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Samuel Heath and Sons plc (HSM.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB0004178710
SectorIndustrials
IndustryBuilding Products & Equipment

Highlights

Market Cap£6.97M
EPS£0.34
PE Ratio8.09
Revenue (TTM)£14.94M
Gross Profit (TTM)£7.04M
EBITDA (TTM)£1.24M

Share Price Chart


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Samuel Heath and Sons plc

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Samuel Heath and Sons plc, 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%5,000.00%10,000.00%15,000.00%Nov 05Nov 12Nov 19Nov 26Dec 03Dec 10Dec 17Dec 24Dec 31Jan 07Jan 14Jan 21Jan 28Feb 04Feb 11Feb 18
16,898.79%
346.18%
HSM.L (Samuel Heath and Sons plc)
Benchmark (^GSPC)

S&P 500

Returns By Period


PeriodReturnBenchmark
Year-To-DateN/A8.76%
1 monthN/A-0.32%
6 monthsN/A18.48%
1 yearN/A25.36%
5 years (annualized)N/A12.60%
10 years (annualized)N/A10.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20230.00%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Samuel Heath and Sons plc (HSM.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


HSM.L
Sharpe ratio
No data
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.20, compared to the broader market-2.00-1.000.001.002.003.002.20
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.13, compared to the broader market-4.00-2.000.002.004.006.003.13
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.78, compared to the broader market0.002.004.006.001.78
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.43, compared to the broader market-10.000.0010.0020.0030.008.43

Sharpe Ratio

There is not enough data available to calculate the Sharpe ratio for Samuel Heath and Sons plc. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
HSM.L (Samuel Heath and Sons plc)
Benchmark (^GSPC)

Dividends

Dividend History

Samuel Heath and Sons plc granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to £0.12 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend£0.12£0.13£0.13£0.07£0.06£0.12£0.12£0.12£0.12£0.12£0.12£0.12

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Samuel Heath and Sons plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023£0.00£0.06£0.00£0.00£0.00£0.00£0.00£0.08
2022£0.00£0.06£0.00£0.00£0.00£0.00£0.08£0.00£0.00£0.00£0.00£0.00
2021£0.00£0.00£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.00£0.00
2020£0.00£0.06£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2019£0.00£0.06£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.00£0.00
2018£0.00£0.06£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.00£0.00
2017£0.00£0.00£0.00£0.00£0.00£0.00£0.12£0.00£0.00£0.00£0.00£0.00
2016£0.00£0.06£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.00£0.00
2015£0.00£0.06£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.00£0.00
2014£0.00£0.06£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.00£0.00
2013£0.06£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.00£0.00

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%Nov 05Nov 12Nov 19Nov 26Dec 03Dec 10Dec 17Dec 24Dec 31Jan 07Jan 14Jan 21Jan 28Feb 04Feb 11Feb 18
-30.46%
0
HSM.L (Samuel Heath and Sons plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Samuel Heath and Sons 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 Samuel Heath and Sons plc was 99.50%, occurring on Nov 16, 1992. Recovery took 718 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.5%Aug 25, 198946Nov 16, 1992718Sep 20, 1995764
-83.67%Oct 20, 198638Dec 7, 198741Aug 3, 198979
-30.69%Jul 5, 200795Sep 7, 2012
-17.14%Jul 27, 20049Sep 23, 200422Mar 14, 200531
-16.5%Apr 28, 20063May 16, 20062Jul 6, 20065

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


HSM.L (Samuel Heath and Sons plc)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items