Helios Competitors

Stocks . USA . 
Stock . Helios Technologies
HLIO Stock  USD 35.98  0.93  2.65%   
Helios Technologies competes with Enpro Industries, Omega Flex, Luxfer Holdings, Hurco Companies, and Enerpac Tool; as well as few others. The company conducts business under Machinery sector and is part of Industrials industry. Analyzing Helios Technologies competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Helios Technologies to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Helios Technologies Correlation with its peers.
To learn how to invest in Helios Stock, please use our How to Invest in Helios Technologies guide.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Helios Technologies competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
33.6435.7437.84
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Intrinsic
Valuation
LowRealHigh
32.3843.6245.72
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Helios Technologies Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Helios Technologies and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Helios and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Helios Technologies does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
FELE
+ 0.9
EPAC
HURC
+ 0.82
LXFR
TNC
+ 0.78
KAI
TNC
+ 0.76
NPO
KAI
+ 0.7
NPO
LXFR
+ 0.64
NPO
  
High negative correlations   
KAI
- 0.45
OFLX
OFLX
- 0.45
NPO
TNC
- 0.43
OFLX
FELE
- 0.22
OFLX
EPAC
- 0.19
OFLX
CIR
- 0.0
FELE

Risk-Adjusted Indicators

There is a big difference between Helios Stock performing well and Helios Technologies Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Helios Technologies' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
NPO  1.56 (0.02) 0.00 (0.12) 0.00 
 0.00 
 2.15 
(3.19)
 10.90 
OFLX  1.74 (0.10) 0.00 (0.36) 0.00 
 0.00 
 2.92 
(3.12)
 9.62 
LXFR  1.70 (0.07) 0.00 (0.18) 0.00 
 0.00 
 2.60 
(4.10)
 11.40 
HURC  2.48 (0.39) 0.00 (1.18) 0.00 
 0.00 
 4.14 
(6.09)
 23.02 
EPAC  1.34  0.00  0.00 (0.11) 0.00 
 0.00 
 2.21 
(2.97)
 6.65 
GRC  1.22 (0.06) 0.00 (0.18) 0.00 
 0.00 
 2.20 
(2.48)
 5.01 
KAI  1.48  0.09  0.00 (0.02) 0.00 
 0.00 
 2.63 
(3.11)
 13.30 
TNC  1.27  0.10  0.06  0.00  1.78 
(1.21)
 2.35 
(2.58)
 7.66 
FELE  1.03  0.00  0.00 (0.11) 0.00 
 0.00 
 2.00 
(1.71)
 8.22 
CIR  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
All Fundamental Data

Helios Technologies Competitive Analysis

The better you understand Helios Technologies competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Helios Technologies' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Helios Technologies' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
HLIO NPO OFLX LXFR HURC EPAC GRC KAI TNC FELE
 2.65 
 35.98 
Helios
 3.71 
 175.66 
Enpro
 1.93 
 40.77 
Omega
 0.92 
 12.12 
Luxfer
 0.44 
 16.00 
Hurco
 3.34 
 43.96 
Enerpac
 2.20 
 37.58 
Gorman
 4.34 
 352.46 
Kadant
 2.35 
 84.47 
Tennant
 1.88 
 100.08 
Franklin
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Not too volatile
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Very Low
Low
Very Low
Very Low
Low
Very Low
Very Small
Very Small
Very Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Under Valued
Under Valued
Over Valued
Under Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Strong Sell
Strong Sell
Buy
Not Available
Not Available
Not Available
Buy
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Hold
Cautious Hold
Hold
Cautious Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Current Ratio
2.4
1.9
3.66
1.79
3.58
2.23
2.42
1.85
2.14
1.92
Net Asset
1.51 B
2.49 B
2.74 M
382.4 M
268.64 M
777.33 M
858.47 M
1.43 B
1.19 B
1.82 T
Profit Margin
0.0484
0.0695
0.18
0.047
-0.1
0.15
0.0608
0.11
0.0651
0.0892
EBITDA
81.8 M
235.6 M
21.57 M
45.1 M
(5.74 M)
132.32 M
112.01 M
171.25 M
114.3 M
294.24 M
Operating Margin
0.1
0.15
0.22
0.0909
-0.0472
0.21
0.13
0.15
0.0462
0.11
Current Valuation
1.62 B
4 B
357.86 M
379.81 M
73.72 M
2.45 B
1.33 B
4.25 B
1.71 B
4.54 B
Price To Book
1.41
2.51
4.86
1.48
0.52
6.01
2.63
4.78
2.5
3.61
Retained Earnings
502.6 M
1.18 B
72.88 M
108.7 M
161.42 M
261.87 M
384.76 M
859.69 M
609.7 M
1.15 T
Current Asset
45.8 M
517.9 M
56.69 M
191.7 M
218.38 M
361.73 M
189.39 M
205.12 M
293.64 M
438.12 M
Five Year Return
0.7
1.4
1.04
N/A
1.48
0.18
1.71
0.78
1.3
0.98
Beta
0.9
1.53
0.39
0.92
0.43
1.18
0.94
1.25
1.01
0.98
Number Of Employees
2.5 K
3.5 K
175
1.45 K
688
2 K
1.45 K
3.5 K
4.63 K
6.3 K
Shares Outstanding
33.3 M
21.01 M
10.09 M
26.74 M
6.48 M
54.4 M
26.23 M
11.75 M
18.82 M
45.72 M
Cash Flow From Operations
122.1 M
162.9 M
20.86 M
51.1 M
(2.52 M)
81.32 M
69.83 M
155.26 M
89.7 M
261.35 M
Annual Yield
0.0099
0.0073
0.0275
0.0429
0.0415
9.0E-4
0.0197
0.0039
0.0143
0.0106
Total Debt
163.3 M
650.3 M
(2.11 M)
59.8 M
11.68 M
194.5 M
18.5 M
288.53 M
254.3 M
191.62 B
Return On Equity
0.0454
0.0511
0.23
0.0847
-0.0912
0.24
0.11
0.14
0.14
0.15
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
0.0351
0.0382
0.14
0.0577
-0.0207
0.11
0.0641
0.0863
0.0665
0.0883
Number Of Shares Shorted
562.41 K
471.22 K
58.31 K
146.19 K
31.15 K
1.09 M
128.66 K
1.54 M
517.25 K
481.55 K
Book Value Per Share
25.96
68.0
8.12
8.21
30.56
7.32
14.25
72.12
32.94
27.7
Current Liabilities
14.74 M
278.7 M
23.55 M
69.4 M
57.97 M
198.65 M
43.46 M
96.63 M
133.22 M
144.67 M
Total Asset
1.51 B
2.49 B
2.74 M
382.4 M
268.64 M
777.33 M
858.47 M
1.43 B
1.19 B
1.82 T
Debt To Equity
0.59
0.76
0.053
0.56
0.039
0.78
1.32
0.38
0.7
0.31
Short Ratio
3.78
3.66
3.83
0.98
1.18
3.35
1.85
6.52
2.45
2.48
Target Price
59.0
230.0
N/A
17.0
38.0
56.0
53.0
341.67
129.33
109.0
Last Dividend Paid
0.36
1.2
1.34
0.52
0.16
0.04
0.73
1.28
1.14
1.0
Shares Owned By Institutions
97.39
99.26
33.45
92.55
71.25
99.0
63.41
99.3
96.0
84.02
Market Capitalization
1.17 B
3.56 B
498.36 M
324.11 M
103.74 M
2.39 B
964.39 M
3.97 B
1.55 B
4.58 B
Price To Earning
19.48
13.29
47.47
14.88
161.78
41.2
26.66
40.53
23.12
33.69
Price To Earnings To Growth
0.99
1.74
N/A
1.52
N/A
0.34
1.46
3.23
2.01
1.98
Price To Sales
1.45
3.39
3.97
0.83
0.55
4.03
1.46
3.77
1.21
2.26
Net Income
39 M
72.9 M
17.91 M
18.4 M
(16.61 M)
82.21 M
40.12 M
111.6 M
83.7 M
181.61 M
Earnings Per Share
1.17
3.44
1.81
0.68
-2.98
1.57
1.53
9.48
4.38
3.86
Shares Owned By Insiders
1.66
0.74
65.17
1.16
8.95
1.0
21.16
0.82
1.52
13.89
Revenue
805.9 M
1.05 B
101.68 M
391.9 M
37.74 M
589.51 M
659.67 M
1.05 B
1.29 B
2.02 B
Working Capital
245.6 M
314.3 M
66.18 M
82.1 M
180.79 M
242.87 M
133.3 M
250.76 M
284.4 M
530.46 M
Cash And Equivalents
41.31 M
334.4 M
30.27 M
11.2 M
73.54 M
120.7 M
6.78 M
79.72 M
77.4 M
39.52 M
Cash Per Share
1.27
10.68
3.0
0.41
11.2
2.12
0.64
6.56
3.18
0.85
Gross Profit
255.7 M
444.8 M
78.31 M
85.7 M
36.34 M
302.33 M
204.33 M
471.34 M
550 M
717.28 M
Day Typical Price
35.72
173.54
40.51
12.09
15.95
43.68
37.38
348.48
83.87
99.69
Accumulation Distribution
0.0372
0.0393
0.0305
0.018
0.0478
0.0252
0.0178
0.0369
0.0269
0.0151
Market Facilitation Index
1.35
6.91
1.25
0.22
0.78
1.11
0.67
13.03
2.28
1.51
Daily Balance Of Power
0.6889
0.9088
0.616
0.5
(0.09)
1.279279
1.208955
1.124328
0.8509
1.225166
Period Momentum Indicator
0.93
6.28
0.77
0.11
(0.07)
1.42
0.81
14.65
1.94
1.85
Rate Of Daily Change
1.03
1.04
1.02
1.01
1.0
1.03
1.02
1.04
1.02
1.02
Day Median Price
35.58
172.49
40.39
12.08
15.92
43.55
37.28
346.49
83.57
99.5
Price Action Indicator
0.86
6.31
0.77
0.095
0.045
1.13
0.71
13.3
1.87
1.51
Coefficient Of Variation
(388.54)
(1,724)
(1,573)
(1,382)
(813.24)
(1,830)
(1,140)
(14,781)
14912.61
(1,774)
Mean Deviation
1.51
1.56
1.74
1.7
2.48
1.34
1.22
1.48
1.27
1.03
Jensen Alpha
(0.43)
(0.02)
(0.10)
(0.07)
(0.39)
(0)
(0.06)
0.0863
0.0979
3.0E-4
Total Risk Alpha
(0.29)
0.1261
0.1225
0.1075
(0)
0.1086
0.0478
0.2372
0.2018
0.089
Sortino Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0606
N/A
Downside Variance
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.29
N/A
Standard Deviation
2.1
2.02
2.15
2.22
3.42
1.68
1.54
2.09
1.61
1.44
Kurtosis
2.46
1.54
(0.14)
2.03
2.96
(0.47)
0.5807
6.85
0.4297
4.82
Potential Upside
2.65
2.15
2.92
2.6
4.14
2.21
2.2
2.63
2.35
2.0
Treynor Ratio
(0.50)
(0.12)
(0.36)
(0.18)
(1.18)
(0.11)
(0.18)
(0.02)
9.0E-4
(0.11)
Maximum Drawdown
11.98
10.9
9.62
11.4
23.02
6.65
5.01
13.3
7.66
8.22
Variance
4.41
4.1
4.61
4.93
11.72
2.82
2.37
4.35
2.58
2.07
Market Risk Adjusted Performance
(0.49)
(0.11)
(0.35)
(0.17)
(1.17)
(0.10)
(0.17)
(0.01)
0.0109
(0.1)
Risk Adjusted Performance
(0.22)
(0.04)
(0.05)
(0.06)
(0.1)
(0.04)
(0.07)
(0.000063)
0.0104
(0.05)
Skewness
0.7656
(0.16)
0.0388
(1.18)
(0.23)
(0.21)
(0.60)
1.66
(0.51)
0.8598
Semi Deviation
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.78
N/A
Information Ratio
(0.21)
(0.01)
(0.02)
(0.03)
(0.09)
0.0043
(0.02)
0.0407
0.0684
0.0125
Value At Risk
(4.00)
(3.19)
(3.12)
(4.10)
(6.09)
(2.97)
(2.48)
(3.11)
(2.58)
(1.71)
Expected Short fall
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(1.21)
N/A
Downside Deviation
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.81
N/A
Semi Variance
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.15
N/A

Helios Technologies Competition Performance Charts

Five steps to successful analysis of Helios Technologies Competition

Helios Technologies' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Helios Technologies in relation to its competition. Helios Technologies' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Helios Technologies in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Helios Technologies' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Helios Technologies, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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When determining whether Helios Technologies offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Helios Technologies' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Helios Technologies Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Helios Technologies Stock:
How To Invest In Helios
Details
Is Helios Stock a good investment?
Details
What is Helios Technologies' Net Worth?
Details
Largest Industrial Machinery & Supplies & Components Companies
View
Largest Specialty Industrial Machinery Companies
View
Check out Helios Technologies Correlation with its peers.
To learn how to invest in Helios Stock, please use our How to Invest in Helios Technologies guide.
You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Is Industrial Machinery & Supplies & Components space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Helios Technologies. If investors know Helios will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Helios Technologies listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Helios Technologies is measured differently than its book value, which is the value of Helios that is recorded on the company's balance sheet. Investors also form their own opinion of Helios Technologies' value that differs from its market value or its book value, called intrinsic value, which is Helios Technologies' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Helios Technologies' market value can be influenced by many factors that don't directly affect Helios Technologies' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Helios Technologies' value and its price as these two are different measures arrived at by different means. Investors typically determine if Helios Technologies is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helios Technologies' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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