Helios Technologies Stock Today
| HLIO Stock | USD 45.94 0.10 0.22% |
Performance4 of 100
| Odds Of DistressLess than 3
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Helios Technologies is selling at 45.94 as of the 23rd of April 2024; that is -0.22% down since the beginning of the trading day. The stock's open price was 46.04. Helios Technologies has a very small chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for Helios Technologies are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of July 2023 and ending today, the 23rd of April 2024. Click here to learn more.
Business Domain Capital Goods | IPO Date 9th of January 1997 | Category Industrials |
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. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida. The company has 33.12 M outstanding shares of which 562.41 K shares are currently shorted by private and institutional investors with about 2.5 trading days to cover. More on Helios Technologies
Moving against Helios Stock
| 0.71 | ATS | ATS Corporation | PairCorr |
| 0.49 | CYD | China Yuchai Interna | PairCorr |
Follow Valuation Options Odds of Bankruptcy
Financial Report 13th of May 2024
Helios Stock Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Helios Technologies' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Helios Technologies or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| CEO | Josef Matosevic | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Thematic Idea | Construction Materials (View all Themes) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Business Concentration | Industrial Machinery & Supplies & Components, Specialty Industrial Machinery, Industrials, NYSE Composite, Construction Materials, Industrials, Machinery, Specialty Industrial Machinery, Industrials (View all Sectors) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Average Analyst Recommendation Analysts covering Helios Technologies report their recommendations after researching Helios Technologies' financial statements, talking to executives and customers, or listening in on Helios Technologies' conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Helios Technologies. The Helios consensus assessment is calculated by taking the average forecast from all of the analysts covering Helios Technologies. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Financial Strength Based on the key indicators related to Helios Technologies' liquidity, profitability, solvency, and operating efficiency, Helios Technologies is doing better financially then in previous quarter. It has a moderate probability of reporting better financial numbers in May. Financial strength of Helios Technologies is based on its profitability, leverage, liquidity, source of funds, and operating efficiency.
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Helios Technologies' financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Helios Technologies' success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Helios Technologies' financial leverage. It provides some insight into what part of Helios Technologies' total assets is financed by creditors.
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Helios Technologies (HLIO) is traded on New York Stock Exchange in USA. It is located in 7456 16th Street East, Sarasota, FL, United States, 34243 and employs 2,700 people. Helios Technologies is listed under Industrial Machinery & Supplies & Components category by Fama And French industry classification. The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.52 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Helios Technologies's market, we take the total number of its shares issued and multiply it by Helios Technologies's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Helios Technologies conducts business under Machinery sector and is part of Industrials industry. The entity has 33.12 M outstanding shares of which 562.41 K shares are currently shorted by private and institutional investors with about 2.5 trading days to cover.
Helios Technologies currently holds about 41.31 M in cash with 83.9 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.27.
Check Helios Technologies Probability Of Bankruptcy
Ownership AllocationHelios Technologies has a total of 33.12 Million outstanding shares. The majority of Helios Technologies outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in Helios Technologies to benefit from reduced commissions. Consequently, third-party entities are subject to a different set of regulations than regular investors in Helios Technologies. Please pay attention to any change in the institutional holdings of Helios Technologies as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company holds, if the real value of the firm is less than the current market value, you may not be able to make money on it.
Check Helios Ownership Details
Helios Stock Price Odds Analysis
Contingent on a normal probability distribution, the odds of Helios Technologies jumping above the current price in 90 days from now is about 7.24%. The Helios Technologies probability density function shows the probability of Helios Technologies stock to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the stock has a beta coefficient of 1.6934. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Helios Technologies will likely underperform. Additionally, helios Technologies has an alpha of 0.0642, implying that it can generate a 0.0642 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Helios Technologies to move above the current price in 90 days from now is about 7.24 (This Helios Technologies probability density function shows the probability of Helios Stock to fall within a particular range of prices over 90 days) .
Helios Stock Institutional Holders
Institutional Holdings refers to the ownership stake in Helios Technologies that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Helios Technologies' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Helios Technologies' value.| Instituion | Recorded On | Shares | |
| Geode Capital Management, Llc | 2023-09-30 | 656.9 K | |
| Loomis, Sayles & Company Lp | 2023-09-30 | 562.4 K | |
| Ack Asset Management Llc | 2023-09-30 | 535 K | |
| New York State Common Retirement Fund | 2023-09-30 | 420.8 K | |
| Bank Of America Corp | 2023-09-30 | 404.9 K | |
| Royal Bank Of Canada | 2023-09-30 | 395.8 K | |
| Northern Trust Corp | 2023-09-30 | 323.9 K | |
| Iat Reinsurance Co Ltd | 2023-09-30 | 300 K | |
| Ceredex Value Advisors Llc | 2023-12-31 | 288.1 K | |
| Wasatch Advisors Inc. | 2023-09-30 | 3.8 M | |
| Vanguard Group Inc | 2023-09-30 | 3.1 M |
Helios Technologies Historical Income Statement
Helios Technologies Income Statement is one of the three primary financial statements used for reporting Helios's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Helios Technologies revenue and expense. Helios Technologies Income Statement primarily focuses on the company's revenues and expenses during a particular period.
At this time, Helios Technologies' Cost Of Revenue is very stable compared to the past year. As of the 23rd of April 2024, Total Operating Expenses is likely to grow to about 156.3 M, while Operating Income is likely to drop about 46.1 M. View More FundamentalsHelios Stock Against Markets
Picking the right benchmark for Helios Technologies stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Helios Technologies stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Helios Technologies is critical whether you are bullish or bearish towards Helios Technologies at a given time. Please also check how Helios Technologies' historical prices are related to one of the top price index indicators.
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Helios Technologies Corporate Management
Elected by the shareholders, the Helios Technologies' board of directors comprises two types of representatives: Helios Technologies inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Helios. The board's role is to monitor Helios Technologies' management team and ensure that shareholders' interests are well served. Helios Technologies' inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Helios Technologies' outside directors are responsible for providing unbiased perspectives on the board's policies.
| Marc Greenberg | General Secretary | Profile | |
| Cariappa Chenanda | Independent Director | Profile | |
| Jason Morgan | President - Cartridge Valve Technology | Profile | |
| Marc Bertoneche | Independent Director | Profile | |
| Jonathan Kaufmann | Chief Design | Profile | |
| Nicholas Kaufmann | Chief Innovation | Profile |
How to buy Helios Stock?
Before investing in Helios Technologies, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Helios Technologies. To buy Helios Technologies stock, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Helios Technologies. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Helios Technologies stock. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Helios Technologies stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Helios Technologies stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock
It's important to note that investing in stocks, such as Helios Technologies, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Helios Stock please use our How to Invest in Helios Technologies guide.
Already Invested in Helios Technologies?
The danger of trading Helios Technologies is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Helios Technologies is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Helios Technologies. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Helios Technologies is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Helios Technologies offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Helios Technologies' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Helios Technologies Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Helios Technologies Stock: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Helios Technologies. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. To learn how to invest in Helios Stock, please use our How to Invest in Helios Technologies guide.You can also try the Stocks Directory module to find actively traded stocks across global markets.
Complementary Tools for Helios Stock analysis
When running Helios Technologies' price analysis, check to measure Helios Technologies' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Helios Technologies is operating at the current time. Most of Helios Technologies' value examination focuses on studying past and present price action to predict the probability of Helios Technologies' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Helios Technologies' price. Additionally, you may evaluate how the addition of Helios Technologies to your portfolios can decrease your overall portfolio volatility.
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Is Helios Technologies' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Helios Technologies. If investors know Helios will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Helios Technologies listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.81) | Dividend Share 0.36 | Earnings Share 1.14 | Revenue Per Share 25.398 | Quarterly Revenue Growth (0.01) |
The market value of Helios Technologies is measured differently than its book value, which is the value of Helios that is recorded on the company's balance sheet. Investors also form their own opinion of Helios Technologies' value that differs from its market value or its book value, called intrinsic value, which is Helios Technologies' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Helios Technologies' market value can be influenced by many factors that don't directly affect Helios Technologies' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helios Technologies' value and its price as these two are different measures arrived at by different means. Investors typically determine if Helios Technologies is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helios Technologies' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.