Helios Technologies Net Worth
Helios Technologies Net Worth Breakdown | HLIO |
Helios Technologies Net Worth Analysis
Helios Technologies' net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Helios Technologies' financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Helios Technologies' overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Helios Technologies' net worth analysis. One common approach is to calculate Helios Technologies' market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Helios Technologies' stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Helios Technologies' net worth. This approach calculates the present value of Helios Technologies' future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Helios Technologies' cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Helios Technologies' net worth. This involves comparing Helios Technologies' financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Helios Technologies' net worth relative to its peers.
Enterprise Value |
|
To determine if Helios Technologies is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Helios Technologies' net worth research are outlined below:
| Helios Technologies has a strong financial position based on the latest SEC filings | |
| Over 95.0% of the company shares are owned by institutional investors | |
| On 21st of October 2024 Helios Technologies paid $ 0.09 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Acquisition by Sacchi Diana of 987 shares of Helios Technologies subject to Rule 16b-3 |
Helios Technologies Quarterly Good Will |
|
Helios Technologies uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Helios Technologies. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Helios Technologies' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 26th of February 2024 Upcoming Quarterly Report | View | |
| 13th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 26th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Know Helios Technologies' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Helios Technologies is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Helios Technologies backward and forwards among themselves. Helios Technologies' institutional investor refers to the entity that pools money to purchase Helios Technologies' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geode Capital Management, Llc | 2024-09-30 | 752.5 K | Hhg Plc | 2024-06-30 | 728 K | Bank Of America Corp | 2024-06-30 | 627 K | T. Rowe Price Investment Management,inc. | 2024-09-30 | 566.9 K | Bank Of New York Mellon Corp | 2024-06-30 | 463.7 K | New York State Common Retirement Fund | 2024-09-30 | 393.3 K | Royce & Associates, Lp | 2024-09-30 | 388.7 K | Charles Schwab Investment Management Inc | 2024-09-30 | 365 K | Neuberger Berman Group Llc | 2024-06-30 | 323.3 K | Wasatch Advisors Lp | 2024-09-30 | 3.5 M | Vanguard Group Inc | 2024-09-30 | 3.3 M |
Follow Helios Technologies' market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.76 B.Market Cap |
|
Project Helios Technologies' profitablity
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.15 | 0.10 | |
| Return On Capital Employed | 0.12 | 0.20 | |
| Return On Assets | 0.08 | 0.11 | |
| Return On Equity | 0.14 | 0.15 |
When accessing Helios Technologies' net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Helios Technologies' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Helios Technologies' profitability and make more informed investment decisions.
Evaluate Helios Technologies' management efficiency
Helios Technologies has return on total asset (ROA) of 0.0366 % which means that it generated a profit of $0.0366 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0435 %, meaning that it created $0.0435 on every $100 dollars invested by stockholders. Helios Technologies' management efficiency ratios could be used to measure how well Helios Technologies manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Helios Technologies' Return On Capital Employed is very stable compared to the past year. As of the 25th of November 2024, Return On Assets is likely to grow to 0.11, while Return On Tangible Assets are likely to drop 0.1. At this time, Helios Technologies' Deferred Long Term Asset Charges is very stable compared to the past year. As of the 25th of November 2024, Intangibles To Total Assets is likely to grow to 0.56, though Net Tangible Assets are likely to grow to (67.7 M).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 22.01 | 23.11 | |
| Tangible Book Value Per Share | (2.80) | (2.66) | |
| Enterprise Value Over EBITDA | 10.32 | 10.47 | |
| Price Book Value Ratio | 2.00 | 2.46 | |
| Enterprise Value Multiple | 10.32 | 10.47 | |
| Price Fair Value | 2.00 | 2.46 | |
| Enterprise Value | 185.6 M | 194.9 M |
The operational strategies employed by Helios Technologies management play a crucial role in its market positioning. Assessing these strategies alongside financial data helps us evaluate the stock's investment potential.
Enterprise Value Revenue 2.6809 | Revenue 819.8 M | Quarterly Revenue Growth (0.03) | Revenue Per Share 24.693 | Return On Equity 0.0435 |
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Helios Technologies insiders, such as employees or executives, is commonly permitted as long as it does not rely on Helios Technologies' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Helios Technologies insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Helios Technologies Corporate Filings
| 14th of November 2024 Other Reports | ViewVerify | |
13A | 8th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 6th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 5th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Helios Technologies Earnings per Share Projection vs Actual
Helios Technologies Corporate Management
| Marc Greenberg | General Secretary | Profile | |
| Cariappa Chenanda | Independent Director | Profile | |
| Jason Morgan | President - Cartridge Valve Technology | Profile | |
| Marc Bertoneche | Independent Director | Profile | |
| Jonathan Kaufmann | Chief Design | Profile | |
| Nicholas Kaufmann | Chief Innovation | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Helios Technologies. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. To learn how to invest in Helios Stock, please use our How to Invest in Helios Technologies guide.You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Is Industrial Machinery & Supplies & Components space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Helios Technologies. If investors know Helios will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Helios Technologies listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 2.206 | Dividend Share 0.36 | Earnings Share 1.13 | Revenue Per Share 24.693 | Quarterly Revenue Growth (0.03) |
The market value of Helios Technologies is measured differently than its book value, which is the value of Helios that is recorded on the company's balance sheet. Investors also form their own opinion of Helios Technologies' value that differs from its market value or its book value, called intrinsic value, which is Helios Technologies' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Helios Technologies' market value can be influenced by many factors that don't directly affect Helios Technologies' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helios Technologies' value and its price as these two are different measures arrived at by different means. Investors typically determine if Helios Technologies is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helios Technologies' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.