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Tekla Healthcare Investors

HQH | US

19.87

USD

-0.11

-0.55%

HQH | US
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About Tekla Healthcare Investors

Sector

Financial Services

Industry

Asset Management

Earnings date

31/03/2024

As of date

20/04/2026

Close

19.87

Open

19.95

High

19.95

Low

19.78

Tekla Healthcare Investors is a closed-ended equity mutual fund launched and managed by Tekla Capital Management LLC. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the healthcare sector including the biotechnology medical devices and pharmaceuticals industries. The fund primarily invests in growth stocks of small cap companies. It employs fundamental analysis with a focus on factors such as current or anticipated market position for services or products experienced business management recognized technological expertise and the ability either to generate funds internally to finance growth or to secure outside sources of capital to create its portfolio. The fund benchmarks the performance of its portfolio against the NASDAQ Biotechnology Index the S&P 500 Index and the S&P 1500 Healthcare Index. It was previously known as H&Q Healthcare Investors. Tekla Healthcare Investors was formed on October 31 1986 and is domiciled in the United States.

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HQH | US

Risk
26.5
Sharpe
2.10
Luna's Score
63/100
Recommendation
Hold

Luna says (HQH | US)

What's Working

Positive Momentum

Low 6-Month Volatility (<30%)

Low Market Beta (-0.4 to 0.8)

Value Stock (Price to Book < 3)

Strong Sharpe Ratio (> 1.2)

What's not Working

Smallcap (300M - 2B USD)

Weak Operating Margin (< 10%)

Declining Revenue (< 0%)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

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10 days

16.5%

1 month

26.5%

3 months

22.7%

6 months

22.9%

Returns

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Fundamental Ratios

PE

14.24

Fwd. PE

-

Price to book

0.94

Debt to equity

-

Debt to assets

-

Ent. to EBITDA

-

Ent. to rev.

12.70

PEG

-

Other Fundamentals

EBITDA

-

MarketCap

1.01B

MarketCap(USD)

1.01B

Div. yield

10.93

Op. margin

-0.59

Erngs. growth

14.50

Rev. growth

-5.70

Ret. on equity

7.34

Short ratio

1.00

Short perc.

-

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

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Range10D

1.87

Range1M

2.85

Range3M

3.32

Volumes: Market Activity

Volume Averages

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Rel. volume

0.86

Price X volume

2.78M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
ITM Power plcITMPFSpecialty Industrial Machinery1.711.05B-1.72%n/a4.73%
Graham CorporationGHMSpecialty Industrial Machinery91.861.00B-3.69%71.166.89%
Myers Industries IncMYERubber & Plastics21.45798.42M-0.92%12.46149.45%
RSVRRSVREntertainment10.04653.39M0.40%n/a93.63%
Energy Recovery IncERIIPollution & Treatment Controls10.46603.80M-1.13%53.915.64%
Nano Nuclear Energy Inc. Common StockNNESpecialty Industrial Machinery25.53574.79M-1.24%n/a15.16%
LVOLVOEntertainment4.81475.98M8.33%n/a-217.69%
374Water Inc. Common StockSCWOPollution & Treatment Controls3.22427.38M2.55%n/a0.00%
AerSale CorporationASLEAirports & Air Services6.93368.73M-0.14%n/a24.26%
ClearSign Combustion CorporationCLIRPollution & Treatment Controls5.405271.36M-0.83%n/a1.45%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Janus International Group Inc.JBIBuilding Products & Equipment5.75835.60M3.79%11.62116.21%
HUYA IncHUYAMedia - Diversified3.16715.34M-0.63%n/a0.00%
Latham Group Inc.SWIMBuilding Products & Equipment6.18714.27M-2.52%65.1877.00%
AMC Entertainment Holdings IncAMCMedia - Diversified1.83661.28M-1.61%n/a-511.14%
The Marcus CorporationMCSMedia - Diversified19.26619.66M-2.83%n/a83.32%
Ennis IncEBFBuilding Products & Equipment19.76513.84M-8.81%13.282.28%
AHGAHGMedical Distribution1.97469.21M-1.50%n/a1.45%
AMC Networks IncAMCXMedia - Diversified8.66381.89M-1.25%6.32236.34%
ACCO Brands CorporationACCOBuilding Products & Equipment3.32318.05M-0.90%n/a174.23%
CPI Card Group IncPMTSBuilding Products & Equipment18.88210.66M0.69%15.61-621.78%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA-332.92-
Ent. to Revenue12.7018.60Cheaper
PE Ratio14.2420.20Cheaper
Price to Book0.942.63Cheaper
Dividend Yield10.937.25Leader
Std. Deviation (3M)22.7221.97Par
Debt to Equity-50.50-
Debt to Assets-44.08-
Market Cap1.01B8.59BEmerging
  • 1

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