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Helios Technologies Inc(HLIO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HLIO
11/09/2026: HLIO (4-star) is currently NOT-A-BUY. Pass it for now.
Helios Technologies is a mid-sized industrial company providing specialized hydraulic and electronic control solutions for heavy equipment. The company is currently transitioning from a traditional hydraulics manufacturer to an integrated platform, leveraging electronics for digital control. This dual-segment structure represents its main opportunity for growth through machine automation and connectivity. However, the stock faces risks from industrial cyclicality, competitive pressure from larger players, and the execution complexity of its M&A strategy. Helios may suit investors comfortable with industrial sector fluctuations who seek exposure to the digitalization of machinery, provided they monitor the firm's margin trends and integration efficiency.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is dependent on the successful integration of electronics into traditional hydraulics. |
| Momentum investor | Weak fit | The stock often follows broader industrial cyclical trends rather than pure momentum signals. |
| Value investor | Mixed fit | Valuation depends on whether the market assigns a premium for the 'smart' hydraulics transition. |
| Dividend investor | Mixed fit | Provides a modest dividend, but income is secondary to growth potential. |
| Low-risk investor | Weak fit | Industrial cyclicals inherently involve higher volatility and market risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is susceptible to swings in industrial production and economic cycles. |
| Valuation risk | Medium | Earnings multiples fluctuate based on the perceived success of the company's M&A strategy. |
| Competition risk (industrial machinery) | High | Large competitors like Parker-Hannifin hold dominant scale advantages. |
| Business quality | Medium / high | The company has a history of strong margins in its core segments. |
| Dividend income | Low | Dividends are not the primary driver of total return for this stock. |
| Execution risk | Medium / high | Success depends on integrating disparate technology platforms. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 76.4% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.56B USD | Price to earnings Ratio 20.02 | 1Y Target Price 87.67 |
Price to earnings Ratio 20.02 | 1Y Target Price 87.67 | ||
Volume (30-day avg) 473.9K shares | Beta 1.31 | 52 Weeks Range 46.95 - 94.74 | Updated Date 11/08/2026 |
52 Weeks Range 46.95 - 94.74 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 0.75% | Basic EPS (TTM) 2.37 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Hydraulics | Cartridge valves, manifolds, and quick-release couplings. | This is the steady, traditional, and high-margin core of the business. |
| Electronics | Display screens, control modules, and sensors for mobile machinery. | This is the growth engine focused on digitizing industrial equipment. |
| Geography | Global sales across North America, EMEA, and APAC. | Global diversification helps mitigate local industrial downturns. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-05 | When After Market | Estimate 0.75 | Actual 0.8 |
Profitability
Profit Margin 8.74% | Operating Margin (TTM) 12.23% |
Management Effectiveness
Return on Assets (TTM) 4.78% | Return on Equity (TTM) 8.47% |
Valuation
Trailing PE 20.02 | Forward PE 11.74 | Enterprise Value 1.82B | Price to Sales(TTM) 1.74 |
Enterprise Value 1.82B | Price to Sales(TTM) 1.74 | ||
Enterprise Value to Revenue 2.02 | Enterprise Value to EBITDA 10.2 | Shares Outstanding 32.95M | Shares Floating 32.61M |
Shares Outstanding 32.95M | Shares Floating 32.61M | ||
Percent Insiders 1.4 | Percent Institutions 96.43 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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