He Equipment Services Stock Performance
| HEES Stock | USD 95.87 0.84 0.88% |
HE Equipment holds a performance score of 9 on a scale of zero to a hundred. The company owns a Beta (Systematic Risk) of 1.74, 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, HE Equipment will likely underperform. Use HE Equipment Services standard deviation, expected short fall, period momentum indicator, as well as the relationship between the maximum drawdown and rate of daily change , to analyze future returns on HE Equipment Services.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in HE Equipment Services are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak technical and fundamental indicators, HE Equipment unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.05) | Five Day Return 0.85 | Year To Date Return 96.59 | Ten Year Return 284.74 | All Time Return 532.69 |
Forward Dividend Yield 0.0116 | Payout Ratio | Forward Dividend Rate 1.1 | Dividend Date 2025-02-24 | Ex Dividend Date 2025-02-18 |
1 | Acquisition by John Engquist of 4800 shares of HE Equipment subject to Rule 16b-3 | 01/03/2025 |
2 | Disposition of 6228 shares by Bradley Barber of HE Equipment at 48.78 subject to Rule 16b-3 | 01/10/2025 |
3 | HAREHOLDER ALERT The MA Class Action Firm Investigates the Merger of HE Equipment ... | 01/14/2025 |
4 | Acquisition by Arnold Paul of 1072 shares of HE Equipment at 88.69 subject to Rule 16b-3 | 02/03/2025 |
5 | HEES Stock Surges on Acquisition Offer | 02/18/2025 |
6 | United Rentals Inc Withdraws Acquisition Proposal for HE Equipment Services | 02/19/2025 |
7 | Herc Holdings Inc Announces Definitive Merger Agreement with HE Equipment Services | 02/20/2025 |
8 | Disposition of 15277 shares by John Engquist of HE Equipment at 98.14 subject to Rule 16b-3 | 02/21/2025 |
9 | Acquisition by John Engquist of 33620 shares of HE Equipment at 98.14 subject to Rule 16b-3 | 02/25/2025 |
10 | Disposition of 4541 shares by John Engquist of HE Equipment at 49.78 subject to Rule 16b-3 | 02/26/2025 |
11 | StockNews.com Begins Coverage on HE Equipment Services - Defense World | 03/12/2025 |
12 | Herc Holdings Commences Tender Offer for All Outstanding Shares of HE Equipment Services | 03/19/2025 |
13 | Herc Holdings Inc Announces Tender Offer for HE Equipment Services | 03/21/2025 |
| Begin Period Cash Flow | 8.5 M |
HEES |
HE Equipment Relative Risk vs. Return Landscape
If you would invest 5,005 in HE Equipment Services on December 24, 2024 and sell it today you would earn a total of 4,498 from holding HE Equipment Services or generate 89.87% return on investment over 90 days. HE Equipment Services is currently generating 1.6223% in daily expected returns and assumes 13.7021% risk (volatility on return distribution) over the 90 days horizon. In different words, most equities are less risky than HEES, and most traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
HE Equipment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HE Equipment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HE Equipment Services, and traders can use it to determine the average amount a HE Equipment'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 = 0.1184
| Best Portfolio | Best Equity | |||
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| Average Returns | HEES | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 13.7 actual daily | 96 96% of assets are less volatile |
Expected Return
| 1.62 actual daily | 32 68% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average HE Equipment is performing at about 9% 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 HE Equipment by adding it to a well-diversified portfolio.
HE Equipment Fundamentals Growth
HEES Stock prices reflect investors' perceptions of the future prospects and financial health of HE Equipment, and HE Equipment 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 HEES Stock performance.
| Return On Equity | 0.21 | ||||
| Return On Asset | 0.0505 | ||||
| Profit Margin | 0.08 % | ||||
| Operating Margin | 0.13 % | ||||
| Current Valuation | 3.71 B | ||||
| Shares Outstanding | 36.61 M | ||||
| Price To Earning | 184.71 X | ||||
| Price To Book | 4.43 X | ||||
| Price To Sales | 2.29 X | ||||
| Revenue | 1.52 B | ||||
| Gross Profit | 675.2 M | ||||
| EBITDA | 219.65 M | ||||
| Net Income | 122.98 M | ||||
| Cash And Equivalents | 278.83 M | ||||
| Cash Per Share | 7.80 X | ||||
| Total Debt | 243.65 M | ||||
| Debt To Equity | 4.33 % | ||||
| Current Ratio | 3.02 X | ||||
| Book Value Per Share | 17.24 X | ||||
| Cash Flow From Operations | 495.6 M | ||||
| Earnings Per Share | 3.37 X | ||||
| Market Capitalization | 3.48 B | ||||
| Total Asset | 2.96 B | ||||
| Retained Earnings | 430.7 M | ||||
| Working Capital | 207.81 M | ||||
| Current Asset | 228.76 M | ||||
| Current Liabilities | 1.15 B | ||||
About HE Equipment Performance
Assessing HE Equipment's fundamental ratios provides investors with valuable insights into HE Equipment's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the HE Equipment 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 | 58.80 | 60.46 | |
| 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 |
Things to note about HE Equipment Services performance evaluation
Checking the ongoing alerts about HE Equipment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HE Equipment Services help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 gurufocus.com: Herc Holdings Inc Announces Tender Offer for HE Equipment Services |
- Analyzing HE Equipment'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 HE Equipment's stock is overvalued or undervalued compared to its peers.
- Examining HE Equipment'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 HE Equipment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of HE Equipment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of HE Equipment's stock. These opinions can provide insight into HE Equipment's potential for growth and whether the stock is currently undervalued or overvalued.
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.