Helios Technologies, Inc. (HLIO)
Company Info
US42328H1095
42328H109
Jan 9, 1997
Highlights
$1.69B
$1.13
45.00
0.99
$819.80M
$245.40M
$96.60M
$37.20 - $57.29
$58.50
2.36%
4.19
Share Price Chart
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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.
Returns By Period
Helios Technologies, Inc. had a return of 12.30% year-to-date (YTD) and 19.32% in the last 12 months. Over the past 10 years, Helios Technologies, Inc. had an annualized return of 3.18%, while the S&P 500 had an annualized return of 11.16%, indicating that Helios Technologies, Inc. did not perform as well as the benchmark.
HLIO
12.30%
2.86%
-5.15%
19.32%
3.57%
3.18%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -8.84% | 7.00% | 1.22% | 1.13% | 11.04% | -4.65% | -3.59% | -3.83% | 7.94% | -3.11% | 12.30% | ||
| 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% | -3.38% | -18.37% |
| 2014 | -10.48% | 15.73% | 2.80% | -5.61% | -9.69% | 10.20% | -10.15% | 9.73% | -5.88% | 8.87% | 1.16% | -1.99% | 0.21% |
| 2013 | 5.83% | 1.05% | 17.19% | 0.74% | -0.92% | -3.34% | 0.54% | -2.58% | 18.65% | 9.41% | 8.29% | -4.78% | 58.54% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HLIO is 57, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
Helios Technologies, Inc. provided a 0.71% dividend yield over the last twelve months, with an annual payout of $0.36 per share. The company has been increasing its dividends for 6 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.36 | $0.36 | $0.36 | $0.36 | $0.36 | $0.36 | $0.36 | $0.29 | $0.40 | $0.45 | $1.45 | $0.45 |
Dividend yield | 0.71% | 0.79% | 0.66% | 0.34% | 0.68% | 0.78% | 1.08% | 0.45% | 1.00% | 1.42% | 3.68% | 1.10% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $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 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $1.00 | $0.00 | $0.09 | $1.45 |
| 2013 | $0.18 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.45 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 74.61%, occurring on Mar 9, 2009. Recovery took 504 trading sessions.
The current Helios Technologies, Inc. drawdown is 54.90%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.61% | Jul 31, 2008 | 152 | Mar 9, 2009 | 504 | Mar 8, 2011 | 656 |
| -66.3% | Nov 19, 2021 | 509 | Nov 29, 2023 | — | — | — |
| -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 current Helios Technologies, Inc. volatility is 16.56%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Helios Technologies, Inc. compared to its peers in the Specialty Industrial Machinery industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for HLIO in comparison to other companies of the Specialty Industrial Machinery industry. Currently, HLIO has a PE value of 45.0. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for HLIO in comparison to other companies of the Specialty Industrial Machinery industry. Currently, HLIO has a PEG value of 1.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Helios Technologies, Inc..
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Income Statement
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Minority Interest | — |
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Net Interest Income | — |