HELIOS TECHS (Germany) Performance
| SH7 Stock | EUR 31.40 0.60 1.95% |
On a scale of 0 to 100, HELIOS TECHS holds a performance score of 12. The company retains a Market Volatility (i.e., Beta) of 0.62, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, HELIOS TECHS's returns are expected to increase less than the market. However, during the bear market, the loss of holding HELIOS TECHS is expected to be smaller as well. Please check HELIOS TECHS's sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether HELIOS TECHS's current trending patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in HELIOS TECHS INC are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite nearly uncertain basic indicators, HELIOS TECHS reported solid returns over the last few months and may actually be approaching a breakup point. ...more
HELIOS |
HELIOS TECHS Relative Risk vs. Return Landscape
If you would invest 2,394 in HELIOS TECHS INC on April 28, 2025 and sell it today you would earn a total of 746.00 from holding HELIOS TECHS INC or generate 31.16% return on investment over 90 days. HELIOS TECHS INC is currently producing 0.4615% returns and takes up 2.9973% volatility of returns over 90 trading days. Put another way, 26% of traded stocks are less volatile than HELIOS, and 91% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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HELIOS TECHS Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HELIOS TECHS's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HELIOS TECHS INC, and traders can use it to determine the average amount a HELIOS TECHS's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.154
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Estimated Market Risk
| 3.0 actual daily | 26 74% of assets are more volatile |
Expected Return
| 0.46 actual daily | 9 91% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average HELIOS TECHS is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of HELIOS TECHS by adding it to a well-diversified portfolio.
HELIOS TECHS Fundamentals Growth
HELIOS Stock prices reflect investors' perceptions of the future prospects and financial health of HELIOS TECHS, and HELIOS TECHS fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on HELIOS Stock performance.
| Return On Equity | 0.15 | |||
| Return On Asset | 0.0678 | |||
| Profit Margin | 0.12 % | |||
| Operating Margin | 0.17 % | |||
| Shares Outstanding | 32.56 M | |||
| Price To Earning | 139.95 X | |||
| Revenue | 907.11 M | |||
| EBITDA | 204.52 M | |||
| Cash And Equivalents | 41.31 M | |||
| Cash Per Share | 1.27 X | |||
| Total Debt | 437.8 M | |||
| Debt To Equity | 0.59 % | |||
| Book Value Per Share | 23.09 X | |||
| Cash Flow From Operations | 107.87 M | |||
| Earnings Per Share | 2.95 X | |||
About HELIOS TECHS Performance
By analyzing HELIOS TECHS's fundamental ratios, stakeholders can gain valuable insights into HELIOS TECHS's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if HELIOS TECHS has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if HELIOS TECHS has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida. HELIOS TECHS operates under Specialty Industrial Machinery classification in Germany and is traded on Frankfurt Stock Exchange. It employs 2350 people.Things to note about HELIOS TECHS INC performance evaluation
Checking the ongoing alerts about HELIOS TECHS for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HELIOS TECHS INC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 93.0% of the company shares are owned by institutional investors |
- Analyzing HELIOS TECHS's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether HELIOS TECHS's stock is overvalued or undervalued compared to its peers.
- Examining HELIOS TECHS's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating HELIOS TECHS's management team can have a significant impact on its success or failure. Reviewing the track record and experience of HELIOS TECHS's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of HELIOS TECHS's stock. These opinions can provide insight into HELIOS TECHS's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for HELIOS Stock analysis
When running HELIOS TECHS's price analysis, check to measure HELIOS TECHS's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HELIOS TECHS is operating at the current time. Most of HELIOS TECHS's value examination focuses on studying past and present price action to predict the probability of HELIOS TECHS's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HELIOS TECHS's price. Additionally, you may evaluate how the addition of HELIOS TECHS to your portfolios can decrease your overall portfolio volatility.
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