HELIOS TECHS (Germany) Performance
| SH7 Stock | EUR 42.60 0.09 0.21% |
The company retains a Market Volatility (i.e., Beta) of -0.23, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning HELIOS TECHS are expected to decrease at a much lower rate. During the bear market, HELIOS TECHS is likely to outperform the market. HELIOS TECHS INC now retains a risk of 2.89%. Please check out HELIOS TECHS sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to decide if HELIOS TECHS will be following its current trending patterns.
Risk-Adjusted Performance
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Over the last 90 days HELIOS TECHS INC has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, HELIOS TECHS is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
HELIOS |
HELIOS TECHS Relative Risk vs. Return Landscape
If you would invest 4,311 in HELIOS TECHS INC on October 6, 2024 and sell it today you would lose (60.00) from holding HELIOS TECHS INC or give up 1.39% of portfolio value over 90 days. HELIOS TECHS INC is currently producing 0.0162% returns and takes up 2.8938% volatility of returns over 90 trading days. Put another way, 25% of traded stocks are less volatile than HELIOS, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
HELIOS TECHS Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HELIOS TECHS's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HELIOS TECHS INC, and traders can use it to determine the average amount a HELIOS TECHS's 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 = 0.0056
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| Negative Returns | SH7 |
Estimated Market Risk
| 2.89 actual daily | 25 75% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average HELIOS TECHS 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 TECHS by adding HELIOS TECHS to a well-diversified portfolio.
HELIOS TECHS Fundamentals Growth
HELIOS Stock prices reflect investors' perceptions of the future prospects and financial health of HELIOS TECHS, and HELIOS TECHS 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 | 0.15 | |||
| Return On Asset | 0.0678 | |||
| Profit Margin | 0.12 % | |||
| Operating Margin | 0.17 % | |||
| Shares Outstanding | 32.56 M | |||
| Price To Earning | 139.95 X | |||
| Revenue | 907.11 M | |||
| EBITDA | 204.52 M | |||
| Cash And Equivalents | 41.31 M | |||
| Cash Per Share | 1.27 X | |||
| Total Debt | 437.8 M | |||
| Debt To Equity | 0.59 % | |||
| Book Value Per Share | 23.09 X | |||
| Cash Flow From Operations | 107.87 M | |||
| Earnings Per Share | 2.95 X | |||
About HELIOS TECHS Performance
By analyzing HELIOS TECHS's fundamental ratios, stakeholders can gain valuable insights into HELIOS TECHS's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if HELIOS TECHS has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if HELIOS TECHS has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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 TECHS operates under Specialty Industrial Machinery classification in Germany and is traded on Frankfurt Stock Exchange. It employs 2350 people.Things to note about HELIOS TECHS INC performance evaluation
Checking the ongoing alerts about HELIOS TECHS for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HELIOS TECHS INC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 93.0% of the company shares are owned by institutional investors |
- Analyzing HELIOS TECHS's 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 TECHS's stock is overvalued or undervalued compared to its peers.
- Examining HELIOS TECHS's 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 TECHS's management team can have a significant impact on its success or failure. Reviewing the track record and experience of HELIOS TECHS's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of HELIOS TECHS's stock. These opinions can provide insight into HELIOS TECHS's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for HELIOS Stock analysis
When running HELIOS TECHS's price analysis, check to measure HELIOS TECHS's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HELIOS TECHS is operating at the current time. Most of HELIOS TECHS's value examination focuses on studying past and present price action to predict the probability of HELIOS TECHS's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HELIOS TECHS's price. Additionally, you may evaluate how the addition of HELIOS TECHS to your portfolios can decrease your overall portfolio volatility.
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