US · HLIO
Helios Technologies, Inc.
- Sector
- Industrials · Industrial - Machinery
- Headquarters
- Sarasota, FL 34243
- Website
- heliostechnologies.com
Price · as of 2024-12-28
$66.84
Market cap 2.36B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $33.52 | -49.85% |
| Intrinsic Value(DCF) | $14.71 | -77.99% |
| Graham-Dodd Method(GD) | $11.51 | -82.79% |
| Graham Formula(GF) | $5.51 | -91.76% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2010 | $22.97 | $29.55 | $12.96 | $0.07 | $50.96 |
| 2011 | $25.19 | $38.03 | $90.85 | $7.29 | $61.70 |
| 2012 | $28.19 | $37.13 | $100.27 | $0.00 | $11.72 |
| 2013 | $39.25 | $44.76 | $19.02 | $8.95 | $12.34 |
| 2014 | $35.87 | $38.53 | $9.46 | $0.00 | $30.86 |
| 2015 | $31.24 | $43.17 | $5.50 | $7.60 | $0.00 |
| 2016 | $33.75 | $40.09 | $4.16 | $3.28 | $5.55 |
| 2017 | $53.07 | $53.04 | $217.98 | $6.20 | $92.13 |
| 2018 | $45.93 | $44.58 | $927.90 | $6.91 | $80.95 |
| 2019 | $39.40 | $39.92 | $289.29 | $10.26 | $31.87 |
| 2020 | $71.81 | $50.34 | $20.93 | $1.91 | $1.14 |
| 2021 | $68.66 | $54.88 | $459.85 | $18.52 | $231.36 |
| 2022 | $64.96 | $53.08 | $132.80 | $19.78 | $29.83 |
| 2023 | $44.40 | $41.13 | $36.67 | $10.67 | $3.16 |
| 2024 | $36.77 | $33.52 | $0.00 | $11.51 | $5.51 |
AI valuation
Our deep-learning model estimates Helios Technologies, Inc.'s (HLIO) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $33.52
- Current price
- $66.84
- AI upside
- -49.85%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$14.71
-77.99% upside
Graham-Dodd
$11.51
-82.79% upside
Graham Formula
$5.51
-91.76% upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| HLIO | Helios Technologies, Inc. | $66.84 | 2.36B | -50% | -78% | -83% | -92% | 31.30 | 1.41 | 1.51 | 11.13 | 1189.39 | -65.98 | 31.31% | 10.15% | 4.84% | 4.54% | 4.75% | 2.52% | 0.55 | 2.42 | 2.77 | 1.18 | 2.88 | 263.00% | -355.00% | 11862.00% | 7.79% | 0.88 | 7.14% | 0.97% | 30.50% | 8.27% | 20.14 | 17.33 | 2.04 | 2.52 |
| BW | Babcock & Wilcox Enterpri… | $8.86 | 984.35M | +88% | -95% | — | — | -1.67 | -0.35 | 0.14 | 297.58 | — | -0.26 | 24.68% | 3.50% | -8.35% | 24.67% | 11.83% | -7.96% | -1.90 | 0.54 | 1.26 | 0.56 | 249.17 | -6555.00% | -137.00% | 14955.00% | -129.98% | -0.31 | -61.27% | 18.58% | -31.10% | 18.91% | 24.50 | -4.73 | 0.86 | -1.84 |
| CECO | CECO Environmental Corp. | $60.45 | 2.15B | +26% | +640% | -87% | +6% | 40.81 | 6.43 | 2.64 | 26.56 | 14.55 | -30.21 | 32.68% | 6.68% | 6.46% | 17.71% | 8.62% | 6.05% | 0.08 | 2.47 | 1.34 | 0.67 | -0.11 | 28056.00% | 3879.00% | -17349.00% | -0.27% | 0.02 | -1.43% | 0.00% | 0.00% | 10.79% | 39.34 | -371.07 | 2.63 | 3.43 |
| DXPE | DXP Enterprises, Inc. | $138.47 | 2.17B | -3% | +146% | -79% | -20% | 25.28 | 4.50 | 1.11 | 9.25 | 93.57 | -28.93 | 31.54% | 8.77% | 4.40% | 19.25% | 21.38% | 5.84% | 0.17 | 2.92 | 3.34 | 2.57 | -1.00 | 2701.00% | 1189.00% | -3003.00% | 2.41% | 0.35 | 8.77% | 0.00% | 0.10% | 34.08% | 11.44 | 37.48 | 1.00 | 3.53 |
| ENOV | Enovis Corporation | $25.47 | 1.46B | -41% | -60% | — | — | -1.23 | 0.98 | 0.65 | -1.83 | -3.10 | -3.14 | 59.84% | -52.57% | -52.69% | -58.42% | -43.25% | -27.68% | 0.06 | -33.93 | 2.02 | 0.06 | -0.07 | 3972.00% | 666.00% | -12963.00% | 1.36% | 0.36 | 0.73% | 0.00% | 0.00% | 89.04% | -1.28 | 76.12 | 0.67 | -0.40 |
| EPAC | Enerpac Tool Group Corp. | $40.80 | 2.16B | +22% | -56% | -74% | -47% | 23.45 | 5.01 | 3.53 | 15.39 | 261.30 | 22.43 | 49.64% | 22.59% | 15.03% | 22.47% | 22.21% | 11.56% | 0.53 | 14.06 | 2.74 | 1.88 | 0.52 | 897.00% | 465.00% | 3152.00% | 4.23% | 0.81 | 19.08% | 0.10% | 2.30% | 3.26% | 16.16 | 24.48 | 3.65 | 5.44 |
| HNI | HNI Corporation | $44.96 | 2.15B | — | -51% | -46% | -50% | 39.53 | 1.17 | 0.75 | 15.24 | — | 16.11 | 41.43% | 8.42% | 1.91% | — | — | — | 0.89 | 6.72 | 1.24 | 0.69 | 6.09 | — | — | — | -1.96% | 0.02 | — | 2.95% | 116.40% | 6.85% | 14.88 | -84.93 | 1.25 | 1.23 |
| LZ | LegalZoom.com, Inc. | $7.03 | 1.25B | +431% | -6% | -91% | -77% | 80.20 | 7.20 | 1.64 | 13.05 | — | 94.99 | 65.88% | 1.90% | 2.04% | 11.64% | -28.60% | 3.41% | 0.14 | 11.10 | 0.75 | 0.71 | -2.20 | -5000.00% | 1088.00% | 4800.00% | 11.96% | 0.56 | -619.47% | 0.00% | 0.00% | 10.11% | 73.71 | 7.16 | 1.40 | 0.41 |
| NNE | Nano Nuclear Energy Inc | $26.59 | 1.11B | — | — | — | — | -0.03 | 6.09 | — | -29.31 | — | 6.35 | 0.00% | — | — | -31527.01% | -331.79% | -30382.27% | 0.01 | — | 53.48 | 53.18 | 5.09 | -9973.00% | — | 27607957.00% | -2070.62% | -5127.61 | -206930.36% | 0.00% | 0.00% | 12.83% | -25.67 | -0.04 | — | 133.66 |
| PSIX | Power Solutions Internati… | $83.50 | 1.92B | -52% | -84% | -80% | -58% | 9.11 | 9.67 | 1.33 | 8.31 | 5.63 | 19.14 | 29.53% | 17.15% | 14.56% | 225.91% | 53.08% | 22.62% | 2.24 | 7.13 | 1.12 | 0.64 | 1.05 | 16174.00% | 370.00% | -1168.00% | 9.17% | 0.27 | 38.10% | 0.00% | 0.00% | 9.61% | 8.84 | 12.48 | 1.52 | 3.42 |
| TNC | Tennant Company | $61.03 | 1.13B | +39% | -60% | -75% | -92% | 25.54 | 1.86 | 0.93 | 10.80 | — | 3.29 | 40.24% | 6.74% | 3.64% | 7.17% | 7.60% | 3.56% | 0.57 | 9.01 | 2.05 | 1.24 | 1.90 | -4612.00% | -647.00% | -3660.00% | 3.87% | 0.22 | 5.36% | 1.96% | 50.00% | 9.87% | 16.73 | 31.34 | 1.13 | 3.15 |
About Helios Technologies, Inc.
Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets 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; quick release coupling solutions for the agriculture, construction equipment, and industrial markets; and hydraulic system design that provides engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, and Custom Fluidpower brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational and commercial marine, power sports and specialty vehicles, agriculture and water pumping, power generation, health and wellness, and engine-driven industrial equipment markets. This segment sells its products under the Enovation Controls, Murphy, and Balboa Water Group brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers; and electronic products to original equipment manufacturer customers. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida.
- CEO
- Sean Bagan
- Employees
- 2.5K
- Beta
- 1.28
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($14.71 ÷ $66.84) − 1 = -77.99% (DCF, example).