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Helios Technologies, Inc. (HLIO) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Helios Technologies, Inc.

HLIOMarket cap $2.28BPrice $69.2

Country🇺🇸United States

SectorIndustrials

IndustryMachinery

Manufactures hydraulic and electronic motion control systems that power everything from farm equipment to medical recliners. Its components hide inside products you use daily, making it a quiet backbone of industrial machinery worldwide.

In Bastion Portfolios?

52W Return+31%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-2%2

Revenue Forecast

Rev CAGR (1y)+7%5

Rev CAGR (3y)+6%5

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+120%10

EPS Growth Y+2+13%7

EPS Growth Y+3+12%7

Quality

Margins

EBIT Margin13%5

Net Income Margin8%5

Free Cash Flow Margin12%6

Debt

Net Debt/EBITDA1.55

Efficiency

ROE8%4

ROA5%6

Earnings Stability44

GEAR+WEAK25

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)214

P/E Ratio (Forward 3y)174

P/BV2.46

EV Multiples

EV/EBITDA Fwd144

EV/EBIT Fwd223

Yield

Free Cash Flow Yield4.7%6

Dividend Yield0.7%2

Momentum

Short term

1 month return-3%6

3 month return-12%3

YTD return+30%8

Mid term

Price vs 52wHigh73%4

1 year return+38%8

Long term

3 year return+30%4

5 year return-19%3

Risk Shield

Price Risk

Beta1.52

Volatility39%5

Free Cash Flow

Free Cash Flow Margin12%6

Free Cash Flow Yield4.7%6

Quality

ROCE8%5

Earnings Stability44

Net Debt/EBITDA1.55

02Growth

Is it actually growing, and how fast?

HLIOHelios Technologies

Revenue FY26$839M

GROWTH RATING↗

AVERAGE46 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-2%2

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+120%10

EPS growth, FY28E+13%7

EPS growth, FY29E+12%7

GROWTH ASSESSMENT

STRENGTHS

After shrinking over the last 3 years, revenue is set to grow 6%/yr from here.

Earnings are set to grow faster than sales (EPS about 13%/yr vs revenue 6%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 46% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Revenue fell 2%/yr over the last 3 years, behind 80% of companies worldwide.2/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK33 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-12%3

YTD return+30%8

MID & LONG-TERM▾SCORE

% of 52-week high73%4

1-year return+38%8

3-year return+30%4

5-year return-19%3

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming so far this year (+30%).

WATCH

It's up 38% over the past year, but 27% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-3%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+30% over three years and -19% over five), behind 60% of the market.

The stock is underperforming over three months (-12%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Helios Technologies, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

HLIOHelios Technologies

Revenue FY26$839M

GROWTH RATING↗

AVERAGE46 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-2%2

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+120%10

EPS growth, FY28E+13%7

EPS growth, FY29E+12%7

GROWTH ASSESSMENT

STRENGTHS

After shrinking over the last 3 years, revenue is set to grow 6%/yr from here.

Earnings are set to grow faster than sales (EPS about 13%/yr vs revenue 6%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 46% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Revenue fell 2%/yr over the last 3 years, behind 80% of companies worldwide.2/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK33 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-12%3

YTD return+30%8

MID & LONG-TERM▾SCORE

% of 52-week high73%4

1-year return+38%8

3-year return+30%4

5-year return-19%3

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming so far this year (+30%).

WATCH

It's up 38% over the past year, but 27% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-3%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+30% over three years and -19% over five), behind 60% of the market.

The stock is underperforming over three months (-12%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Helios Technologies, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community