PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
James Halstead plc (JHD.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB00B0LS8535
SectorIndustrials
IndustryBuilding Products & Equipment

Highlights

Market Cap£861.25M
EPS£0.11
PE Ratio18.09
Revenue (TTM)£290.38M
Gross Profit (TTM)£115.46M
EBITDA (TTM)£58.63M
Year Range£179.93 - £221.93
Target Price£320.00

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.


James Halstead plc

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in James Halstead 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%1,000,000.00%2,000,000.00%3,000,000.00%4,000,000.00%December2024FebruaryMarchAprilMay
3,740,640.74%
382.83%
JHD.L (James Halstead plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

James Halstead plc had a return of -0.98% year-to-date (YTD) and -1.90% in the last 12 months. Over the past 10 years, James Halstead plc had an annualized return of 9.62%, while the S&P 500 had an annualized return of 10.71%, indicating that James Halstead plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-0.98%8.76%
1 month-0.00%-0.32%
6 months1.31%18.48%
1 year-1.90%25.36%
5 years (annualized)0.97%12.60%
10 years (annualized)9.62%10.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.94%-0.51%2.03%-0.50%
2023-7.49%6.31%3.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of JHD.L is 39, 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 JHD.L is 3939
JHD.L (James Halstead plc)
The Sharpe Ratio Rank of JHD.L is 4141Sharpe Ratio Rank
The Sortino Ratio Rank of JHD.L is 3636Sortino Ratio Rank
The Omega Ratio Rank of JHD.L is 3636Omega Ratio Rank
The Calmar Ratio Rank of JHD.L is 4242Calmar Ratio Rank
The Martin Ratio Rank of JHD.L is 4040Martin 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 James Halstead plc (JHD.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


JHD.L
Sharpe ratio
The chart of Sharpe ratio for JHD.L, currently valued at -0.08, compared to the broader market-2.00-1.000.001.002.003.00-0.08
Sortino ratio
The chart of Sortino ratio for JHD.L, currently valued at 0.10, compared to the broader market-4.00-2.000.002.004.006.000.10
Omega ratio
The chart of Omega ratio for JHD.L, currently valued at 1.01, compared to the broader market0.501.001.502.001.01
Calmar ratio
The chart of Calmar ratio for JHD.L, currently valued at -0.06, compared to the broader market0.002.004.006.00-0.06
Martin ratio
The chart of Martin ratio for JHD.L, currently valued at -0.27, compared to the broader market-10.000.0010.0020.0030.00-0.27
^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

The current James Halstead plc Sharpe ratio is -0.08. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of James Halstead plc 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 Ratio0.000.501.001.502.00December2024FebruaryMarchAprilMay
-0.08
1.96
JHD.L (James Halstead plc)
Benchmark (^GSPC)

Dividends

Dividend History

James Halstead plc granted a 0.04% dividend yield in the last twelve months. The annual payout for that period amounted to £0.08 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend£0.08£0.08£0.08£0.21£0.14£0.19£0.14£0.13£0.12£0.19£0.10£0.08

Dividend yield

0.04%0.04%0.04%0.07%0.06%0.07%0.06%0.06%0.05%0.08%0.06%0.05%

Monthly Dividends

The table displays the monthly dividend distributions for James Halstead plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024£0.00£0.00£0.00£0.00
2023£0.00£0.00£0.00£0.00£0.02£0.00£0.00£0.00£0.00£0.00£0.06£0.00
2022£0.00£0.00£0.00£0.00£0.02£0.00£0.00£0.00£0.00£0.00£0.06£0.00
2021£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.11£0.06£0.00
2020£0.00£0.00£0.00£0.00£0.02£0.00£0.00£0.02£0.00£0.00£0.10£0.00
2019£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.10£0.05£0.00
2018£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.00£0.10£0.00
2017£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.00£0.09£0.00
2016£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.00£0.09£0.00
2015£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.08£0.08
2014£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.07£0.00
2013£0.04£0.01£0.00£0.00£0.00£0.00£0.00£0.03£0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.0%
James Halstead plc has a dividend yield of 0.04%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%140.0%74.8%
James Halstead plc has a payout ratio of 74.77%, 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.


-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-30.64%
-0.82%
JHD.L (James Halstead plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the James Halstead 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 James Halstead plc was 62.41%, occurring on Mar 28, 2000. Recovery took 797 trading sessions.

The current James Halstead plc drawdown is 30.64%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.41%May 30, 199686Mar 28, 2000797Sep 30, 2003883
-46.73%Oct 16, 1987340Sep 25, 1990221Aug 9, 1991561
-41.85%Jan 21, 2022252Jan 23, 2023
-39.36%Nov 15, 2007281Dec 29, 2008244Dec 21, 2009525
-35.96%Feb 3, 202036Mar 23, 2020317Jun 25, 2021353

Volatility

Volatility Chart

The current James Halstead plc volatility is 6.53%, 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%4.00%6.00%8.00%10.00%12.00%December2024FebruaryMarchAprilMay
6.53%
4.63%
JHD.L (James Halstead plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of James Halstead 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