Helios Technologies, Inc (HLIO) Fair Value & Analysis

Industrials · US · Market cap $2.7B

A solid business, but screening 63% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($38.45). The favourable scenario is already priced in.
• Solid but not exceptional quality (63/100) and above fair value, neither a clear bargain nor a standout compounder.
• A fairly wide model range ($20.96 to $38.45) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range $25.48 – $110.44 · fair‑value band $20.96 – $38.45 · the $83.39 price screens above the $30.76 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

Helios Technologies, Inc (HLIO) currently trades at $83.39, while our model-based Fair Value estimate is $30.76, implying the stock looks roughly 63.1% overvalued today. The Quality Score stands at 63/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Helios Technologies, Inc generated revenue of $872M at a net margin of 7.0%. Revenue grew 16.8% year over year. It earns a return on equity of 6.7%. Net debt stands at $37.9M. Fundamentals as of Jul 11, 2026

Our scenario range runs from $20.96 (bear case) to $38.45 (bull case); at $83.39, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 4% below its 52-week high and 176% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at -63%, HLIO screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: DCF Models ($35.01) versus Dividend Discount ($5.49). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

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.

Full company description

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.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Helios Technologies, Inc reported revenue of $839M in FY2025 versus $869M in FY2021, a compound −0.9%/yr. Reported net income was $48.4M in FY2025, compounding −17.5%/yr from FY2021.

HLIO screens 63% overvalued. Compare with GE Vernova Inc →

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

• Helios Technologies (HLIO) to Report Q2 Results: Wall Street Expects Earnings Growth Yahoo Finance · Jul 27, 2026
• Helios (HLIO): Buy, Sell, or Hold Post Q1 Earnings? Yahoo Finance · Jul 16, 2026

Peer Group

Specialty Industrial Machinery · 809 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Specialty Industrial Machinery median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.