WallStSmart

Helios Technologies Inc (HLIO)vsParker-Hannifin Corporation (PH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 2339% more annual revenue ($20.46B vs $839.00M). PH leads profitability with a 17.3% profit margin vs 5.8%. HLIO appears more attractively valued with a PEG of 1.03. HLIO earns a higher WallStSmart Score of 63/100 (C+).

HLIO

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 5.0Value: 8.0Quality: 8.5
Piotroski: 6/9Altman Z: 2.21

PH

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 8.5Value: 4.7Quality: 5.8
Piotroski: 5/9Altman Z: 2.78
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HLIOOvervalued (-8.9%)

Margin of Safety

-8.9%

Fair Value

$67.86

Current Price

$67.23

$0.63 premium

UndervaluedFair: $67.86Overvalued
PHSignificantly Overvalued (-435.1%)

Margin of Safety

-435.1%

Fair Value

$186.12

Current Price

$921.56

$735.44 premium

UndervaluedFair: $186.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLIO3 strengths · Avg: 8.7/10
EPS GrowthGrowth
307.8%10/10

Earnings expanding 307.8% YoY

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
17.4%8/10

17.4% revenue growth

PH3 strengths · Avg: 8.7/10
Market CapQuality
$116.70B9/10

Large-cap with strong market position

Return on EquityProfitability
25.8%9/10

Every $100 of equity generates 26 in profit

Operating MarginProfitability
21.7%8/10

Strong operational efficiency at 21.7%

Areas to Watch

HLIO3 concerns · Avg: 2.7/10
Return on EquityProfitability
5.4%3/10

ROE of 5.4% — below average capital efficiency

Profit MarginProfitability
5.8%3/10

5.8% margin — thin

P/E RatioValuation
46.4x2/10

Premium valuation, high expectations priced in

PH4 concerns · Avg: 3.0/10
P/E RatioValuation
33.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
8.1x4/10

Trading at 8.1x book value

PEG RatioValuation
3.632/10

Expensive relative to growth rate

EPS GrowthGrowth
-9.0%2/10

Earnings declined 9.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : HLIO

The strongest argument for HLIO centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 17.4% demonstrates continued momentum. PEG of 1.03 suggests the stock is reasonably priced for its growth.

Bull Case : PH

The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.3% and operating margin at 21.7%.

Bear Case : HLIO

The primary concerns for HLIO are Return on Equity, Profit Margin, P/E Ratio. A P/E of 46.4x leaves little room for execution misses.

Bear Case : PH

The primary concerns for PH are P/E Ratio, Price/Book, PEG Ratio.

Key Dynamics to Monitor

HLIO profiles as a growth stock while PH is a mature play — different risk/reward profiles.

HLIO carries more volatility with a beta of 1.25 — expect wider price swings.

HLIO is growing revenue faster at 17.4% — sustainability is the question.

PH generates stronger free cash flow (768M), providing more financial flexibility.

Bottom Line

HLIO scores higher overall (63/100 vs 54/100) and 17.4% revenue growth. 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 →

Parker-Hannifin Corporation

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Parker-Hannifin Corporation, originally Parker Appliance Company, usually referred to as just Parker, is an American corporation specializing in motion and control technologies. Its corporate headquarters are in Mayfield Heights, Ohio, in Greater Cleveland.

Want to dig deeper into these stocks?