Is Helios Technologies Stock a Good Investment?
Helios Technologies Investment Advice | HLIO |
- Examine Helios Technologies' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Helios Technologies' leadership team and their track record. Good management can help Helios Technologies navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Industrial Machinery & Supplies & Components space and any emerging trends that could impact Helios Technologies' business and its evolving consumer preferences.
- Compare Helios Technologies' performance and market position to its competitors. Analyze how Helios Technologies is positioned in terms of product offerings, innovation, and market share.
- Check if Helios Technologies pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Helios Technologies' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Helios Technologies stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Helios Technologies is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Helios Technologies Stock
Researching Helios Technologies' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 99.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.24. Some equities with similar Price to Book (P/B) outperform the market in the long run. Helios Technologies has Price/Earnings To Growth (PEG) ratio of 0.99. The entity last dividend was issued on the 4th of April 2025. The firm had 3:2 split on the 18th of July 2011.
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' research are outlined below:
| Helios Technologies generated a negative expected return over the last 90 days | |
| Helios Technologies has high historical volatility and very poor performance | |
| Over 99.0% of the company shares are owned by institutional investors | |
| On 22nd of April 2025 Helios Technologies paid $ 0.09 per share dividend to its current shareholders |
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 |
Helios Technologies' market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.09 B.Helios Technologies' profitablity analysis
The company has Profit Margin (PM) of 0.05 %, 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 0.09 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.09.Determining Helios Technologies' profitability involves analyzing its financial statements and using various financial metrics to determine if Helios Technologies is a good buy. 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.
Basic technical analysis of Helios Stock
As of the 18th of May 2025, Helios Technologies retains the Risk Adjusted Performance of (0.13), market risk adjusted performance of (0.19), and Standard Deviation of 3.59. 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' insider trading activities
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.
Billy Aldridge a day ago Insider Trading | ||
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Helios Technologies' Outstanding Corporate Bonds
Helios Technologies issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Helios Technologies uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Helios bonds can be classified according to their maturity, which is the date when Helios Technologies has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Understand Helios Technologies' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Helios Technologies' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.13) | |||
| Market Risk Adjusted Performance | (0.19) | |||
| Mean Deviation | 2.43 | |||
| Coefficient Of Variation | (1,218) | |||
| Standard Deviation | 3.59 | |||
| Variance | 12.87 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.22) | |||
| Total Risk Alpha | (0.19) | |||
| Treynor Ratio | (0.20) | |||
| Maximum Drawdown | 20.69 | |||
| Value At Risk | (4.83) | |||
| Potential Upside | 7.16 | |||
| Skewness | 0.1305 | |||
| Kurtosis | 3.77 |
| Risk Adjusted Performance | (0.13) | |||
| Market Risk Adjusted Performance | (0.19) | |||
| Mean Deviation | 2.43 | |||
| Coefficient Of Variation | (1,218) | |||
| Standard Deviation | 3.59 | |||
| Variance | 12.87 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.22) | |||
| Total Risk Alpha | (0.19) | |||
| Treynor Ratio | (0.20) | |||
| Maximum Drawdown | 20.69 | |||
| Value At Risk | (4.83) | |||
| Potential Upside | 7.16 | |||
| Skewness | 0.1305 | |||
| Kurtosis | 3.77 |
Consider Helios Technologies' intraday indicators
Helios Technologies intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Helios Technologies stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Helios Technologies time-series forecasting models is one of many Helios Technologies' stock analysis techniques aimed to predict 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 Stock media impact
There is far too much social signal, news, headlines, and media speculation about Helios Technologies that are available to investors today. This information is accessible both publicly - through Helios Technologies' media outlets and privately, via word of mouth or internal channels. However, regardless of the source, the sheer volume of Helios-related data is difficult to distill into actionable insights, especially for investors who are not well-versed in the rapidly evolving tools and techniques of investment management.
A primary focus of Helios Technologies news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Helios Technologies relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Helios Technologies' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Helios Technologies alpha.
Helios Technologies Corporate Management
| Jeremy Evans | VP Controller | Profile | |
| Cariappa Chenanda | Independent Director | Profile | |
| Jonathan Kaufmann | Chief Design | Profile | |
| Billy Aldridge | Senior Controls | Profile | |
| Tim LaCrosse | Chief Segment | Profile | |
| Laura Brown | Independent Director | Profile | |
| Alexander Schuetz | Independent Director | 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 Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
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.
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.
In summary, please note that there is a difference between Helios Technologies' value and its price, as these two are different measures arrived at by various 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.