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Helios Technologies, Inc. (HLIO) Stock Analysis

HoldModerate Confidence

Industrials · Specialty Industrial Machinery

Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic controls technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments; Hydraulics and Electronics. The... Read more

$67.23+0.5% upside
Score 5.7/10Target $67.58Reward/Risk 0.1:1

TrendMatrix rates Helios Technologies, Inc. (HLIO) as Hold with moderate confidence. The stock trades at $67.23 with +0.5% upside to the $67.58 price target. Overall score: 5.7/10 across 10 analysis dimensions. Reward/risk ratio: 0.1:1.

Passes 2/4 gates (clean insider activity, no SEC red flags). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Val6.0Qual5.5Grw6.9Mom4.6Sent6.8Ins4.7Peer3.7Tech6.0Risk6.35.7OVERALL

Investment Thesis

+ Sector modifier (): +1.2
+ Strong earnings beat streak (3/4)
- Analyst target reached - limited upside remaining

Fundamentals

P/E (TTM)46.6
P/E (Fwd)21.1
Mkt Cap$2.2B
EV/EBITDA16.0
Profit Mgn5.8%
ROE5.4%
Rev Growth17.4%
Beta1.25
Dividend0.74%
Analysts12
Frequently Asked Questions
Is HLIO stock a buy right now?

TrendMatrix rates Helios Technologies, Inc. (HLIO) as Hold with moderate confidence. Score 5.7/10.

What is the HLIO stock price target?

Take-profit target: $67.58 (+0.5% upside). Reward/risk ratio: 0.1:1. Stop-loss: $60.19.

What are the risks of investing in HLIO?

Analyst target reached - limited upside remaining.

Is HLIO overvalued or undervalued?

Helios Technologies, Inc. trades at a P/E of 46.6 (forward 21.1). TrendMatrix value score: 6.0/10. Verdict: Hold.

What do analysts say about HLIO?

12 analysts cover HLIO with a consensus score of 4.3/5. Average price target: $80.

What does Helios Technologies, Inc. do?Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic controls...

Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic controls technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments; Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic motion control and fluid conveyance technology products, including cartridge valves, manifolds, and quick release couplings, as well as engineers complete hydraulic system solutions. This segment sells its products under the Sun Hydraulics, Faster, NEM, Taimi, Daman, and Schultes brands. The Electronics segment designs and manufactures customized electronic controls systems, displays, wire harnesses, and software solutions. This segment sells its products under Enovation Controls, Murphy, Zero Off, HCT, Balboa Water Group, i3PD and Cygnus Reach and Joyonway brands. It markets and sells hydraulic products and engineered solutions through value-added distributors, as well as directly to original equipment manufacturers (OEMs); and electronic products to OEMs, distributors, and system integrators. It serves construction, material handling, agriculture, industrial, mobile, energy, recreational vehicles, marine, aerospace, and health and wellness sectors. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was incorporated in 1970 and is headquartered in Sarasota, Florida.

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49 NEUTRAL
20d<50d200dGOLDEN CROSSSupp $62.05Res $76.47

Price Targets

$60
$68
Upside+0.5%
Reward/Risk0.1:1

Position Sizing

ConvictionNONE
Suggested %0.5%
Max %1%
RegimeRISK_OFF

Risk Alerts

! V8: Target reached (0.5% upside)
! MOMENTUM:4.6<5.0
! ASYMMETRY:0.1<2.0
RANGE BOUNDSuitability: Aggressive
Insider activity: OK
No SEC red flags
Momentum 4.6<5.0
Risk/Reward 0.1<2.0