Is HE Equipment Stock a Good Investment?
HE Equipment Investment Advice | HEES |
- Examine HE Equipment's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research HE Equipment's leadership team and their track record. Good management can help HE Equipment navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Trading Companies & Distributors space and any emerging trends that could impact HE Equipment's business and its evolving consumer preferences.
- Compare HE Equipment's performance and market position to its competitors. Analyze how HE Equipment is positioned in terms of product offerings, innovation, and market share.
- Check if HE Equipment pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about HE Equipment's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in HE Equipment Services stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if HE Equipment Services is a good investment.
Sell | Buy |
Strong Buy
Market Performance | OK | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine HE Equipment Stock
Researching HE Equipment's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 13.0% of the company shares are held by company insiders. The book value of HE Equipment was currently reported as 17.24. The company has Price/Earnings To Growth (PEG) ratio of 2.49. HE Equipment Services last dividend was issued on the 18th of February 2025.
To determine if HE Equipment is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding HE Equipment's research are outlined below:
| 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 | |
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HE Equipment Quarterly Cost Of Revenue |
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HE Equipment uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in HE Equipment Services. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to HE Equipment's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 28th of February 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 28th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact HE Equipment's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises HE Equipment's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2010-11-04 | 2010-09-30 | -0.1 | -0.11 | -0.01 | 10 | ||
2014-05-01 | 2014-03-31 | 0.19 | 0.21 | 0.02 | 10 | ||
2021-04-27 | 2021-03-31 | 0.15 | 0.11 | -0.04 | 26 | ||
2015-07-30 | 2015-06-30 | 0.37 | 0.33 | -0.04 | 10 | ||
2020-05-08 | 2020-03-31 | 0.35 | 0.3 | -0.05 | 14 | ||
2016-07-28 | 2016-06-30 | 0.26 | 0.21 | -0.05 | 19 | ||
2016-02-25 | 2015-12-31 | 0.39 | 0.34 | -0.05 | 12 | ||
2015-04-30 | 2015-03-31 | 0.22 | 0.17 | -0.05 | 22 |
HE Equipment Target Price Consensus
HEES target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. HE Equipment's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 6 | Buy |
Most HEES analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand HEES stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of HE Equipment Services, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationHE Equipment Target Price Projection
HE Equipment's current and average target prices are 95.98 and 64.50, respectively. The current price of HE Equipment is the price at which HE Equipment Services is currently trading. On the other hand, HE Equipment's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
HE Equipment Market Quote on 25th of March 2025
Target Price
Analyst Consensus On HE Equipment Target Price
HE Equipment Analyst Ratings
HE Equipment's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about HE Equipment stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of HE Equipment's financials, market performance, and future outlook by experienced professionals. HE Equipment's historical ratings below, therefore, can serve as a valuable tool for investors.Know HE Equipment's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as HE Equipment is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading HE Equipment Services backward and forwards among themselves. HE Equipment's institutional investor refers to the entity that pools money to purchase HE Equipment's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 3.51 B.Market Cap |
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HE Equipment's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.07 | 0.09 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.16 | 0.16 |
Determining HE Equipment's profitability involves analyzing its financial statements and using various financial metrics to determine if HE Equipment is a good buy. For example, gross profit margin measures HE Equipment's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of HE Equipment's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in HE Equipment's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of HE Equipment Services. Check HE Equipment's Beneish M Score to see the likelihood of HE Equipment's management manipulating its earnings.
Evaluate HE Equipment's management efficiency
HE Equipment Services has return on total asset (ROA) of 0.0505 % which means that it generated a profit of $0.0505 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2126 %, meaning that it created $0.2126 on every $100 dollars invested by stockholders. HE Equipment's management efficiency ratios could be used to measure how well HE Equipment manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to 0.04 in 2025. Return On Capital Employed is likely to gain to 0.09 in 2025. At this time, HE Equipment's Total Assets are comparatively stable compared to the past year. Non Current Assets Total is likely to gain to about 2.9 B in 2025, whereas Total Current Assets are likely to drop slightly above 15.6 M in 2025.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 21.64 | 22.73 | |
| Tangible Book Value Per Share | 21.64 | 22.73 | |
| Enterprise Value Over EBITDA | 9.13 | 7.65 | |
| Price Book Value Ratio | 2.26 | 2.38 | |
| Enterprise Value Multiple | 9.13 | 7.65 | |
| Price Fair Value | 2.26 | 2.38 | |
| Enterprise Value | 342.2 M | 623.1 M |
HE Equipment Services benefits from a proactive management team that anticipates market trends. Our analysis delves into how this proactive stance influences financial metrics and stock valuation.
Basic technical analysis of HEES Stock
As of the 25th of March, HE Equipment owns the Market Risk Adjusted Performance of 0.8474, standard deviation of 13.22, and Semi Deviation of 0.7853. HE Equipment Services technical analysis makes it possible for you to employ past data patterns with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out HE Equipment Services standard deviation, as well as the relationship between the maximum drawdown and expected short fall to decide if HE Equipment Services is priced more or less accurately, providing market reflects its prevailing price of 95.98 per share. Given that HE Equipment Services has jensen alpha of 1.43, we strongly advise you to confirm HE Equipment's latest market performance to make sure the company can sustain itself sooner or later.HE Equipment's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific HE Equipment insiders, such as employees or executives, is commonly permitted as long as it does not rely on HE Equipment's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases HE Equipment insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
HE Equipment's Outstanding Corporate Bonds
HE Equipment issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. HE Equipment Services uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most HEES bonds can be classified according to their maturity, which is the date when HE Equipment Services has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US404030AJ72 Corp BondUS404030AJ72 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand HE Equipment's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing HE Equipment's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1035 | |||
| Market Risk Adjusted Performance | 0.8474 | |||
| Mean Deviation | 3.6 | |||
| Semi Deviation | 0.7853 | |||
| Downside Deviation | 1.72 | |||
| Coefficient Of Variation | 957.85 | |||
| Standard Deviation | 13.22 | |||
| Variance | 174.86 | |||
| Information Ratio | 0.1064 | |||
| Jensen Alpha | 1.43 | |||
| Total Risk Alpha | 1.91 | |||
| Sortino Ratio | 0.8175 | |||
| Treynor Ratio | 0.8374 | |||
| Maximum Drawdown | 107.7 | |||
| Value At Risk | (3.34) | |||
| Potential Upside | 1.53 | |||
| Downside Variance | 2.96 | |||
| Semi Variance | 0.6167 | |||
| Expected Short fall | (5.39) | |||
| Skewness | 7.75 | |||
| Kurtosis | 61.74 |
| Risk Adjusted Performance | 0.1035 | |||
| Market Risk Adjusted Performance | 0.8474 | |||
| Mean Deviation | 3.6 | |||
| Semi Deviation | 0.7853 | |||
| Downside Deviation | 1.72 | |||
| Coefficient Of Variation | 957.85 | |||
| Standard Deviation | 13.22 | |||
| Variance | 174.86 | |||
| Information Ratio | 0.1064 | |||
| Jensen Alpha | 1.43 | |||
| Total Risk Alpha | 1.91 | |||
| Sortino Ratio | 0.8175 | |||
| Treynor Ratio | 0.8374 | |||
| Maximum Drawdown | 107.7 | |||
| Value At Risk | (3.34) | |||
| Potential Upside | 1.53 | |||
| Downside Variance | 2.96 | |||
| Semi Variance | 0.6167 | |||
| Expected Short fall | (5.39) | |||
| Skewness | 7.75 | |||
| Kurtosis | 61.74 |
Consider HE Equipment's intraday indicators
HE Equipment intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of HE Equipment stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 3258.88 | |||
| Daily Balance Of Power | 0.0128 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 95.83 | |||
| Day Typical Price | 95.88 | |||
| Price Action Indicator | 0.16 | |||
| Period Momentum Indicator | 0.01 |
HE Equipment Corporate Filings
| 19th of March 2025 Other Reports | ViewVerify | |
F4 | 25th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 24th of February 2025 Other Reports | ViewVerify | |
8K | 21st of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
HEES Stock media impact
Far too much social signal, news, headlines, and media speculation about HE Equipment that are available to investors today. That information is available publicly through HEES media outlets and privately through word of mouth or via HEES internal channels. However, regardless of the origin, that massive amount of HEES data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of HE Equipment news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of HE Equipment relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to HE Equipment's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive HE Equipment alpha.
HE Equipment Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards HE Equipment can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
HE Equipment Services Historical Investor Sentiment
Investor biases related to HE Equipment's public news can be used to forecast risks associated with an investment in HEES. The trend in average sentiment can be used to explain how an investor holding HEES can time the market purely based on public headlines and social activities around HE Equipment Services. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
HE Equipment's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for HE Equipment and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average HE Equipment news discussions. The higher the estimate score, the more favorable the investor's outlook on HE Equipment.
HE Equipment Maximum Pain Price Across May 16th 2025 Option Contracts
HE Equipment's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of HE Equipment close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of HE Equipment's options.
HE Equipment Corporate Executives
Elected by the shareholders, the HE Equipment's board of directors comprises two types of representatives: HE Equipment inside directors who are chosen from within the company, and outside directors, selected externally and held independent of HEES. The board's role is to monitor HE Equipment's management team and ensure that shareholders' interests are well served. HE Equipment's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, HE Equipment's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Leslie CPA | CFO Secretary | Profile | |
| Leslie Magee | CFO, Principal Accounting Officer and Secretary | Profile | |
| Bradley Barber | Pres and COO | Profile |
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.