Helium stocks

Screening Filters

1. Market Capitalization ≥ $500M

   • Purpose: Focus on established, relatively larger companies.
   • Rationale:
     • Many publicly traded “helium plays” are either diversified energy/chemical companies or niche producers embedded in larger firms.
     • A minimum $500M market cap helps avoid very small, highly speculative micro-caps, which often dominate “helium” marketing but come with extreme risk and limited data.
     • Larger companies are more likely to have meaningful, scalable helium operations (e.g., integrated with natural gas, LNG, or industrial gas production).

2. Monthly Average Dollar Volume ≥ $200,000

   • Purpose: Ensure the stocks are reasonably liquid and tradable.
   • Rationale:
     • Helium-related names can be illiquid, especially smaller explorers and niche players.
     • Setting a minimum trading value per month filters out stocks that are hard to enter/exit without moving the price significantly.
     • This improves practicality for investors who want to actually trade these names, not just identify obscure tickers.

3. Industry = Chemicals, Oil & Gas, Oil & Gas Related Equipment and Services

   • Purpose: Target sectors where helium production, processing, or distribution is most likely.
   • Rationale:
     • Oil & Gas: Most commercial helium is produced as a byproduct of natural gas extraction. Gas fields rich in helium are managed by upstream and midstream oil & gas companies.
     • Oil & Gas Related Equipment and Services: Companies that provide infrastructure and services (drilling, processing, cryogenics, gas separation) often support helium extraction and handling. Some are direct or indirect beneficiaries of helium-rich projects.
     • Chemicals: Industrial gas companies and specialty chemical firms often produce, package, and distribute helium for medical, semiconductor, aerospace, and industrial uses.
     • Since very few firms are “pure-play helium” by classification, focusing on these key industries is a practical way to surface companies materially involved in helium production or distribution.

4. Debt-to-Equity Ratio ≤ 1.5

   • Purpose: Filter for companies with more controlled leverage.
   • Rationale:
     • Energy and chemical projects (including helium) can be capital intensive and often funded with debt; however, excessive leverage raises financial risk.
     • A cap on debt/equity reduces exposure to highly indebted players that might be more vulnerable to commodity price swings, project delays, or cost overruns.
     • For an investor specifically interested in helium exposure, this adds a basic layer of balance-sheet quality to the selection.

5. Annual Revenue YoY Growth ≥ 1%

   • Purpose: Focus on companies with at least modest top-line growth.
   • Rationale:
     • Helium demand is structurally supported by applications in medical imaging, semiconductors, space/aerospace, and research—but not all companies tied to helium are growing.
     • A minimum positive revenue growth helps tilt the screen toward companies that may be benefiting from increasing demand or effective project execution, rather than those with shrinking or stagnant operations.
     • This doesn’t guarantee that growth is helium-driven, but it reduces the likelihood of picking structurally declining businesses.

Why Results Match “Helium Stocks”

• The screen can’t directly filter for “helium” as a product, but it focuses on industries where helium is actually produced, processed, or commercialized: oil & gas and industrial/chemical gases.
• Within those sectors, it emphasizes tradable, established companies (market cap and liquidity filters) rather than speculative micro-caps that often dominate helium headlines but have poor fundamentals.
• It adds basic financial quality constraints (moderate leverage, positive revenue growth) so that the resulting list is more likely to include viable, ongoing businesses that could realistically sustain or grow helium-related operations.

In combination, these filters act as a realistic proxy for “helium stocks”: not just any energy or chemical company, but those that are sizeable, liquid, and at least modestly growing, in exactly the sectors where commercial helium activities are concentrated.