Helios Technologies, Inc.

NYSE:HLIO Stock Report

Market Cap: US$1.5b

Helios Technologies Valuation

Is HLIO undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of HLIO when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: HLIO ($46.74) is trading below our estimate of fair value ($99.1)

Significantly Below Fair Value: HLIO is trading below fair value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for HLIO?

Other financial metrics that can be useful for relative valuation.

HLIO key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue2.5x
Enterprise Value/EBITDA13.5x
PEG Ratio1.2x

Price to Earnings Ratio vs Peers

How does HLIO's PE Ratio compare to its peers?

The above table shows the PE ratio for HLIO vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average21.4x
KMT Kennametal
17.9x8.4%US$2.0b
TNC Tennant
18.1x-1.3%US$2.0b
CIR CIRCOR International
40.9x24.0%US$1.1b
HY Hyster-Yale
8.8x-8.1%US$1.3b
HLIO Helios Technologies
47.3x39.9%US$1.5b

Price-To-Earnings vs Peers: HLIO is expensive based on its Price-To-Earnings Ratio (47.3x) compared to the peer average (14.9x).


Price to Earnings Ratio vs Industry

How does HLIO's PE Ratio compare vs other companies in the US Machinery Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a9.4%
n/an/an/a
No. of CompaniesPE048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a9.4%
n/an/an/a
No more companies

Price-To-Earnings vs Industry: HLIO is expensive based on its Price-To-Earnings Ratio (47.3x) compared to the US Machinery industry average (21.3x).


Price to Earnings Ratio vs Fair Ratio

What is HLIO's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

HLIO PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio47.3x
Fair PE Ratio37.4x

Price-To-Earnings vs Fair Ratio: HLIO is expensive based on its Price-To-Earnings Ratio (47.3x) compared to the estimated Fair Price-To-Earnings Ratio (37.4x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst HLIO forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$46.74
US$61.00
+30.5%
6.8%US$68.00US$58.00n/a4
Jul ’25US$46.77
US$60.40
+29.1%
6.4%US$68.00US$58.00n/a5
Jun ’25US$50.08
US$60.40
+20.6%
6.4%US$68.00US$58.00n/a5
May ’25US$45.20
US$59.40
+31.4%
5.6%US$66.00US$57.00n/a5
Apr ’25US$44.05
US$59.40
+34.8%
5.6%US$66.00US$57.00n/a5
Mar ’25US$43.65
US$59.40
+36.1%
5.6%US$66.00US$57.00n/a5
Feb ’25US$41.35
US$53.00
+28.2%
8.7%US$61.00US$50.00n/a4
Jan ’25US$45.35
US$52.80
+16.4%
6.0%US$58.00US$50.00n/a5
Dec ’24US$39.83
US$52.80
+32.6%
6.0%US$58.00US$50.00n/a5
Nov ’24US$50.99
US$69.40
+36.1%
8.0%US$79.00US$63.00n/a5
Oct ’24US$55.48
US$69.40
+25.1%
8.0%US$79.00US$63.00n/a5
Sep ’24US$59.22
US$69.40
+17.2%
8.0%US$79.00US$63.00n/a5
Aug ’24US$63.79
US$75.00
+17.6%
5.3%US$82.00US$70.00n/a5
Jul ’24US$66.09
US$72.80
+10.2%
2.9%US$76.00US$70.00US$46.775
Jun ’24US$51.62
US$72.80
+41.0%
2.9%US$76.00US$70.00US$50.085
May ’24US$60.95
US$78.20
+28.3%
3.5%US$82.00US$74.00US$45.205
Apr ’24US$65.40
US$77.80
+19.0%
2.9%US$80.00US$74.00US$44.055
Mar ’24US$70.01
US$77.75
+11.1%
3.2%US$80.00US$74.00US$43.654
Feb ’24US$69.08
US$72.25
+4.6%
6.4%US$80.00US$68.00US$41.354
Jan ’24US$54.44
US$69.00
+26.7%
10.5%US$80.00US$62.00US$45.354
Dec ’23US$53.62
US$68.25
+27.3%
11.8%US$80.00US$59.00US$39.834
Nov ’23US$56.89
US$73.25
+28.8%
5.3%US$80.00US$71.00US$50.994
Oct ’23US$50.60
US$78.20
+54.5%
9.0%US$91.00US$71.00US$55.485
Sep ’23US$54.34
US$82.00
+50.9%
8.8%US$91.00US$74.00US$59.225
Aug ’23US$68.50
US$86.60
+26.4%
13.2%US$107.00US$74.00US$63.795
Jul ’23US$64.82
US$94.40
+45.6%
9.7%US$107.00US$80.00US$66.095

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.


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