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Helmerich & Payne, Inc. (HP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US4234521015

CUSIP

423452101

Sector

Energy

IPO Date

Oct 15, 1980

Highlights

Market Cap

$2.56B

EPS (TTM)

$3.03

PE Ratio

8.49

PEG Ratio

5.78

Total Revenue (TTM)

$2.76B

Gross Profit (TTM)

$716.08M

EBITDA (TTM)

$881.64M

Year Range

$25.69 - $42.39

Target Price

$38.29

Short %

14.74%

Short Ratio

8.55

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:
HP vs. IBM HP vs. VTI HP vs. INTC HP vs. DELL HP vs. SPY HP vs. HPQ HP vs. PDS HP vs. DVN HP vs. TSM HP vs. VOO
Popular comparisons:
HP vs. IBM HP vs. VTI HP vs. INTC HP vs. DELL HP vs. SPY HP vs. HPQ HP vs. PDS HP vs. DVN HP vs. TSM HP vs. VOO

Performance

Performance Chart

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


-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2025February
-17.69%
8.57%
HP (Helmerich & Payne, Inc.)
Benchmark (^GSPC)

Returns By Period

Helmerich & Payne, Inc. had a return of -14.65% year-to-date (YTD) and -27.43% in the last 12 months. Over the past 10 years, Helmerich & Payne, Inc. had an annualized return of -4.20%, while the S&P 500 had an annualized return of 11.26%, indicating that Helmerich & Payne, Inc. did not perform as well as the benchmark.


HP

YTD

-14.65%

1M

-24.88%

6M

-15.02%

1Y

-27.43%

5Y*

-5.21%

10Y*

-4.20%

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.34%-14.65%
202411.15%-3.58%9.56%-6.49%-2.16%-5.04%11.84%-18.28%-6.77%10.45%3.83%-7.54%-7.83%
2023-2.28%-12.20%-15.04%-7.24%-5.40%14.80%26.29%-9.61%5.43%-6.14%-7.39%-0.03%-23.21%
202221.10%27.21%18.08%7.60%10.00%-14.48%7.52%-7.11%-13.52%33.92%4.18%-2.96%115.31%
20214.84%19.39%-6.16%-4.93%11.20%15.50%-12.14%-5.24%1.82%13.24%-26.93%5.57%6.19%
2020-10.74%-7.53%-57.58%26.33%6.45%-3.08%-8.61%-6.31%-11.10%1.50%55.36%1.71%-44.28%
201916.79%-1.98%2.51%5.33%-15.39%3.50%-1.86%-23.09%6.60%-6.41%7.29%14.93%0.49%
201811.43%-9.41%3.11%4.49%-3.63%-3.95%-3.78%8.12%4.88%-9.42%-1.65%-20.89%-22.58%
2017-8.06%-2.94%-2.63%-8.91%-12.10%3.19%-6.85%-15.05%23.08%4.22%9.15%10.34%-12.25%
2016-5.14%5.79%10.86%12.60%-6.44%9.78%-7.69%-1.34%11.31%-6.23%21.23%2.31%51.71%
2015-11.66%13.77%1.51%14.54%-5.53%-3.52%-18.01%3.35%-19.91%19.06%4.75%-8.07%-17.12%
20144.71%12.97%8.92%1.01%1.79%5.60%-8.48%-0.46%-6.83%-11.29%-19.25%-3.06%-17.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HP is 12, meaning it’s performing worse than 88% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HP is 1212
Overall Rank
The Sharpe Ratio Rank of HP is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of HP is 1313
Sortino Ratio Rank
The Omega Ratio Rank of HP is 1313
Omega Ratio Rank
The Calmar Ratio Rank of HP is 2020
Calmar Ratio Rank
The Martin Ratio Rank of HP is 55
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 Helmerich & Payne, Inc. (HP) 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 HP, currently valued at -0.74, compared to the broader market-2.000.002.00-0.741.74
The chart of Sortino ratio for HP, currently valued at -0.86, compared to the broader market-4.00-2.000.002.004.006.00-0.862.36
The chart of Omega ratio for HP, currently valued at 0.89, compared to the broader market0.501.001.502.000.891.32
The chart of Calmar ratio for HP, currently valued at -0.45, compared to the broader market0.002.004.006.00-0.452.62
The chart of Martin ratio for HP, currently valued at -1.52, compared to the broader market-10.000.0010.0020.0030.00-1.5210.69
HP
^GSPC

The current Helmerich & Payne, Inc. Sharpe ratio is -0.74. 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 Helmerich & Payne, 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-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.74
1.74
HP (Helmerich & Payne, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Helmerich & Payne, Inc. provided a 4.95% dividend yield over the last twelve months, with an annual payout of $1.34 per share.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.34$1.51$1.88$1.24$1.00$1.92$2.84$2.82$2.80$2.78$2.75$2.63

Dividend yield

4.95%4.72%5.18%2.49%4.22%8.29%6.25%5.88%4.33%3.59%5.14%3.89%

Monthly Dividends

The table displays the monthly dividend distributions for Helmerich & Payne, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.25$0.25
2024$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.25$0.00$1.51
2023$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.42$0.00$1.88
2022$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.49$0.00$1.24
2021$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2020$0.00$0.71$0.00$0.00$0.71$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.92
2019$0.00$0.71$0.00$0.00$0.71$0.00$0.00$0.71$0.00$0.00$0.71$0.00$2.84
2018$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.71$0.00$0.00$0.71$0.00$2.82
2017$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$2.80
2016$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.70$0.00$0.00$0.70$0.00$2.78
2015$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.69$0.00$2.75
2014$0.63$0.00$0.00$0.63$0.00$0.00$0.69$0.00$0.00$0.69$0.00$2.63

Dividend Yield & Payout


Dividend Yield
100.0%200.0%300.0%400.0%500.0%600.0%700.0%5.0%
Helmerich & Payne, Inc. has a dividend yield of 4.95%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%41.5%
Helmerich & Payne, Inc. has a payout ratio of 41.49%, which is quite average when compared to the overall market. This suggests that Helmerich & Payne, Inc. 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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-61.79%
-0.43%
HP (Helmerich & Payne, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Helmerich & Payne, 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 Helmerich & Payne, Inc. was 85.78%, occurring on Mar 19, 2020. The portfolio has not yet recovered.

The current Helmerich & Payne, Inc. drawdown is 61.79%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.78%Jul 7, 20141437Mar 19, 2020
-76.43%Jun 24, 2008115Dec 4, 20081222Oct 14, 20131337
-63.42%Oct 13, 1997339Feb 17, 1999470Dec 26, 2000809
-59.24%Mar 8, 2001137Sep 26, 2001265Oct 15, 2002402
-49.37%Aug 4, 198787Dec 4, 1987512Dec 13, 1989599

Volatility

Volatility Chart

The current Helmerich & Payne, Inc. volatility is 20.43%, 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.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
20.43%
3.01%
HP (Helmerich & Payne, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Helmerich & Payne, 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 Helmerich & Payne, Inc. compared to its peers in the Oil & Gas Drilling industry.


PE Ratio
10.015.020.08.5
The chart displays the price to earnings (P/E) ratio for HP in comparison to other companies of the Oil & Gas Drilling industry. Currently, HP has a PE value of 8.5. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
-20.0-15.0-10.0-5.00.05.05.8
The chart displays the price to earnings to growth (PEG) ratio for HP in comparison to other companies of the Oil & Gas Drilling industry. Currently, HP has a PEG value of 5.8. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Helmerich & Payne, 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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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