Halma PLC (HALMY)
Company Info
Highlights
$14.86B
$2.00
39.39
3.58
$56.62 - $83.35
Share Price Chart
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Performance
Performance Chart
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Returns By Period
Halma PLC (HALMY) returned 16.45% year-to-date (YTD) and 39.55% over the past 12 months.
HALMY
16.45%
5.67%
17.07%
39.55%
10.32%
10.16%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 11.82% | -6.97% | -5.68% | 12.25% | 5.74% | 16.45% | |||||||
| 2024 | -3.11% | 4.54% | 3.34% | -7.31% | 2.25% | 18.54% | 0.15% | 1.47% | 2.45% | -9.92% | 10.54% | -2.23% | 19.22% |
| 2023 | 13.89% | -2.45% | 2.07% | 13.21% | 0.02% | -3.69% | 7.20% | -8.45% | -13.29% | -5.80% | 22.20% | 6.46% | 28.95% |
| 2022 | -15.85% | -7.75% | 0.00% | 10.13% | -14.06% | -20.08% | 15.49% | -8.93% | -9.57% | 5.44% | 14.02% | -17.94% | -44.90% |
| 2021 | 2.24% | -0.32% | -8.02% | 17.42% | 0.81% | -5.52% | 0.41% | 18.16% | 0.00% | 0.00% | -0.21% | -4.54% | 18.49% |
| 2020 | 0.72% | -3.16% | -12.52% | 5.84% | -1.56% | 14.54% | 2.60% | -3.66% | 1.90% | 4.55% | -4.87% | 20.98% | 23.42% |
| 2019 | 0.98% | 13.13% | 3.13% | 17.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 83, HALMY is among the top 17% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Halma PLC provided a 0.70% dividend yield over the last twelve months, with an annual payout of $0.56 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.56 | $0.56 | $0.53 | $0.67 | $0.31 | $0.44 | $0.17 |
Dividend yield | 0.70% | 0.82% | 0.91% | 1.48% | 0.37% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.56 |
| 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 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.18 | $0.44 |
| 2019 | $0.17 | $0.17 |
Dividend Yield & Payout
Dividend Yield
Halma PLC has a dividend yield of 0.70%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Halma PLC has a payout ratio of 28.68%, which is quite average when compared to the overall market. This suggests that Halma PLC strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
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.
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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 6.03%.
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 chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Halma PLC over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Halma PLC, comparing actual results with analytics estimates.
Valuation
The Valuation section provides an overview of how Halma PLC is priced in the market compared to other companies in the Conglomerates industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for HALMY, comparing it with other companies in the Conglomerates industry. Currently, HALMY has a P/E ratio of 39.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for HALMY compared to other companies in the Conglomerates industry. HALMY currently has a PEG ratio of 3.6. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for HALMY relative to other companies in the Conglomerates industry. Currently, HALMY has a P/S ratio of 6.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for HALMY in comparison with other companies in the Conglomerates industry. Currently, HALMY has a P/B value of 6.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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