Halma PLC (HALMY)

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Halma PLC (HALMY) is up 8.7% since the beginning of the year. At $103 per share, HALMY is trading 22.9% below its 52-week high of $134. Investors who bought $1,000 worth of HALMY shares 5 years ago would now be looking at an investment worth $1,382.

Halma PLC (HALMY) has returned 8.66% so far this year and 17.74% over the past 12 months.

Based on dividend-adjusted daily data since Oct 22, 2019, HALMY's average daily return is +0.08%, while the average monthly return is +1.45%. At this rate, an investment would double in approximately 4.0 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2023 with a return of +22.2%, while the worst month was Jun 2022 at -20.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, HALMY closed higher 29% of trading days. The best single day was Mar 30, 2020 with a return of +25.4%, while the worst single day was Dec 16, 2022 at -18.2%.

Halma PLC has an annualized alpha of 19.10%, beta of 0.24, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since October 22, 2019.

• This stock participated in 113.71% of S&P 500 Index downside but only 109.98% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.24 may look defensive, but with R2 of 0.01 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.01 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HALMY ranks 60 for risk / return — better than 60% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Halma PLC provided a 0.62% dividend yield over the last twelve months, with an annual payout of $0.64 per share. The company has been increasing its dividends for 2 consecutive years.

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.

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.

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. Recovery took 406 trading sessions.

The current Halma PLC drawdown is 22.52%.

The chart below shows the rolling one-month volatility.

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.

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.