future projections ranging from a low of 0.02 to a high of 0.27. Helmerich's most recent 12-month trailing earnings per share (EPS TTM) is at -3.19. Please be aware that the consensus of earnings estimates for Helmerich and Payne is based on EPS before non-recurring items and includes expenses related to employee stock options.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
Helmerich is projected to generate 0.112 in earnings per share on the 30th of June 2026. Helmerich earnings estimates show analyst consensus about projected Helmerich EPS (Earning Per Share). It derives the highest and the lowest estimates based on Helmerich's historical volatility. Many public companies, such as Helmerich, manage the perception of their earnings on a regular basis to make sure that analyst estimates are accurate. Future earnings calculations are also an essential input when attempting to value a firm.

Helmerich Earnings Estimation Breakdown

The calculation of Helmerich's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Helmerich is estimated to be 0.112 with the future projection ranging from a low of 0.02 to a high of 0.27. Please be aware that this consensus of annual earnings estimates for Helmerich and Payne is based on EPS before non-recurring items and includes expenses related to employee stock options.
Last Reported EPS
0.0
0.02
Lowest
Expected EPS
0.112
0.27
Highest

Helmerich Earnings Projection Consensus

Suppose the current estimates of Helmerich's value are higher than the current market price of the Helmerich stock. In this case, investors may conclude that Helmerich is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Helmerich's stock will quickly adjusts to the new information provided by the consensus estimate.
Number of AnalystsHistorical AccuracyLast Reported EPSEstimated EPS for 30th of June 2026Current EPS (TTM)
1667.42%
0.0
0.112
-3.19

Helmerich Ownership Allocation

Helmerich and Payne has a total of 98.45 Million outstanding shares. The majority of Helmerich and Payne outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in Helmerich to benefit from reduced commissions. Consequently, third-party entities are subject to a different set of regulations than regular investors in Helmerich and Payne. Please pay attention to any change in the institutional holdings of Helmerich and Payne as this could imply that something significant has changed or is about to change at the company. Also note that almost three million eight hundred thirty-nine thousand four hundred eighty-seven invesors are currently shorting Helmerich expressing very little confidence in its future performance.

Helmerich Profitability Analysis

The company generated the yearly revenue of 3.75 B. Annual Net Loss to common stockholders was (159.95 M) with gross profit of 1.3 B.

Helmerich Past Distributions to stockholders

About Helmerich Valuation

The stock valuation mechanism determines Helmerich's current worth on a daily basis. In general, an absolute valuation approach attempts to find the value of Helmerich and Payne based exclusively on its fundamental and basic technical indicators. As compared to an absolute model, our relative valuation model uses a comparative analysis of Helmerich. We calculate exposure to Helmerich's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of Helmerich's related companies.
Last ReportedProjected for Next Year
Gross Profit636.5 M432 M
Pretax Profit Margin(0.02)(0.02)
Operating Profit Margin 0.07  0.07 
Net Loss(0.05)(0.05)
Gross Profit Margin 0.17  0.16 

Helmerich Quarterly Retained Earnings

2.5 Billion

Helmerich's stock price is the clearest measure of market expectations about its performance. Without stock valuation, investors cannot independently discern whether Helmerich's value is low or high relative to the company's performance and growth projections. Determining the market value of Helmerich can be done in different ways, such as multiplying its stock price by its outstanding shares.
A single share of Helmerich represents a small ownership stake in the entity. As a stockholder of Helmerich, your percentage of company ownership is determined by dividing the number of shares you own by the total number of shares outstanding and then multiplying that amount by 100. Owning stock in a company generally confers both corporate voting rights and income from any dividends paid to the stock owner.

Helmerich Dividends Analysis For Valuation

As of 02/14/2026, Dividends Paid is likely to grow to about (110.1 M). In addition to that, Dividend Yield is likely to drop to 0.02. At this time, Helmerich's Retained Earnings Total Equity is relatively stable compared to the past year. As of 02/14/2026, Price Earnings To Growth Ratio is likely to grow to 0.11, while Retained Earnings are likely to drop slightly above 2 B.
Last ReportedProjected for Next Year
Dividends Paid-115.8 M-110.1 M
Dividend Yield 0.04  0.02 
Dividend Payout Ratio(0.70)(0.67)
Dividend Paid And Capex Coverage Ratio 0.93  0.76 
There are various types of dividends Helmerich can pay to its shareholders, and the actual value of the dividend is determined on a per-share basis. It is to be paid equally to all of Helmerich shareholders on a specific date, known as the payable date. The cash dividend is the most common type of dividend payment - it is the payment of actual cash from Helmerich and Payne directly to its shareholders. There are other types of dividends that companies can issue, such as stock dividends or asset dividends. When Helmerich pays a dividend, it has no impact on its enterprise value. It does, however, lowers the Equity Value of Helmerich by the value of the dividends paid out.

Helmerich Growth Indicators

Investing in growth stocks can be very risky. If the company such as Helmerich does not do well, investors take a loss on the stock when it is time to sell. Also, because growth stocks typically do not pay dividends, the only opportunity an investor has to make money on their investment is when they eventually sell their shares.
Common Stock Shares Outstanding99.3 M
Quarterly Earnings Growth Y O Y-0.988
Forward Price Earnings18.7617

Helmerich Current Valuation Indicators

Helmerich's valuation analysis is a process of estimating the intrinsic value of all assets and outstanding equities. There are different methodologies and models we use to develop the final Helmerich's valuation. The techniques such as discounted cash flow and fundamental indicators such as book value per share or market capitalization are well known and widely used across most financial advisers and money managers.
Valuations are an essential part of business, for companies themselves, but also for investors. For companies, such as Helmerich, valuations can help measure their progress and success and can help them track their performance in the market compared to others. In addition, investors can use Helmerich's valuations to help determine the worth of potential investments. They can do this by using data and information made public by a company. Regardless of who the valuation is for, it essentially describes Helmerich's worth.

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.