Helmerich And Payne Stock Performance
| HP Stock | USD 26.74 0.64 2.45% |
On a scale of 0 to 100, Helmerich holds a performance score of 17. The company retains a Market Volatility (i.e., Beta) of 1.21, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Helmerich will likely underperform. Please check Helmerich's semi variance, and the relationship between the treynor ratio and daily balance of power , to make a quick decision on whether Helmerich's current trending patterns will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Helmerich and Payne are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. Even with relatively unfluctuating basic indicators, Helmerich reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (4.04) | Five Day Return (2.87) | Year To Date Return (21.20) | Ten Year Return (53.07) | All Time Return 4.7 K |
Forward Dividend Yield 0.0368 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 1 | Dividend Date 2025-12-02 |
| Helmerich dividend paid on 29th of August 2025 | 08/29/2025 |
1 | Helmerich Payne Valuation in Focus After Barclays Upgrade and Drilling Outlook Shift | 09/24/2025 |
2 | Acquisition by Michael Lennox of 43271 shares of Helmerich subject to Rule 16b-3 | 10/01/2025 |
3 | Payne Inc. stock gaining market share - Entry Point Long-Term Safe Investment Plans - newser.com | 10/14/2025 |
4 | Disposition of 2990 shares by Hans Helmerich of Helmerich subject to Rule 16b-3 | 10/29/2025 |
5 | Helmerich Payne Reaches 80-Plus Relative Strength Rating Benchmark | 10/30/2025 |
6 | Hussman Strategic Advisors Inc. Invests 955,000 in Helmerich Payne, Inc. HP - MarketBeat | 11/05/2025 |
7 | Tidewater Beats Q3 Earnings and Revenue Estimates | 11/10/2025 |
8 | Has Helmerich Paynes 16.6 percent Rally Opened Up a Valuation Opportunity in 2025 | 11/13/2025 |
9 | How To Earn 500 A Month From Helmerich Payne Stock Ahead Of Q4 Earnings | 11/14/2025 |
10 | Helmerich Payne Fiscal Q4 Earnings Snapshot | 11/17/2025 |
11 | Helmerich Payne Shares Gap Down on Disappointing Earnings | 11/18/2025 |
12 | Helmerich Payne price target raised by 2 at RBC Capital, heres why HP | 11/20/2025 |
| Begin Period Cash Flow | 1.5 B | |
| Total Cashflows From Investing Activities | -1.9 B |
Helmerich | Build AI portfolio with Helmerich Stock |
Helmerich Relative Risk vs. Return Landscape
If you would invest 1,860 in Helmerich and Payne on August 23, 2025 and sell it today you would earn a total of 814.00 from holding Helmerich and Payne or generate 43.76% return on investment over 90 days. Helmerich and Payne is generating 0.6072% of daily returns and assumes 2.8015% volatility on return distribution over the 90 days horizon. Put differently, 25% of stocks are less risky than Helmerich on the basis of their historical return distribution, and some 88% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Helmerich Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Helmerich's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Helmerich and Payne, and traders can use it to determine the average amount a Helmerich'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 = 0.2167
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | HP | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.8 actual daily | 25 75% of assets are more volatile |
Expected Return
| 0.61 actual daily | 12 88% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Helmerich is performing at about 17% of its full potential. 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 Helmerich by adding it to a well-diversified portfolio.
Helmerich Fundamentals Growth
Helmerich Stock prices reflect investors' perceptions of the future prospects and financial health of Helmerich, and Helmerich 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 Helmerich Stock performance.
| Return On Equity | -0.0557 | ||||
| Return On Asset | 0.0233 | ||||
| Profit Margin | (0.04) % | ||||
| Operating Margin | 0.02 % | ||||
| Current Valuation | 4.55 B | ||||
| Shares Outstanding | 99.45 M | ||||
| Price To Book | 0.99 X | ||||
| Price To Sales | 0.69 X | ||||
| Revenue | 3.75 B | ||||
| Gross Profit | 1.23 B | ||||
| EBITDA | 658.78 M | ||||
| Net Income | (159.95 M) | ||||
| Cash And Equivalents | 217.34 M | ||||
| Cash Per Share | 3.32 X | ||||
| Total Debt | 2.06 B | ||||
| Debt To Equity | 0.20 % | ||||
| Current Ratio | 2.36 X | ||||
| Book Value Per Share | 27.40 X | ||||
| Cash Flow From Operations | 542.95 M | ||||
| Earnings Per Share | (1.66) X | ||||
| Market Capitalization | 2.6 B | ||||
| Total Asset | 6.71 B | ||||
| Retained Earnings | 2.62 B | ||||
| Working Capital | 745.12 M | ||||
| Current Asset | 1.57 B | ||||
| Current Liabilities | 330.12 M | ||||
About Helmerich Performance
Assessing Helmerich's fundamental ratios provides investors with valuable insights into Helmerich's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Helmerich 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.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 37.08 | 28.58 | |
| Return On Tangible Assets | (0.03) | (0.03) | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | (0.02) | (0.02) | |
| Return On Equity | (0.06) | (0.06) |
Things to note about Helmerich and Payne performance evaluation
Checking the ongoing alerts about Helmerich for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Helmerich and Payne help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company generated the yearly revenue of 3.75 B. Annual Net Loss to common stockholders was (159.95 M) with gross profit of 1.23 B. | |
| Over 96.0% of the company shares are owned by institutional investors | |
| Latest headline from thefly.com: Helmerich Payne price target raised by 2 at RBC Capital, heres why HP |
- Analyzing Helmerich'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 Helmerich's stock is overvalued or undervalued compared to its peers.
- Examining Helmerich'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 Helmerich's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Helmerich's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Helmerich's stock. These opinions can provide insight into Helmerich's potential for growth and whether the stock is currently undervalued or overvalued.
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.