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Tekla Healthcare Investors

HQH | US

17.83

USD

0.08

0.45%

HQH | US

About Tekla Healthcare Investors

Sector

Financial Services

Industry

Asset Management

Earnings date

31/03/2024

As of date

24/03/2026

Close

17.83

Open

17.69

High

17.97

Low

17.60

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
19.9
Sharpe
0.71
Luna's Score
54/100
Recommendation
Hold

Luna says (HQH | US)

What's Working

Strength based on increasing price with high volume

Low 6-Month Volatility (<30%)

Low Market Beta (-0.4 to 0.8)

Value Stock (Price to Book < 3)

What's not Working

Price Below SMA10D

Smallcap (300M - 2B USD)

Weak Operating Margin (< 10%)

Declining Revenue (< 0%)

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

10 days

18.6%

1 month

19.9%

3 months

19.3%

6 months

21.6%

Returns

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

902.64M

MarketCap(USD)

902.64M

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: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Range10D

1.18

Range1M

2.33

Range3M

2.86

Volumes: Market Activity

Rel. volume

1.35

Price X volume

4.17M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Graham CorporationGHMSpecialty Industrial Machinery84.93925.00M0.88%71.166.89%
PureCycle Technologies Inc. Common stockPCTPollution & Treatment Controls5.29917.76M-10.19%n/a116.51%
Myers Industries IncMYERubber & Plastics21.2789.11M1.58%12.46149.45%
RSVRRSVREntertainment9.29604.58M-1.06%n/a93.63%
Energy Recovery IncERIIPollution & Treatment Controls10.17587.06M0.49%53.915.64%
ITM Power plcITMPFSpecialty Industrial Machinery0.8501524.43M0.01%n/a4.73%
LVOLVOEntertainment4.98492.81M-12.48%n/a-217.69%
Nano Nuclear Energy Inc. Common StockNNESpecialty Industrial Machinery21.61486.54M-1.86%n/a15.16%
374Water Inc. Common StockSCWOPollution & Treatment Controls3.3438.00M4.43%n/a0.00%
AerSale CorporationASLEAirports & Air Services6.26333.08M-0.48%n/a24.26%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Janus International Group Inc.JBIBuilding Products & Equipment5.33774.57M-2.02%11.62116.21%
HUYA IncHUYAMedia - Diversified3.04688.17M-0.98%n/a0.00%
Latham Group Inc.SWIMBuilding Products & Equipment5.74663.41M-0.69%65.1877.00%
Ennis IncEBFBuilding Products & Equipment21.38555.96M1.23%13.282.28%
The Marcus CorporationMCSMedia - Diversified16.81540.84M1.88%n/a83.32%
AHGAHGMedical Distribution2.27540.67M-5.42%n/a1.45%
AMC Entertainment Holdings IncAMCMedia - Diversified0.9959359.87M-2.36%n/a-511.14%
AMC Networks IncAMCXMedia - Diversified6.77298.54M-2.31%6.32236.34%
ACCO Brands CorporationACCOBuilding Products & Equipment2.95282.60M1.37%n/a174.23%
CPI Card Group IncPMTSBuilding Products & Equipment14.13157.66M0.28%15.61-621.78%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA---
Ent. to Revenue12.70-Cheaper
PE Ratio14.2420.20Cheaper
Price to Book0.942.63Cheaper
Dividend Yield10.93-Leader
Std. Deviation (3M)19.32-Par
Debt to Equity-50.50-
Debt to Assets-44.08-
Market Cap902.64M-Emerging
  • 1

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