Halma PLC (HLMA) - Net Assets

Latest as of September 2025: GBX1.99 Billion GBX ≈ $241.87K USD

Based on the latest financial reports, Halma PLC (HLMA) has net assets worth GBX1.99 Billion GBX (≈ $241.87K USD) as of September 2025. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (GBX3.34 Billion ≈ $406.43K USD) and total liabilities (GBX1.35 Billion ≈ $164.56K USD). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off. Check asset allocation strategy of Halma PLC to assess the company's strategic physical and investment asset allocation.

Key Net Assets Metrics

Metric Value
Current Net Assets GBX1.99 Billion
% of Total Assets 59.51%
Annual Growth Rate 14.16%
5-Year Change 62.58%
10-Year Change 193.87%
Growth Volatility 7.66

Halma PLC - Net Assets Trend (1986–2025)

This chart illustrates how Halma PLC's net assets have evolved over time, based on quarterly financial data. For live market cap and overall valuation, see Halma PLC market cap and net worth.

Annual Net Assets for Halma PLC (1986–2025)

The table below shows the annual net assets of Halma PLC from 1986 to 2025. Also explore net asset growth rate of Halma PLC to track the company's year-over-year net asset growth rate.

Year Net Assets Change
2025-03-31 GBX1.90 Billion
≈ $231.10K		 +9.38%
2024-03-31 GBX1.74 Billion
≈ $211.28K		 +8.52%
2023-03-31 GBX1.60 Billion
≈ $194.69K		 +13.95%
2022-03-31 GBX1.40 Billion
≈ $170.85K		 +20.19%
2021-03-31 GBX1.17 Billion
≈ $142.15K		 +2.70%
2020-03-31 GBX1.14 Billion
≈ $138.41K		 +15.92%
2019-03-31 GBX981.40 Million
≈ $119.41K		 +18.47%
2018-03-31 GBX828.40 Million
≈ $100.79K		 +6.39%
2017-03-31 GBX778.64 Million
≈ $94.74K		 +20.47%
2016-03-31 GBX646.34 Million
≈ $78.64K		 +17.74%
2015-03-31 GBX548.95 Million
≈ $66.79K		 +12.95%
2014-03-31 GBX486.00 Million
≈ $59.13K		 +7.22%
2013-03-31 GBX453.27 Million
≈ $55.15K		 +13.85%
2012-03-31 GBX398.11 Million
≈ $48.44K		 +12.02%
2011-03-31 GBX355.38 Million
≈ $43.24K		 +10.20%
2010-03-31 GBX322.49 Million
≈ $39.24K		 +7.64%
2009-03-31 GBX299.62 Million
≈ $36.45K		 +25.31%
2008-03-31 GBX239.10 Million
≈ $29.09K		 +15.73%
2007-03-31 GBX206.61 Million
≈ $25.14K		 +9.85%
2006-03-31 GBX188.08 Million
≈ $22.88K		 +8.55%
2005-03-31 GBX173.26 Million
≈ $21.08K		 +3.52%
2004-03-31 GBX167.36 Million
≈ $20.36K		 +2.39%
2003-03-31 GBX163.45 Million
≈ $19.89K		 +3.74%
2002-03-31 GBX157.56 Million
≈ $19.17K		 +11.37%
2001-03-31 GBX141.47 Million
≈ $17.21K		 +12.69%
2000-03-31 GBX125.54 Million
≈ $15.27K		 +8.08%
1999-03-31 GBX116.16 Million
≈ $14.13K		 +18.23%
1998-03-31 GBX98.25 Million
≈ $11.95K		 +20.98%
1997-03-31 GBX81.21 Million
≈ $9.88K		 +4.58%
1996-03-31 GBX77.65 Million
≈ $9.45K		 +21.65%
1995-03-31 GBX63.83 Million
≈ $7.77K		 +14.98%
1994-03-31 GBX55.52 Million
≈ $6.75K		 +20.52%
1993-03-31 GBX46.06 Million
≈ $5.60K		 +19.95%
1992-03-31 GBX38.40 Million
≈ $4.67K		 +18.37%
1991-03-31 GBX32.45 Million
≈ $3.95K		 +10.79%
1990-03-31 GBX29.29 Million
≈ $3.56K		 +22.53%
1989-03-31 GBX23.90 Million
≈ $2.91K		 +26.45%
1988-03-31 GBX18.90 Million
≈ $2.30K		 +26.50%
1987-03-31 GBX14.94 Million
≈ $1.82K		 +37.55%
1986-03-31 GBX10.86 Million
≈ $1.32K		 --

Equity Component Analysis

This analysis shows how different components contribute to Halma PLC's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 26254.9% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (March 2025)

Component Amount Percentage
Retained Earnings GBX1.79 Billion 94.37%
Common Stock GBX38.00 Million 2.00%
Other Comprehensive Income GBX92.30 Million 4.86%
Total Equity GBX1.90 Billion 100.00%

Halma PLC Competitors by Market Cap

The table below lists competitors of Halma PLC ranked by their market capitalization.

Company Market Cap
E-Life Mall Corp
TW:6281
 $159.04 Million
Huons Co. Ltd
KQ:243070
 $159.11 Million
Piedmont Lithium Ltd ADR
NASDAQ:PLL
 $159.11 Million
LaFayette Acquisition Corp. Ordinary Share
NASDAQ:LAFA
 $159.18 Million
Sai Gon Cargo Service Corp
VN:SCS
 $158.99 Million
Onewater Marine
NASDAQ:ONEW
 $158.82 Million
Bank Bumi Arta Tbk
JK:BNBA
 $158.82 Million
Holmes Place International Ltd
TA:HLMS
 $158.81 Million

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Halma PLC's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 1,736,500,000 to 1,899,400,000, a change of 162,900,000 (9.4%).
  • Net income of 296,400,000 contributed positively to equity growth.
  • Dividend payments of 83,800,000 reduced retained earnings.
  • Share repurchases of 7,900,000 reduced equity.
  • Other comprehensive income decreased equity by 36,100,000.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income GBX296.40 Million +15.6%
Dividends Paid GBX83.80 Million -4.41%
Share Repurchases GBX7.90 Million -0.42%
Other Comprehensive Income GBX-36.10 Million -1.9%
Other Changes GBX-5.70 Million -0.3%
Total Change GBX- 9.38%

Book Value vs Market Value Analysis

This analysis compares Halma PLC's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 690.76x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 43003.33x to 690.76x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
1986-03-31 GBX0.08 GBX3460.00 x
1987-03-31 GBX0.11 GBX3460.00 x
1988-03-31 GBX0.15 GBX3460.00 x
1989-03-31 GBX0.16 GBX3460.00 x
1990-03-31 GBX0.19 GBX3460.00 x
1991-03-31 GBX0.20 GBX3460.00 x
1992-03-31 GBX0.23 GBX3460.00 x
1993-03-31 GBX0.27 GBX3460.00 x
1994-03-31 GBX0.32 GBX3460.00 x
1995-03-31 GBX0.36 GBX3460.00 x
1996-03-31 GBX0.43 GBX3460.00 x
1997-03-31 GBX0.45 GBX3460.00 x
1998-03-31 GBX0.54 GBX3460.00 x
1999-03-31 GBX0.64 GBX3460.00 x
2000-03-31 GBX0.69 GBX3460.00 x
2001-03-31 GBX0.78 GBX3460.00 x
2002-03-31 GBX0.86 GBX3460.00 x
2003-03-31 GBX0.89 GBX3460.00 x
2004-03-31 GBX0.91 GBX3460.00 x
2005-03-31 GBX0.94 GBX3460.00 x
2006-03-31 GBX1.02 GBX3460.00 x
2007-03-31 GBX1.10 GBX3460.00 x
2008-03-31 GBX1.28 GBX3460.00 x
2009-03-31 GBX1.60 GBX3460.00 x
2010-03-31 GBX1.71 GBX3460.00 x
2011-03-31 GBX1.88 GBX3460.00 x
2012-03-31 GBX2.11 GBX3460.00 x
2013-03-31 GBX2.40 GBX3460.00 x
2014-03-31 GBX1.29 GBX3460.00 x
2015-03-31 GBX1.45 GBX3460.00 x
2016-03-31 GBX1.71 GBX3460.00 x
2017-03-31 GBX2.06 GBX3460.00 x
2018-03-31 GBX2.19 GBX3460.00 x
2019-03-31 GBX2.59 GBX3460.00 x
2020-03-31 GBX3.00 GBX3460.00 x
2021-03-31 GBX3.08 GBX3460.00 x
2022-03-31 GBX3.70 GBX3460.00 x
2023-03-31 GBX4.22 GBX3460.00 x
2024-03-31 GBX4.59 GBX3460.00 x
2025-03-31 GBX5.01 GBX3460.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Halma PLC utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 15.60%
  • The company demonstrates strong efficiency in generating profits from shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 13.18%
  • • Asset Turnover: 0.69x
  • • Equity Multiplier: 1.72x
  • Recent ROE (15.60%) is below the historical average (22.34%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
1986 31.77% 10.68% 1.51x 1.97x GBX2.28 Million
1987 25.35% 10.00% 1.34x 1.89x GBX2.23 Million
1988 31.49% 11.50% 1.46x 1.88x GBX3.99 Million
1989 33.70% 12.97% 1.38x 1.88x GBX5.57 Million
1990 36.02% 13.35% 1.34x 2.02x GBX7.53 Million
1991 25.17% 9.87% 1.37x 1.86x GBX4.87 Million
1992 25.41% 10.23% 1.32x 1.88x GBX5.87 Million
1993 31.50% 12.40% 1.35x 1.88x GBX9.83 Million
1994 30.43% 12.41% 1.39x 1.77x GBX11.27 Million
1995 31.21% 12.89% 1.39x 1.75x GBX13.46 Million
1996 29.66% 13.20% 1.36x 1.65x GBX15.20 Million
1997 31.04% 12.54% 1.51x 1.64x GBX17.02 Million
1998 25.31% 11.59% 1.42x 1.53x GBX14.98 Million
1999 24.68% 13.13% 1.22x 1.54x GBX17.01 Million
2000 17.53% 9.43% 1.17x 1.60x GBX9.45 Million
2001 22.71% 11.97% 1.23x 1.54x GBX17.98 Million
2002 19.78% 11.64% 1.15x 1.48x GBX15.40 Million
2003 17.35% 10.61% 1.02x 1.60x GBX12.01 Million
2004 13.34% 7.63% 1.10x 1.59x GBX5.59 Million
2005 19.94% 12.86% 0.85x 1.82x GBX17.23 Million
2006 21.73% 13.15% 0.89x 1.85x GBX22.07 Million
2007 21.30% 12.53% 1.01x 1.69x GBX23.35 Million
2008 21.03% 12.73% 0.91x 1.82x GBX26.37 Million
2009 17.55% 11.53% 0.89x 1.71x GBX22.62 Million
2010 18.74% 13.16% 0.95x 1.50x GBX28.19 Million
2011 20.38% 13.97% 0.83x 1.76x GBX36.90 Million
2012 21.78% 14.95% 0.90x 1.62x GBX46.90 Million
2013 20.65% 15.12% 0.73x 1.87x GBX48.28 Million
2014 21.88% 15.72% 0.86x 1.62x GBX57.73 Million
2015 18.95% 14.32% 0.77x 1.72x GBX49.11 Million
2016 16.84% 13.47% 0.64x 1.96x GBX44.21 Million
2017 16.66% 13.49% 0.69x 1.80x GBX51.83 Million
2018 18.61% 14.33% 0.74x 1.75x GBX71.36 Million
2019 17.30% 14.02% 0.78x 1.57x GBX71.66 Million
2020 16.21% 13.78% 0.69x 1.70x GBX70.64 Million
2021 17.43% 15.43% 0.70x 1.61x GBX86.70 Million
2022 17.42% 16.02% 0.69x 1.57x GBX104.13 Million
2023 14.67% 12.66% 0.66x 1.74x GBX74.62 Million
2024 15.48% 13.21% 0.68x 1.73x GBX95.15 Million
2025 15.60% 13.18% 0.69x 1.72x GBX106.46 Million

Industry Comparison

This section compares Halma PLC's net assets metrics with peer companies in the Conglomerates industry.

Industry Context

  • Industry: Conglomerates
  • Average net assets among peers: $34,579,287
  • Average return on equity (ROE) among peers: 41.61%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Halma PLC (HLMA) GBX1.99 Billion 31.77% 0.68x $159.01 Million
FIH Group PLC (FIH) $1.46 Million 9.75% 4.49x $239.92K
Hargreaves Services Plc (HSP) $144.30 Million 11.38% 0.52x $3.46 Million
MS INTERNATIONAL plc (MSI) $16.53 Million -9.11% 0.66x $3.09 Million
PHSC PLC (PHSC) $6.44 Million 7.67% 0.26x $9.69K
Supreme PLC (SUP) $4.18 Million 188.34% 7.72x $2.01 Million

About Halma PLC

LSE:HLMA UK Conglomerates
Market Cap
$159.01 Million
GBX1.31 Trillion GBX
Market Cap Rank
#17490 Global
#90 in UK
Share Price
GBX3460.00
Change (1 day)
+1.11%
52-Week Range
GBX3312.00 - GBX4878.00
All Time High
GBX4878.00
Categories
Companies in UK Conglomerates
About

Halma plc, together with its subsidiaries, provides technology solutions in the safety, health, and environmental markets in the United States, Mainland Europe, the United Kingdom, the Asia Pacific, Africa, the Middle East, and internationally. It operates in three segments: Safety, Environmental & Analysis, and Healthcare. The Safety segment provides products that protect people, assets, and inf… Read more