Helios Technologies, Inc. (HLIO)
Company Info
US42328H1095
42328H109
Jan 9, 1997
Highlights
$1.09B
$1.11
29.56
0.99
$789.40M
$237.10M
$147.00M
$24.76 - $56.99
$44.75
3.01%
2.38
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Helios Technologies, Inc. (HLIO) returned -26.45% year-to-date (YTD) and -37.79% over the past 12 months. Over the past 10 years, HLIO returned -0.75% annually, underperforming the S&P 500 benchmark at 10.87%.
HLIO
-26.45%
25.81%
-34.15%
-37.79%
2.42%
-0.75%
^GSPC (Benchmark)
1.30%
12.94%
1.49%
12.48%
15.82%
10.87%
Monthly Returns
The table below presents the monthly returns of HLIO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.14% | -11.57% | -18.66% | -14.77% | 19.81% | -26.45% | |||||||
| 2024 | -8.84% | 7.00% | 1.22% | 1.13% | 11.04% | -4.65% | -3.59% | -3.83% | 7.94% | -3.11% | 13.42% | -14.68% | -0.78% |
| 2023 | 21.44% | 2.64% | -3.45% | -7.92% | -17.78% | 33.65% | -4.24% | -8.42% | -4.15% | -6.62% | -25.79% | 18.16% | -16.19% |
| 2022 | -27.07% | 2.32% | 2.35% | -16.19% | 1.85% | -3.17% | 4.02% | -20.63% | -7.36% | 12.23% | -6.97% | 3.22% | -47.97% |
| 2021 | 2.54% | 19.89% | 11.42% | -0.69% | -1.70% | 9.85% | 3.71% | 0.95% | 0.60% | 11.01% | 10.19% | 4.82% | 98.38% |
| 2020 | -7.85% | -6.51% | -4.60% | -5.95% | 0.56% | 4.14% | 1.80% | 8.67% | -11.46% | 15.23% | 17.66% | 8.25% | 16.36% |
| 2019 | 7.01% | 34.33% | -2.25% | 12.74% | -20.23% | 11.16% | 1.39% | -8.88% | -5.19% | -2.09% | 13.00% | 3.24% | 40.53% |
| 2018 | -3.90% | -16.37% | 3.16% | -9.16% | 2.45% | -3.16% | 8.23% | -3.30% | 8.82% | -15.16% | -10.17% | -20.37% | -48.35% |
| 2017 | -1.98% | -5.56% | -2.11% | 7.56% | 10.17% | -0.07% | -3.07% | 15.84% | 12.71% | 6.71% | 5.44% | 6.64% | 62.95% |
| 2016 | -19.76% | 16.97% | 11.89% | 6.60% | -17.27% | 1.76% | 1.72% | 2.05% | 5.01% | -8.80% | 35.03% | 0.80% | 27.52% |
| 2015 | -7.97% | 6.79% | 7.37% | -5.92% | -3.93% | 2.19% | -7.06% | -8.92% | -14.57% | 6.63% | 12.43% | -3.37% | -18.37% |
| 2014 | -10.48% | 15.73% | 2.81% | -5.61% | -9.69% | 10.21% | -10.15% | 9.73% | -5.87% | 8.88% | 1.16% | -1.99% | 0.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HLIO is 11, meaning it’s performing worse than 89% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Helios Technologies, Inc. (HLIO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Helios Technologies, Inc. provided a 1.10% dividend yield over the last twelve months, with an annual payout of $0.36 per share. The company has been increasing its dividends for 7 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.36 | $0.36 | $0.36 | $0.36 | $0.36 | $0.36 | $0.36 | $0.36 | $0.29 | $0.40 | $0.45 | $1.45 |
Dividend yield | 1.10% | 0.81% | 0.79% | 0.66% | 0.34% | 0.68% | 0.78% | 1.08% | 0.45% | 1.00% | 1.42% | 3.68% |
Monthly Dividends
The table displays the monthly dividend distributions for Helios Technologies, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.18 | |||||||
| 2024 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.36 |
| 2023 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.36 |
| 2022 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.36 |
| 2021 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.36 |
| 2020 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.36 |
| 2019 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.36 |
| 2018 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.36 |
| 2017 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.29 |
| 2016 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.40 |
| 2015 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.45 |
| 2014 | $0.18 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $1.00 | $0.00 | $0.09 | $1.45 |
Dividend Yield & Payout
Dividend Yield
Helios Technologies, Inc. has a dividend yield of 1.10%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Helios Technologies, Inc. has a payout ratio of 18.00%, which is below the market average. This means Helios Technologies, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Helios Technologies, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Helios Technologies, Inc. was 76.93%, occurring on Apr 21, 2025. The portfolio has not yet recovered.
The current Helios Technologies, Inc. drawdown is 70.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.93% | Nov 19, 2021 | 856 | Apr 21, 2025 | — | — | — |
| -74.61% | Jul 31, 2008 | 152 | Mar 9, 2009 | 504 | Mar 8, 2011 | 656 |
| -65.53% | May 14, 1998 | 384 | Dec 28, 1999 | 778 | May 10, 2004 | 1162 |
| -56.83% | Jan 26, 2018 | 556 | Apr 13, 2020 | 223 | Mar 2, 2021 | 779 |
| -49.31% | Jul 20, 2007 | 128 | Jan 22, 2008 | 77 | May 12, 2008 | 205 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Helios Technologies, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Helios Technologies, Inc., comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.
Valuation
The Valuation section provides an overview of how Helios Technologies, Inc. is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for HLIO, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, HLIO has a P/E ratio of 29.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for HLIO compared to other companies in the Specialty Industrial Machinery industry. HLIO currently has a PEG ratio of 1.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for HLIO relative to other companies in the Specialty Industrial Machinery industry. Currently, HLIO has a P/S ratio of 1.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for HLIO in comparison with other companies in the Specialty Industrial Machinery industry. Currently, HLIO has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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