Helios Technologies Inc (HLIO) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Helios Technologies Inc stock (HLIO) is currently trading at $67.54. Helios Technologies Inc PE ratio is 43.45. Helios Technologies Inc PS ratio (Price-to-Sales) is 2.49. Analyst consensus price target for HLIO is $79.50. WallStSmart rates HLIO as Hold.
- HLIO PE ratio analysis and historical PE chart
- HLIO PS ratio (Price-to-Sales) history and trend
- HLIO intrinsic value — DCF, Graham Number, EPV models
- HLIO stock price prediction 2025 2026 2027 2028 2029 2030
- HLIO fair value vs current price
- HLIO insider transactions and insider buying
- Is HLIO undervalued or overvalued?
- Helios Technologies Inc financial analysis — revenue, earnings, cash flow
- HLIO Piotroski F-Score and Altman Z-Score
- HLIO analyst price target and Smart Rating
Helios Technologies Inc
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HLIO Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Helios Technologies Inc (HLIO)
HLIO trades at a modest 9% premium above its Graham fair value of $67.86. Consider waiting for a pullback.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Helios Technologies Inc (HLIO) · 10 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in peg ratio, eps growth, institutional own.. Concerns around return on equity. Fundamentals are solid but monitor weak areas for improvement.
Helios Technologies Inc (HLIO) Key Strengths (4)
Earnings per share surging 307.80% year-over-year
102.44% of shares held by major funds and institutions
Good growth relative to its price
Mid-cap company balancing growth potential with stability
Supporting Valuation Data
Helios Technologies Inc (HLIO) Areas to Watch (6)
Low profitability relative to shareholder equity
Thin operating margins with cost pressures present
Thin profit margins with limited profitability
Revenue is fairly priced at 2.49x sales
Fairly priced relative to book value
Solid revenue growth at 17.40% per year
Supporting Valuation Data
Helios Technologies Inc (HLIO) Detailed Analysis Report
Overall Assessment
This company scores 63/100 in our Smart Analysis, earning a C+ grade. Out of 10 metrics analyzed, 4 register as strengths (avg 8.8/10) while 6 fall into concern territory (avg 4.8/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on EPS Growth, Institutional Own., PEG Ratio. Valuation metrics including PEG Ratio (1.03) suggest the stock is attractively priced. Growth metrics are encouraging with EPS Growth at 307.80%.
The Bear Case
The primary concerns are Return on Equity, Operating Margin, Profit Margin. Some valuation metrics including Price/Sales (2.49), Price/Book (2.24) suggest expensive pricing. Growth concerns include Revenue Growth at 17.40%, which may limit upside. Profitability pressure is visible in Return on Equity at 5.39%, Operating Margin at 12.80%, Profit Margin at 5.77%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Return on Equity improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 5.39% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at 17.40% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a moderate-to-high risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Mixed fundamentals with both positives (EPS Growth, Institutional Own.) and negatives (Return on Equity, Operating Margin). A cautious approach is warranted. Monitor for improvement in weak areas before increasing conviction.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
HLIO Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
HLIO's Price-to-Sales ratio of 2.49x trades at a deep discount to its historical average of 5.84x (1th percentile). The current valuation is 78% below its historical high of 11.47x set in Jun 2007, and 12% above its historical low of 2.23x in Jan 2019. Over the past 12 months, the PS ratio has compressed from ~2.9x as trailing revenue scaled faster than the stock price.
WallStSmart Analysis Synopsis
Data-driven financial summary for Helios Technologies Inc (HLIO) · INDUSTRIALS › SPECIALTY INDUSTRIAL MACHINERY
The Big Picture
Helios Technologies Inc is a strong growth company balancing expansion with improving profitability. Revenue reached 839M with 17% growth year-over-year. Profit margins are thin at 5.8%, typical for companies in this phase that are reinvesting heavily in growth.
Key Findings
ROE of 539.0% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
Generating 41M in free cash flow and 46M in operating cash flow. Earnings are translating into actual cash generation.
What to Watch Next
Margin expansion: can Helios Technologies Inc push profit margins above 15% as the business scales?
Dividend sustainability with a current yield of 56.0%. Watch payout ratio and free cash flow coverage.
Debt management: total debt of 437M is significantly higher than cash (55M). Monitor refinancing risk.
Sector dynamics: monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive moves, and regulatory changes that could impact Helios Technologies Inc.
Bottom Line
Helios Technologies Inc offers an attractive blend of growth (17% revenue expansion) and improving fundamentals. The company is transitioning from pure growth to profitable growth, a critical inflection point. Watch for sustained margin expansion as the key signal.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(66 last 3 months)
Data sourced from SEC Form 4 filings
Last updated: 8:25:20 AM
About Helios Technologies Inc(HLIO)
NYSE
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.