Helios Technologies Stock Performance
| HLIO Stock | USD 70.73 1.16 1.67% |
On a scale of 0 to 100, Helios Technologies holds a performance score of 14. The company retains a Market Volatility (i.e., Beta) of 1.64, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Helios Technologies will likely underperform. Please check Helios Technologies' semi variance, and the relationship between the treynor ratio and daily balance of power , to make a quick decision on whether Helios Technologies' current trending patterns will revert.
Risk-Adjusted Performance
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Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Helios Technologies are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of very inconsistent forward indicators, Helios Technologies displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Helios Technologies dividend paid on 21st of January 2026 | 01/21/2026 |
| Begin Period Cash Flow | 32.4 M | |
| Total Cashflows From Investing Activities | -30.3 M |
Helios Technologies Relative Risk vs. Return Landscape
If you would invest 5,596 in Helios Technologies on November 6, 2025 and sell it today you would earn a total of 1,477 from holding Helios Technologies or generate 26.39% return on investment over 90 days. Helios Technologies is currently generating 0.4085% in daily expected returns and assumes 2.2091% risk (volatility on return distribution) over the 90 days horizon. In different words, 19% of stocks are less volatile than Helios, and 92% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Helios Technologies Target Price Odds to finish over Current Price
The tendency of Helios Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 70.73 | 90 days | 70.73 | near 1 |
Based on a normal probability distribution, the odds of Helios Technologies to move above the current price in 90 days from now is near 1 (This Helios Technologies probability density function shows the probability of Helios Stock to fall within a particular range of prices over 90 days) .
Helios Technologies Price Density |
| Price |
Predictive Modules for Helios Technologies
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Helios Technologies. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Helios Technologies Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Helios Technologies is not an exception. The market had few large corrections towards the Helios Technologies' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Helios Technologies, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Helios Technologies within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.31 | |
β | Beta against Dow Jones | 1.64 | |
σ | Overall volatility | 5.37 | |
Ir | Information ratio | 0.16 |
Helios Technologies Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Helios Technologies for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Helios Technologies can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Helios Technologies has a strong financial position based on the latest SEC filings | |
| Over 98.0% of the company shares are owned by institutional investors | |
| On 21st of January 2026 Helios Technologies paid $ 0.09 per share dividend to its current shareholders |
Helios Technologies Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Helios Stock often depends not only on the future outlook of the current and potential Helios Technologies' investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Helios Technologies' indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 33.3 M | |
| Cash And Short Term Investments | 44.1 M |
Helios Technologies Fundamentals Growth
Helios Stock prices reflect investors' perceptions of the future prospects and financial health of Helios Technologies, and Helios Technologies fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Helios Stock performance.
| Return On Equity | 0.0374 | ||||
| Return On Asset | 0.0339 | ||||
| Profit Margin | 0.04 % | ||||
| Operating Margin | 0.12 % | ||||
| Current Valuation | 2.59 B | ||||
| Shares Outstanding | 33.13 M | ||||
| Price To Earning | 19.48 X | ||||
| Price To Book | 2.43 X | ||||
| Price To Sales | 2.86 X | ||||
| Revenue | 805.9 M | ||||
| EBITDA | 148.1 M | ||||
| Cash And Equivalents | 41.31 M | ||||
| Cash Per Share | 1.27 X | ||||
| Total Debt | 471.2 M | ||||
| Debt To Equity | 0.59 % | ||||
| Book Value Per Share | 27.73 X | ||||
| Cash Flow From Operations | 122.1 M | ||||
| Earnings Per Share | 1.01 X | ||||
| Total Asset | 1.51 B | ||||
| Retained Earnings | 502.6 M | ||||
| Current Asset | 45.8 M | ||||
| Current Liabilities | 14.74 M | ||||
About Helios Technologies Performance
By examining Helios Technologies' fundamental ratios, stakeholders can obtain critical insights into Helios Technologies' financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Helios Technologies is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida. Helios Technologies operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 2350 people.Things to note about Helios Technologies performance evaluation
Checking the ongoing alerts about Helios Technologies for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Helios Technologies help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Helios Technologies has a strong financial position based on the latest SEC filings | |
| Over 98.0% of the company shares are owned by institutional investors | |
| On 21st of January 2026 Helios Technologies paid $ 0.09 per share dividend to its current shareholders |
- Analyzing Helios Technologies' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Helios Technologies' stock is overvalued or undervalued compared to its peers.
- Examining Helios Technologies' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Helios Technologies' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Helios Technologies' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Helios Technologies' stock. These opinions can provide insight into Helios Technologies' potential for growth and whether the stock is currently undervalued or overvalued.
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 Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Will Industrial Machinery & Supplies & Components sector continue expanding? Could Helios diversify its offerings? Factors like these will boost the valuation of Helios Technologies. Market participants price Helios higher when confident in its future expansion prospects. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Helios Technologies data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Helios Technologies's market price often diverges from its book value, the accounting figure shown on Helios's balance sheet. Smart investors calculate Helios Technologies' intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since Helios Technologies' trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental 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.