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Upturn AI SWOT - About
Tekla Healthcare Investors (HQH)
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Upturn Advisory Summary
09/15/2025: HQH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 25.56% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 836.48M USD | Price to earnings Ratio 119.46 | 1Y Target Price - |
Price to earnings Ratio 119.46 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.7 | 52 Weeks Range 13.77 - 19.79 | Updated Date 06/29/2025 |
52 Weeks Range 13.77 - 19.79 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 14.94% | Basic EPS (TTM) 0.13 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 102.16% | Operating Margin (TTM) -15.86% |
Management Effectiveness
Return on Assets (TTM) -0.06% | Return on Equity (TTM) 1.06% |
Valuation
Trailing PE 119.46 | Forward PE - | Enterprise Value 836479680 | Price to Sales(TTM) 82.03 |
Enterprise Value 836479680 | Price to Sales(TTM) 82.03 | ||
Enterprise Value to Revenue 71.46 | Enterprise Value to EBITDA - | Shares Outstanding 53862200 | Shares Floating - |
Shares Outstanding 53862200 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 22.1 |
Upturn AI SWOT
Tekla Healthcare Investors
Company Overview
History and Background
Tekla Healthcare Investors (HQH) is a closed-end fund focused on investing in healthcare companies. It was founded to provide investors access to a diversified portfolio of healthcare stocks.
Core Business Areas
- Investment Management: Manages a portfolio of publicly traded healthcare companies across various sub-sectors, including pharmaceuticals, biotechnology, and medical devices.
Leadership and Structure
The fund is managed by Tekla Capital Management LLC. The leadership team includes investment professionals with expertise in the healthcare industry.
Top Products and Market Share
Key Offerings
- Healthcare Stock Portfolio: A diversified portfolio of publicly traded healthcare stocks. HQH offers exposure to the healthcare market without requiring investors to select individual stocks. Performance is relative to market indices. Competitors include other healthcare-focused ETFs and mutual funds.
Market Dynamics
Industry Overview
The healthcare industry is experiencing growth driven by factors such as an aging population, technological advancements, and increasing healthcare spending. Regulatory changes and patent expirations also impact the market.
Positioning
HQH is positioned as a diversified investment vehicle providing exposure to the healthcare sector. Its competitive advantage lies in its experienced management team and diversified portfolio.
Total Addressable Market (TAM)
The TAM for healthcare investments is very large with global healthcare spending in the trillions of dollars. HQH is positioned to capture a portion of this market through its investment strategy.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Portfolio
- Access to Healthcare Expertise
Weaknesses
- Closed-End Fund Structure (Potential Discount to NAV)
- Management Fees
- Market Volatility
Opportunities
- Aging Population
- Technological Advancements in Healthcare
- Increased Healthcare Spending
Threats
- Regulatory Changes
- Patent Expirations
- Economic Downturn
Competitors and Market Share
Key Competitors
- XLV
- IHI
- XBI
Competitive Landscape
HQH competes with other healthcare-focused ETFs and mutual funds. Its competitive advantage lies in its specialized focus and experienced management.
Growth Trajectory and Initiatives
Historical Growth: Growth is linked to the overall performance of the healthcare sector.
Future Projections: Future growth depends on the healthcare market outlook. Analyst ratings and target prices are key to determine growth.
Recent Initiatives: Focus on investing in innovative healthcare companies and adapting to changing market conditions.
Summary
Tekla Healthcare Investors is a closed-end fund focused on healthcare investments. Its performance relies heavily on the healthcare market's performance. While it offers diversification, the closed-end structure and management fees are things to consider. Future growth relies on innovation within the healthcare sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- Company Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share estimates are approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tekla Healthcare Investors
Exchange NYSE | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 1988-01-05 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Abrdn Healthcare Investors is a closed-ended equity mutual fund launched and managed by abrdn Inc. 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. Abrdn Healthcare Investors was formed on October 31, 1986 and is domiciled in the United States.
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