HLIO
Helios Technologies, Inc.
Industrials · Specialty Industrial Machinery · NYQ
$82.50
Close 2026-05-28
✓ ETHICAL PASS

UNKNOWN MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$2.7B
Trailing P/E
45.33
Forward P/E
24.55
Rev Growth
+16.8%
Profit Margin
7.0%
ROE
6.7%
Analyst Target
$85.00
Recommendation
STRONG BUY
About Helios Technologies, Inc.

Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic controls technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments; Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic motion control and fluid conveyance technology products, including cartridge valves, manifolds, and quick release couplings, as well as engineers complete hydraulic system solutions. This segment sells its products under the Sun Hydraulics, Faster, NEM, Taimi, Daman, and Schultes brands. The Electronics segment designs and manufactures customized electronic controls systems, displays, wire harnesses, and software solutions. This segment sells its products under Enovation Controls, Murphy, Zero Off, HCT, Balboa Water Group, i3PD and Cygnus Reach and Joyonway brands. It markets and sells hydraulic products and engineered solutions through value-added distributors, as well as directly to original equipment manufacturers (OEMs); and electronic products to OEMs, distributors, and system integrators. It serves construction, material handling, agriculture, industrial, mobile, energy, recreational vehicles, marine, aerospace, and health and wellness sectors. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was incorporated in 1970 and is headquartered in Sarasota, Florida.

Ethical Screen
Business ActivityPASS
Debt RatioN/A
Cash RatioN/A
Receivables RatioN/A
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 64.7
Score Valuation: 50.5
Score Quality: 50.2
Score Combined: 48.6

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation57.3
Quality45.9
Cash Flow45.2
Moat40.0
Balance Sheet0.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity100.0
Compliance100.0
Tier: BRONZE · Score: 44.6 · Rank: #3208
Insider Transactions
No insider transaction data.
Top Institutional Holders
No institutional holder data.
Additional Fundamentals
Enterprise Value
$3.0B
Price/Book
2.94
Beta
1.229
Analysts
6
Total Revenue (TTM)
$871.9M
Total Debt
$368.3M
Earnings Growth
+169.1%
Dividend Yield
58.0%
Rec. Mean
1.33
Short Ratio
3.11
Short % Float
0.0%
Employees
2,300

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration
The Opportunity
Score 48.6 (P70 — top 29.5% of scored tickers). Unknown Moat. Ethical PASS. 6 analysts at Strong Buy.
Price: $82.50 | Target: $86.33 (+5%)
Score
49
Moat
Unknown
Conviction
Standard
Upside
+5%
The Fundamentals
Revenue Growth+16.8%
Profit Margin7.0%
ROE6.7%
Forward P/E24.6
Market Cap$2.7B
Position Sizing Scenarios
Stop: $70.12 (-15%) | Entry: $82.50
SharesCostProfit to TargetR:R
To Consensus ($86.33, 6 analysts)
10$825.00+$38.30 (5%)0.3R
50$4,125.00+$191.50 (5%)0.3R
100$8,250.00+$383.00 (5%)0.3R
Risk Factors
  • Elevated short interest (3.11 days to cover)
The Verdict
Helios Technologies, Inc. passes all ethical screens and holds a unknown competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

A
Quant Score
70.0
Risk Grade
LOW_RISK
Layers
7
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-3.7%
worst expected daily loss, 19 in 20 days
CVaR 95%
-5.4%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.07
above 1.0 is good
Max Drawdown
-54.1%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
80
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
NEAR_UPPER
Beta
Relative Volume
1.0x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

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Inverse Correlated
TickerCorrelation
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Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Tuesday
Worst Day
Friday
Best Month
Aug
Worst Month
Mar
Fri-Mon Effect
-0.36782617979556037
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+22.2%
3M Return
+14.3%
6M Return
+57.4%
12M Return
+168.8%
Momentum Rank
#368
Momentum Signal
STRONG_UP

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