HLIO vs. PLD

Last updated Apr 1, 2026

Compare and contrast key facts about Helios Technologies, Inc. (HLIO) and Prologis, Inc. (PLD).

Performance

HLIO vs. PLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Helios Technologies, Inc. (HLIO) and Prologis, Inc. (PLD). The values are adjusted to include any dividend payments, if applicable.

HLIO vs. PLD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HLIO Helios Technologies, Inc.	21.16%	20.97%	-0.78%	-16.19%	-47.97%	98.38%	16.36%	40.53%	-48.35%	62.95%
PLD Prologis, Inc.	4.37%	25.08%	-18.12%	21.58%	-31.33%	72.33%	14.74%	55.87%	-6.25%	25.94%

Fundamentals

Market Cap HLIO : $2.15B PLD : $126.63B
EPS HLIO : $1.45 PLD : $3.56
PE Ratio HLIO : 44.48 PLD : 37.09
PS Ratio HLIO : 2.57 PLD : 14.39
PB Ratio HLIO : 2.31 PLD : 2.38
Total Revenue (TTM) HLIO : $839.00M PLD : $8.79B
Gross Profit (TTM) HLIO : $271.20M PLD : $5.24B
EBITDA (TTM) HLIO : $131.80M PLD : $7.20B

Returns By Period

In the year-to-date period, HLIO achieves a 21.16% return, which is significantly higher than PLD's 4.37% return. Over the past 10 years, HLIO has underperformed PLD with an annualized return of 7.70%, while PLD has yielded a comparatively higher 14.69% annualized return.

HLIO

• 1D: 3.14%
• 1M: -9.27%
• YTD: 21.16%
• 6M: 24.53%
• 1Y: 103.47%
• 3Y*: 0.43%
• 5Y*: -1.74%
• 10Y*: 7.70%

PLD

• 1D: 2.64%
• 1M: -6.54%
• YTD: 4.37%
• 6M: 17.26%
• 1Y: 22.35%
• 3Y*: 5.24%
• 5Y*: 7.02%
• 10Y*: 14.69%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

HLIO vs. PLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HLIO

HLIO Risk / Return Rank: 91
HLIO Sharpe Ratio Rank: 90
HLIO Sortino Ratio Rank: 92
HLIO Omega Ratio Rank: 88
HLIO Calmar Ratio Rank: 94
HLIO Martin Ratio Rank: 93

PLD

PLD Risk / Return Rank: 69
PLD Sharpe Ratio Rank: 71
PLD Sortino Ratio Rank: 64
PLD Omega Ratio Rank: 65
PLD Calmar Ratio Rank: 67
PLD Martin Ratio Rank: 78

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	HLIO	PLD	Difference
Sharpe ratio Return per unit of total volatility	1.96	0.84	+1.11
Sortino ratio Return per unit of downside risk	3.08	1.30	+1.78
Omega ratio Gain probability vs. loss probability	1.38	1.18	+0.20
Calmar ratio Return relative to maximum drawdown	5.22	1.19	+4.03
Martin ratio Return relative to average drawdown	13.64	5.08	+8.56
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HLIO vs. PLD - Sharpe Ratio Comparison

The current HLIO Sharpe Ratio is 1.96, which is higher than the PLD Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of HLIO and PLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HLIO	PLD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.96	0.84	+1.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.04	0.26	-0.30
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.18	0.55	-0.37
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	0.33	-0.04

Correlation

The correlation between HLIO and PLD is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

HLIO vs. PLD - Dividend Comparison

HLIO's dividend yield for the trailing twelve months is around 0.56%, less than PLD's 3.10% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HLIO Helios Technologies, Inc.	0.56%	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.	3.10%	3.16%	3.63%	2.61%	2.80%	1.50%	2.33%	2.38%	3.27%	2.73%	3.18%	3.54%

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.

Drawdown Indicators

	HLIO	PLD	Difference
Max Drawdown Largest peak-to-trough decline	-76.93%	-84.70%	+7.77%
Max Drawdown (1Y) Largest decline over 1 year	-19.50%	-20.10%	+0.60%
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 Drawdown Current decline from peak	-41.59%	-13.60%	-27.99%
Average Drawdown Average peak-to-trough decline	-32.23%	-17.43%	-14.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.50%	4.70%	+2.80%

Volatility

HLIO vs. PLD - Volatility Comparison

Helios Technologies, Inc. (HLIO) has a higher volatility of 11.30% compared to Prologis, Inc. (PLD) at 6.09%. 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.

Volatility by Period

	HLIO	PLD	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.30%	6.09%	+5.21%
Volatility (6M) Calculated over the trailing 6-month period	26.38%	14.75%	+11.63%
Volatility (1Y) Calculated over the trailing 1-year period	53.23%	26.65%	+26.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	41.89%	26.85%	+15.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	43.09%	26.93%	+16.16%

Financials

HLIO vs. PLD - Profitability Comparison

The chart below illustrates the profitability comparison between Helios Technologies, Inc. and Prologis, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

HLIO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Helios Technologies, Inc. reported a gross profit of 70.80M and revenue of 210.70M. Therefore, the gross margin over that period was 33.6%.

PLD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Prologis, Inc. reported a gross profit of 1.01B and revenue of 2.25B. Therefore, the gross margin over that period was 44.6%.

HLIO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Helios Technologies, Inc. reported an operating income of 25.70M and revenue of 210.70M, resulting in an operating margin of 12.2%.

PLD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Prologis, Inc. reported an operating income of 852.36M and revenue of 2.25B, resulting in an operating margin of 37.8%.

HLIO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Helios Technologies, Inc. reported a net income of 19.40M and revenue of 210.70M, resulting in a net margin of 9.2%.

PLD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Prologis, Inc. reported a net income of 1.48B and revenue of 2.25B, resulting in a net margin of 65.8%.