Risk Intelligence
Core Model
D+
54 / 100
Insufficient Data
How strong and defensively sound is the company?
Weaker than most covered companies on this measure.
Suggestions
HP · NYSE
HELMERICH & PAYNE INC
Private betaSector unavailable · Industry unavailable
$44.04
-1.17%
Close on Sep 11, 2026
Insufficient Data
Updated 12/22/2023
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Investment Report Card
HELMERICH & PAYNE INC
Sector unavailable · Data confidence partial
28 / 100
Rank #618 of 1,152 qualified companies
Top 90% · Not Currently Suggested
Long-Term Potential
Research Model
F
29 / 100
Insufficient Data
Does the business have the characteristics needed to create value over many years?
Weaker than most covered companies on this measure.
Fundamental Momentum
Research Model
D
42 / 100
Insufficient Data
Is the underlying business getting stronger or weaker?
Weaker than most covered companies on this measure.
Ownership Intelligence
Supplemental Intelligence
A+
96 / 100
Positive disclosed activity
What are important owners actually doing?
Among the strongest readings on this measure.
Valuation Intelligence
Research Model
B−
74 / 100
Very Attractive
Is today's price reasonable?
Above average on this measure — and valuation is researched separately from the Suggested Investment Score.
Capital Returns Intelligence
Research Model
D+
51 / 100
Moderate Capital Returns
How effectively does the company reward shareholders?
Weaker than most covered companies on this measure — and capital returns are researched separately from the Suggested Investment Score.
Why it stands out
- More disclosed holders are new or increasing than reducing or exiting.
- Attractive valuation: the stock reads 74 out of 100 on Valuation Intelligence (Very Attractive) relative to its own history and comparable companies.
What holds it back
No weakening evidence is recorded in today's readings.
Long-term view
HELMERICH & PAYNE INC scores 29 on Long-Term Potential (F), described by the research model as insufficient data. This describes business characteristics only — it is not a forecast of future returns.
Ownership view
Disclosed ownership evidence reads 96 (A+): Positive disclosed activity. 1 tracked managers disclosed a position in the latest reporting period. Ownership filings are historical disclosures, not signals.
Valuation view
HELMERICH & PAYNE INC reads 74 out of 100 on Valuation Intelligence, recorded as Very Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Capital returns view
HELMERICH & PAYNE INC reads 51 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend paid for 13 consecutive years and a share count falling about 1.5% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
What changed
No meaningful recorded changes in the stored history.
Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.
Compare HP with other companiesAppears in
Rule-based membership
Membership means the company satisfied a published rule on the latest research build. It is not a recommendation.
About a minute to read
The 60-Second Investment Brief
Written from stored research readings only. No hype. No trading signals. Just better evidence.
Why it's interesting
HELMERICH & PAYNE INC (HP) scores 28 out of 100 and ranks #618 of 1,152 qualified companies today. That places it in the top 90% of ranked companies. The stored tier for that score is not currently suggested.
Business strength
Risk Intelligence reads 54 out of 100 (D+), recorded as insufficient data. Weaker than most covered companies on this measure.
Long-term opportunity
Long-Term Potential reads 29 out of 100 (F), recorded as insufficient data. Weaker than most covered companies on this measure.
What's improving or weakening
Fundamental Momentum reads 42 out of 100 (D), recorded as insufficient data. Weaker than most covered companies on this measure.
What important owners are doing
Ownership Intelligence reads 96 out of 100 (A+), recorded as positive disclosed activity. Among the strongest readings on this measure.
What kind of price you'd be paying
Valuation currently appears favourable: Valuation Intelligence reads 74 out of 100 (B−), recorded as Very Attractive. HELMERICH & PAYNE INC reads 74 out of 100 on Valuation Intelligence, recorded as Very Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
How the company rewards shareholders
Capital Returns Intelligence reads 51 out of 100 (D+), recorded as Moderate Capital Returns. HELMERICH & PAYNE INC reads 51 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend paid for 13 consecutive years and a share count falling about 1.5% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
What could go wrong
No weakening factors are recorded in today's stored readings, and data confidence is partial. Absence of a recorded weakness is not evidence of safety.
Bottom line
Its strongest recorded evidence is Ownership Intelligence. Risk Intelligence and Long-Term Potential and Fundamental Momentum remain the main area to watch. Separately from the score, valuation reads very attractive at today's price.
Composite discovery model
Pro Investor Score
Pro Investor Score™
28 / 100
Not Currently Suggested
A 0–100 composite discovery score combining Risk Intelligence, Long-Term Potential, Fundamental Momentum, and Ownership Intelligence. It helps rank qualified companies for further research and does not predict future returns.
- Rank
- #618 of 694
- Percentile
- Top 90%
- Ranking updated
- September 12, 2026
—Rank unchanged. Rank unchanged.
- Risk Intelligence
- 54
- Long-Term Potential
- 29
- Fundamental Momentum
- 42
- Ownership Intelligence
- 96
30% contribution
30% contribution
20% contribution
20% contribution
Ownership Intelligence
96 / 100 · Strong · 20% of the Pro Investor Score
SUPPLEMENTAL / DESCRIPTIVE INTELLIGENCE
Coverage: Partial Coverage
- Elite Investor Activity
- Insufficient Data
- Institutional Activity
- 96 · Strong
- Insider Activity
- Insufficient Data
- Strategic Ownership
- Insufficient Data
50% of Ownership Intelligence · 10% of the total score
No reliably mapped professional-manager filings are stored, so this evidence is unavailable rather than neutral.
20% of Ownership Intelligence · 4% of the total score
Broad institutional evidence from resolved filings is strong.
15% of Ownership Intelligence · 3% of the total score
No discretionary insider transactions are stored for this company, so this evidence is unavailable rather than neutral.
15% of Ownership Intelligence · 3% of the total score
No qualifying major-holder filings are stored, so this evidence is unavailable rather than neutral.
Ownership Intelligence summarizes publicly disclosed activity among professional investment managers, broader institutions, company insiders, and significant strategic owners. It adds context to investment research but is not a validated predictor of future performance. Ownership information is publicly reported with a delay; the latest applicable reporting period is 2024-12-31, publicly disclosed 9/11/2026. Congressional activity is unavailable pending legal review and contributes nothing to this reading.
Why it ranks here
Strong ownership evidence
Disclosed institutional activity evidence is favourable relative to other qualified companies. Ownership evidence is descriptive and reported with a delay.
What holds it back
Risk Intelligence is less favourable
Defensive characteristics rank below the middle of the qualified universe.
Long-term potential is mid-pack
Long-Term Potential ranks below the qualified median. This remains a research model.
Fundamental Momentum is softer
Reported business trends rank below the qualified median.
Ownership Intelligence — Partial Coverage
Only part of the ownership evidence is available for this company. Missing evidence is left missing rather than replaced with a neutral value.
COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Data coverage Good. Rankings are recalculated daily using the latest available information. Individual components may update at different frequencies based on when new financial and ownership data becomes available.
Researched separately
Valuation Intelligence 74 · Very Attractive
RESEARCH MODEL
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Researched separately
Capital Returns Intelligence 51 · Moderate Capital Returns
RESEARCH MODEL
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Score explanation
Why this company scores the way it does
Four research areas carry fixed weights. Each area is compared against every other eligible company, then weighted. The four contributions below add to 28.3 of the stored score (28.3).
Risk Intelligence
30% of the score · contributes 3.9 points
How strong and defensively sound is the company?
Stands at the 13 percentile of eligible companies · stored reading 54 · 14% of this company’s total score
How financially sturdy the company has been when conditions turned against it.
How this area is measured
Risk Intelligence reads stored balance-sheet strength, historical downside behaviour and the company's price-risk grouping. A stronger reading describes past resilience; it does not protect against future losses.
Full methodologyLong-Term Potential
30% of the score · contributes 1.1 points
Does the business have the characteristics needed to create value over many years?
Stands at the 4 percentile of eligible companies · stored reading 29 · 4% of this company’s total score
Whether the business has the durable characteristics long-term owners look for.
How this area is measured
Long-Term Potential reads durability characteristics such as profitability consistency, cash generation and reinvestment capability over multiple reported periods.
Full methodologyFundamental Momentum
20% of the score · contributes 6.2 points
Is the underlying business getting stronger or weaker?
Stands at the 31 percentile of eligible companies · stored reading 42 · 22% of this company’s total score
Whether the reported business results have been getting stronger or weaker.
How this area is measured
Fundamental Momentum compares recent reported fundamentals with the company's own earlier periods, so improvement or deterioration is measured against its history rather than against a forecast.
Full methodologyOwnership Intelligence
20% of the score · contributes 17.2 points
What are important owners actually doing?
Stands at the 86 percentile of eligible companies · stored reading 96 · 61% of this company’s total score
What large reporting owners have actually been doing with their positions.
How this area is measured
Ownership Intelligence reads public ownership filings: how many tracked reporting owners hold the company, and whether they were adding, holding, reducing or exiting in the latest disclosed period.
Full methodology
What is helping the score
- Ownership Intelligence — 86 percentile, adding 17.2 points.
What deserves attention
- Long-Term Potential — 4 percentile, adding only 1.1 of a possible 30 points.
- Risk Intelligence — 13 percentile, adding only 3.9 of a possible 30 points.
- Fundamental Momentum — 31 percentile, adding only 6.2 of a possible 20 points.
Outside the score
Additional research — not currently included in the primary Suggested Investment Score.
- Valuation Intelligence — HELMERICH & PAYNE INC reads 74 out of 100 on Valuation Intelligence, recorded as Very Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
- Capital Returns Intelligence — HELMERICH & PAYNE INC reads 51 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend paid for 13 consecutive years and a share count falling about 1.5% a year.
Pro Investor Intelligence™
Reported by insiders, large shareholders and professional funds. Shown beside our research, never blended into it.
Loading professional-investor activity…
Stored snapshots only
What changed
Research-score history available since September 2026.
Stored research history does not yet cover a full 30 days comparison for this company.
A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.
Learn the metrics on this page
Plain-English definitions, with the formula and the limitations of each measure.
Fifth research lens · outside the score
Valuation Intelligence
Valuation Intelligence
Is today's price reasonable?
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
74/ 100
Very Attractive
RESEARCH MODEL
Excellent coverage
Compared with its history
68
Attractive
Is this company expensive or inexpensive compared with its own history?
Compared with peers
58
Reasonable
How expensive is this stock compared with similar companies?
Earnings & cash flow
77
Very Attractive
How much financial output does an investor receive relative to the price paid?
Growth-adjusted
100
Very Attractive
Does the company's growth help justify the valuation investors are paying?
HELMERICH & PAYNE INC reads 74 out of 100 on Valuation Intelligence, recorded as Very Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Valuation history
Stored readings only. The dashed line is this company's own median for the selected measure.
Only one stored valuation reading exists so far, so there is nothing to chart yet. Valuation history builds forward from activation rather than being reconstructed.
Current EV/EBITDA 7.7x · own median 10.3x · peer median 8.8x
Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.
Sixth research lens · outside the score
Capital Returns Intelligence
Capital Returns Intelligence
How effectively does the company reward shareholders?
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
51/ 100
Moderate Capital Returns
RESEARCH MODEL
Excellent coverage
Dividend Quality
37
Limited Capital Returns
Dividend reliability
Buyback Effectiveness
30
Limited Capital Returns
Do buybacks actually reduce shares?
Dilution Control
63
Favorable Capital Returns
Is your ownership share protected?
Capital Return Sustainability
76
Strong Capital Returns
Can the cash flow support it?
Shareholder Yield
68
Favorable Capital Returns
Cash returned versus company value
HELMERICH & PAYNE INC reads 51 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend paid for 13 consecutive years and a share count falling about 1.5% a year.
How returned cash was used
Dividends $101.28M · net repurchases $63.56M · total returned $164.84M · 52% of free cash flow
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Capital returns history
Stored readings only. History builds forward from activation rather than being reconstructed.
Only one stored reading exists for this measure so far, so there is nothing to chart yet.
Why higher yield isn't always better
A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.
Why buybacks can be misleading
Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.
What these terms mean
- Dividend Yield
- The annual dividend relative to the current share price.
- Payout Ratio
- The share of company earnings used to pay dividends.
- Free Cash Flow Payout
- How much of the company's available cash is being used for dividends.
- Share Repurchases
- When a company buys back its own stock.
- Dilution
- When the number of shares increases, reducing each existing share's percentage ownership of the company.
- Shareholder Yield
- A combined view of dividends and net share repurchases relative to the company's market value.
Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Pro Investor Score.
Stored daily snapshots only
Ranking history
| Today | #618 | Score 28 |
|---|---|---|
| 30 days ago | Not ranked | No stored score |
| 90 days ago | Not ranked | No stored score |
| First suggested | Not yet suggested | |
| Highest rank | #618 | |
In the company’s own words
What this company does
"Insurance and Risk Management" for a description of our insurance coverage. Our insurance will not in all situations provide sufficient funds to protect us from all losses and liabilities that could result from our operations. Our coverage includes aggregate policy limits. As a result, we retain the risk for any loss in excess of these limits. No assurance can be given that insurance coverage will continue to be available at rates considered reasonable or that our coverage will respond to a specific loss. Further, we may experience difficulties in collecting from our insurers or our insurers may deny all or a portion of our claims for insurance coverage.
If a significant accident or other event occurs and is not fully covered by insurance or an enforceable or recoverable indemnity from a customer, it could have a material adverse effect on our business, financial condition and results of operations.
Our business is subject to cybersecurity and information technology system disruption risks.
Our operations depend on effective and secure information technology systems, including our own systems and the systems of third party vendors upon which we rely, such as those providing cloud services to us. Potential unauthorized occurrences on or through our information technology systems, including as a result of cybersecurity incidents, that may result in adverse effects on the confidentiality, integrity, and availability of these systems and data residing therein continue to grow. Cybersecurity threats could include, but are not limited to, cybersecurity incidents, such as ransomware attacks, denial-of-service attacks, phishing attacks, malicious software; unauthorized or unlawful access, release, corruption or loss of our data; employee or insider error; interruptions in communication; loss of our intellectual property or theft of our FlexRig and other sensitive or proprietary technology; or loss or damage to our data delivery systems or other cybersecurity and infrastructure systems, including our property and equipment. In addition, a significant number of our employees now work remotely. Remote work relies heavily on the use of remote networking and online conferencing services that enable employees to work outside of our corporate infrastructure and, in some cases, use their own personal devices, which exposes the Company to additional cybersecurity risks. This risk is exacerbated with the advancement of technologies like artificial intelligence, which malicious third parties are using to create new, sophisticated and more frequent attacks. Furthermore, geopolitical tensions or conflicts, such as the ongoing armed conflicts between Russia and Ukraine and the conflicts in the Middle East, may further heighten the risk of cybersecurity attacks. Our information technology systems and those of our third party vendors are also subject to disruptions due to occurrences other than cybersecurity incidents, such as natural disasters or power outages.
Quoted from the business section of this company’s 10-K filed November 21, 2025. Read the filing
Four distinct intelligence areas
The IA view
Risk Intelligence
Production core
54
Fundamentally Qualified
No prior period to compare
Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.
As of Sep 11, 2026
Long-Term Potential
Research model
29
Weak Compounder
No prior period to compare
Durable business economics and reinvestment characteristics. Independent external validation is pending.
As of Sep 11, 2026
Fundamental Momentum
Research model
42
Middle
No prior period to compare
Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.
As of Sep 11, 2026
Elite Investor Activity
Supplemental
—
Insufficient Data
No prior period to compare
Too few tracked managers disclosed a position to describe consensus.
Intelligence history
Not enough stored history to chart HP yet. A company needs at least two published research or ownership periods before a trend can be shown.
Share price
HP price history
Closing prices adjusted for splits and dividends. Past prices do not indicate future results.
- 6M change
- +31.6%
- 1Y change
- +116.8%
- 3Y change
- +9.6%
- 5Y change
- +100.4%
- Max change
- +32.1%
Last stored close $44.04 · +116.8% over the selected range · 52 sessions shown
Balanced evidence
Why IA likes it
- More disclosed holders are new or increasing than reducing or exiting.
Risk and uncertainty
What IA doesn’t like
- No specific negative evidence is available. This is not evidence of low risk.
What would change our view
- Business Quality falling below the frozen qualification threshold.
- Price Risk moving to a less favorable category.
- A sustained reversal in the Fundamental Momentum research evidence.
- New material public ownership disclosures.
Public filings · descriptive only
Elite Investor Activity
Reporting holders
1
New holders
1
Increasing
0
Reducing
0
Exiting
0
Coverage
Excellent
Positive disclosed activity · Report period 2017-12-31 · Public 12/22/2023
| Manager | Change | Portfolio weight | Rank | Disclosed |
|---|
Insufficient high-confidence manager coverage.
Objective stored changes
What changed
No qualifying changes are recorded for this company in the stored research and filing history.
Ownership timeline
No high-confidence public ownership events are available.
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.