Helios Technologies, Inc.

NYSE:HLIO Stock Report

Market Cap: US$1.6b

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 ($46.2) is trading below our estimate of fair value ($88.45)

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?

Key metric: As HLIO is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for HLIO. This is calculated by dividing HLIO's market cap by their current earnings.
What is HLIO's PE Ratio?
PE Ratio40.8x
EarningsUS$37.60m
Market CapUS$1.55b

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 Average26.4x
KMT Kennametal
18.8x13.4%US$1.9b
TNC Tennant
14.3x3.1%US$1.5b
SXI Standex International
31.5x26.3%US$2.3b
CIR CIRCOR International
40.9x24.0%US$1.1b
HLIO Helios Technologies
40.8x18.0%US$1.6b

Price-To-Earnings vs Peers: HLIO is expensive based on its Price-To-Earnings Ratio (40.8x) compared to the peer average (21.5x).

Price to Earnings Ratio vs Industry

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

4 CompaniesPrice / EarningsEstimated GrowthMarket Cap
AIRJ AirJoule Technologies
2.3xn/aUS$541.12m
CVGI Commercial Vehicle Group
2.5x-46.6%US$73.11m
FATH Fathom Digital Manufacturing
2.6xn/aUS$35.24m
ZEVY Lightning eMotors
n/an/aUS$659.00
No more companies available in this PE range
HLIO 40.8xIndustry Avg. 22.5xNo. of Companies9PE01224364860+
4 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: HLIO is expensive based on its Price-To-Earnings Ratio (40.8x) compared to the US Machinery industry average (22.5x).

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 Ratio40.8x
Fair PE Ratio21.2x

Price-To-Earnings vs Fair Ratio: HLIO is expensive based on its Price-To-Earnings Ratio (40.8x) compared to the estimated Fair Price-To-Earnings Ratio (21.2x).

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$46.20
US$58.50
+26.6%
4.9%US$63.00US$55.00n/a4
Dec ’25US$52.32
US$58.50
+11.8%
4.9%US$63.00US$55.00n/a4
Nov ’25US$47.95
US$59.75
+24.6%
3.4%US$63.00US$58.00n/a4
Oct ’25US$47.35
US$60.00
+26.7%
4.1%US$64.00US$58.00n/a4
Sep ’25US$44.19
US$60.00
+35.8%
4.1%US$64.00US$58.00n/a4
Aug ’25US$43.66
US$61.00
+39.7%
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$50.00US$52.325
Nov ’24US$50.99
US$69.40
+36.1%
8.0%US$79.00US$63.00US$47.955
Oct ’24US$55.48
US$69.40
+25.1%
8.0%US$79.00US$63.00US$47.355
Sep ’24US$59.22
US$69.40
+17.2%
8.0%US$79.00US$63.00US$44.195
Aug ’24US$63.79
US$75.00
+17.6%
5.3%US$82.00US$70.00US$43.665
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

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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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 22:47
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/28
Annual Earnings2023/12/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Helios Technologies, Inc. is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mircea DobreBaird
Holden LewisBB&T Capital Markets
Christopher MooreCJS Securities, Inc.