Company Analysis Helios Technologies, Inc.
1. Summary
Advantages
- The stock's return over the last year (-17.7%) is higher than the sector average (-48%).
- Current debt level 33.03% is below 100% and has decreased over 5 years from 33.84%.
Disadvantages
- Price (44.16 $) is higher than fair price (11.22 $)
- Dividends (0.788%) are below the sector average (1.56%).
- The company's current efficiency (ROE=4.39%) is lower than the sector average (ROE=20.08%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Helios Technologies, Inc. | Industrials | Index | |
|---|---|---|---|
| 7 days | -8.3% | 3.7% | -1% |
| 90 days | -3.1% | -34.3% | 5.6% |
| 1 year | -17.7% | -48% | 31.4% |
HLIO vs Sector: Helios Technologies, Inc. has outperformed the "Industrials" sector by 30.3% over the past year.
HLIO vs Market: Helios Technologies, Inc. has significantly underperformed the market by -49.06% over the past year.
Stable price: HLIO is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: HLIO with weekly volatility of -0.3405% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (44.16 $) is higher than the fair price (11.22 $).
Price is higher than fair: The current price (44.16 $) is 74.6% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (39.51) is higher than that of the sector as a whole (36.53).
P/E vs Market: The company's P/E (39.51) is lower than that of the market as a whole (47.35).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.73) is lower than that of the sector as a whole (5.68).
P/BV vs Market: The company's P/BV (1.73) is lower than that of the market as a whole (22.57).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (1.77) is lower than that of the sector as a whole (3.27).
P/S vs Market: The company's P/S indicator (1.77) is lower than that of the market as a whole (15.08).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (13.9) is lower than that of the sector as a whole (14.42).
EV/Ebitda vs Market: The company's EV/Ebitda (13.9) is lower than that of the market as a whole (22.75).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -7.5% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-7.5%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (14.9%).
5.4. ROE
ROE vs Sector: The company's ROE (4.39%) is lower than that of the sector as a whole (20.08%).
ROE vs Market: The company's ROE (4.39%) is lower than that of the market as a whole (16.86%).
5.5. ROA
ROA vs Sector: The company's ROA (2.36%) is lower than that of the sector as a whole (6.85%).
ROA vs Market: The company's ROA (2.36%) is lower than that of the market as a whole (6.56%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (11.13%) is lower than that of the sector as a whole (12.43%).
ROIC vs Market: The company's ROIC (11.13%) is higher than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0.788% is below the average for the sector '1.56%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 0.788% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 0.788% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (31.47%) are at a comfortable level.
Pay for your subscription
More functionality and data for company and portfolio analysis is available by subscription
