PortfoliosLab logo
Hess Midstream LP (HESM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US4281031058

CUSIP

428103105

Sector

Energy

IPO Date

Apr 5, 2017

Highlights

Market Cap

$8.22B

EPS (TTM)

$2.55

PE Ratio

14.96

PEG Ratio

1.57

Total Revenue (TTM)

$1.52B

Gross Profit (TTM)

$1.14B

EBITDA (TTM)

$1.15B

Year Range

$31.40 - $43.22

Target Price

$44.00

Short %

6.36%

Short Ratio

5.40

Share Price Chart


Loading data...

Compare to other instruments

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


Performance

Performance Chart


Loading data...

S&P 500

Returns By Period

Hess Midstream LP (HESM) returned 6.83% year-to-date (YTD) and 15.83% over the past 12 months.


HESM

YTD

6.83%

1M

-0.16%

6M

7.55%

1Y

15.83%

3Y*

15.47%

5Y*

24.05%

10Y*

N/A

^GSPC (Benchmark)

YTD

-1.34%

1M

5.80%

6M

-2.79%

1Y

9.39%

3Y*

13.76%

5Y*

14.45%

10Y*

10.68%

*Annualized

Monthly Returns

The table below presents the monthly returns of HESM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20259.40%4.76%1.34%-12.11%4.64%6.83%
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%6.92%1.57%14.06%-0.86%2.49%1.43%9.60%-10.78%0.35%11.59%52.91%
20205.03%-18.43%-46.75%72.05%13.91%-5.66%-5.08%4.08%-14.59%13.11%8.40%8.54%-5.29%
201928.62%6.57%-7.34%4.25%-11.13%1.04%3.38%-3.91%1.42%10.64%-2.15%10.90%43.83%
201810.05%-6.98%-4.70%6.83%4.78%-6.01%12.44%3.83%0.75%-1.45%-12.87%-11.84%-8.61%
2017-0.08%-9.15%-12.35%3.78%0.94%4.32%-9.60%8.11%-6.29%-20.37%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HESM is 71, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HESM is 7171
Overall Rank
The Sharpe Ratio Rank of HESM is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of HESM is 6464
Sortino Ratio Rank
The Omega Ratio Rank of HESM is 6464
Omega Ratio Rank
The Calmar Ratio Rank of HESM is 7979
Calmar Ratio Rank
The Martin Ratio Rank of HESM is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Hess Midstream LP (HESM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Hess Midstream LP Sharpe ratios as of May 25, 2025 (values are recalculated daily):

  • 1-Year: 0.65
  • 5-Year: 0.79
  • All Time: 0.33

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Hess Midstream LP compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Hess Midstream LP provided a 7.24% dividend yield over the last twelve months, with an annual payout of $2.76 per share. The company has been increasing its dividends for 7 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$2.5020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$2.76$2.64$2.37$2.18$1.91$1.73$1.56$1.36$0.58

Dividend yield

7.24%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
2025$0.00$0.70$0.00$0.00$0.71$1.41
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
2020$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.44$0.00$0.00$0.44$0.00$1.73
2019$0.00$0.37$0.00$0.00$0.38$0.00$0.00$0.40$0.00$0.00$0.41$0.00$1.56
2018$0.00$0.32$0.00$0.00$0.33$0.00$0.00$0.35$0.00$0.00$0.36$0.00$1.36
2017$0.27$0.00$0.00$0.31$0.00$0.58

Dividend Yield & Payout


Dividend Yield

Hess Midstream LP has a dividend yield of 7.24%, which means its dividend payment is significantly above the market average.

Payout Ratio

Hess Midstream LP has a payout ratio of 108.36%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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 data...

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 11.36%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.16%Jan 17, 202042Mar 18, 2020240Mar 2, 2021282
-31.54%May 3, 2017415Dec 24, 2018251Dec 23, 2019666
-28.72%Jun 8, 202276Sep 26, 2022289Nov 17, 2023365
-19.71%Mar 20, 202514Apr 8, 2025
-17.43%Jun 16, 202123Jul 19, 202142Sep 16, 202165
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...

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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Hess Midstream LP, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -5.2%.


0.300.400.500.600.7020212022202320242025
0.65
0.69
Actual
Estimate

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 15.0. 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 1.6. 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 5.4. 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 HESM in comparison with other companies in the Oil & Gas Midstream industry. Currently, HESM has a P/B value of 7.5. 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