Helios Technologies Inc (HLIO)vsLockheed Martin Corporation (LMT)
HLIO
Helios Technologies Inc
$47.69
-0.77%
INDUSTRIALS · Cap: $1.57B
LMT
Lockheed Martin Corporation
$604.19
-0.98%
INDUSTRIALS · Cap: $147.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Lockheed Martin Corporation generates 8683% more annual revenue ($79.12B vs $900.80M). HLIO leads profitability with a 8.7% profit margin vs 8.2%. HLIO appears more attractively valued with a PEG of 1.03. LMT earns a higher WallStSmart Score of 65/100 (C+).
HLIO
Buy62
out of 100
Grade: C+
LMT
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.7%
Fair Value
$120.46
Current Price
$47.69
$72.77 discount
Margin of Safety
-55.4%
Fair Value
$364.87
Current Price
$604.19
$239.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 71.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Every $100 of equity generates 65 in profit
Large-cap with strong market position
Generating 3.0B in free cash flow
Areas to Watch
4.3% revenue growth
Smaller company, higher risk/reward
ROE of 6.5% — below average capital efficiency
Trading at 13.8x book value
Weak financial health signals
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : HLIO
The strongest argument for HLIO centers on EPS Growth, Debt/Equity, Price/Book. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bull Case : LMT
The strongest argument for LMT centers on Return on Equity, Market Cap, Free Cash Flow. Revenue growth of 11.3% demonstrates continued momentum. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : HLIO
The primary concerns for HLIO are Revenue Growth, Market Cap, Return on Equity.
Bear Case : LMT
The primary concerns for LMT are Price/Book, Piotroski F-Score, Debt/Equity. Debt-to-equity of 2.04 is elevated, increasing financial risk.
Key Dynamics to Monitor
HLIO carries more volatility with a beta of 1.31 — expect wider price swings.
LMT is growing revenue faster at 11.3% — sustainability is the question.
LMT generates stronger free cash flow (3.0B), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LMT scores higher overall (65/100 vs 62/100) and 11.3% revenue growth. HLIO offers better value entry with a 38.7% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Helios Technologies Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Helios Technologies, Inc. develops, manufactures and sells solutions for the electronics and hydraulics markets in the Americas, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Sarasota, Florida.
Visit Website →Lockheed Martin Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Lockheed Martin Corporation is an American aerospace, defense, information security, and technology company with worldwide interests. It is headquartered in North Bethesda, Maryland, in the Washington, D.C., area.
Visit Website →Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
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