The Screen · Industrials · Specialty Industrial Machinery
Helios Technologies, Inc.
HLIO · the NYSE · USD · Market cap $2.5B · 2,300 employees
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.
Screened 2026-08-27 · the tape above runs as of 10:31 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
Helios Technologies, Inc. holds its Markdown at $74.43. Consolidating, no directional conviction, held for 10 days.
As held on the ledger · 2026-08-27
Phase
Markdown · caution
Quantitative state
Consolidating, no directional conviction, held for 10 days
Price at the screen
$74.43
Valuation
34.78 trailing · 20.76 forward price to earnings
Values screen
PASS· score 70.0
Beta
1.27
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
24.24%
Below 33%
Interest-bearing debt is just 24.2% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
12.48%
Below 49%
Money owed to the company is 12.5% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-08-27 screen. The gold marker is the market price at the same screen. A 10.3% margin of safety to the base estimate.
Third-party analyst targets: 6 covering, consensus Strong Buy. The average target sits +24% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-08-27 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Hydraulics Maker Priced Beyond Its True Value
Picture a factory floor where hydraulic valves keep heavy equipment moving without fuss. Helios Technologies supplies those components across two divisions, yet its shares sit 5 percent above our fair value with a forward multiple of 24 times and returns on equity stuck at just 7 percent. Revenue growth of 17 percent looks decent on paper but fails to offset thin profit margins of 7 percent and an unknown competitive edge.
We pass because the valuation leaves no margin of safety and the numbers do not support paying up. Six analysts see a median target only modestly higher while the business earns low returns in a competitive industrial niche.
Industrial cycles can flatten earnings quickly, and the current multiple already prices in optimism that may not materialise. The ethical screen clears, yet the price and returns still give no reason to step in. Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
HLIO trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-09-01Markdown · changed$74.43-8.3%Entry 5
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 8.3% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 36% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 147%. Our forward projection puts the odds of a 10% gain over the next month near 32%. The street (6 analysts) rates it strong buy, with a mean price target of $86.
The framework has shifted from markup to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 4.1% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 36% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 147%. Our forward projection puts the odds of a 10% gain over the next month near 32%. The street (6 analysts) rates it strong buy, with a mean price target of $86.
2026-07-18Markup$84.58+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 36% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 147%. Our forward projection puts the odds of a 10% gain over the next month near 32%. The street (6 analysts) rates it strong buy, with a mean price target of $86.
2026-07-03Markup$84.58+0.0%Entry 2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
2026-07-02Markup$84.58Entry 1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
