HEES vs. LRN
Compare and contrast key facts about H&E Equipment Services, Inc. (HEES) and Stride, Inc. (LRN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEES or LRN.
Key characteristics
| HEES | LRN | |
|---|---|---|
| YTD Return | 15.30% | 67.80% |
| 1Y Return | 30.22% | 74.74% |
| 3Y Return (Ann) | 11.36% | 40.49% |
| 5Y Return (Ann) | 14.74% | 37.74% |
| 10Y Return (Ann) | 9.58% | 22.89% |
| Sharpe Ratio | 0.72 | 1.47 |
| Sortino Ratio | 1.17 | 3.47 |
| Omega Ratio | 1.17 | 1.43 |
| Calmar Ratio | 0.88 | 2.88 |
| Martin Ratio | 1.53 | 12.38 |
| Ulcer Index | 20.01% | 5.81% |
| Daily Std Dev | 42.83% | 48.78% |
| Max Drawdown | -87.57% | -81.41% |
| Current Drawdown | -8.51% | -3.18% |
Fundamentals
| HEES | LRN | |
|---|---|---|
| Market Cap | $2.18B | $4.46B |
| EPS | $3.94 | $5.51 |
| PE Ratio | 15.14 | 18.56 |
| PEG Ratio | 2.49 | 0.74 |
| Total Revenue (TTM) | $1.52B | $2.11B |
| Gross Profit (TTM) | $666.62M | $806.57M |
| EBITDA (TTM) | $675.67M | $385.74M |
Correlation
The correlation between HEES and LRN is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HEES vs. LRN - Performance Comparison
In the year-to-date period, HEES achieves a 15.30% return, which is significantly lower than LRN's 67.80% return. Over the past 10 years, HEES has underperformed LRN with an annualized return of 9.58%, while LRN has yielded a comparatively higher 22.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HEES vs. LRN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for H&E Equipment Services, Inc. (HEES) and Stride, Inc. (LRN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HEES vs. LRN - Dividend Comparison
HEES's dividend yield for the trailing twelve months is around 1.85%, while LRN has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
HEES H&E Equipment Services, Inc. | 1.85% | 2.10% | 2.42% | 2.48% | 3.69% | 3.29% | 5.39% | 2.71% | 4.73% | 6.01% | 1.78% |
LRN Stride, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HEES vs. LRN - Drawdown Comparison
The maximum HEES drawdown since its inception was -87.57%, which is greater than LRN's maximum drawdown of -81.41%. Use the drawdown chart below to compare losses from any high point for HEES and LRN. For additional features, visit the drawdowns tool.
Volatility
HEES vs. LRN - Volatility Comparison
The current volatility for H&E Equipment Services, Inc. (HEES) is 16.02%, while Stride, Inc. (LRN) has a volatility of 33.49%. This indicates that HEES experiences smaller price fluctuations and is considered to be less risky than LRN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HEES vs. LRN - Financials Comparison
This section allows you to compare key financial metrics between H&E Equipment Services, Inc. and Stride, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities