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Helios Technologies Inc

HLIO

52.140USD

-0.810-1.53%

Market hours （ET）Quotes delayed by 15 min

1.74BMarket Cap

49.75P/E TTM

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Helios Technologies Inc

52.140

-0.810-1.53%

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

Currency: USD Updated: 2025-09-24

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered undervalued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Strong Buy. Despite a weak 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.

Score

Industry at a Glance

Industry Ranking

40 / 192

Overall Ranking

129 / 4718

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

60.600

Target Price

+12.70%

Upside Space

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

Company 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 50.45, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 31.23M shares, decreasing 15.15% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 3.26M shares of this stock.

Financial Health

Currency: USD Updated: 2025-09-24

The company's current financial score is 8.13, which is higher than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.47. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 212.50M, representing a year-over-year decrease of 3.37%, while its net profit experienced a year-over-year decrease of 16.18%.

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

Company Valuation

Currency: USD Updated: 2025-09-24

The company’s current valuation score is 1.80, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 2.45. Its current P/E ratio is 52.99, which is -32.55% below the recent high of 35.74 and 46.96% above the recent low of 28.10.

Score

Industry at a Glance

Previous score

1.80

Change

0.8

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 40/192

No Data

Earnings Forecast

Currency: USD Updated: 2025-09-24

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 7.59. The average price target for Helios Technologies Inc is 58.00, 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

60.600

Target Price

+12.70%

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

Xylem Inc

XYL

Pentair PLC

PNR

Cognex Corp

CGNX

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: 2025-09-24

The company’s current price momentum score is 8.97, which is higher than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.78. Sideways: Currently, the stock price is trading between the resistance level at 57.61 and the support level at 52.16, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.49

Change

-0.02

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(3)

Neutral(2)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

-1.265

Neutral

RSI(14)

51.362

Neutral

STOCH(KDJ)(9,3,3)

18.643

Sell

ATR(14)

1.548

Low Volatility

CCI(14)

-190.677

Sell

Williams %R

89.694

Oversold

TRIX(12,20)

0.356

Sell

StochRSI(14)

0.000

Oversold

Moving Average

Sell(3)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MA5

54.210

Sell

MA10

54.359

Sell

MA20

54.340

Sell

MA50

48.471

Buy

MA100

40.433

Buy

MA200

39.715

Buy

Institutional Confidence

Currency: USD Updated: 2025-09-24

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 7.81. The latest institutional shareholding proportion is 94.20%, representing a quarter-over-quarter decrease of 7.83%. The largest institutional shareholder is The Vanguard, holding a total of 3.26M shares, representing 9.84% of shares outstanding, with 1.29% 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

3.29M

-0.96%

BlackRock Institutional Trust Company, N.A.

2.19M

-0.56%

Conestoga Capital Advisors, LLC

1.97M

-0.76%

Dimensional Fund Advisors, L.P.

1.51M

+4.74%

Thrivent Asset Management, LLC

1.84M

+1.19%

Barrow Hanley Global Investors

Star Investors

966.42K

+0.88%

Wellington Management Company, LLP

1.11M

-24.35%

Sara-Bay Financial Corp.

1.22M

-0.19%

Managed Account Advisors LLC

815.89K

+8.78%

Risk Assessment

Currency: USD Updated: 2025-09-24

The company’s current risk assessment score is 3.21, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 4.36. The company's beta value is 1.28. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.