HLIO PEER ANALYSIS

Helios Technologies Inc — metric-by-metric comparison with peers and the industry median

HLIOHelios Technologies Inc

🇺🇸 USA · NYSE · Industrials · Specialty Industrial Machinery

Value it Duel

Overall Profile & Returns

· Specialty Industrial Machinery

Position Within Industry

0 = weak quartile, 100 = strong quartile

HLIOIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	HLIO	ATS	OZATD	G1A	NEL	ALFA	Ind. Median
P/E	43.75	53.77	—	23.87●	—	28.74	32.19
P/B	2.85	2.17	31.15	3.85	1.10●	5.03	3.82
EV/EBITDA	16.90	13.99	227.83	11.23●	—	17.11	17.30
P/S	3.06	1.30●	49.87	1.82	4.34	3.40	3.06

Financial Health
Metric	HLIO	ATS	OZATD	G1A	NEL	ALFA	Ind. Median
Current Ratio	2.86	1.64	2.10	1.11	4.41●	1.38	1.87
Debt/Equity	11.1%●	80.8%	44.7%	12.4%	—	40.6%	48.5%
NetDebt/EBITDA	0.25	3.22	1.74	-0.16●	—	0.94	1.63

Profitability
Metric	HLIO	ATS	OZATD	G1A	NEL	ALFA	Ind. Median
Net Margin	7.0%	2.4%	-14.2%	7.6%	-128.6%	11.8%●	9.6%
ROE	6.7%	4.1%	-9.7%	16.7%	-27.9%	18.3%●	12.9%
ROA	4.0%	1.6%	-6.2%	7.1%	-22.4%	8.6%●	6.0%
EBITDA Margin	18.4%	12.0%	22.1%●	16.0%	—	21.0%	19.8%

Growth + Dividend
Metric	HLIO	ATS	OZATD	G1A	NEL	ALFA	Ind. Median
Rev. Growth	10.5%	17.4%	23.4%●	1.3%	-24.7%	0.9%	3.5%
NI Growth	64.2%●	—	—	7.9%	—	6.2%	0.8%
Div. Yield	0.5%	—	0.0%	2.1%●	—	1.6%	1.1%
Payout	19.7%	—	0.0%	44.6%	—	42.9%	28.0%

Valuation
Metric	HLIO	CXT	GRC	KAI	MWA	SXI	Ind. Median
P/E	43.75	22.29	35.80	34.58	19.05●	37.84	32.19
P/B	2.85	2.34●	4.94	3.59	3.69	4.97	3.82
EV/EBITDA	16.90	14.01	18.82	17.58	11.84●	18.15	17.30
P/S	3.06	1.69●	3.02	3.27	2.70	4.23	3.06

Financial Health
Metric	HLIO	CXT	GRC	KAI	MWA	SXI	Ind. Median
Current Ratio	2.86	1.33	2.93	2.47	4.57●	3.05	1.87
Debt/Equity	11.1%●	122.9%	68.8%	36.5%	42.2%	69.2%	48.5%
NetDebt/EBITDA	0.25	4.32	2.09	1.13	0.09●	1.82	1.63

Profitability
Metric	HLIO	CXT	GRC	KAI	MWA	SXI	Ind. Median
Net Margin	7.0%	7.6%	8.4%	9.4%	14.2%●	11.2%	9.6%
ROE	6.7%	11.1%	14.5%	11.1%	21.3%●	13.7%	12.9%
ROA	4.0%	4.3%	6.8%	6.6%	11.7%●	6.4%	6.0%
EBITDA Margin	18.4%	17.4%	18.1%	19.9%	23.0%	25.9%●	19.8%

Growth + Dividend
Metric	HLIO	CXT	GRC	KAI	MWA	SXI	Ind. Median
Rev. Growth	10.5%	14.0%	4.6%	4.9%	6.6%	18.3%●	3.5%
NI Growth	64.2%●	-22.7%	32.4%	-6.8%	44.1%	63.5%	0.8%
Div. Yield	0.5%	1.3%●	0.9%	0.5%	1.1%	0.4%	1.1%
Payout	19.7%	30.5%	33.6%	16.4%	20.6%	16.1%	28.0%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 7, 26. This content is for informational purposes only and is not investment advice.