Helios Technologies Stock Buy Hold or Sell Recommendation
| HLIO Stock | USD 33.64 0.76 2.21% |
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.
Helios |
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
3 Months |
Risk Tolerance
I am an educated risk taker |
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Helios Technologies Trading Alerts and Improvement Suggestions
| Helios Technologies generated a negative expected return over the last 90 days | |
| Over 98.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Helios Technologies Inc Announces New Board Chair Appointment |
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 | -0.62 |
| Value At Risk | -4 |
| Potential Upside | 2.65 |
| Standard Deviation | 2.03 |
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 Corp | 2024-12-31 | 784.5 K | |
| Geode Capital Management, Llc | 2024-12-31 | 750.5 K | |
| Vaughan Nelson Scarbrgh & Mccullough Lp | 2024-12-31 | 720.9 K | |
| Hhg Plc | 2024-12-31 | 637.7 K | |
| T. Rowe Price Investment Management,inc. | 2024-12-31 | 569.2 K | |
| Bank Of New York Mellon Corp | 2024-12-31 | 519.5 K | |
| Neuberger Berman Group Llc | 2024-12-31 | 488.9 K | |
| Ing Investment Management Llc | 2024-12-31 | 450.4 K | |
| Royce & Associates, Lp | 2024-12-31 | 434.8 K | |
| Wasatch Advisors Lp | 2024-12-31 | 3.5 M | |
| Vanguard Group Inc | 2024-12-31 | 3.3 M |
Helios Technologies Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change To Inventory | 570K | (52.5M) | (27M) | (17.9M) | 19.4M | 20.4M | |
| Change In Cash | 3.1M | 3.3M | 15.2M | (11.3M) | 11.7M | 12.3M | |
| Free Cash Flow | 93.1M | 83.9M | 74.9M | 43.5M | 95.1M | 99.9M | |
| Depreciation | 39.7M | 54.4M | 51.6M | 63.8M | 73.4M | 77.0M | |
| Other Non Cash Items | 41.3M | (3.6M) | (3.5M) | (1.8M) | 7.7M | 8.1M | |
| Dividends Paid | 11.6M | 11.6M | 11.7M | (11.8M) | (11.9M) | (11.3M) | |
| Capital Expenditures | 15.4M | 29.3M | 35M | 40.4M | 27M | 15.1M | |
| Net Income | 14.2M | 104.6M | 98.4M | 37.5M | 39M | 28.7M | |
| End Period Cash Flow | 25.3M | 28.6M | 43.7M | 32.4M | 44.1M | 29.5M | |
| Investments | (3.5M) | (90.3M) | (90.8M) | (150.1M) | (30.3M) | (31.8M) | |
| Net Borrowings | (52.3M) | 150.0M | (9.9M) | 8M | 9.2M | 8.7M | |
| Change To Netincome | 6.4M | 40.5M | 3.4M | 100K | 115K | 109.3K |
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 | -0.55 | |
β | Beta against Dow Jones | 1.15 | |
σ | Overall volatility | 2.03 | |
Ir | Information ratio | -0.28 |
Helios Technologies Volatility Alert
Helios Technologies exhibits very low volatility with skewness of 0.87 and kurtosis of 2.82. 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 |
| Fundamentals | Helios Technologies | Peer Average |
| Return On Equity | 0.0454 | -0.31 |
| Return On Asset | 0.0351 | -0.14 |
| Profit Margin | 0.05 % | (1.27) % |
| Operating Margin | 0.10 % | (5.51) % |
| Current Valuation | 1.52 B | 16.62 B |
| Shares Outstanding | 33.3 M | 571.82 M |
| Shares Owned By Insiders | 1.68 % | 10.09 % |
| Shares Owned By Institutions | 98.45 % | 39.21 % |
| Number Of Shares Shorted | 562.41 K | 4.71 M |
| Price To Earning | 19.48 X | 28.72 X |
| Price To Book | 1.30 X | 9.51 X |
| Price To Sales | 1.39 X | 11.42 X |
| Revenue | 805.9 M | 9.43 B |
| Gross Profit | 255.7 M | 27.38 B |
| EBITDA | 81.8 M | 3.9 B |
| Net Income | 39 M | 570.98 M |
| Cash And Equivalents | 41.31 M | 2.7 B |
| Cash Per Share | 1.27 X | 5.01 X |
| Total Debt | 163.3 M | 5.32 B |
| Debt To Equity | 0.59 % | 48.70 % |
| Current Ratio | 2.40 X | 2.16 X |
| Book Value Per Share | 25.96 X | 1.93 K |
| Cash Flow From Operations | 122.1 M | 971.22 M |
| Short Ratio | 3.78 X | 4.00 X |
| Earnings Per Share | 1.17 X | 3.12 X |
| Price To Earnings To Growth | 0.99 X | 4.89 X |
| Target Price | 59.0 | |
| Number Of Employees | 2.5 K | 18.84 K |
| Beta | 0.9 | -0.15 |
| Market Capitalization | 1.12 B | 19.03 B |
| Total Asset | 1.51 B | 29.47 B |
| Retained Earnings | 502.6 M | 9.33 B |
| Working Capital | 245.6 M | 1.48 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.
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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 Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
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 | 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.