HELIOS TECHNOLOGIES, INC.
HLIO · Industrials · $2.4B mkt cap · FY2025 filings · · Shallow moat ·
Doesn't clear the bar
The five investor questions
2021–2025 (latest 5 aligned FYs; v3 window cap 5): revenue $869M to $839M, decreasing; diluted EPS 3.22 to 1.45, decreasing.
Median gross margin 36.1% over 10y, stable.
Median ROIC 10.8%, above the 12% hurdle in 30% of years.
Net debt/EBITDA 1.5x, no material interest expense disclosed.
Owner earnings changed +13.3%/yr over up to the ten most recent annual observations.
Price vs. value if growth stopped today
A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.
- $87.7M
- $29.44
- $47.69
- $71.62
- 143% above value if growth stopped today
What today’s price assumes: owner earnings growing ~19%/yr over 5 years. The zero-growth estimate assumes owner earnings stay flat (0% growth).
How to read this
We solve for the constant annual change in owner earnings that would make the five-year zero-growth estimate equal today’s price. This keeps the existing model inputs and calculation unchanged; it is an expectations lens, not a forecast.
This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. Flag status unavailable — four adjacent recent FY revenue observations are required.
Among the current top-score group, the median current price is 235% above the zero-growth estimate across 49 of the current top 50 companies by Moat Score with both values.
Score records captured Sep 7, 2026.
Exactly which 50 companies?
FTNT, META, MEDP, IBEX, MSFT, GOOG, LULU, ANF, IDXX, TXRH, FHI, QLYS, FFIV, ADBE, LLY, MANH, VEEV, RMD, GRMN, PCTY, EAT, UI, SSD, MNST, DOCS, LRCX, MCO, CPRT, NTAP, NVDA, CORT, SFM, MPTI, ULTA, SN, ROL, CTAS, PAYC, IRMD, INTU, DECK, MORN, JKHY, TPR, LGCY, DAL, GWW, ISRG, MPWR, LOPE
Missing a usable price or zero-growth estimate: ANF.
Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 4% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.
Fundamentals
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Visual explainers
The filing-backed explainer service is temporarily unavailable, so no partial or guessed chart is shown.
Moat Score history
Breaks in the line mark methodology or normalizer upgrades — readings across versions aren’t compared, so a level shift there isn’t a change in the business.
Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars
- Normalizer upgraded unstamped (version unknown)tomoat-xbrl-normalizer@1.1.0 — readings across versions aren’t comparedJul 26, 2026
- Methodology upgraded moat-index@2.0.0tomoat-index@3.0.0 — readings across versions aren’t comparedJul 23, 2026
- Methodology upgraded moat-index@1.2.0tomoat-index@2.0.0 — readings across versions aren’t comparedJul 20, 2026
Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.
Insider activity
Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”
These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.
The insider-filing service is temporarily unavailable, so no partial or guessed answer is shown for HLIO.
Industrials context
#152 of 447 scored Industrials companies, ranked by Moat Score.
Nearest peers by Moat Score
- #150FTV Fortive Corporation53.2 out of 100, Shallow moatShallow moat
- #151RWAX TAP REAL ESTATE TECHNOLOGIES, INC.53.1 out of 100, Shallow moatShallow moat
- #153ZWS ZURN ELKAY WATER SOLUTIONS CORPORATION53.0 out of 100, Shallow moatShallow moat
- #154CRTD CREATD, INC.52.9 out of 100, Shallow moatShallow moat
Compare HLIO with its nearest peers →All Industrials companies on the Index →
Common questions about HLIO
- Does HELIOS TECHNOLOGIES, INC. have an economic moat?
- Based on its FY2025 SEC filings, the Moat Index scores HELIOS TECHNOLOGIES, INC. (HLIO) 53.0 out of 100 — a Shallow moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend 33, pricing power 57, returns on capital 35, balance-sheet safety 80, capital allocation 60.
- Is HLIO trading below the conservative owner-earnings estimate?
- The value if growth stopped today — a zero-growth baseline — is $29.44 per share. It capitalizes normalized owner earnings at a 9% rate and assumes 0% growth. Versus a recent price of $71.62, that is 143% above value if growth stopped today. The model also publishes a capped-growth comparison, but the zero-growth estimate is the cautious baseline. It assumes trailing owner earnings persist and is unreliable for declining businesses. This is an educational estimate from primary SEC filings, not intrinsic value as a fact or investment advice.
- How has HLIO's Moat Score changed over time?
- The record logs 18 readings since Jul 17, 2026; the latest reads 53.0 out of 100 (shallow moat). No tier changes on record yet. (Methodology or normalizer upgrades on Jul 20, 2026, Jul 23, 2026, Jul 26, 2026 re-based the score; readings across versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.