Based on the key indicators related to Helios Technologies' liquidity, profitability, solvency, and operating efficiency, Helios Technologies is doing better financially today then in previous quarter. It has a moderate probability of reporting better financial numbers in December. At this time, Helios Technologies' Net Debt is very stable compared to the past year. As of the 28th of November 2024, Retained Earnings is likely to grow to about 499.4 M, while Cash is likely to drop about 28.7 M. Key indicators impacting Helios Technologies' financial strength include:
The financial analysis of Helios Technologies is a critical element in measuring its lifeblood. Investors should not minimize Helios Technologies' ability to pay suppliers or employees on time, ensuring interest payments are not accumulating.
Net Income
28.23 Million
Helios
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Understanding current and past Helios Technologies Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Helios Technologies' financial statements are interrelated, with each one affecting the others. For example, an increase in Helios Technologies' assets may result in an increase in income on the income statement.
Helios Technologies competes with Enpro Industries, Omega Flex, Luxfer Holdings, Hurco Companies, and Enerpac Tool. Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida. Helios Technologies operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 2350 people.
Comparative valuation techniques use various fundamental indicators to help in determining Helios Technologies's current stock value. Our valuation model uses many indicators to compare Helios Technologies value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Helios Technologies competition to find correlations between indicators driving Helios Technologies's intrinsic value. More Info.
Helios Technologies is rated below average in return on equity category among its peers. It is rated below average in return on asset category among its peers reporting about 0.84 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Helios Technologies is roughly 1.19 . At this time, Helios Technologies' Return On Equity is very stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Helios Technologies' earnings, one of the primary drivers of an investment's value.
Helios Technologies' Earnings Breakdown by Geography
Helios Technologies Systematic Risk
Helios Technologies' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Helios Technologies volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Helios Technologies correlated with the market. If Beta is less than 0 Helios Technologies generally moves in the opposite direction as compared to the market. If Helios Technologies Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Helios Technologies is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Helios Technologies is generally in the same direction as the market. If Beta > 1 Helios Technologies moves generally in the same direction as, but more than the movement of the benchmark.
Helios Technologies Thematic Clasifications
Helios Technologies is part of Construction Materials investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. USA Equities from Construction Materials industry as classified by Fama & French. Fama and French investing themes focus on testing asset pricing under different economic assumptions
This theme covers USA Equities from Construction Materials industry as classified by Fama & French. Fama and French investing themes focus on testing asset pricing under different economic assumptions. Get More Thematic Ideas
Today, most investors in Helios Technologies Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Helios Technologies' growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Helios Technologies growth as a starting point in their analysis.
Helios Technologies November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Helios Technologies help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Helios Technologies. We use our internally-developed statistical techniques to arrive at the intrinsic value of Helios Technologies based on widely used predictive technical indicators. In general, we focus on analyzing Helios Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Helios Technologies's daily price indicators and compare them against related drivers.
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:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Helios Technologies. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
To learn how to invest in Helios Stock, please use our How to Invest in Helios Technologies guide.You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
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.
Quarterly Earnings Growth
2.206
Dividend Share
0.36
Earnings Share
1.13
Revenue Per Share
24.693
Quarterly Revenue Growth
(0.03)
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.
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.