(HQH) Tekla Healthcare Investors - Overview

Sector: Financial Services | Industry: Asset Management | Exchange: NYSE (USA) | Market Cap: 1.122m USD | Total Return: 44% in 12m

Biotechnology, Medical Devices, Pharmaceuticals, Growth Stocks
Total Rating 44
Safety 36
Buy Signal -0.81
Asset Management
Industry Rotation: -2.1
Market Cap: 1.12B
Avg Turnover: 2.28M
Risk 3d forecast
Volatility21.5%
VaR 5th Pctl3.93%
VaR vs Median11.2%
Reward TTM
Sharpe Ratio1.66
Rel. Str. IBD66.7
Rel. Str. Peer Group73.2
Character TTM
Beta0.702
Beta Downside0.575
Hurst Exponent0.498
Drawdowns 3y
Max DD21.14%
CAGR/Max DD0.93
CAGR/Mean DD4.23
EPS (Earnings per Share) EPS (Earnings per Share) of HQH over the last years for every Quarter: "2021-03": 1.98, "2021-06": 0.7331, "2021-09": 1.44, "2021-12": null, "2022-03": -2.48, "2022-06": null, "2022-09": -1.64, "2022-12": null, "2023-03": null, "2023-06": null, "2023-09": null, "2023-12": null, "2024-03": null, "2024-06": null, "2024-09": 1.59, "2024-12": null, "2025-03": -1.39, "2025-09": 3.03,
Last SUE: 1.67
Qual. Beats: 1
Revenue Revenue of HQH over the last years for every Quarter: 2021-03: 1.632356, 2021-06: 3.264711, 2021-09: 1.607805, 2021-12: 3.215611, 2022-03: 1.977858, 2022-06: 3.955715, 2022-09: 56.058967, 2022-12: 4.315052, 2023-03: 25.205319, 2023-06: 5.627839, 2023-09: 75.239336, 2023-12: 4.66399, 2024-03: 2.652647, 2024-06: 5.305294, 2024-09: 5.463964, 2024-12: 5.463964, 2025-03: null, 2025-09: 17.029603,
Rev. CAGR: -10.61%
Rev. Trend: -12.5%
Qual. Beats: 0

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: HQH Tekla Healthcare Investors

Tekla Healthcare Investors (HQH) is a closed-end equity fund managed by abrdn Inc. that focuses on global healthcare sectors, specifically biotechnology, medical devices, and pharmaceuticals. The fund targets small-cap growth stocks, utilizing fundamental analysis to identify companies with strong market positions, technological expertise, and sustainable capital structures.

As a closed-end fund, HQH issues a fixed number of shares that trade on the secondary market, often at a premium or discount to the underlying Net Asset Value (NAV). The healthcare sector typically requires high research and development (R&D) expenditures, making internal fund generation and access to external capital critical metrics for small-cap growth companies in this space.

For more detailed financial metrics and valuation data, consider reviewing the latest reports on ValueRay. The fund benchmarks its performance against the NASDAQ Biotechnology Index and the S&P 1500 Healthcare Index to measure its success within these specialized industries.

Headlines to Watch Out For
  • Biotechnology sector clinical trial outcomes drive net asset value volatility
  • Small cap healthcare equity performance dictates fund premium and discount levels
  • Federal Reserve interest rate policy impacts cost of capital for growth-stage holdings
  • FDA regulatory approval cycles influence core portfolio company valuation and exit potential
  • Quarterly distribution policy affects investor demand and secondary market trading price
Piotroski VR-10 (Strict) 3.0
Net Income: 443.6m TTM > 0 and > 6% of Revenue
FCF/TA: 0.0 > 0.02 and ΔFCF/TA 0.0 > 1.0
NWC/Revenue: -6.06% < 20% (prev -0.67%; Δ -5.39% < -1%)
CFO/TA 0.01 > 3% & CFO 8.72m > Net Income 443.6m
Net Debt/EBITDA: error (cannot be calculated)
Current Ratio: 0.04 > 1.5 & < 3
Outstanding Shares: last quarter (54.8m) vs 12m ago 8.22% < -2%
Gross Margin: 84.59% > 18% (prev 0.88%; Δ 8.37k% > 0.5%)
Asset Turnover: 3.16% > 50% (prev 8.74%; Δ -5.58% > 0%)
Interest Coverage Ratio: error (cannot be calculated; needs correct EBITDA TTM and Interest Expense TTM)
Altman Z'' 10.00
A: -0.00 (Total Current Assets 89.2k - Total Current Liabilities 2.11m) / Total Assets 1.10b
B: 0.09 (Retained Earnings 101.6m / Total Assets 1.10b)
C: 0.16 (EBIT TTM 173.0m / Avg Total Assets 1.05b)
D: 29.79 (Book Value of Equity 102.1m / Total Liabilities 3.43m)
Altman-Z'' = 32.67 = AAA
What is the price of HQH shares?

As of May 24, 2026, the stock is trading at USD 19.59 with a total of 158,657 shares traded.
Over the past week, the price has changed by +0.82%, over one month by +3.41%, over three months by +2.46% and over the past year by +43.99%.

Is HQH a buy, sell or hold?

Tekla Healthcare Investors has no consensus analysts rating.

Tekla Healthcare Investors (HQH) - Fundamental Data Overview as of 21 May 2026
P/E Trailing = 12.1863
P/S = 148.9524
P/B = 1.0259
Revenue TTM = 33.3m USD
EBIT TTM = 173.0m USD
EBITDA TTM = 173.0m USD
 Long Term Debt = unknown (none)
 Short Term Debt = unknown (none)
 Debt = unknown
 Net Debt = unknown
 Enterprise Value = 1.12b USD (1.12b + (null Debt) - CCE 59.0)
 Interest Coverage Ratio = unknown (Ebit TTM 173.0m / Interest Expense TTM 0.0)
 EV/FCF = unknown (FCF TTM 0.0)
 FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 1.12b)
FCF Margin = 0.0% (FCF TTM 0.0 / Revenue TTM 33.3m)
 Net Margin = 1.33k% (Net Income TTM 443.6m / Revenue TTM 33.3m)
 Gross Margin = 84.59% ((Revenue TTM 33.3m - Cost of Revenue TTM 5.13m) / Revenue TTM)
Gross Margin QoQ = 69.90% (prev none%)
Tobins Q-Ratio = 1.02 (Enterprise Value 1.12b / Total Assets 1.10b)
 Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
 Taxrate = 21.0% (US default 21%)
NOPAT = 136.7m (EBIT 173.0m * (1 - 21.00%))
Current Ratio = 0.04 (Total Current Assets 89.2k / Total Current Liabilities 2.11m)
 Debt / Equity = unknown (Debt none)
 Debt / EBITDA = unknown (Net Debt none / EBITDA 173.0m)
 Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
 Total Stockholder Equity = 1.04b (last 4 quarters mean from totalStockholderEquity)
RoA = 42.13% (Net Income 443.6m / Total Assets 1.10b)
RoE = 42.61% (Net Income TTM 443.6m / Total Stockholder Equity 1.04b)
RoCE = 15.80% (EBIT 173.0m / Capital Employed (Total Assets 1.10b - Current Liab 2.11m))
RoIC = 12.48% (NOPAT 136.7m / Invested Capital 1.10b)
WACC = 8.45% (E(1.12b)/V(1.12b) * Re(8.45%) + (debt-free company))
Discount Rate = 8.45% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 96.61 | Cagr: 5.71%
 [DCF] Fair Price = unknown (Cash Flow 0.0)
 EPS Correlation: N/A | EPS CAGR: N/A | SUE: 1.67 | # QB: 1
Revenue Correlation: -12.47 | Revenue CAGR: -10.61% | SUE: N/A | # QB: 0