Helios Technologies Stock Analysis

Helios Stock Analysis Notes

About 98.0% of the company shares are owned by institutional investors. The book value of Helios Technologies was currently reported as 27.73. The company has Price/Earnings To Growth (PEG) ratio of 0.99. Helios Technologies last dividend was issued on the 7th of January 2026. The entity had 3:2 split on the 18th of July 2011. 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. To learn more about Helios Technologies call Josef Matosevic at 941 362 1200 or check out https://www.heliostechnologies.com.

Helios Technologies Investment Alerts

Helios Largest EPS Surprises

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Helios Technologies Environmental, Social, and Governance (ESG) Scores

Helios Stock Institutional Investors

Note, although Helios Technologies' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Helios Market Capitalization

The company currently falls under 'Mid-Cap' category with a current market capitalization of 2.34 B.

Helios Profitablity

The company has Profit Margin (PM) of 0.04 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.12 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.12.

Management Efficiency

Helios Technologies has return on total asset (ROA) of 0.0339 % which means that it generated a profit of $0.0339 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0374 %, meaning that it created $0.0374 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. As of the 6th of February 2026, Return On Tangible Assets is likely to grow to 0.1, while Return On Capital Employed is likely to drop 0.06. At this time, Helios Technologies' Deferred Long Term Asset Charges is very stable compared to the past year. As of the 6th of February 2026, Return On Tangible Assets is likely to grow to 0.1, though Net Tangible Assets are likely to grow to (67.7 M).

Technical Drivers

As of the 6th of February, Helios Technologies retains the Market Risk Adjusted Performance of (1.65), risk adjusted performance of 0.1396, and Downside Deviation of 1.85. Helios Technologies technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices.

Helios Technologies Price Movement Analysis

Helios Technologies Insider Trading Activities

Helios Technologies Outstanding Bonds

Helios Technologies Predictive Daily Indicators

Helios Technologies Corporate Filings

Helios Technologies Forecast Models

Helios Technologies' time-series forecasting models are one of many Helios Technologies' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Helios Technologies' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Helios Technologies Bond Ratings

Helios Technologies financial ratings play a critical role in determining how much Helios Technologies have to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for Helios Technologies' borrowing costs.

Helios Technologies Debt to Cash Allocation

Helios Technologies currently holds 471.2 M in liabilities with Debt to Equity (D/E) ratio of 0.59, which is about average as compared to similar companies. Helios Technologies has a current ratio of 2.35, suggesting that it is liquid enough and is able to pay its financial obligations when due. Note, when we think about Helios Technologies' use of debt, we should always consider it together with its cash and equity.

Helios Technologies Total Assets Over Time

Helios Technologies Assets Financed by Debt

The debt-to-assets ratio shows the degree to which Helios Technologies uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.

Helios Technologies Debt Ratio

18.0

It appears that most of the Helios Technologies' assets are financed through equity. Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Helios Technologies' operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Helios Technologies, which in turn will lower the firm's financial flexibility.

Helios Technologies Corporate Bonds Issued

Helios Short Long Term Debt Total

Stock analysis is the technique used by a trader or investor to examine and evaluate how Helios Technologies prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Helios shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Helios Technologies. By using and applying Helios Stock analysis, traders can create a robust methodology for identifying Helios entry and exit points for their positions.

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Helios analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Helios analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.

Helios Technologies stock analysis indicators help investors evaluate how Helios Technologies stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Helios Technologies shares will generate the highest return on investment. By understating and applying Helios Technologies stock analysis, traders can identify Helios Technologies position entry and exit signals to maximize returns.

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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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.