Is Helix Energy Stock a Good Investment?
Helix Energy Investment Advice | HLX |
- Examine Helix Energy'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 Helix Energy's leadership team and their track record. Good management can help Helix Energy navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Oil & Gas Equipment & Services space and any emerging trends that could impact Helix Energy's business and its evolving consumer preferences.
- Compare Helix Energy's performance and market position to its competitors. Analyze how Helix Energy is positioned in terms of product offerings, innovation, and market share.
- Check if Helix Energy pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Helix Energy'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 Helix Energy Solutions 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 Helix Energy Solutions is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Helix Energy Stock
Researching Helix Energy'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 95.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.86. Some equities with similar Price to Book (P/B) outperform the market in the long run. Helix Energy Solutions had not issued any dividends in recent years. The entity had 2:1 split on the 9th of December 2005.
To determine if Helix Energy 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 Helix Energy's research are outlined below:
| Helix Energy generated a negative expected return over the last 90 days | |
| Over 95.0% of the company shares are owned by institutional investors | |
| Latest headline from simplywall.st: Were Keeping An Eye On Helix BioPharmas Cash Burn Rate |
Helix Energy Quarterly Accounts Payable |
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Helix Energy 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 Helix Energy Solutions. 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 Helix Energy'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.
| 19th of February 2024 Upcoming Quarterly Report | View | |
| 22nd of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 19th 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 Helix Energy'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 Helix Energy's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-04-24 | 2023-03-31 | -0.04 | -0.03 | 0.01 | 25 | ||
2021-07-26 | 2021-06-30 | -0.08 | -0.09 | -0.01 | 12 | ||
2019-04-22 | 2019-03-31 | 0.02 | 0.01 | -0.01 | 50 | ||
2003-02-18 | 2002-12-31 | 0.09 | 0.08 | -0.01 | 11 | ||
2002-10-31 | 2002-09-30 | 0.05 | 0.04 | -0.01 | 20 | ||
2000-08-02 | 2000-06-30 | 0.05 | 0.06 | 0.01 | 20 | ||
1999-08-04 | 1999-06-30 | 0.04 | 0.05 | 0.01 | 25 | ||
1999-05-04 | 1999-03-31 | 0.03 | 0.04 | 0.01 | 33 |
Helix Energy Target Price Consensus
Helix 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. Helix Energy'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.
| 7 | Strong Buy |
Most Helix 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 Helix stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Helix Energy Solutions, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationHelix Energy Target Price Projection
Helix Energy's current and average target prices are 8.65 and 13.97, respectively. The current price of Helix Energy is the price at which Helix Energy Solutions is currently trading. On the other hand, Helix Energy'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.Target Price
Analyst Consensus On Helix Energy Target Price
Helix Energy Analyst Ratings
Helix Energy'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 Helix Energy 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 Helix Energy's financials, market performance, and future outlook by experienced professionals. Helix Energy's historical ratings below, therefore, can serve as a valuable tool for investors.Know Helix Energy's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Helix Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Helix Energy Solutions backward and forwards among themselves. Helix Energy's institutional investor refers to the entity that pools money to purchase Helix Energy'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 | Ing Investment Management Llc | 2024-12-31 | 2.5 M | Principal Financial Group Inc | 2024-12-31 | 2.4 M | Van Eck Associates Corporation | 2024-12-31 | 2.3 M | Charles Schwab Investment Management Inc | 2024-12-31 | 2.2 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 2.1 M | Mirae Asset Global Etfs Holdings Ltd. | 2024-12-31 | 1.9 M | Gate City Capital Management, Llc | 2024-12-31 | 1.9 M | Public Employees Retirt Assn Of Colorado | 2024-12-31 | 1.9 M | Fisher Asset Management, Llc | 2024-12-31 | 1.8 M | Blackrock Inc | 2024-12-31 | 23.6 M | Vanguard Group Inc | 2024-12-31 | 14 M |
Helix Energy's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 1.31 B.Market Cap |
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Helix Energy's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.03 | |
| Return On Capital Employed | 0.06 | 0.06 | |
| Return On Assets | 0.02 | 0.03 | |
| Return On Equity | 0.04 | 0.05 |
Determining Helix Energy's profitability involves analyzing its financial statements and using various financial metrics to determine if Helix Energy is a good buy. For example, gross profit margin measures Helix Energy'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 Helix Energy's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Helix Energy's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Helix Energy Solutions. Check Helix Energy's Beneish M Score to see the likelihood of Helix Energy's management manipulating its earnings.
Evaluate Helix Energy's management efficiency
Helix Energy Solutions has Return on Asset of 0.031 % which means that on every $100 spent on assets, it made $0.031 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0368 %, implying that it generated $0.0368 on every 100 dollars invested. Helix Energy's management efficiency ratios could be used to measure how well Helix Energy manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to rise to 0.03 in 2025. Return On Capital Employed is likely to rise to 0.06 in 2025. At this time, Helix Energy's Non Currrent Assets Other are fairly stable compared to the past year. Other Assets is likely to rise to about 108.3 M in 2025, whereas Total Assets are likely to drop slightly above 2.4 B in 2025.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 10.00 | 7.67 | |
| Tangible Book Value Per Share | 9.98 | 6.70 | |
| Enterprise Value Over EBITDA | 6.75 | 6.42 | |
| Price Book Value Ratio | 0.93 | 0.89 | |
| Enterprise Value Multiple | 6.75 | 6.42 | |
| Price Fair Value | 0.93 | 0.89 | |
| Enterprise Value | 1.4 B | 1.7 B |
The decision-making processes within Helix Energy are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Beta 2.421 |
Basic technical analysis of Helix Stock
As of the 26th of March, Helix Energy retains the Standard Deviation of 2.54, market risk adjusted performance of (0.30), and Risk Adjusted Performance of (0.01). Helix Energy technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices.Helix Energy'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 Helix Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Helix Energy'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 Helix Energy 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.
Helix Energy's Outstanding Corporate Bonds
Helix Energy 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. Helix Energy Solutions 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 Helix bonds can be classified according to their maturity, which is the date when Helix Energy Solutions 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.
Understand Helix Energy's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Helix Energy'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 | (0.01) | |||
| Market Risk Adjusted Performance | (0.30) | |||
| Mean Deviation | 1.79 | |||
| Coefficient Of Variation | (4,614) | |||
| Standard Deviation | 2.54 | |||
| Variance | 6.47 | |||
| Information Ratio | (0.03) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.07) | |||
| Treynor Ratio | (0.31) | |||
| Maximum Drawdown | 17.09 | |||
| Value At Risk | (3.49) | |||
| Potential Upside | 4.32 | |||
| Skewness | 0.6021 | |||
| Kurtosis | 3.06 |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.30) | |||
| Mean Deviation | 1.79 | |||
| Coefficient Of Variation | (4,614) | |||
| Standard Deviation | 2.54 | |||
| Variance | 6.47 | |||
| Information Ratio | (0.03) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.07) | |||
| Treynor Ratio | (0.31) | |||
| Maximum Drawdown | 17.09 | |||
| Value At Risk | (3.49) | |||
| Potential Upside | 4.32 | |||
| Skewness | 0.6021 | |||
| Kurtosis | 3.06 |
Consider Helix Energy's intraday indicators
Helix Energy 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 Helix Energy 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.
Helix Energy Corporate Filings
F4 | 3rd of March 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 |
10K | 27th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 25th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 8th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Helix Stock media impact
Far too much social signal, news, headlines, and media speculation about Helix Energy that are available to investors today. That information is available publicly through Helix media outlets and privately through word of mouth or via Helix internal channels. However, regardless of the origin, that massive amount of Helix 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 Helix Energy 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 Helix Energy 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 Helix Energy's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Helix Energy alpha.
Helix Energy Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Helix Energy 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.
Helix Energy Solutions Historical Investor Sentiment
Investor biases related to Helix Energy's public news can be used to forecast risks associated with an investment in Helix. The trend in average sentiment can be used to explain how an investor holding Helix can time the market purely based on public headlines and social activities around Helix Energy Solutions. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Helix Energy'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 Helix Energy 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 Helix Energy news discussions. The higher the estimate score, the more favorable the investor's outlook on Helix Energy.
Helix Energy Maximum Pain Price Across June 20th 2025 Option Contracts
Helix Energy'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 Helix Energy 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 Helix Energy's options.
Helix Energy Corporate Directors
| James Watt | Independent Director | Profile | |
| Jan Rask | Independent Director | Profile | |
| Terrence Jamerson | Director, Finance and Investor Relations | Profile | |
| Amy Nelson | Independent Director | Profile |
Additional Tools for Helix Stock Analysis
When running Helix Energy's price analysis, check to measure Helix Energy'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 Helix Energy is operating at the current time. Most of Helix Energy's value examination focuses on studying past and present price action to predict the probability of Helix Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Helix Energy's price. Additionally, you may evaluate how the addition of Helix Energy to your portfolios can decrease your overall portfolio volatility.