Helios Technologies Inc (HLIO) Stock Analysis
Verdict: HOLD
Earnings momentum and debt reduction fuel a breakout, but a 42x P/E on single-digit revenue growth creates a thin margin for error.
Investment score: 64/100
Analysis as of
Is Helios Technologies Inc stock worth reviewing? The TradeMates thesis
HLIO is a high-quality industrial turnaround play with overextended short-term technicals.
7-factor investment score
- Valuation: 40/100 (weight 20%)
- Financial Health: 75/100 (weight 15%)
- Technical Momentum: 85/100 (weight 15%)
- Earnings Quality: 90/100 (weight 15%)
- Insider Sentiment: 50/100 (weight 10%)
- Analyst Consensus: 55/100 (weight 10%)
- Risk-Adjusted Return: 50/100 (weight 15%)
Helios Technologies Inc opportunities and risks
What speaks for HLIO
- Electronics Segment Outperformance
What speaks against HLIO
- Stretched Valuation Multiples
Peers and competitors
| Ticker | P/E | P/S | EV/EBITDA | Gross margin | Net margin | FCF yield |
|---|---|---|---|---|---|---|
| HLIO | 42.2x | 2.9x | 16.4x | 32.0% | 7.0% | 4.2% |
| SXI | 31.0x | 3.5x | 19.5x | 39.8% | 11.2% | 1.8% |
| CECO | 167.5x | 3.6x | 36.9x | 34.3% | 2.1% | 0.1% |
| SPXC | 38.2x | 4.2x | 19.7x | 36.7% | 11.1% | 3.9% |
| KMT | 19.9x | 1.3x | 9.2x | 31.8% | 6.4% | 2.7% |
| WOR | 23.8x | 2.0x | 16.9x | 27.7% | 8.4% | 7.6% |
| Peer median | 31.0x | 3.5x | 19.5x | 34.3% | 8.4% | 2.7% |
Frequently asked questions about Helios Technologies Inc (HLIO)
Is HLIO stock a good investment?
The TradeMates model rates Helios Technologies Inc as HOLD with an investment score of 64/100. HLIO is a high-quality industrial turnaround play with overextended short-term technicals. This is algorithmic model output, not personal investment advice.
Is HLIO stock a buy?
The TradeMates model verdict for HLIO is HOLD with an investment score of 64/100. Treat this as a model signal to review, not a personal buy recommendation.