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Hologic, Inc. (HOLX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US4364401012

CUSIP

436440101

Sector

Healthcare

IPO Date

Jun 21, 1990

Highlights

Market Cap

$18.13B

EPS (TTM)

$3.32

PE Ratio

23.51

PEG Ratio

1.26

Total Revenue (TTM)

$4.03B

Gross Profit (TTM)

$2.26B

EBITDA (TTM)

$1.19B

Year Range

$67.59 - $84.67

Target Price

$87.22

Short %

3.14%

Short Ratio

3.63

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
HOLX vs. ZBH HOLX vs. FAT HOLX vs. VOO HOLX vs. MDT HOLX vs. BRK-B HOLX vs. CHD HOLX vs. ISRG HOLX vs. LLY HOLX vs. PFE HOLX vs. AMAGX
Popular comparisons:
HOLX vs. ZBH HOLX vs. FAT HOLX vs. VOO HOLX vs. MDT HOLX vs. BRK-B HOLX vs. CHD HOLX vs. ISRG HOLX vs. LLY HOLX vs. PFE HOLX vs. AMAGX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Hologic, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
6.39%
12.92%
HOLX (Hologic, Inc.)
Benchmark (^GSPC)

Returns By Period

Hologic, Inc. had a return of 10.17% year-to-date (YTD) and 9.06% in the last 12 months. Over the past 10 years, Hologic, Inc. had an annualized return of 11.47%, while the S&P 500 benchmark had an annualized return of 11.16%, indicating that Hologic, Inc. performed slightly bigger than the benchmark.


HOLX

YTD

10.17%

1M

-3.51%

6M

6.39%

1Y

9.06%

5Y (annualized)

9.52%

10Y (annualized)

11.47%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20244.18%-0.86%5.64%-2.81%-2.63%0.64%9.91%-0.45%0.27%-0.72%10.17%
20238.77%-2.13%1.33%6.58%-8.28%2.64%-1.91%-5.89%-7.14%-4.65%7.75%0.21%-4.49%
2022-8.25%1.32%7.94%-6.29%4.56%-7.93%3.00%-5.35%-4.50%5.08%12.33%-1.77%-2.29%
20219.47%-9.58%3.18%-11.87%-3.80%5.80%12.47%5.48%-6.75%-0.68%1.94%2.45%5.12%
20202.51%-11.96%-25.51%42.74%5.79%7.55%22.42%-14.42%11.30%3.54%0.45%5.35%39.49%
20198.03%6.19%2.65%-4.17%-5.11%9.11%6.73%-3.67%2.27%-4.32%6.23%1.73%27.03%
2018-0.12%-9.06%-3.79%3.83%-2.32%4.91%7.95%-7.34%3.07%-4.86%13.90%-7.45%-3.86%
20171.02%0.12%4.85%6.11%-4.08%4.78%-2.58%-12.69%-4.95%3.16%10.22%2.47%6.56%
2016-12.28%2.03%-0.38%-2.64%2.44%0.55%11.24%-0.18%1.07%-7.26%6.30%4.81%3.70%
201513.56%6.64%1.99%2.17%6.02%6.40%9.46%-6.84%0.82%-0.69%3.83%-4.11%44.69%
2014-4.43%1.97%-1.29%-2.40%16.46%3.72%2.84%-4.60%-2.17%7.64%2.33%-0.22%19.64%
201319.14%-8.47%3.57%-9.89%1.89%-6.99%17.62%-5.99%-3.23%8.35%0.07%-0.18%11.69%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HOLX is 58, 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.


The Risk-Adjusted Performance Rank of HOLX is 5858
Combined Rank
The Sharpe Ratio Rank of HOLX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of HOLX is 5151
Sortino Ratio Rank
The Omega Ratio Rank of HOLX is 5050
Omega Ratio Rank
The Calmar Ratio Rank of HOLX is 6161
Calmar Ratio Rank
The Martin Ratio Rank of HOLX is 6666
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 Hologic, Inc. (HOLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for HOLX, currently valued at 0.55, compared to the broader market-4.00-2.000.002.004.000.552.54
The chart of Sortino ratio for HOLX, currently valued at 0.85, compared to the broader market-4.00-2.000.002.004.000.853.40
The chart of Omega ratio for HOLX, currently valued at 1.11, compared to the broader market0.501.001.502.001.111.47
The chart of Calmar ratio for HOLX, currently valued at 0.43, compared to the broader market0.002.004.006.000.433.66
The chart of Martin ratio for HOLX, currently valued at 2.67, compared to the broader market0.0010.0020.0030.002.6716.26
HOLX
^GSPC

The current Hologic, Inc. Sharpe ratio is 0.55. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Hologic, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.55
2.54
HOLX (Hologic, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Hologic, Inc. doesn't pay dividends

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.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-10.21%
-0.88%
HOLX (Hologic, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Hologic, Inc.. 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 Hologic, Inc. was 93.75%, occurring on Oct 21, 1999. Recovery took 1478 trading sessions.

The current Hologic, Inc. drawdown is 10.21%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-93.75%Jun 26, 1996839Oct 21, 19991478Sep 8, 20052317
-87.61%Jul 17, 1990862Dec 15, 1993480Nov 8, 19951342
-73.65%Dec 27, 2007301Mar 9, 20091567May 29, 20151868
-46.24%Jan 30, 202037Mar 23, 202062Jun 19, 202099
-35.83%Apr 3, 200649Jun 12, 2006160Jan 31, 2007209

Volatility

Volatility Chart

The current Hologic, Inc. volatility is 7.89%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JuneJulyAugustSeptemberOctoberNovember
7.89%
3.96%
HOLX (Hologic, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Hologic, Inc. 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 assessment of the market value of Hologic, Inc. compared to its peers in the Medical Instruments & Supplies industry.


PE Ratio
50.0100.0150.023.5
The chart displays the price to earnings (P/E) ratio for HOLX in comparison to other companies of the Medical Instruments & Supplies industry. Currently, HOLX has a PE value of 23.5. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
0.05.010.015.020.01.3
The chart displays the price to earnings to growth (PEG) ratio for HOLX in comparison to other companies of the Medical Instruments & Supplies industry. Currently, HOLX has a PEG value of 1.3. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Hologic, Inc..


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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