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HQHAbrdn Healthcare Investors
$21.97$1.3B
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  3. HQH
  4. Financial Ratios

Abrdn Healthcare Investors (HQH) Financial Ratios

Latest Ratios: P/E Ratio 6.2x · EV/EBITDA N/A · ROE 18.6%. (2014–2024 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

HQH Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016FY 2015
Market Cap$1.3B$837M$819M$852M$1.1B$1.0B$894M$758M$917M$824M$1.1B
Enterprise Value$1.3B$837M$819M$861M$1.1B$1.0B$893M$758M$910M$824M$1.1B
P/E Ratio →6.194.5214.54—6.814.33—10.957.57—11.50
P/S Ratio116.6877.6979.60103.04166.55117.03117.64111.70163.13171.65255.39
P/B Ratio1.080.790.880.930.930.991.030.700.870.851.00
P/FCF———————————
P/OCF———————————

P/E links to full P/E history page with 30-year chart

HQH EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016FY 2015
EV / Revenue—77.6979.60104.06168.30117.03117.43111.70161.98171.65255.35
EV / EBITDA———————————
EV / EBIT———————————
EV / FCF———————————

HQH Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016FY 2015
Gross Margin100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%
Operating Margin-2.0%-2.0%-11.5%-44.4%-96.1%-22.1%-37.8%-60.7%-91.9%-130.9%-181.2%
Net Profit Margin1717.4%1717.4%547.4%-2348.4%2394.6%2700.1%-1911.5%1020.1%2158.4%-1166.7%2220.1%

Return on Capital

MetricTTMFY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016FY 2015
ROE18.6%18.6%6.1%-18.7%14.0%25.1%-14.9%6.5%11.9%-5.4%8.9%
ROA18.6%18.6%6.1%-18.5%13.9%24.9%-14.8%6.4%11.7%-5.3%8.9%
ROIC-0.0%-0.0%-0.1%-0.3%-0.4%-0.2%-0.2%-0.3%-0.4%-0.5%-0.5%
ROCE-0.0%-0.0%-0.1%-0.4%-0.6%-0.2%-0.3%-0.4%-0.5%-0.6%-0.7%

HQH Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016FY 2015
Debt / Equity———0.010.01——————
Debt / EBITDA———————————
Net Debt / Equity—-0.00-0.000.010.010.00-0.00-0.00-0.01-0.00-0.00
Net Debt / EBITDA———————————
Debt / FCF———————————
Interest Coverage———————————

Net cash position: cash ($56) exceeds total debt ($0)

HQH Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016FY 2015
Current Ratio0.430.4334.514.400.796.263.954.963.401.674.47
Quick Ratio0.430.4334.514.400.796.263.954.963.401.674.47
Cash Ratio0.000.000.000.000.00—0.240.000.660.000.02
Asset Turnover—0.010.010.010.010.010.010.010.010.000.00
Inventory Turnover———————————
Days Sales Outstanding———————————

HQH Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016FY 2015
Dividend Yield———————————
Payout Ratio———————————

Total Shareholder Return Metrics

MetricTTMFY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016FY 2015
Earnings Yield16.2%22.1%6.9%—14.7%23.1%—9.1%13.2%—8.7%
FCF Yield———————————
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Shares Outstanding—$52M$49M$47M$45M$44M$43M$42M$41M$39M$37M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

Biotech Innovation Cycle Volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 8-K (2024Q4)

Discounted Valuation Reflects Market Skepticism

According to recent market data, HQH trades at a P/B ratio of 1.06, which, when compared to its historical averages and peer group, suggests that investors remain cautious regarding the fund's ability to realize the full underlying value of its private-stage healthcare holdings in the current environment.

The P/E ratio of 6.09 appears artificially low due to the inclusion of volatile unrealized gains, which often misleads investors about the fund's true earnings power. A more meaningful valuation metric would focus on the discount to Net Asset Value, as the current P/B ratio indicates that the market is not yet pricing in the full potential of the fund's venture-style biotech portfolio.

Operating Margin Dragged by Advisory Fees

As reported in financial statements, HQH's operating margin has frequently dipped into negative territory, with 2024Q4 showing a -3.5% margin, highlighting the structural challenge of covering fixed management fees through recurring investment income alone in a sector characterized by episodic capital gains.

While the 100% gross margin is a standard feature of an investment vehicle, the persistent negative operating margin suggests that the fund's core operations are not self-sustaining without relying on portfolio appreciation. Investors should monitor whether the transition to the abrdn platform leads to a more efficient expense structure or if the current fee drag remains a permanent feature of the fund's profitability profile.

ROE Volatility Driven by Portfolio Mark-to-Market

Based on reported figures, HQH's ROE has fluctuated significantly, ranging from a high of 19.9% in 2020Q4 to a low of -10.6% in 2022Q2, illustrating that the fund's ability to compound capital is almost entirely dependent on the success of its underlying biotechnology innovation cycle.

The near-zero ROIC trend suggests that the fund's internal capital allocation is not generating consistent operational returns, which is expected given its mandate to hold long-duration, pre-revenue assets. This volatility warrants further investigation into whether the fund's management can consistently identify winners that provide enough capital appreciation to offset the periods of negative returns.

Asset Turnover Reflects Long-Term Holding Strategy

As noted in recent financial disclosures, HQH maintains an asset turnover ratio near 0.01, which is consistent with its role as a permanent capital vehicle designed to hold illiquid, private-stage healthcare assets through extended clinical trial timelines rather than engaging in high-frequency trading.

The low turnover ratio is not necessarily a sign of inefficiency but rather a reflection of the fund's structural moat in capturing illiquidity premiums. However, the variability in DSO, which reached 176 days in 2020Q2, suggests that the timing of cash realizations from portfolio exits is highly unpredictable and can create temporary liquidity gaps.

Misapplication of Traditional P/E Multiples

The P/E ratio is the most commonly misapplied metric for HQH, as it obscures the fund's true economic reality by treating volatile, unrealized mark-to-market gains as sustainable earnings, which can lead to an inaccurate assessment of the fund's ability to support its ongoing distribution policy.

Analysts should instead focus on Net Investment Income and the sustainability of the Managed Distribution Policy, as these provide a clearer picture of the fund's cash-generating capacity. Relying on P/E ratios for a closed-end fund with significant private-stage exposure risks misinterpreting accounting noise for fundamental performance, potentially leading to flawed investment conclusions.

Download Financial Ratios Data

Includes 30+ ratios · 11 years · Updated daily

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HQH — Frequently Asked Questions

Quick answers to the most common questions about buying HQH stock.

What is Abrdn Healthcare Investors's P/E ratio?

Abrdn Healthcare Investors's current P/E ratio is 6.2x. The historical average is 8.2x. This places it at the 38th percentile of its historical range.

What is Abrdn Healthcare Investors's ROE?

Abrdn Healthcare Investors's return on equity (ROE) is 18.6%. The historical average is 6.7%.

Is HQH stock overvalued?

Based on historical data, Abrdn Healthcare Investors is trading at a P/E of 6.2x. This is at the 38th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are Abrdn Healthcare Investors's profit margins?

Abrdn Healthcare Investors has 100.0% gross margin and -2.0% operating margin.