He Equipment Services Stock Buy Hold or Sell Recommendation
| HEES Stock | USD 94.01 1.06 1.14% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding HE Equipment Services is 'Strong Buy'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell HE Equipment Services given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for HE Equipment Services, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out HE Equipment 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 HEES and provide practical buy, sell, or hold advice based on investors' constraints. HE Equipment Services. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.
HEES |
Execute HE Equipment Buy or Sell Advice
The HEES recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on HE Equipment Services. Macroaxis does not own or have any residual interests in HE Equipment Services or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute HE Equipment's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | OK | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
HE Equipment Trading Alerts and Improvement Suggestions
| HE Equipment is way too risky over 90 days horizon | |
| HE Equipment appears to be risky and price may revert if volatility continues | |
| Over 85.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: Bank of New York Mellon Corp Sells 7,273 Shares of HE Equipment Services, Inc. - Defense World |
HE Equipment Returns Distribution Density
The distribution of HE Equipment's historical returns is an attempt to chart the uncertainty of HE Equipment's future price movements. The chart of the probability distribution of HE Equipment daily returns describes the distribution of returns around its average expected value. We use HE Equipment Services price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of HE Equipment returns is essential to provide solid investment advice for HE Equipment.
| Mean Return | 1.22 | Value At Risk | -3.61 | Potential Upside | 1.53 | Standard Deviation | 13.25 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of HE Equipment 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.
HEES Stock Institutional Investors
The HE Equipment's institutional investors refer to entities that pool money to purchase HE Equipment'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 | Victory Capital Management Inc. | 2024-12-31 | 689.9 K | First Trust Advisors L.p. | 2024-12-31 | 623.5 K | Vaughan Nelson Scarbrgh & Mccullough Lp | 2024-12-31 | 587.8 K | Charles Schwab Investment Management Inc | 2024-12-31 | 535.6 K | Goldman Sachs Group Inc | 2024-12-31 | 493 K | Mirae Asset Global Etfs Holdings Ltd. | 2024-12-31 | 469.6 K | Cooke & Bieler Lp | 2024-12-31 | 462.5 K | Ing Investment Management Llc | 2024-12-31 | 424.8 K | Ubs Group Ag | 2024-12-31 | 400.3 K | Vanguard Group Inc | 2024-12-31 | 3.7 M | Blackrock Inc | 2024-12-31 | 2.8 M |
HE Equipment Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 296.6M | 46.4M | (276.0M) | (72.8M) | 7.9M | 8.3M | |
| Free Cash Flow | 151.0M | (193.1M) | (202.6M) | (340.3M) | 44.3M | 46.6M | |
| Other Non Cash Items | 66.3M | (83.6M) | (38.3M) | (70.1M) | (100.2M) | (95.2M) | |
| Capital Expenditures | 135.0M | 452.7M | 515.9M | 745.8M | 451.3M | 277.3M | |
| Net Income | (32.7M) | 102.5M | 132.2M | 169.3M | 123.0M | 129.1M | |
| End Period Cash Flow | 310.9M | 357.3M | 81.3M | 8.5M | 16.4M | 15.6M | |
| Change To Inventory | (9.5M) | (56.5M) | (75.4M) | (76.9M) | 11.9M | 12.5M | |
| Depreciation | 267.3M | 262.9M | 301.0M | 388.4M | 434.0M | 455.7M | |
| Change Receivables | 9.2M | 9.3M | 2.9M | (59.8M) | (53.8M) | (51.1M) | |
| Net Borrowings | 45.6M | 71.7M | (135K) | (1.1M) | (1.0M) | (975.6K) | |
| Dividends Paid | 39.6M | 39.7M | 39.9M | 40.0M | 40.2M | 37.5M | |
| Change To Netincome | (1.3M) | 45.2M | (52.2M) | (47.8M) | (43.0M) | (40.8M) | |
| Investments | 21.1M | (171.0M) | (546.5M) | (682.1M) | (459.0M) | (482.0M) |
HE Equipment 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 HE Equipment or Trading Companies & Distributors 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 HE Equipment'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 HEES 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 | 1.42 | |
β | Beta against Dow Jones | 1.88 | |
σ | Overall volatility | 13.76 | |
Ir | Information ratio | 0.1 |
HE Equipment Volatility Alert
HE Equipment Services is displaying above-average volatility over the selected time horizon. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure HE Equipment'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 HE Equipment'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.HE Equipment Fundamentals Vs Peers
Comparing HE Equipment'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 HE Equipment's direct or indirect competition across all of the common fundamentals between HE Equipment and the related equities. This way, we can detect undervalued stocks with similar characteristics as HE Equipment or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of HE Equipment's fundamental indicators could also be used in its relative valuation, which is a method of valuing HE Equipment by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare HE Equipment to competition |
| Fundamentals | HE Equipment | Peer Average |
| Return On Equity | 0.21 | -0.31 |
| Return On Asset | 0.0505 | -0.14 |
| Profit Margin | 0.08 % | (1.27) % |
| Operating Margin | 0.13 % | (5.51) % |
| Current Valuation | 3.67 B | 16.62 B |
| Shares Outstanding | 36.61 M | 571.82 M |
| Shares Owned By Insiders | 12.62 % | 10.09 % |
| Shares Owned By Institutions | 85.13 % | 39.21 % |
| Number Of Shares Shorted | 2.34 M | 4.71 M |
| Price To Earning | 184.71 X | 28.72 X |
| Price To Book | 4.38 X | 9.51 X |
| Price To Sales | 2.27 X | 11.42 X |
| Revenue | 1.52 B | 9.43 B |
| Gross Profit | 675.2 M | 27.38 B |
| EBITDA | 219.65 M | 3.9 B |
| Net Income | 122.98 M | 570.98 M |
| Cash And Equivalents | 278.83 M | 2.7 B |
| Cash Per Share | 7.80 X | 5.01 X |
| Total Debt | 243.65 M | 5.32 B |
| Debt To Equity | 4.33 % | 48.70 % |
| Current Ratio | 3.02 X | 2.16 X |
| Book Value Per Share | 17.24 X | 1.93 K |
| Cash Flow From Operations | 495.6 M | 971.22 M |
| Short Ratio | 1.90 X | 4.00 X |
| Earnings Per Share | 3.37 X | 3.12 X |
| Price To Earnings To Growth | 2.49 X | 4.89 X |
| Target Price | 85.0 | |
| Number Of Employees | 2.8 K | 18.84 K |
| Beta | 1.93 | -0.15 |
| Market Capitalization | 3.44 B | 19.03 B |
| Total Asset | 2.96 B | 29.47 B |
| Retained Earnings | 430.7 M | 9.33 B |
| Working Capital | 207.81 M | 1.48 B |
Note: Disposition of 4541 shares by John Engquist of HE Equipment at 49.78 subject to Rule 16b-3 [view details]
HE Equipment Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as HEES . 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 HE Equipment Buy or Sell Advice
When is the right time to buy or sell HE Equipment Services? Buying financial instruments such as HEES 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 HE Equipment 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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Latest Losers
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Losers theme has 147 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 Latest Losers Theme or any other thematic opportunities.
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Additional Tools for HEES Stock Analysis
When running HE Equipment's price analysis, check to measure HE Equipment'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 HE Equipment is operating at the current time. Most of HE Equipment's value examination focuses on studying past and present price action to predict the probability of HE Equipment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HE Equipment's price. Additionally, you may evaluate how the addition of HE Equipment to your portfolios can decrease your overall portfolio volatility.