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HLIO · Helios Technologies, Inc. · Metrics

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$66.16 -0.43 (-0.65%) At close · Oct 23
Russell 2000 member Rebalance outlook locked
Market Cap
$2.18B
Shares
32.95M
Volume · Oct 23 324.98K Avg daily vol (3M) 336.52K

HLIO metrics

114 of 122 screener metrics currently available.

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Market overview

2 metrics
Share price
$66.16
Market cap
$2.18B

Price action

20 metrics
Price change (1W)
-2.2%
Price change (30D)
-3.2%
Price change (3M)
-17.1%
Price change (6M)
-2.9%
Price change (YTD)
+23.7%
Price change (1Y)
+17.3%
Trailing year
Price change (5Y)
-26.4%
52-week high
$92.88
52-week low
$50.14
Change from 52-week high
-28.8%
Change from 52-week low
+32.0%
Annualized volatility
38.0%
Annualized volatility (3M)
30.7%
Beta
1.5
RSI (14D)
38.9
Price vs SMA 50
-6.5%
Price vs SMA 200
-9.7%
Avg volume (3M)
336,521
Relative volume
1.0
Average dollar volume
$24.38M

Company

3 metrics
Sector
Industrials
Industry
Specialty Industrial Machinery
Shares outstanding
32.95M

Valuation

12 metrics
P / E (TTM)
30.9
Trailing earnings · reciprocal yield 3.2%
PEG ratio
0.3
EV / revenue
2.6×
reciprocal yield 37.9%
EV / EBITDA
15.6×
reciprocal yield 6.4%
EV / EBIT
26.3×
reciprocal yield 3.8%
P / sales
2.5×
reciprocal yield 40.6%
P / book
2.3
reciprocal yield 43.2%
FCF yield
4.9%
TTM · current market cap
Buyback yield
—
P / FCF
20.5
reciprocal yield 4.9%
P / operating cash flow
16.0
reciprocal yield 6.2%
Earnings yield
3.2%

Historical valuation

8 metrics
P / E historical average (3Y)
42.6×
reciprocal yield 2.3%
P / E historical average (5Y)
37.4×
reciprocal yield 2.7%
EV / revenue historical average (3Y)
2.4×
reciprocal yield 41.2%
EV / revenue historical average (5Y)
2.5×
reciprocal yield 39.3%
EV / EBIT historical average (3Y)
26.9×
reciprocal yield 3.7%
EV / EBIT historical average (5Y)
23.1×
reciprocal yield 4.3%
EV / EBITDA historical average (3Y)
15.0×
reciprocal yield 6.7%
EV / EBITDA historical average (5Y)
14.1×
reciprocal yield 7.1%

Dividends & buybacks

7 metrics
Dividend yield
0.7%
Trailing 12 months
Payout ratio
18.1%
Shareholder yield
0.6%
Dividend / share (TTM)
$0.45
Dividend growth YoY
+25.0%
Dividend growth streak
0
Last ex-dividend
2026-10-13

Earnings calendar

2 metrics
Next earnings
2026-11-06
Last earnings
2026-08-11

Profitability

9 metrics
Gross margin
33.5%
Operating margin
10.0%
Trailing 12 months
Net margin
8.0%
Gross profit (TTM)
$298.90M
Operating profit (TTM)
$89.50M
Net income (TTM)
$71.30M
Trailing 12 months
Diluted EPS (TTM)
$2.14
FCF margin
12.0%
Effective tax rate
22.2%

Per share

11 metrics
Revenue per diluted share (TTM)
$26.80
Gross profit per diluted share (TTM)
$8.99
Operating profit per diluted share (TTM)
$2.69
EBITDA per diluted share (TTM)
$4.54
Net income per diluted share (TTM)
$2.14
Operating cash flow per diluted share (TTM)
$4.12
Free cash flow per diluted share (TTM)
$3.22
Capital expenditures per diluted share (TTM)
$0.91
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$0.19
Book value per share
$28.29

Growth

11 metrics
Revenue growth YoY
+9.1%
Year over year
Net income growth YoY
+92.1%
Revenue (TTM)
$891.30M
Trailing 12 months
EPS growth YoY
+94.1%
Shares change YoY
-0.3%
Year over year · fewer shares
Revenue CAGR (3Y)
-1.8%
Revenue CAGR (5Y)
+9.9%
EPS CAGR (3Y)
-21.7%
EPS CAGR (5Y)
+26.9%
FCF CAGR (3Y)
+9.9%
FCF CAGR (5Y)
+2.0%

Quality

14 metrics
Return on equity
7.5%
Return on assets
4.7%
Debt / equity
0.2
Current ratio
2.7
EBITDA (TTM)
$150.90M
Free cash flow (TTM)
$106.90M
Quick ratio
1.5
Interest coverage
—
Net debt / EBITDA
1.0
Return on invested capital
6.3%
Trailing 12 months
Net cash
−$158.10M
Latest balance sheet
Cash & equivalents
$68.00M
Total assets
$1.52B
Total debt
$226.10M

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$137.10M
Capital expenditures (TTM)
$30.20M
R&D (TTM)
—
SG&A (TTM)
$153.30M
Stock compensation (TTM)
$6.40M
R&D / revenue
—
Stock compensation / revenue
0.7%

Ownership (13F)

9 metrics
13F filers
285
13F filer change QoQ
+33
Institutional ownership
98.3%
Conviction holders (share of 13F filers)
1.1%
Crowding (high-turnover and private-fund holders)
32.1%
Private-fund adviser ownership
28.2%
Active holders' share change QoQ
-3.6%
Holder tenure
14.3
Price vs estimated holder cost
+60.3%

Ownership (registered funds)

1 metrics
Index-fund ownership
17.6%

Short interest

3 metrics
Short interest
2.7%
Latest settlement · 2.0 days to cover
Days to cover
2.0d
Short-squeeze score
42 / 100

Insider activity

2 metrics
Net insider buying (90D)
—
Insider-sentiment score
—

Risk flags

1 metrics
Going concern
—
Key facts CIK 1024795 CUSIP 42328H109 13F (30d) 34 filings 34 filers Visit website Investor relations