Herbalife Nutrition Stock Buy Hold or Sell Recommendation
| HLF Stock | USD 8.59 0.36 4.37% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Herbalife Nutrition is 'Cautious Hold'. Macroaxis provides Herbalife Nutrition buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HLF positions. The advice algorithm takes into account all of Herbalife Nutrition's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Herbalife Nutrition's buy or sell advice are summarized below:
Real Value 11.35 | Target Price 20.7 | Hype Value 8.37 | Market Value 8.59 | Naive Value 9.3 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Herbalife Nutrition given historical horizon and risk tolerance towards Herbalife Nutrition. When Macroaxis issues a 'buy' or 'sell' recommendation for Herbalife Nutrition, the advice is generated through an automated system that utilizes algorithms and statistical models.
Herbalife |
Execute Herbalife Nutrition Buy or Sell Advice
The Herbalife recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Herbalife Nutrition. Macroaxis does not own or have any residual interests in Herbalife Nutrition or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Herbalife Nutrition's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Slightly risky | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Herbalife Nutrition Trading Alerts and Improvement Suggestions
| Herbalife Nutrition generated a negative expected return over the last 90 days | |
| Herbalife Nutrition has high historical volatility and very poor performance | |
| Over 99.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Zacks Investment Ideas feature highlights Herbalife and Boeing |
Herbalife Nutrition current analysts advice
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Herbalife analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Herbalife analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Average Consensus Buy
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.
Herbalife Nutrition Returns Distribution Density
The distribution of Herbalife Nutrition's historical returns is an attempt to chart the uncertainty of Herbalife Nutrition's future price movements. The chart of the probability distribution of Herbalife Nutrition daily returns describes the distribution of returns around its average expected value. We use Herbalife Nutrition price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Herbalife Nutrition returns is essential to provide solid investment advice for Herbalife Nutrition.
| Mean Return | -0.41 | Value At Risk | -7.39 | Potential Upside | 6.12 | Standard Deviation | 5.30 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Herbalife Nutrition historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Herbalife Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Herbalife Nutrition is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Herbalife Nutrition backward and forwards among themselves. Herbalife Nutrition's institutional investor refers to the entity that pools money to purchase Herbalife Nutrition's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geode Capital Management, Llc | 2023-12-31 | 2.3 M | Camber Capital Management Llc | 2023-12-31 | 2 M | Charles Schwab Investment Management Inc | 2023-12-31 | 1.9 M | First Pacific Advisors, Lp | 2023-12-31 | 1.8 M | Deutsche Bank Ag | 2023-12-31 | 1.8 M | Baupost Group Llc | 2023-12-31 | 1.7 M | Hotchkis & Wiley Capital Management Llc | 2023-12-31 | 1.6 M | Millennium Management Llc | 2023-12-31 | 1.6 M | Healthcare Of Ontario Pension Plan Trust Fund | 2023-12-31 | 1.6 M | Route One Investment Co, Lp | 2023-09-30 | 10.8 M | Vanguard Group Inc | 2023-12-31 | 10.3 M |
Herbalife Nutrition Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Capital Expenditures | 106.1M | 112M | 151.4M | 156.4M | 135M | 92.9M | |
| Net Income | 311M | 372.6M | 447.2M | 321.3M | 142.2M | 261.2M | |
| Change To Inventory | (68.6M) | (76.6M) | (129.1M) | (68.4M) | 57.5M | 60.4M | |
| Change To Netincome | 65.2M | 78.9M | 79.4M | 23.1M | 26.6M | 37.6M | |
| End Period Cash Flow | 847.5M | 1.1B | 610.4M | 516.3M | 595.5M | 570.0M | |
| Change In Cash | (367.5M) | 206.5M | (443.6M) | (94.1M) | 79.2M | 83.2M | |
| Free Cash Flow | 351.4M | 516.6M | 308.9M | 196.1M | 222.5M | 344.7M | |
| Depreciation | 97.7M | 100.3M | 107.6M | 115.4M | 113.3M | 86.5M | |
| Other Non Cash Items | 57M | 62.5M | 103M | 24.4M | 47.4M | 49.8M | |
| Change Receivables | (14.4M) | (5.8M) | 9.6M | (9.1M) | (10.5M) | (11.0M) | |
| Net Borrowings | (699.5M) | 599.1M | 278.5M | (122.2M) | (110.0M) | (104.5M) | |
| Investments | (108M) | (123.2M) | (156.4M) | (156.2M) | (142.4M) | (149.5M) |
Herbalife Nutrition Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Herbalife Nutrition or Personal Care Products sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Herbalife Nutrition's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Herbalife stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.47 | |
β | Beta against NYSE Composite | 0.82 | |
σ | Overall volatility | 5.42 | |
Ir | Information ratio | -0.09 |
Herbalife Nutrition Volatility Alert
Herbalife Nutrition exhibits very low volatility with skewness of -3.19 and kurtosis of 18.03. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Herbalife Nutrition's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Herbalife Nutrition's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Herbalife Nutrition Implied Volatility
Herbalife Nutrition's implied volatility exposes the market's sentiment of Herbalife Nutrition stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Herbalife Nutrition's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Herbalife Nutrition stock will not fluctuate a lot when Herbalife Nutrition's options are near their expiration.
Herbalife Nutrition Fundamentals Vs Peers
Comparing Herbalife Nutrition's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Herbalife Nutrition's direct or indirect competition across all of the common fundamentals between Herbalife Nutrition and the related equities. This way, we can detect undervalued stocks with similar characteristics as Herbalife Nutrition or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Herbalife Nutrition's fundamental indicators could also be used in its relative valuation, which is a method of valuing Herbalife Nutrition by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Herbalife Nutrition to competition |
| Fundamentals | Herbalife Nutrition | Peer Average |
| Return On Asset | 0.0926 | -0.14 |
| Profit Margin | 0.03 % | (1.27) % |
| Operating Margin | 0.06 % | (5.51) % |
| Current Valuation | 3.05 B | 16.62 B |
| Shares Outstanding | 99.79 M | 571.82 M |
| Shares Owned By Insiders | 1.36 % | 10.09 % |
| Shares Owned By Institutions | 98.64 % | 39.21 % |
| Number Of Shares Shorted | 12.07 M | 4.71 M |
| Price To Earning | 5.48 X | 28.72 X |
| Price To Sales | 0.16 X | 11.42 X |
| Revenue | 5.06 B | 9.43 B |
| Gross Profit | 2.34 B | 27.38 B |
| EBITDA | 482.2 M | 3.9 B |
| Net Income | 142.2 M | 570.98 M |
| Cash And Equivalents | 508 M | 2.7 B |
| Cash Per Share | 5.44 X | 5.01 X |
| Total Debt | 2.77 B | 5.32 B |
| Debt To Equity | 7.30 % | 48.70 % |
| Current Ratio | 1.40 X | 2.16 X |
| Book Value Per Share | (10.69) X | 1.93 K |
| Cash Flow From Operations | 357.5 M | 971.22 M |
| Short Ratio | 6.88 X | 4.00 X |
| Earnings Per Share | 1.42 X | 3.12 X |
| Price To Earnings To Growth | (32.80) X | 4.89 X |
| Target Price | 12.5 | |
| Number Of Employees | 9.2 K | 18.84 K |
| Beta | 1.23 | -0.15 |
| Market Capitalization | 857.17 M | 19.03 B |
| Total Asset | 2.81 B | 29.47 B |
| Retained Earnings | (1.06 B) | 9.33 B |
| Working Capital | 121.7 M | 1.48 B |
| Current Asset | 1.57 B | 9.34 B |
| Current Liabilities | 1.02 B | 7.9 B |
Note: Disposition of 1081 shares by Alexander Amezquita of Herbalife Nutrition at 11.63 subject to Rule 16b-3 [view details]
Herbalife Nutrition Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Herbalife . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Herbalife Nutrition Buy or Sell Advice
When is the right time to buy or sell Herbalife Nutrition? Buying financial instruments such as Herbalife Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Other Current Liabilities | 896M | 803.4M | 780.6M | 506.2M | Total Assets | 2.8B | 2.7B | 2.8B | 2.0B |
Use Investing Ideas to Build Portfolios
In addition to having Herbalife Nutrition in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Macroaxis Index
An experimental equal-weighted index theme of selected equities generated based on Macroaxis rating and scoring system. The Macroaxis Index theme has 52 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Macroaxis Index Theme or any other thematic opportunities.
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Check out Herbalife Nutrition Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more detail on how to invest in Herbalife Stock please use our How to Invest in Herbalife Nutrition guide.You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
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When running Herbalife Nutrition's price analysis, check to measure Herbalife Nutrition's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Herbalife Nutrition is operating at the current time. Most of Herbalife Nutrition's value examination focuses on studying past and present price action to predict the probability of Herbalife Nutrition's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Herbalife Nutrition's price. Additionally, you may evaluate how the addition of Herbalife Nutrition to your portfolios can decrease your overall portfolio volatility.
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Is Herbalife Nutrition's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Herbalife Nutrition. If investors know Herbalife will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Herbalife Nutrition listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.81) | Earnings Share 1.42 | Revenue Per Share 51.135 | Quarterly Revenue Growth 0.029 | Return On Assets 0.0926 |
The market value of Herbalife Nutrition is measured differently than its book value, which is the value of Herbalife that is recorded on the company's balance sheet. Investors also form their own opinion of Herbalife Nutrition's value that differs from its market value or its book value, called intrinsic value, which is Herbalife Nutrition's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Herbalife Nutrition's market value can be influenced by many factors that don't directly affect Herbalife Nutrition's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Herbalife Nutrition's value and its price as these two are different measures arrived at by different means. Investors typically determine if Herbalife Nutrition is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Herbalife Nutrition's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.