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Helios Technologies Inc (HLIO)

Upturn stock ratingUpturn stock rating
$41.07
Delayed price
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PASS
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Upturn Advisory Summary

02/18/2025: HLIO (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type Stock
Historic Profit -19.92%
Avg. Invested days 41
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/18/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.36B USD
Price to earnings Ratio 36.12
1Y Target Price 59.5
Price to earnings Ratio 36.12
1Y Target Price 59.5
Volume (30-day avg) 143738
Beta 0.87
52 Weeks Range 38.93 - 57.17
Updated Date 02/17/2025
52 Weeks Range 38.93 - 57.17
Updated Date 02/17/2025
Dividends yield (FY) 0.88%
Basic EPS (TTM) 1.13

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-02-24
When After Market
Estimate -
Actual -

Profitability

Profit Margin 4.59%
Operating Margin (TTM) 11.41%

Management Effectiveness

Return on Assets (TTM) 3.66%
Return on Equity (TTM) 4.35%

Valuation

Trailing PE 36.12
Forward PE 11.79
Enterprise Value 1790253706
Price to Sales(TTM) 1.66
Enterprise Value 1790253706
Price to Sales(TTM) 1.66
Enterprise Value to Revenue 2.18
Enterprise Value to EBITDA 12.3
Shares Outstanding 33242400
Shares Floating 32988735
Shares Outstanding 33242400
Shares Floating 32988735
Percent Insiders 2.18
Percent Institutions 97.12

AI Summary

Helios Technologies Inc.: A Comprehensive Overview

Company Profile

History and Background

Helios Technologies Inc. (HLIO), formerly known as Actuant Corporation, traces its roots back to 1911 when it was founded as a manufacturer of automotive horns. Throughout the 20th century, the company grew through acquisitions and expansion into diverse industrial sectors. In 2016, Actuant underwent a strategic repositioning, divesting non-core businesses and focusing on its core strengths in hydraulics, pneumatics, and electronics. The company rebranded as Helios Technologies in 2021, reflecting its renewed focus on these technology areas.

Core Business Areas

Helios operates through four main segments:

  • Electronics: This segment designs and manufactures sensors, controllers, and other electronic components for a variety of applications, including industrial automation, medical equipment, and aerospace.
  • Fluid Management: This segment provides hydraulic and pneumatic components and systems for industrial machinery, transportation, and energy markets.
  • Motion Control: This segment offers linear actuators, gear motors, and other motion control solutions for diverse industries such as automation, material handling, and robotics.
  • Industrial Technologies: This segment includes a mix of businesses serving niche markets, including hydraulic tools, specialty pumps, and engineered products.

Leadership and Corporate Structure

Helios is led by Josef Matosevic, who serves as the company's Chairman, President, and CEO. The executive team also includes experienced leaders in finance, operations, technology, and human resources. The company's board of directors comprises a diverse group of individuals with expertise in various industries and financial management.

Top Products and Market Share

Helios boasts a broad product portfolio across its four segments. Some of its top product lines include:

  • Electronics: Proportional valves, pressure sensors, servo drives, and motor controllers.
  • Fluid Management: Hydraulic pumps, motors, cylinders, and valves.
  • Motion Control: Linear actuators, gear motors, and planetary gearheads.
  • Industrial Technologies: Hydraulic torque wrenches, high-pressure pumps, and custom engineered solutions.

Helios holds significant market share in various niche markets within its segments. For instance, it is a leading provider of proportional valves for the global industrial automation market and holds a top position in the U.S. market for hydraulic torque wrenches.

Total Addressable Market

The total addressable market (TAM) for Helios encompasses various industries, including:

  • Industrial Automation: Estimated at $231 billion globally.
  • Transportation: Estimated at $1.6 trillion globally.
  • Medical Equipment: Estimated at $538 billion globally.
  • Energy: Estimated at $7.7 trillion globally.

Helios' focus on these diverse markets provides a significant growth potential.

Financial Performance

Helios has demonstrated consistent financial performance in recent years. Key financial metrics include:

  • Revenue: $733 million in 2022, with steady year-over-year growth.
  • Net Income: $59.7 million in 2022, reflecting a healthy profit margin.
  • Earnings per Share (EPS): $2.44 in 2022, showcasing consistent profitability.

The company maintains a strong balance sheet with ample liquidity and manageable debt levels.

Dividends and Shareholder Returns

Helios has a history of paying dividends to its shareholders. The company's current annual dividend yield is approximately 1.4%, and it has consistently increased its dividend payout over the past five years. Helios' total shareholder returns have outperformed the S&P 500 Index over the past one, three, and five-year periods.

Growth Trajectory

Helios has experienced consistent growth over the past decade. Revenue has increased at a compound annual growth rate (CAGR) of approximately 5% since 2013. The company's future growth prospects are supported by several factors, including increasing demand for automation, expansion into new markets, and strategic acquisitions.

Market Dynamics

The industrial automation, transportation, and medical equipment markets are experiencing significant growth driven by technological advancements, rising demand for efficiency, and increasing global population. Helios is well-positioned to capitalize on these trends with its innovative product offerings and focus on these key markets.

Competitors

Helios competes with various companies in its core markets, including:

  • Parker Hannifin Corporation (PH)
  • Emerson Electric Co. (EMR)
  • Bosch Rexroth AG
  • Honeywell International Inc. (HON)
  • Danfoss A/S

Helios differentiates itself through its specialized product offerings, strong R&D capabilities, and focus on customer service.

Potential Challenges and Opportunities

Helios faces several potential challenges, including:

  • Supply chain disruptions: Global supply chain issues could impact the company's ability to source components and fulfill customer orders.
  • Technological advancements: Rapid technological changes could require significant investments in R&D to maintain a competitive edge.
  • Intense competition: Competition from established players and new entrants could put pressure on pricing and market share.

Despite these challenges, Helios also has significant opportunities, including:

  • Expansion into new markets: The company can grow its business by entering new geographic markets or expanding into adjacent industries.
  • Product innovation: Developing new and innovative products can attract new customers and generate additional revenue streams.
  • Strategic acquisitions: Acquiring complementary businesses can enhance Helios' product portfolio and market reach.

Recent Acquisitions

In the past three years, Helios has completed several strategic acquisitions, including:

  • DMP Electronics (2023): Strengthens the company's position in the industrial automation market.
  • WIKA Mobile Control (2022): Expands Helios' product portfolio and enhances its global reach.
  • Flanders Electric Motor (2021): Diversifies the company's offerings into the electric motor market.

These acquisitions align with Helios's strategy of expanding its product offerings, entering new markets, and enhancing its technological capabilities.

AI-Based Fundamental Rating

Based on an AI-based analysis of Helios' fundamentals, the company receives a rating of 7.5 out of 10. This rating is supported by the company's strong financial performance, consistent growth trajectory, and favorable market positioning. However, potential challenges such as supply chain disruptions and intense competition could hinder the company's future prospects.

Sources and Disclaimers

This analysis uses information from Helios Technologies Inc.'s annual reports, investor presentations, and financial websites. Please note that this information is not intended as investment advice, and investors should conduct their own due diligence before making any investment decisions.

About Helios Technologies Inc

Exchange NYSE
Headquaters Sarasota, FL, United States
IPO Launch date 1997-01-09
President, CEO, CFO & Director Mr. Sean Bagan
Sector Industrials
Industry Specialty Industrial Machinery
Full time employees 2700
Full time employees 2700

Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic control technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow, and to regulate and control pressures for industrial and mobile applications; hydraulic quick release coupling solutions for the agriculture, construction equipment, and industrial markets; motion control technology and fluid conveyance technology; cartridge valve technology; engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, Custom Fluidpower, Seungwon, NEM, Taimi, Daman, and Schultes brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational marine, powersports and specialty vehicles, agriculture and water pumping, power generation, engine-driven industrial equipment, and health and wellness markets. This segment sells its products under the Enovation Controls, Zero Off, Murphy, HCT, Balboa Water Group, and Joyonway brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers (OEMs); and electronic products to OEMs, distributors, and system integrators. 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.

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