Helios Technologies Stock Performance
| HLIO Stock | USD 52.98 0.17 0.32% |
On a scale of 0 to 100, Helios Technologies holds a performance score of 12. The company retains a Market Volatility (i.e., Beta) of 1.74, 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. Please check Helios Technologies' semi variance, and the relationship between the treynor ratio and daily balance of power , to make a quick decision on whether Helios Technologies' current trending patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Helios Technologies are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of very abnormal forward indicators, Helios Technologies displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 32.4 M | |
| Total Cashflows From Investing Activities | -30.3 M |
Helios Technologies Relative Risk vs. Return Landscape
If you would invest 3,584 in Helios Technologies on July 20, 2025 and sell it today you would earn a total of 1,714 from holding Helios Technologies or generate 47.82% return on investment over 90 days. Helios Technologies is currently generating 0.6869% in daily expected returns and assumes 4.4185% risk (volatility on return distribution) over the 90 days horizon. In different words, 39% of stocks are less volatile than Helios, and 87% 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 = 0.1555
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Estimated Market Risk
| 4.42 actual daily | 39 61% of assets are more volatile |
Expected Return
| 0.69 actual daily | 13 87% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Helios Technologies is performing at about 12% of its full potential. 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 it 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 | 0.0393 | |||
| Return On Asset | 0.0315 | |||
| Profit Margin | 0.04 % | |||
| Operating Margin | 0.10 % | |||
| Current Valuation | 2.12 B | |||
| Shares Outstanding | 33.15 M | |||
| Price To Earning | 19.48 X | |||
| Price To Book | 1.90 X | |||
| Price To Sales | 2.25 X | |||
| Revenue | 805.9 M | |||
| EBITDA | 148.1 M | |||
| Cash And Equivalents | 41.31 M | |||
| Cash Per Share | 1.27 X | |||
| Total Debt | 471.2 M | |||
| Debt To Equity | 0.59 % | |||
| Book Value Per Share | 27.54 X | |||
| Cash Flow From Operations | 122.1 M | |||
| Earnings Per Share | 1.04 X | |||
| Total Asset | 1.51 B | |||
| Retained Earnings | 502.6 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.
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 Technologies operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 2350 people.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 appears to be risky and price may revert if volatility continues | |
| Over 99.0% of the company shares are owned by institutional investors |
- 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 various price indices. To learn how to invest in Helios Stock, please use our How to Invest in Helios Technologies guide.You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Is Stock 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.
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.