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Helios Technologies, Inc. (HLIO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US42328H1095

CUSIP

42328H109

IPO Date

Jan 9, 1997

Highlights

Market Cap

$928.96M

EPS (TTM)

$1.17

PE Ratio

23.82

PEG Ratio

0.99

Total Revenue (TTM)

$593.90M

Gross Profit (TTM)

$177.20M

EBITDA (TTM)

$114.10M

Year Range

$24.76 - $56.99

Target Price

$53.25

Short %

2.25%

Short Ratio

3.06

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Helios Technologies, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


500.00%1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%NovemberDecember2025FebruaryMarchApril
1,621.43%
631.96%
HLIO (Helios Technologies, Inc.)
Benchmark (^GSPC)

Returns By Period

Helios Technologies, Inc. had a return of -37.24% year-to-date (YTD) and -38.28% in the last 12 months. Over the past 10 years, Helios Technologies, Inc. had an annualized return of -2.86%, while the S&P 500 had an annualized return of 10.15%, indicating that Helios Technologies, Inc. did not perform as well as the benchmark.


HLIO

YTD

-37.24%

1M

-17.83%

6M

-41.13%

1Y

-38.28%

5Y*

-2.24%

10Y*

-2.86%

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.14%-11.57%-18.66%-12.87%-37.24%
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%
202321.44%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%
20212.54%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%
20197.01%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 10, meaning it’s performing worse than 90% 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.


The Risk-Adjusted Performance Rank of HLIO is 1010
Overall Rank
The Sharpe Ratio Rank of HLIO is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of HLIO is 99
Sortino Ratio Rank
The Omega Ratio Rank of HLIO is 1111
Omega Ratio Rank
The Calmar Ratio Rank of HLIO is 2020
Calmar Ratio Rank
The Martin Ratio Rank of HLIO is 44
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for HLIO, currently valued at -0.89, compared to the broader market-2.00-1.000.001.002.003.00
HLIO: -0.89
^GSPC: 0.46
The chart of Sortino ratio for HLIO, currently valued at -1.28, compared to the broader market-6.00-4.00-2.000.002.004.00
HLIO: -1.28
^GSPC: 0.77
The chart of Omega ratio for HLIO, currently valued at 0.85, compared to the broader market0.501.001.502.00
HLIO: 0.85
^GSPC: 1.11
The chart of Calmar ratio for HLIO, currently valued at -0.50, compared to the broader market0.001.002.003.004.005.00
HLIO: -0.50
^GSPC: 0.47
The chart of Martin ratio for HLIO, currently valued at -1.68, compared to the broader market-5.000.005.0010.0015.0020.00
HLIO: -1.68
^GSPC: 1.94

The current Helios Technologies, Inc. Sharpe ratio is -0.89. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Helios Technologies, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.89
0.46
HLIO (Helios Technologies, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Helios Technologies, Inc. provided a 1.29% 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.


0.00%1.00%2.00%3.00%4.00%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
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

1.29%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.09$0.00$0.00$0.09$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
5.0%10.0%15.0%20.0%25.0%
HLIO: 1.3%
Helios Technologies, Inc. has a dividend yield of 1.29%, 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
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
HLIO: 17.2%
Helios Technologies, Inc. has a payout ratio of 17.22%, 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.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-74.99%
-10.07%
HLIO (Helios Technologies, Inc.)
Benchmark (^GSPC)

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 74.99%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.93%Nov 19, 2021856Apr 21, 2025
-74.61%Jul 31, 2008152Mar 9, 2009504Mar 8, 2011656
-65.53%May 14, 1998384Dec 28, 1999778May 10, 20041162
-56.83%Jan 26, 2018556Apr 13, 2020223Mar 2, 2021779
-49.31%Jul 20, 2007128Jan 22, 200877May 12, 2008205

Volatility

Volatility Chart

The current Helios Technologies, Inc. volatility is 22.03%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
22.03%
14.23%
HLIO (Helios Technologies, Inc.)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

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
20.040.060.080.0100.0
HLIO: 23.8
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 23.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
HLIO: 1.0
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
2.04.06.08.010.0
HLIO: 1.2
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 1.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
HLIO: 1.1
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 1.1. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items