Halma PLC (HALMY)
Company Info
| ISIN | US40637C3088 |
|---|---|
| Sector | Industrials |
| Industry | Conglomerates |
Highlights
| Market Cap | $13.15B |
|---|---|
| EPS (TTM) | $1.88 |
| PE Ratio | 36.80 |
| PEG Ratio | 4.45 |
| Total Revenue (TTM) | $2.03B |
| Gross Profit (TTM) | $958.60M |
| EBITDA (TTM) | $473.30M |
| Year Range | $43.30 - $71.47 |
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Halma PLC, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Halma PLC had a return of 20.03% year-to-date (YTD) and 29.33% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.03% | 17.79% |
| 1 month | 3.69% | 0.18% |
| 6 months | 16.18% | 7.53% |
| 1 year | 29.33% | 26.42% |
| 5 years (annualized) | N/A | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of HALMY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.11% | 4.54% | 3.34% | -7.31% | 2.25% | 18.54% | 0.15% | 1.47% | 20.03% | ||||
| 2023 | 13.89% | -2.45% | 2.07% | 13.21% | 0.02% | -3.69% | 7.20% | -8.45% | -13.29% | -5.80% | 22.20% | 6.47% | 28.96% |
| 2022 | -15.85% | -7.75% | 0.00% | 10.13% | -14.06% | -20.08% | 15.48% | -8.93% | -9.57% | 5.44% | 14.02% | -17.94% | -44.91% |
| 2021 | 2.24% | -0.32% | -8.02% | 17.42% | 0.81% | -5.52% | 0.40% | 18.16% | 0.00% | 0.00% | -0.21% | -4.54% | 18.48% |
| 2020 | 0.72% | -3.16% | -12.52% | 5.84% | -1.56% | 14.54% | 2.60% | -3.67% | 1.90% | 4.55% | -4.87% | 20.99% | 23.42% |
| 2019 | 0.98% | 13.13% | 3.13% | 17.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HALMY is 71, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Halma PLC (HALMY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Halma PLC granted a 0.80% dividend yield in the last twelve months. The annual payout for that period amounted to $0.56 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.56 | $0.53 | $0.67 | $0.30 | $0.44 | $0.17 |
Dividend yield | 0.80% | 0.91% | 1.48% | 0.36% | 0.63% | 0.30% |
Monthly Dividends
The table displays the monthly dividend distributions for Halma PLC. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.53 |
| 2022 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.67 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.19 | $0.44 |
| 2019 | $0.17 | $0.17 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Halma PLC. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Halma PLC was 49.15%, occurring on Oct 27, 2023. The portfolio has not yet recovered.
The current Halma PLC drawdown is 18.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.15% | Nov 1, 2021 | 501 | Oct 27, 2023 | — | — | — |
| -37.82% | Jan 24, 2020 | 40 | Mar 20, 2020 | 56 | Jun 10, 2020 | 96 |
| -14.24% | Nov 23, 2020 | 1 | Nov 23, 2020 | 19 | Dec 21, 2020 | 20 |
| -13.96% | Jan 28, 2021 | 29 | Mar 10, 2021 | 30 | Apr 22, 2021 | 59 |
| -9.79% | Jun 14, 2021 | 13 | Jun 30, 2021 | 28 | Aug 10, 2021 | 41 |
Volatility
Volatility Chart
The current Halma PLC volatility is 5.53%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Halma PLC compared to its peers in the Conglomerates industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for HALMY in comparison to other companies of the Conglomerates industry. Currently, HALMY has a PE value of 36.8. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for HALMY in comparison to other companies of the Conglomerates industry. Currently, HALMY has a PEG value of 4.4. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Halma PLC.
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Income Statement
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