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HMH Holding Inc. (HMH) Stock Analysis

Energy

HMH Holding Inc.

$22.44

$-1.82 (-7.50%)

Last Updated: May 26, 2026

Price History

Analysis

Company Overview

HMH Holding Inc. operates within the energy sector, specifically serving the oil and gas equipment and services industry by providing drilling systems and support for both offshore and onshore operations across the United States and Norway. The company's core business involves the sales of project-based and individual drilling equipment packages, catering to newbuild rigs as well as the reactivation of existing drilling units. As a mid-cap entity, HMH reports a market capitalization of $803.00M and generates annual revenue of $821.75M, reflecting a significant operational footprint in the specialized drilling equipment market. The reported employee count is listed as N/A, suggesting that the company's scale is primarily measured through its substantial market capitalization and revenue generation rather than traditional headcount metrics. These valuation and revenue figures indicate that HMH holds a substantial position in its niche, commanding a market cap that is nearly ten times its trailing twelve-month revenue, which highlights the capital intensity and specialized nature of its service offerings.

Financial Health

The company's financial performance is characterized by a trailing twelve-month revenue of $821.75M, which resulted in a net income of $45.45M and an EBITDA of $154.98M. The substantial gap between the total revenue and net income reveals a significant cost structure where operating expenses, including cost of goods sold, administrative costs, and taxes, consume approximately 94.5% of top-line revenue before reaching the bottom line. HMH generated free cash flow of $43.51M, which provides the company with a baseline level of financial flexibility to manage capital expenditures or cover interest obligations without relying solely on external financing. Profitability is assessed through three key margins: a gross margin of 29.9%, an operating margin of 21.3%, and a profit margin of 5.5%, indicating that the company retains roughly 5.5 cents of profit for every dollar of revenue after all expenses. On the balance sheet, the company holds $96.58M in cash against total debt of $390.48M, resulting in a debt-to-equity ratio of 55.75, which indicates a highly leveraged financial structure relative to its equity base. Short-term liquidity is supported by a current ratio of 2.81, signifying that the company possesses nearly three times the current assets necessary to cover its current liabilities. Management effectiveness is further scrutinized by return metrics, including a return on equity of 6.9% and a return on assets of 5.1%, which suggest that the company generates modest returns on its capital base despite its high leverage.

Valuation Assessment

Valuation metrics for HMH Holding Inc. include a trailing P/E ratio of 24.66 and a forward P/E ratio listed as N/A, implying that analysts do not currently project a change in earnings trajectory that would alter the valuation multiple or that forward estimates are unavailable. The price-to-book ratio is listed as N/A, meaning there is no publicly reported market premium or discount relative to the company's book value to evaluate at this time. Alternative valuation perspectives are provided by a price-to-sales ratio of 0.98 and an EV/EBITDA ratio of N/A, suggesting the market values the company at slightly less than one dollar of sales per dollar of revenue. The stock trades within a specific range defined by a 52-week high of $19.57 and a 52-week low of $17.54, though the exact current trading price is not explicitly stated in the provided facts, preventing a precise calculation of the percentage distance from these bounds. The beta value is listed as N/A, indicating that the company's price volatility relative to the broader market is not quantified in the available data. These metrics collectively present a valuation profile where the P/E multiple is significant given the low profit margins, while the lack of forward P/E and beta data limits the ability to assess future earnings expectations or systematic risk.

Growth & Income

Revenue growth for the trailing twelve months is reported at -11.3%, while earnings growth is listed as N/A, preventing a direct comparison of earnings velocity against revenue contraction. The absence of earnings growth data makes it impossible to determine if earnings are growing faster or slower than revenue, but the negative revenue growth suggests a contraction in the demand for drilling equipment or services during the reported period. The company does not pay a dividend, evidenced by a dividend yield of N/A and a payout ratio of 0.0%, indicating that the firm retains all of its net income rather than distributing it to shareholders. Consequently, HMH reinvests its earnings into growth initiatives, debt reduction, or operational improvements rather than funding shareholder returns through cash distributions. The overall growth and income profile for HMH Holding Inc. is defined by a period of revenue decline without dividend support, relying entirely on operational efficiency and potential future market recovery to drive value appreciation.

Peer Comparison

HMH Holding Inc. (HMH) operates in the Oil & Gas Equipment & Services industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
HMH Holding Inc. HMH $1.00B 172.6
SLB N.V. SLB $86.68B 25.5
Baker Hughes Company BKR $66.20B 21.3
Halliburton Company HAL $34.32B 22.7

The Oil & Gas Equipment & Services industry average P/E ratio is 88.2x. HMH Holding Inc. trades at a P/E of 172.6.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About HMH Holding Inc.

HMH Holding Inc. provides offshore and onshore oil and gas drilling equipment and systems and services in the United States and Norway. The company's services include sales of projects and products including drilling equipment packages for newbuild or a reactivated drilling rig, and individual or grouped components of drilling and pressure control equipment. The company also offers aftermarket services including services and replacement parts on installed equipment and integrated digital solutions. The company sells equipment and services to drilling contractors; operators, including both oil and gas E&P companies and mining companies onshore and offshore; and manufacturers, consisting of shipyards and manufacturers of capital equipment. In addition, the company also offers equipment and services to the onshore and subsea mining industry. The company offers equipment under two categories: pressure control systems, including Blowout Preventers; and topside equipment comprising hoisting and rotating systems and drilling circulating systems. Its pressure control systems include blowout preventers (BOPs), BOP control systems, drilling risers, and wellhead connectors. The company's topside equipment includes hoisting and rotating systems, such as top drive, iron roughneck and pipe handling, and derrick and drawworks; and drilling circulating systems, such as mud pumps, slurry pumps, and mud mixing and control systems. The company's aftermarket services include transactional services on installed equipment, such as the manufacturing and sale of replacement spare parts, overhaul and repair of installed equipment, recertifications and field labor; and integrated solutions to provide comprehensive digital solutions. Additionally, it develops digital solutions for remote drilling automation and condition-based monitoring. HMH Holding Inc. was founded in 1895 and is headquartered in Houston, Texas.

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Key Statistics

Market Cap
$1.00B
P/E Ratio
172.62
52-Week High
$24.50
52-Week Low
$16.32
Avg Volume
445.77K

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NASDAQ
Country
United States
Employees
2,019