Helix Energy Return On Asset vs. Current Valuation
| HLX Stock | USD 9.26 0.16 1.76% |
For Helix Energy profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Helix Energy to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Helix Energy Solutions utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Helix Energy's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Helix Energy Solutions over time as well as its relative position and ranking within its peers.
Helix |
Helix Energy's Revenue Breakdown by Earning Segment
Check out Risk vs Return Analysis.
Is Oil & Gas Equipment & Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Helix Energy. If investors know Helix will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Helix Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.883 | Earnings Share 0.04 | Revenue Per Share 8.82 | Quarterly Revenue Growth (0.14) | Return On Assets 0.0302 |
The market value of Helix Energy Solutions is measured differently than its book value, which is the value of Helix that is recorded on the company's balance sheet. Investors also form their own opinion of Helix Energy's value that differs from its market value or its book value, called intrinsic value, which is Helix Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Helix Energy's market value can be influenced by many factors that don't directly affect Helix Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helix Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Helix Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helix Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Helix Energy Solutions Current Valuation vs. Return On Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Helix Energy's current stock value. Our valuation model uses many indicators to compare Helix Energy value to that of its competitors to determine the firm's financial worth. Helix Energy Solutions is rated below average in return on asset category among its peers. It is rated # 5 in current valuation category among its peers reporting about 58,022,861,854 of Current Valuation per Return On Asset. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Helix Energy's earnings, one of the primary drivers of an investment's value.Helix Current Valuation vs. Return On Asset
Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.
Helix Energy |
| = | 0.0302 |
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Helix Energy |
| = | 1.75 B |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Helix Current Valuation vs Competition
Helix Energy Solutions is rated # 5 in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Energy industry is currently estimated at about 33.14 Billion. Helix Energy holds roughly 1.75 Billion in current valuation claiming about 5% of equities under Energy industry.
Helix Energy Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Helix Energy, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Helix Energy will eventually generate negative long term returns. The profitability progress is the general direction of Helix Energy's change in net profit over the period of time. It can combine multiple indicators of Helix Energy, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -83 M | -78.9 M | |
| Operating Income | 105.9 M | 111.2 M | |
| Income Before Tax | 7.5 M | 7.1 M | |
| Total Other Income Expense Net | -98.4 M | -93.5 M | |
| Net Loss | -10.8 M | -10.3 M | |
| Income Tax Expense | 18.4 M | 20.3 M | |
| Net Loss | -79 M | -75.1 M | |
| Net Income From Continuing Ops | 20.2 M | 21.2 M | |
| Non Operating Income Net Other | -13.6 M | -14.2 M | |
| Interest Income | 2.6 M | 2.4 M | |
| Net Interest Income | -16.9 M | -17.7 M | |
| Change To Netincome | 37.1 M | 36.9 M | |
| Net Loss | (0.07) | (0.07) | |
| Income Quality | (14.07) | (13.36) | |
| Net Loss | (1.44) | (1.37) |
Helix Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Helix Energy. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Helix Energy position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Helix Energy's important profitability drivers and their relationship over time.
Use Helix Energy in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Helix Energy position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Helix Energy will appreciate offsetting losses from the drop in the long position's value.Helix Energy Pair Trading
Helix Energy Solutions Pair Trading Analysis
The ability to find closely correlated positions to Helix Energy could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Helix Energy when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Helix Energy - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Helix Energy Solutions to buy it.
The correlation of Helix Energy is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Helix Energy moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Helix Energy Solutions moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Helix Energy can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Helix Energy position
In addition to having Helix Energy 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?
Run Recreation Thematic Idea Now
Recreation
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Recreation theme has 34 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 Recreation Theme or any other thematic opportunities.
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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.