Helios Technologies Stock Performance
| HLIO Stock | USD 33.64 0.76 2.21% |
The company retains a Market Volatility (i.e., Beta) of 1.15, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Helios Technologies will likely underperform. At this point, Helios Technologies has a negative expected return of -0.47%. Please make sure to check out Helios Technologies' potential upside, as well as the relationship between the rate of daily change and period momentum indicator , to decide if Helios Technologies performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Helios Technologies has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unfluctuating performance in the last few months, the Stock's forward indicators remain very healthy which may send shares a bit higher in April 2025. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more
Actual Historical Performance (%)
One Day Return (2.21) | Five Day Return (6.63) | Year To Date Return (24.17) | Ten Year Return (18.69) | All Time Return 995.77 |
Forward Dividend Yield 0.0107 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 0.36 | Dividend Date 2025-04-22 |
1 | Helios Technologies Introduces the S35 Display Compact, Rugged and Configurable | 01/21/2025 |
2 | Disposition of 969 shares by Marc Greenberg of Helios Technologies subject to Rule 16b-3 | 01/31/2025 |
3 | Helios Technologies Operating Company Drives Innovation in Commercial Kitchen Technology Through Partnership with Alto-Shaam | 02/20/2025 |
4 | Helios Technologies Shares Surge on Earnings Beat | 02/25/2025 |
5 | Acquisition by Matteo Arduini of 5077 shares of Helios Technologies subject to Rule 16b-3 | 02/27/2025 |
6 | Beyond the Balance Sheet What SWOT Reveals About Helios Technologies Inc | 02/28/2025 |
7 | Options Exercise Update At Helios Technologies Matteo Arduini Engages, Resulting In 0 | 03/04/2025 |
8 | ShaoYang Victor Hydraulics Co.,Ltds Shares Climb 26 percent But Its Business Is Yet to Catch Up | 03/05/2025 |
9 | Disposition of 1472 shares by Philippe Lemaitre of Helios Technologies subject to Rule 16b-3 | 03/07/2025 |
10 | SpaceX Delays Mission To Bring Back Astronauts Sunita Williams And Butch Wilmore Due To Hydraulics Issue, Says NASA | 03/13/2025 |
11 | Helios Technologies declares 0.09 dividend | 03/14/2025 |
12 | Helios Technologies Is Due To Pay A Dividend Of 0.09 | 03/18/2025 |
13 | Helios Technologies Inc Announces New Board Chair Appointment | 03/21/2025 |
| Begin Period Cash Flow | 32.4 M |
Helios |
Helios Technologies Relative Risk vs. Return Landscape
If you would invest 4,553 in Helios Technologies on December 23, 2024 and sell it today you would lose (1,189) from holding Helios Technologies or give up 26.11% of portfolio value over 90 days. Helios Technologies is currently does not generate positive expected returns and assumes 2.0283% risk (volatility on return distribution) over the 90 days horizon. In different words, 18% of stocks are less volatile than Helios, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Helios Technologies Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Helios Technologies' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Helios Technologies, and traders can use it to determine the average amount a Helios Technologies' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2341
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HLIO |
Estimated Market Risk
| 2.03 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.47 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.23 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Helios Technologies is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Helios Technologies by adding Helios Technologies to a well-diversified portfolio.
Helios Technologies Fundamentals Growth
Helios Stock prices reflect investors' perceptions of the future prospects and financial health of Helios Technologies, and Helios Technologies fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Helios Stock performance.
| Return On Equity | 0.0454 | |||
| Return On Asset | 0.0351 | |||
| Profit Margin | 0.05 % | |||
| Operating Margin | 0.10 % | |||
| Current Valuation | 1.52 B | |||
| Shares Outstanding | 33.3 M | |||
| Price To Earning | 19.48 X | |||
| Price To Book | 1.30 X | |||
| Price To Sales | 1.39 X | |||
| Revenue | 805.9 M | |||
| Gross Profit | 255.7 M | |||
| EBITDA | 81.8 M | |||
| Net Income | 39 M | |||
| Cash And Equivalents | 41.31 M | |||
| Cash Per Share | 1.27 X | |||
| Total Debt | 163.3 M | |||
| Debt To Equity | 0.59 % | |||
| Current Ratio | 2.40 X | |||
| Book Value Per Share | 25.96 X | |||
| Cash Flow From Operations | 122.1 M | |||
| Earnings Per Share | 1.17 X | |||
| Market Capitalization | 1.12 B | |||
| Total Asset | 1.51 B | |||
| Retained Earnings | 502.6 M | |||
| Working Capital | 245.6 M | |||
| Current Asset | 45.8 M | |||
| Current Liabilities | 14.74 M | |||
About Helios Technologies Performance
By examining Helios Technologies' fundamental ratios, stakeholders can obtain critical insights into Helios Technologies' financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Helios Technologies is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 119.16 | 125.12 | |
| Return On Tangible Assets | 0.17 | 0.10 | |
| Return On Capital Employed | 0.10 | 0.20 | |
| Return On Assets | 0.07 | 0.11 | |
| Return On Equity | 0.12 | 0.15 |
Things to note about Helios Technologies performance evaluation
Checking the ongoing alerts about Helios Technologies for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Helios Technologies help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 98.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Helios Technologies Inc Announces New Board Chair Appointment |
- Analyzing Helios Technologies' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Helios Technologies' stock is overvalued or undervalued compared to its peers.
- Examining Helios Technologies' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Helios Technologies' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Helios Technologies' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Helios Technologies' stock. These opinions can provide insight into Helios Technologies' potential for growth and whether the stock is currently undervalued or overvalued.
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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.
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.