PortfoliosLab logoPortfoliosLab logo
ISIN
US4281031058
CUSIP
428103105
Sector
Energy
IPO Date
Apr 5, 2017

Highlights

Market Cap
$4.81B
Enterprise Value
$8.61B
EPS (TTM)
$2.89
PE Ratio
12.88
PEG Ratio
1.04
Total Revenue (TTM)
$1.63B
Gross Profit (TTM)
$1.13B
EBITDA (TTM)
$1.24B
Year Range
$31.63 - $44.14
Target Price
$32.00
ROA (TTM)
8.54%
ROE (TTM)
98.43%

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

HESM Performance Chart

Hess Midstream LP (HESM) is up 12.5% since the beginning of the year. At $37 per share, HESM is trading 15.7% below its 52-week high of $44. Investors who bought $1,000 worth of HESM shares 5 years ago would now be looking at an investment worth $2,132.


Loading charts...

S&P 500 Index

Returns By Period

Hess Midstream LP (HESM) has returned 12.48% so far this year and 4.95% over the past 12 months.


Hess Midstream LP

1D
1.14%
1M
-8.53%
YTD
12.48%
6M
13.87%
1Y
4.95%
3Y*
17.11%
5Y*
16.35%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HESM Monthly Returns History

Based on dividend-adjusted daily data since Apr 5, 2017, HESM's average daily return is +0.08%, while the average monthly return is +1.58%. At this rate, an investment would double in approximately 3.7 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +72.1%, while the worst month was Mar 2020 at -46.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HESM closed higher 52% of trading days. The best single day was Mar 31, 2020 with a return of +23.6%, while the worst single day was Mar 9, 2020 at -37.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.81%11.41%0.49%0.59%-2.10%-0.77%12.48%
20259.40%4.76%1.34%-12.11%1.46%4.08%13.04%-3.65%-16.14%-1.74%1.47%2.43%0.56%
20246.89%2.79%5.98%-5.62%3.89%4.86%2.85%1.55%-5.57%-1.76%11.51%-2.30%26.41%
20233.21%-9.54%5.54%1.38%-3.02%10.00%1.66%-5.54%0.80%2.99%10.75%-2.80%14.36%
20226.26%10.77%-6.13%-1.97%12.85%-14.08%8.64%-5.16%-9.86%13.40%10.04%-4.19%16.62%
20216.64%2.57%6.91%1.57%14.06%-0.86%2.50%1.43%9.60%-10.78%0.35%11.59%52.91%

Benchmark Metrics

Hess Midstream LP has an annualized alpha of 7.98%, beta of 0.82, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since April 05, 2017.

  • This stock participated in 97.19% of S&P 500 Index downside but only 93.54% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.15 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.

Alpha
7.98%
Beta
0.82
0.15
Upside Capture
93.54%
Downside Capture
97.19%

Return for Risk

Risk / Return Rank

HESM ranks 45 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


HESM Risk / Return Rank: 4545
Overall Rank
HESM Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
HESM Sortino Ratio Rank: 4141
Sortino Ratio Rank
HESM Omega Ratio Rank: 4242
Omega Ratio Rank
HESM Calmar Ratio Rank: 4747
Calmar Ratio Rank
HESM Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Hess Midstream LP (HESM) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HESMBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.82

Sortino ratioReturn per unit of downside risk

-2.32

Omega ratioGain probability vs. loss probability

1.06

1.37

-0.31

Calmar ratioReturn relative to maximum drawdown

0.19

2.78

-2.59

Martin ratioReturn relative to average drawdown

0.39

12.44

-12.05

Dividends

Dividend History

Hess Midstream LP provided a 8.16% dividend yield over the last twelve months, with an annual payout of $3.04 per share. The company has been increasing its dividends for 8 consecutive years.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$3.04$2.90$2.64$2.37$2.18$1.91$1.73$1.56$1.36$0.58

Dividend yield

8.16%8.41%7.12%7.50%7.30%6.93%8.86%6.89%8.00%2.93%

Monthly Dividends

The table displays the monthly dividend distributions for Hess Midstream LP. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.76$0.00$0.00$0.78$0.00$1.54
2025$0.00$0.70$0.00$0.00$0.71$0.00$0.00$0.74$0.00$0.00$0.75$0.00$2.90
2024$0.00$0.63$0.00$0.00$0.65$0.00$0.00$0.67$0.00$0.00$0.68$0.00$2.64
2023$0.00$0.57$0.00$0.00$0.59$0.00$0.00$0.60$0.00$0.00$0.62$0.00$2.37
2022$0.00$0.52$0.00$0.00$0.55$0.00$0.00$0.56$0.00$0.00$0.56$0.00$2.18
2021$0.00$0.45$0.00$0.45$0.00$0.00$0.00$0.50$0.00$0.00$0.51$0.00$1.91

Dividend Yield & Payout


Dividend Yield

Hess Midstream LP has a dividend yield of 8.16%, which means its dividend payment is significantly above the market average.

Payout Ratio

Hess Midstream LP has a payout ratio of 75.14%, which is quite average when compared to the overall market. This suggests that Hess Midstream LP 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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Hess Midstream LP. 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 Hess Midstream LP was 75.16%, occurring on Mar 18, 2020. Recovery took 240 trading sessions.

The current Hess Midstream LP drawdown is 8.64%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-75.16%Mar 2020
2mo 1d11mo 19d
1y 1moJan 2020 - Mar 2021
Rate-hike selloffLate 2018
-31.54%Dec 2018
1y 7mo12mo 4d
2y 7moMay 2017 - Dec 2019
Bear market2022
-28.72%Sep 2022
3mo 20d1y 1mo
1y 5moJun 2022 - Nov 2023
2025 bear market2025
-25.78%Oct 2025
2mo 10d7mo 10d
9mo 20dAug 2025 - May 2026
2025 selloff2025
-19.71%Apr 2025
19d3mo 24d
4mo 13dMar 2025 - Jul 2025

Drawdown Indicators


HESMBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-75.16%

-56.78%

-18.38%

Max Drawdown (1Y)

Largest decline over 1 year

-25.78%

-9.10%

-16.68%

Max Drawdown (3Y)

Largest decline over 3 years

-25.78%

-18.90%

-6.88%

Max Drawdown (5Y)

Largest decline over 5 years

-28.72%

-25.43%

-3.29%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-8.64%

-1.80%

-6.84%

Average Drawdown

Average peak-to-trough decline

-11.76%

-10.71%

-1.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.71%

2.03%

+10.68%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Hess Midstream LP over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Hess Midstream LP is priced in the market compared to other companies in the Oil & Gas Midstream 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 HESM, comparing it with other companies in the Oil & Gas Midstream industry. Currently, HESM has a P/E ratio of 12.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for HESM compared to other companies in the Oil & Gas Midstream industry. HESM currently has a PEG ratio of 1.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for HESM relative to other companies in the Oil & Gas Midstream industry. Currently, HESM has a P/S ratio of 2.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for HESM in comparison with other companies in the Oil & Gas Midstream industry. Currently, HESM has a P/B value of 12.8. 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



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

Build a portfolio with HESM

Add Hess Midstream LP to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with HESM