Helios Technologies Stock Buy Hold or Sell Recommendation

HLIO Stock  USD 35.98  0.93  2.65%   
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Helios Technologies is 'Hold'. The recommendation algorithm takes into account all of Helios Technologies' available fundamental, technical, and predictive indicators you will find on this site.
  
Check out Helios Technologies Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
To learn how to invest in Helios Stock, please use our How to Invest in Helios Technologies guide.
In addition, we conduct extensive research on individual companies such as Helios and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards 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.

Execute Helios Technologies Buy or Sell Advice

The Helios recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Helios Technologies. Macroaxis does not own or have any residual interests in Helios Technologies or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Helios Technologies' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Helios TechnologiesBuy Helios Technologies
Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

Over hypedDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Very LowDetails

Economic Sensitivity

Almost mirrors the marketDetails

Investor Sentiment

InterestedDetails

Analyst Consensus

Strong BuyDetails

Financial Strenth (F Score)

StrongDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Helios Technologies has a Mean Deviation of 1.54, Standard Deviation of 2.11 and Variance of 4.46
Helios Technologies investment recommendation module can be used to check and cross-verify current trade recommendations provided by analysts evaluating the entity's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Helios Technologies is not overpriced, please check out all Helios Technologies fundamentals, including its current ratio, total asset, and the relationship between the net income and price to earnings to growth . Given that Helios Technologies has a price to earning of 19.48 X, we strongly advise you to confirm Helios Technologies market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your regular risk tolerance and investing horizon.

Helios Technologies Trading Alerts and Improvement Suggestions

Helios Technologies generated a negative expected return over the last 90 days
Helios Technologies has a strong financial position based on the latest SEC filings
Over 97.0% of the company shares are owned by institutional investors
Latest headline from gurufocus.com: Acquisition by Laura Brown of 931 shares of Helios Technologies at 37.1 subject to Rule 16b-3

Helios Technologies Returns Distribution Density

The distribution of Helios Technologies' historical returns is an attempt to chart the uncertainty of Helios Technologies' future price movements. The chart of the probability distribution of Helios Technologies daily returns describes the distribution of returns around its average expected value. We use Helios Technologies price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Helios Technologies returns is essential to provide solid investment advice for Helios Technologies.
Mean Return
-0.52
Value At Risk
-4
Potential Upside
3.46
Standard Deviation
2.11
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Helios Technologies historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Helios Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument, such as Helios Technologies, soars without any apparent reason. This usually happens because many institutional investors are aggressively trading Helios Technologies back and forth among themselves. Companies that invest excess capital in these types of assets may also be included in this term and can influence corporate governance by exercising voting rights in their investments.
Shares
Bank Of America Corp2024-12-31
784.5 K
Geode Capital Management, Llc2024-12-31
750.5 K
Vaughan Nelson Scarbrgh & Mccullough Lp2024-12-31
720.9 K
Hhg Plc2024-12-31
637.7 K
T. Rowe Price Investment Management,inc.2024-12-31
569.2 K
Bank Of New York Mellon Corp2024-12-31
519.5 K
Neuberger Berman Group Llc2024-12-31
488.9 K
Ing Investment Management Llc2024-12-31
450.4 K
Royce & Associates, Lp2024-12-31
434.8 K
Wasatch Advisors Lp2024-12-31
3.5 M
Vanguard Group Inc2024-12-31
3.3 M
Note, although Helios Technologies' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Helios Technologies Cash Flow Accounts

202020212022202320242025 (projected)
Change To Inventory570K(52.5M)(27M)(17.9M)19.4M20.4M
Change In Cash3.1M3.3M15.2M(11.3M)11.7M12.3M
Free Cash Flow93.1M83.9M74.9M43.5M95.1M99.9M
Depreciation39.7M54.4M51.6M63.8M73.4M77.0M
Other Non Cash Items41.3M(3.6M)(3.5M)(1.8M)7.7M8.1M
Dividends Paid11.6M11.6M11.7M(11.8M)(11.9M)(11.3M)
Capital Expenditures15.4M29.3M35M40.4M27M15.1M
Net Income14.2M104.6M98.4M37.5M39M28.7M
End Period Cash Flow25.3M28.6M43.7M32.4M44.1M29.5M
Investments(3.5M)(90.3M)(90.8M)(150.1M)(30.3M)(31.8M)
Net Borrowings(52.3M)150.0M(9.9M)8M9.2M8.7M
Change To Netincome6.4M40.5M3.4M100K115K109.3K

Helios Technologies Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Helios Technologies or Machinery sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Helios Technologies' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Helios stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.4
β
Beta against Dow Jones1.15
σ
Overall volatility
2.08
Ir
Information ratio -0.2

Helios Technologies Volatility Alert

Helios Technologies exhibits very low volatility with skewness of 0.7 and kurtosis of 2.04. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Helios Technologies' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Helios Technologies' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Helios Technologies Fundamentals Vs Peers

Comparing Helios Technologies' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Helios Technologies' direct or indirect competition across all of the common fundamentals between Helios Technologies and the related equities. This way, we can detect undervalued stocks with similar characteristics as Helios Technologies or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Helios Technologies' fundamental indicators could also be used in its relative valuation, which is a method of valuing Helios Technologies by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Helios Technologies to competition
FundamentalsHelios TechnologiesPeer Average
Return On Equity0.0454-0.31
Return On Asset0.0351-0.14
Profit Margin0.05 %(1.27) %
Operating Margin0.10 %(5.51) %
Current Valuation1.6 B16.62 B
Shares Outstanding33.3 M571.82 M
Shares Owned By Insiders1.68 %10.09 %
Shares Owned By Institutions97.37 %39.21 %
Number Of Shares Shorted562.41 K4.71 M
Price To Earning19.48 X28.72 X
Price To Book1.39 X9.51 X
Price To Sales1.49 X11.42 X
Revenue805.9 M9.43 B
Gross Profit255.7 M27.38 B
EBITDA81.8 M3.9 B
Net Income39 M570.98 M
Cash And Equivalents41.31 M2.7 B
Cash Per Share1.27 X5.01 X
Total Debt163.3 M5.32 B
Debt To Equity0.59 %48.70 %
Current Ratio2.40 X2.16 X
Book Value Per Share25.96 X1.93 K
Cash Flow From Operations122.1 M971.22 M
Short Ratio3.78 X4.00 X
Earnings Per Share1.17 X3.12 X
Price To Earnings To Growth0.99 X4.89 X
Target Price59.0
Number Of Employees2.5 K18.84 K
Beta0.9-0.15
Market Capitalization1.2 B19.03 B
Total Asset1.51 B29.47 B
Retained Earnings502.6 M9.33 B
Working Capital245.6 M1.48 B
Note: Disposition of 1472 shares by Philippe Lemaitre of Helios Technologies subject to Rule 16b-3 [view details]

Helios Technologies Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Helios . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Helios Technologies Buy or Sell Advice

When is the right time to buy or sell Helios Technologies? Buying financial instruments such as Helios Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Helios Technologies in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

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Restaurants
Restaurants Theme
Entities that are involved in restaurant business, as well as coffee shop chains and other eateries. The Restaurants theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Restaurants Theme or any other thematic opportunities.
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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:
Check out Helios Technologies Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
To learn how to invest in Helios Stock, please use our How to Invest in Helios Technologies guide.
You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your 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.
Quarterly Earnings Growth
0.431
Dividend Share
0.36
Earnings Share
1.17
Revenue Per Share
24.274
Quarterly Revenue Growth
(0.07)
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.