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Helios Technologies Inc

HLIO

53.120USD

-0.810-1.50%

Close 11/11, 16:00（ET）Quotes delayed by 15 min

1.76BMarket Cap

52.02P/E TTM



Helios Technologies Inc

53.120

-0.810-1.50%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Helios Technologies Inc

Currency: USD Updated: 2025-11-11

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Strong Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Helios Technologies Inc's Score

Industry at a Glance

Industry Ranking

29 / 182

Overall Ranking

106 / 4608

Industry

Machinery, Tools, Heavy Vehicles, Trains & Ships

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 5 analysts

Strong Buy

Current Rating

62.600

Target Price

+16.08%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Helios Technologies Inc Highlights

StrengthsRisks

Helios Technologies, Inc. provides highly engineered motion control and electronic controls technology for diverse end markets, including construction, material handling, agriculture, energy, recreational vehicles, marine and health and wellness. The Company's segments include Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic motion control and fluid conveyance technology products, including cartridge valves, manifolds, quick release couplings as well as engineers hydraulic solutions and in some cases complete systems. The Hydraulics segment includes products sold under the Sun Hydraulics, Faster, Custom Fluidpower, Taimi, Daman and Schultes brands. The Electronics segment designs and manufactures customized electronic controls systems, displays, wire harnesses, and software solutions for a variety of end markets. The Electronics segment includes products sold under the Enovation Controls, Murphy, Zero Off, Balboa Water Group and Joyonway brands.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 30.77%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 30.77%.

Overvalued

The company’s latest PE is 52.33, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 32.91M shares, decreasing 2.30% quarter-over-quarter.

Held by Keeley-Teton Advisors, LLC

Star Investor Keeley-Teton Advisors, LLC holds 159.34K shares of this stock.

Financial Health

Currency: USD Updated: 2025-11-11

The company's current financial score is 8.05, which is higher than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.50. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 220.30M, representing a year-over-year increase of 13.26%, while its net profit experienced a year-over-year increase of 9.65%.

Score

Industry at a Glance

Previous score

8.05

Change



Financials

6.76

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

9.38

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

7.83

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

7.70

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

8.60

Key Metrics

Free cash flow

No Data

Helios Technologies Inc's Company Valuation

Currency: USD Updated: 2025-11-11

The company’s current valuation score is 6.48, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.16. Its current P/E ratio is 52.33, which is 7.23% below the recent high of 56.11 and 65.66% above the recent low of 17.97.

Score

Industry at a Glance

Previous score

6.48

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 29/182

No Data

Earnings Forecast

Currency: USD Updated: 2025-11-11

The company’s current earnings forecast score is 9.20, which is higher than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.56. The average price target for Helios Technologies Inc is 64.00, with a high of 73.00 and a low of 55.00.

Score

Industry at a Glance

Previous score

9.20

Change

Support & Resistance

No Data

Analyst Rating

Based on 5 analysts

Strong Buy

Current Rating

62.600

Target Price

+16.08%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Helios Technologies Inc

HLIO

Parker-Hannifin Corp

Cognex Corp

CGNX

Xylem Inc

XYL

Symbotic Inc

SYM

WW Grainger Inc

GWW

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-11-11

The company’s current price momentum score is 7.10, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.21. Sideways: Currently, the stock price is trading between the resistance level at 58.28 and the support level at 48.48, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

7.36

Change

-0.26

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(4)

Neutral(2)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

-0.736

Neutral

RSI(14)

45.486

Neutral

STOCH(KDJ)(9,3,3)

49.423

Sell

ATR(14)

2.662

Low Volatility

CCI(14)

-140.768

Sell

Williams %R

57.921

Sell

TRIX(12,20)

0.258

Sell

StochRSI(14)

0.000

Oversold

Moving Average

Sell(4)

Neutral(0)

Buy(2)

Indicators

Value

Direction

MA5

54.870

Sell

MA10

55.434

Sell

MA20

55.217

Sell

MA50

53.790

Sell

MA100

47.917

Buy

MA200

40.854

Buy

Institutional Confidence

Currency: USD Updated: 2025-11-11

The company’s current institutional recognition score is 10.00, which is higher than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.04. The latest institutional shareholding proportion is 99.33%, representing a quarter-over-quarter increase of 5.45%. The largest institutional shareholder is The Vanguard, holding a total of 3.19M shares, representing 9.62% of shares outstanding, with 3.58% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

3.26M

-0.77%

BlackRock Institutional Trust Company, N.A.

2.16M

-1.57%

Conestoga Capital Advisors, LLC

1.95M

-0.87%

Dimensional Fund Advisors, L.P.

1.57M

+4.29%

Thrivent Asset Management, LLC

1.42M

-19.35%

Barrow Hanley Global Investors

Star Investors

1.26M

+30.71%

Wellington Management Company, LLP

1.22M

+9.81%

Sara-Bay Financial Corp.

1.21M

-0.08%

DePrince, Race & Zollo, Inc.

1.01M

Managed Account Advisors LLC

832.21K

+2.00%

Risk Assessment

Currency: USD Updated: 2025-11-11

The company’s current risk assessment score is 5.56, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 5.63. The company's beta value is 1.30. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.