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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#1297
Positioning
Market Dominance
Mining
Petroleum And Natural Gas
$1.5B
John W. Lindsay
Helmerich & Payne, Inc. provides drilling services and solutions for exploration and production companies. The company operates through three segments: North America Solutions, Offshore Gulf of Mexico, and International Solutions. As of September 30, 2021, the company operated a fleet of 236 land rigs in North America; 30 international land rigs; and 7 offshore platform rigs.
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Dates updated upon official exchange announcement.
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| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$VALE Vale S.A. | 75 | 88 | 93 | 67 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$SU SUNCOR ENERGY INC | 74 | 87 | 90 | 53 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$TRX TRX GOLD Corp | 72 | 83 | 77 | 96 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$ORLA Orla Mining Ltd. | 72 | 94 | 83 | 78 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$KGC KINROSS GOLD CORP | 71 | 83 | 89 | 79 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$AEM AGNICO EAGLE MINES LTD | 71 | 80 | 80 | 71 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$RIO RIO TINTO PLC | 70 | 76 | 84 | 64 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$IAG IAMGOLD CORP | 70 | 71 | 82 | 89 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NGD New Gold Inc. /FI | 70 | 76 | 67 | 92 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PDS PRECISION DRILLING Corp | 70 | 77 | 90 | 65 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$HP Helmerich & Payne, Inc. | 55 | 52 | 43 | 60 | - | 5.0x | -7.4% | -3.1% | 29.4% | -0.2% | -4.1% | 45.8% | 7.7% | 75.0x | $1.5B | ||
| SECTOR BENCH | - | - | - | - | - | 13.7x | 5.2x | 4.3% | 3.9% | 45.8% | 7.6% | 5.8% | 0.1% | 0.0% | 0.3x | - | REF |
Helmerich & Payne, Inc. (HP) receives a "Hold" rating with a composite score of 54.8/100. It ranks #1297 out of 7,333 stocks in our coverage universe and carries a 3-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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In-line with peers — no strong momentum signal
Fair valuation relative to peers
Average quality profile
Average volatility — neutral timing signal
Moderate investment profile
Mid-range overall rating
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Relative valuation derived from Mining sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
No analyst ratings for HP.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 52 | 56 | -4NEUTRAL |
| MOMENTUM | 60 | 63 | -3NEUTRAL |
| VALUATION | 43 | 43 | 0NEUTRAL |
| INVESTMENT | 40 | 56 | -16DRAG |
| STABILITY | 47 | 46 | +1NEUTRAL |
| SHORT INT | 52 | 62 | -10DRAG |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROE proxy -7.4% (sector 4.3%)
GM 29% vs sector 46%, OM -0% vs sector 8%
Capital turnover N/A
Rev growth 46%, 11yr history
Interest coverage N/A
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate Helmerich & Payne, Inc. (HP) as a Hold with a composite score of 54.8/100 at a current price of $34.81. The stock presents a mixed quantitative picture — neither compelling enough to warrant new accumulation nor weak enough to justify selling.
Helmerich & Payne, Inc. holds a top-quartile position (#0 of 50) within the Mining sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 54.8/100 places it at rank #1297 in our full universe.
No Moat
Very High
Poor
Fair Value
Stable competitive position in a defensive sector.
Vulnerability to macroeconomic shocks and interest rate volatility.
Helmerich & Payne, Inc. represents a hold based on multi-factor quantitative performance.
Our model assigns Helmerich & Payne, Inc. a Hold rating, with a composite score of 54.8/100 and 3 out of 5 stars. Ranked #1297 of 7,333 stocks, HP presents a mixed quantitative picture — neither compelling enough to initiate new positions nor weak enough to warrant selling. Investors already holding may consider maintaining their position while monitoring for changes in the factor profile.
With a quality score of 52/100, HP shows adequate but unremarkable business quality. The company reports a return on equity of -7.4% (sector avg: 4.3%), gross margins of 29.4% (sector avg: 45.8%), net margins of -4.1% (sector avg: 5.8%). This suggests the company generates acceptable returns but may lack the competitive positioning or operational efficiency to stand out from peers.
With a value score of 43/100, HP appears somewhat expensive relative to its fundamentals. Key valuation metrics include an EV/EBITDA of 5.05x, a P/B ratio of 1.34x. Investors paying a premium here are likely betting on above-average growth or margin expansion to justify current prices.
With an investment score of 40/100, HP exhibits moderate growth-oriented spending. Key growth metrics include revenue growth of 45.8% vs. a sector average of 0.1% and a return on assets of -3.1% (sector: 3.9%). The company appears to be balancing growth investments with capital returns, though the pace of investment may not be enough to accelerate top-line growth meaningfully.
HP demonstrates moderate momentum with a score of 60/100, suggesting a neutral price trend without strong directional conviction. Revenue growth stands at 45.8% year-over-year, while a beta of 1.58 reflects its sensitivity to broader market moves. Moderate momentum may indicate the stock is consolidating or transitioning between trends, warranting close monitoring of upcoming catalysts.
With a stability score of 47/100, HP exhibits average financial resilience. Key stability metrics include a beta of 1.58 and a debt-to-equity ratio of 75.00x (sector avg: 0.3x). While the balance sheet is not a major concern, the stock is subject to typical market volatility and may experience sharper drawdowns during risk-off episodes.
The short interest score of 52/100 for HP suggests somewhat elevated bearish positioning by institutional traders. Specific risk factors include high market sensitivity (beta: 1.58), elevated leverage (D/E: 75.00x), small-cap liquidity risk. With a $1.5B market cap (small-cap), Helmerich & Payne, Inc. may experience above-average volatility. Investors should consider whether the short thesis has merit or if it creates a potential short-squeeze opportunity.
Helmerich & Payne, Inc. offers an attractive dividend yield of 7.7%, placing it among the higher-yielding stocks in its peer group. A yield this high can provide meaningful income, but investors should verify the payout is sustainable by examining the payout ratio, free cash flow coverage, and any history of dividend cuts.
Helmerich & Payne, Inc. is a small-cap company in the Mining sector, ranked #0 of 50 in its sector (100th percentile) and #1297 of 7,333 overall (82nd percentile). Key comparisons include ROE of -7.4% trailing the 4.3% sector median and operating margins of -0.2% below the 7.6% sector average. This top-quartile standing reflects exceptional competitive strength relative to Mining peers.
While HP currently exhibits a HOLD profile, superior opportunities exist within the MINING sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Mining Alpha →Quant Factor Profile
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Investment (40) is the limiting factor — improvement here would lift the composite score most.
EV/EBITDA IN LINE WITH SECTOR BENCHMARKS
ROE 271% BELOW SECTOR MEDIAN
Gross Margin 36% BELOW SECTOR MEDIAN
Above 50MA
37.18%
Net New Highs
+51081

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