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Helios Technologies

NYQ:HLIO · US42328H1095
MachineryMedium

360

48
EV / EBIT14
Price / Owner Earnings34
Owner Earnings Yield45
Dividend Yield89
Price/Sales34
EV / Gross Profit22
Price/Book54
Return on Capital30
Cash Return on Capital49
Return on Equity32
EBIT Margin64
Gross Profitability21
Cash Conversion77
Accruals86
Owner Earnings Margin79
Sales growth20
Profit Growth52
Long-Term EPS Growth52
Owner Earnings Growth64
Reinvestment73
Price momentum95
Debt load50
Refinancing84
Debt Payback31
Liquidity65
Analyst ratings73
Opinion Changes50
Price Target Upside32
Market mood13
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Helios Technologies generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryMachinery
SizeMedium
TypePublic Company
ExchangeNYSE
Founded1970
Employees38
Websiteheliostechnologies.com
ISINUS42328H1095
Last UpdateApr 2, 2026
Index & Theme
Process AutomationIndustrial AutomationSoftware DevelopmentDetectors, Sensors and MemsIndustrial EngineeringManufacturingMechanical Engineering

Description

Helios Technologies, Inc. and its wholly owned subsidiaries (collectively, Helios) operate as a global leader in highly engineered motion control and electronic controls technology for diverse end markets, including construction, material handling, a…

Analysis

Hope premium

Helios Technologies, Inc. carries what we call a hope premium: an average business trading at an ambitious price.

The price is expensive. You pay 28.7× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 11% yearly growth; analysts expect 10%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is adequate. The company scores 14/20 on our value-creation score: strong value creator.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
98
2023202420252026

All-time high

98

Jun 2026

All-time low

18

Jan 2024

Average rank

53

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
34
54
46
23
Price/Earnings
21
62
60
50
Price/Book
54
80
76
34
Dividend Yield
89
50
49
45
Value (overall)
55
79
65
29

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →