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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#1750
Positioning
Market Dominance
Construction
Construction Materials
$1.7B
Josef Matosevic
Helios Technologies, Inc. develops, manufactures, and sells solutions for hydraulics and electronics markets. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational and commercial marine, power sports and specialty vehicles.
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = HLIO ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$FER Ferrovial SE | 76 | 89 | 94 | 72 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$CX CEMEX SAB DE CV | 74 | 81 | 87 | 87 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$MWA Mueller Water Products, Inc. | 69 | 85 | 87 | 57 | 17.9x | 11.0x | 22.8% | 11.7% | 38.3% | 19.4% | 13.8% | 6.6% | 1.1% | 49.0x | $3.8B | VS | |
$TOL Toll Brothers, Inc. | 69 | 83 | 92 | 63 | 7.9x | 5.6x | 17.3% | 9.8% | 25.2% | 16.6% | 12.6% | 8.0% | 0.8% | 36.0x | $11.6B | VS | |
$GFF GRIFFON CORP | 68 | 86 | 82 | 60 | - | - | -274.0% | -22.1% | 43.2% | -20.5% | -19.6% | -5.3% | 0.9% | 2271.0x | $3.4B | VS | |
$FIX COMFORT SYSTEMS USA INC | 68 | 80 | 43 | 97 | 25.0x | 18.1x | 52.7% | 19.4% | 24.8% | 15.5% | 11.9% | 35.2% | 0.2% | 6.0x | $29.1B | VS | |
$BBU Brookfield Business Partners L.P. | 66 | 63 | 94 | 68 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PHOE Phoenix Asia Holdings Ltd | 64 | 95 | 97 | 40 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$EME EMCOR Group, Inc. | 64 | 75 | 42 | 80 | 24.6x | 16.0x | 36.5% | 14.0% | 19.4% | 9.4% | 6.9% | 16.4% | 0.1% | 3.0x | $29.1B | VS | |
$DY DYCOM INDUSTRIES INC | 64 | 68 | 58 | 89 | 19.9x | 9.7x | 29.4% | 11.8% | 22.1% | 10.4% | 7.3% | 14.1% | 0.0% | 63.0x | $8.5B | VS | |
$HLIO HELIOS TECHNOLOGIES, INC. | 52 | 27 | 37 | 85 | 56.7x | 22.4x | 4.7% | 2.8% | 32.5% | 5.5% | 5.0% | 12.7% | 0.7% | 46.0x | $1.7B | ||
| SECTOR BENCH | - | - | - | - | - | 19.1x | 10.7x | 14.8% | 6.4% | 24.1% | 8.2% | 6.2% | 2.4% | 0.0% | 0.5x | - | REF |
HELIOS TECHNOLOGIES, INC. (HLIO) receives a "Hold" rating with a composite score of 51.6/100. It ranks #1750 out of 7,333 stocks in our coverage universe and carries a 3-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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Outperforming peers — winners tend to keep winning over 3-12 months
Fair valuation relative to peers
Weak fundamentals — higher risk of value trap
Average volatility — neutral timing signal
Aggressive spending — empire-building risk, dilutive growth
Mid-range overall rating
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Relative valuation derived from Construction sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for HLIO.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 27 | 18 | +9ALPHA |
| MOMENTUM | 85 | 89 | -4NEUTRAL |
| VALUATION | 37 | 30 | +7ALPHA |
| INVESTMENT | 25 | 17 | +8ALPHA |
| STABILITY | 41 | 38 | +3NEUTRAL |
| SHORT INT | 64 | 78 | -14DRAG |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROE proxy 4.7% (sector 14.8%)
GM 32% vs sector 24%, OM 5% vs sector 8%
Capital turnover N/A
Rev growth 13%, 11yr history
Interest coverage N/A
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate HELIOS TECHNOLOGIES, INC. (HLIO) as a Hold with a composite score of 51.6/100 at a current price of $74.47. The stock presents a mixed quantitative picture — neither compelling enough to warrant new accumulation nor weak enough to justify selling.
HELIOS TECHNOLOGIES, INC. holds a top-quartile position (#0 of 50) within the Construction sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 51.6/100 places it at rank #1750 in our full universe.
The near-term outlook is constructive, with revenue growing at 13% and momentum in the 85th percentile confirming positive market sentiment. The combination of strong top-line growth and favorable price dynamics suggests the company is executing well on its growth strategy.
No Moat
High
Poor
Fair Value
Positive momentum indicates institutional accumulation.
Stable competitive position in a defensive sector.
Elevated P/E ratio of 56.7x leaves little room for execution misses.
Below-average quality raises earnings sustainability concerns.
Vulnerability to macroeconomic shocks and interest rate volatility.
HELIOS TECHNOLOGIES, INC. represents a hold based on multi-factor quantitative performance.
Our model assigns HELIOS TECHNOLOGIES, INC. a Hold rating, with a composite score of 51.6/100 and 3 out of 5 stars. Ranked #1750 of 7,333 stocks, HLIO presents a mixed quantitative picture — neither compelling enough to initiate new positions nor weak enough to warrant selling. Investors already holding may consider maintaining their position while monitoring for changes in the factor profile.
HLIO's quality score of 27/100 is below average, suggesting challenges with profitability or capital efficiency. The company reports a return on equity of 4.7% (sector avg: 14.8%), gross margins of 32.5% (sector avg: 24.1%), net margins of 5.0% (sector avg: 6.2%). Investors should examine whether management is actively addressing these weaknesses or if they reflect structural industry headwinds.
With a value score of 37/100, HLIO appears somewhat expensive relative to its fundamentals. Key valuation metrics include a P/E ratio of 56.66x, an EV/EBITDA of 22.37x, a P/B ratio of 2.68x. Investors paying a premium here are likely betting on above-average growth or margin expansion to justify current prices.
HELIOS TECHNOLOGIES, INC.'s investment score of 25/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 12.7% vs. a sector average of 2.4% and a return on assets of 2.8% (sector: 6.4%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
HLIO shows strong momentum characteristics with a score of 85/100. The stock has been trending above key moving averages, indicating solid demand from institutional buyers. Revenue growth stands at 12.7% year-over-year, while a beta of 1.35 reflects its sensitivity to broader market moves. This level of momentum typically signals sustained investor confidence and favorable near-term price action.
HLIO's stability score of 41/100 signals elevated volatility and/or leverage concerns. Key stability metrics include a beta of 1.35 and a debt-to-equity ratio of 46.00x (sector avg: 0.5x). Investors should be prepared for wider-than-average price swings and consider position sizing accordingly to manage portfolio risk.
HLIO carries a short interest score of 64/100, indicating moderate short selling activity. This is a neutral reading — not enough to signal systemic bearishness, but worth monitoring. Specific risk factors include above-average market sensitivity (beta: 1.35), elevated leverage (D/E: 46.00x), small-cap liquidity risk. At $1.7B market cap (small-cap), HELIOS TECHNOLOGIES, INC. offers reasonable institutional liquidity.
HLIO offers a modest dividend yield of 0.7%. While the income contribution is relatively small, even a small dividend signals management's commitment to shareholder returns and can serve as a signal of financial discipline.
HELIOS TECHNOLOGIES, INC. is a small-cap company in the Construction sector, ranked #0 of 50 in its sector (100th percentile) and #1750 of 7,333 overall (76th percentile). Key comparisons include ROE of 4.7% trailing the 14.8% sector median and operating margins of 5.5% below the 8.2% sector average. This top-quartile standing reflects exceptional competitive strength relative to Construction peers.
While HLIO currently exhibits a HOLD profile, superior opportunities exist within the CONSTRUCTION sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Construction Alpha →Quant Factor Profile
Key factor gap
Momentum (85) vs Investment (25) — closing this gap could shift the rating.
EV/EBITDA 109% ABOVE SECTOR MEDIAN
ROE 68% BELOW SECTOR MEDIAN
Gross Margin 35% ABOVE SECTOR MEDIAN (FAVORABLE)
Above 50MA
37.18%
Net New Highs
+51081
Whether you see them or not, industrials businesses play a crucial part in our daily activities. They are also bound to benefit from a friendlier regulatory environment with the Trump administration, and this excitement has led to a six-month gain of 20.4% for the sector - higher than the S&P 500’s 6.5% return.
Helios Technologies recently announced it released its fourth quarter and full year 2025 results on March 2, 2026, followed by a March 3 conference call led by President and CEO Sean Bagan and EVP and CFO Jeremy Evans to review performance and outlook. At the same time, analysts have highlighted Helios’s pattern of earnings surprises and growing optimism about near-term results, even as the company faces questions about organic growth and returns on capital. Now we’ll examine how rising...
KeyBanc downgraded Helios Technologies' stock from Overweight to Sector Weight due to uncertainty surrounding the company's leadership transition and softening market conditions in the Agriculture and Construction sectors.