HLIO vs. PLD
HLIO (Helios Technologies, Inc.) and PLD (Prologis, Inc.) are both stocks. HLIO operates in Specialty Industrial Machinery (Industrials), while PLD operates in REIT - Industrial (Real Estate). Over the past 10 years, HLIO returned 13.24%/yr vs 14.78%/yr for PLD. At a 0.30 correlation, their price movements are largely independent.
Performance
HLIO vs. PLD - Performance Comparison
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Returns By Period
In the year-to-date period, HLIO achieves a 73.32% return, which is significantly higher than PLD's 14.40% return. Over the past 10 years, HLIO has underperformed PLD with an annualized return of 13.24%, while PLD has yielded a comparatively higher 14.78% annualized return.
HLIO
- 1D
- 2.12%
- 1M
- 16.80%
- YTD
- 73.32%
- 6M
- 67.31%
- 1Y
- 196.87%
- 3Y*
- 14.73%
- 5Y*
- 4.73%
- 10Y*
- 13.24%
PLD
- 1D
- 2.34%
- 1M
- -0.70%
- YTD
- 14.40%
- 6M
- 14.46%
- 1Y
- 40.50%
- 3Y*
- 10.63%
- 5Y*
- 6.52%
- 10Y*
- 14.78%
HLIO vs. PLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLIO Helios Technologies, Inc. | 73.32% | 20.97% | -0.78% | -16.19% | -47.97% | 98.38% | 16.36% | 40.53% | -48.35% | 62.95% |
PLD Prologis, Inc. | 14.40% | 25.08% | -18.12% | 21.58% | -31.33% | 72.33% | 14.74% | 55.87% | -6.25% | 25.94% |
Correlation
The correlation between HLIO and PLD is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 1997 | 0.30 |
The correlation between HLIO and PLD shifts across timeframes, from 0.30 (10 years) to 0.42 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
HLIO:
$3.08B
PLD:
$137.73B
HLIO:
$1.83
PLD:
$3.88
HLIO:
50.49
PLD:
37.03
HLIO:
3.53
PLD:
15.38
HLIO:
3.29
PLD:
2.58
HLIO:
$871.90M
PLD:
$8.95B
HLIO:
$286.20M
PLD:
$3.88B
HLIO:
$143.90M
PLD:
$7.71B
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Return for Risk
HLIO vs. PLD — Risk / Return Rank
HLIO
PLD
HLIO vs. PLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Helios Technologies, Inc. (HLIO) and Prologis, Inc. (PLD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HLIO | PLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.08 | ||
| Sortino ratioReturn per unit of downside risk | +2.78 | ||
| Omega ratioGain probability vs. loss probability | 1.63 | 1.32 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 11.61 | 4.24 | +7.37 |
| Martin ratioReturn relative to average drawdown | 31.26 | 13.95 | +17.31 |
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Drawdowns
HLIO vs. PLD - Drawdown Comparison
The maximum HLIO drawdown since its inception was -76.93%, smaller than the maximum PLD drawdown of -84.70%. Use the drawdown chart below to compare losses from any high point for HLIO and PLD.
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Drawdown Indicators
| HLIO | PLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.93% | -84.70% | +7.77% |
Max Drawdown (1Y)Largest decline over 1 year | -17.07% | -9.59% | -7.48% |
Max Drawdown (3Y)Largest decline over 3 years | -61.12% | -31.37% | -29.75% |
Max Drawdown (5Y)Largest decline over 5 years | -76.93% | -43.30% | -33.63% |
Max Drawdown (10Y)Largest decline over 10 years | -76.93% | -43.30% | -33.63% |
Current DrawdownCurrent decline from peak | -16.45% | -5.30% | -11.15% |
Average DrawdownAverage peak-to-trough decline | -32.22% | -17.35% | -14.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.33% | 2.91% | +3.42% |
Volatility
HLIO vs. PLD - Volatility Comparison
Helios Technologies, Inc. (HLIO) has a higher volatility of 12.48% compared to Prologis, Inc. (PLD) at 7.46%. This indicates that HLIO's price experiences larger fluctuations and is considered to be riskier than PLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HLIO | PLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.48% | 7.46% | +5.02% |
Volatility (6M)Calculated over the trailing 6-month period | 29.80% | 15.05% | +14.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.43% | 21.90% | +28.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.86% | 26.98% | +15.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.53% | 27.04% | +16.49% |
Dividends
HLIO vs. PLD - Dividend Comparison
HLIO's dividend yield for the trailing twelve months is around 0.42%, less than PLD's 2.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIO Helios Technologies, Inc. | 0.42% | 0.67% | 0.81% | 0.79% | 0.66% | 0.34% | 0.68% | 0.78% | 1.08% | 0.45% | 1.00% | 1.42% |
PLD Prologis, Inc. | 2.89% | 3.16% | 3.63% | 2.61% | 2.80% | 1.50% | 2.33% | 2.38% | 3.27% | 2.73% | 3.18% | 3.54% |
Financials
HLIO vs. PLD - Financials Comparison
This section allows you to compare key financial metrics between Helios Technologies, Inc. and Prologis, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
HLIO vs. PLD - Profitability Comparison
HLIO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Helios Technologies, Inc. reported a gross profit of 74.90M and revenue of 228.40M. Therefore, the gross margin over that period was 32.8%.
PLD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Prologis, Inc. reported a gross profit of 232.54M and revenue of 2.30B. Therefore, the gross margin over that period was 10.1%.
HLIO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Helios Technologies, Inc. reported an operating income of 29.90M and revenue of 228.40M, resulting in an operating margin of 13.1%.
PLD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Prologis, Inc. reported an operating income of 827.03M and revenue of 2.30B, resulting in an operating margin of 36.0%.
HLIO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Helios Technologies, Inc. reported a net income of 19.70M and revenue of 228.40M, resulting in a net margin of 8.6%.
PLD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Prologis, Inc. reported a net income of 981.98M and revenue of 2.30B, resulting in a net margin of 42.7%.
Frequently Asked Questions
HLIO and PLD have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HLIO has higher volatility (12.48%) compared to PLD (7.46%). In terms of maximum drawdown, HLIO dropped -76.93% vs PLD's -84.70%.
HLIO currently has the higher Sharpe Ratio (3.94 vs 1.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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