Industrial - Machinery
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HLIO vs HYFM
Revenue, margins, valuation, and 5-year total return — side by side.
Agricultural - Machinery
HLIO vs HYFM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Industrial - Machinery | Agricultural - Machinery |
| Market Cap | $2.25B | $5M |
| Revenue (TTM) | $839M | $146M |
| Net Income (TTM) | $49M | $-65M |
| Gross Margin | 32.3% | 10.2% |
| Operating Margin | 7.8% | -35.8% |
| Forward P/E | 26.9x | — |
| Total Debt | $111M | $170M |
| Cash & Equiv. | $73M | $26M |
HLIO vs HYFM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Dec 20 | May 26 | Return |
|---|---|---|---|
| Helios Technologies… (HLIO) | 100 | 127.6 | +27.6% |
| Hydrofarm Holdings … (HYFM) | 100 | 0.2 | -99.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HLIO vs HYFM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HLIO carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.56, yield 0.5%
- Rev growth 4.1%, EPS growth 23.9%, 3Y rev CAGR -1.8%
- 109.8% 10Y total return vs HYFM's -99.8%
HYFM is the clearest fit if your priority is defensive.
- Beta 0.91, current ratio 2.72x
- Beta 0.91 vs HLIO's 1.56
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 4.1% revenue growth vs HYFM's -16.0% | |
| Quality / Margins | 5.8% margin vs HYFM's -44.5% | |
| Stability / Safety | Beta 0.91 vs HLIO's 1.56 | |
| Dividends | 0.5% yield; 1-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +134.6% vs HYFM's -75.4% | |
| Efficiency (ROA) | 3.1% ROA vs HYFM's -16.3%, ROIC 4.4% vs -9.6% |
HLIO vs HYFM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
HLIO vs HYFM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
HLIO leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HLIO is the larger business by revenue, generating $839M annually — 5.7x HYFM's $146M. HLIO is the more profitable business, keeping 5.8% of every revenue dollar as net income compared to HYFM's -44.5%. On growth, HLIO holds the edge at +17.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $839M | $146M |
| EBITDAEarnings before interest/tax | $129M | -$23M |
| Net IncomeAfter-tax profit | $49M | -$65M |
| Free Cash FlowCash after capex | $103M | -$8M |
| Gross MarginGross profit ÷ Revenue | +32.3% | +10.2% |
| Operating MarginEBIT ÷ Revenue | +7.8% | -35.8% |
| Net MarginNet income ÷ Revenue | +5.8% | -44.5% |
| FCF MarginFCF ÷ Revenue | +12.3% | -5.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +17.4% | -33.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +3.1% | -22.7% |
Valuation Metrics
HYFM leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.3B | $5M |
| Enterprise ValueMkt cap + debt − cash | $2.3B | $148M |
| Trailing P/EPrice ÷ TTM EPS | 46.89x | -0.07x |
| Forward P/EPrice ÷ next-FY EPS est. | 26.92x | — |
| PEG RatioP/E ÷ EPS growth rate | 1.74x | — |
| EV / EBITDAEnterprise value multiple | 17.74x | — |
| Price / SalesMarket cap ÷ Revenue | 2.68x | 0.03x |
| Price / BookPrice ÷ Book value/share | 2.43x | 0.02x |
| Price / FCFMarket cap ÷ FCF | 21.72x | — |
Profitability & Efficiency
HLIO leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
HLIO delivers a 5.3% return on equity — every $100 of shareholder capital generates $5 in annual profit, vs $-32 for HYFM. HLIO carries lower financial leverage with a 0.12x debt-to-equity ratio, signaling a more conservative balance sheet compared to HYFM's 0.76x. On the Piotroski fundamental quality scale (0–9), HLIO scores 9/9 vs HYFM's 3/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +5.3% | -32.3% |
| ROA (TTM)Return on assets | +3.1% | -16.3% |
| ROICReturn on invested capital | +4.4% | -9.6% |
| ROCEReturn on capital employed | +4.8% | -12.1% |
| Piotroski ScoreFundamental quality 0–9 | 9 | 3 |
| Debt / EquityFinancial leverage | 0.12x | 0.76x |
| Net DebtTotal debt minus cash | $38M | $143M |
| Cash & Equiv.Liquid assets | $73M | $26M |
| Total DebtShort + long-term debt | $111M | $170M |
| Interest CoverageEBIT ÷ Interest expense | 3.84x | -3.77x |
Total Returns (Dividends Reinvested)
HLIO leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in HLIO five years ago would be worth $9,193 today (with dividends reinvested), compared to $16 for HYFM. Over the past 12 months, HLIO leads with a +134.6% total return vs HYFM's -75.4%. The 3-year compound annual growth rate (CAGR) favors HLIO at 3.6% vs HYFM's -56.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +24.7% | -35.0% |
| 1-Year ReturnPast 12 months | +134.6% | -75.4% |
| 3-Year ReturnCumulative with dividends | +11.1% | -91.9% |
| 5-Year ReturnCumulative with dividends | -8.1% | -99.8% |
| 10-Year ReturnCumulative with dividends | +109.8% | -99.8% |
| CAGR (3Y)Annualised 3-year return | +3.6% | -56.8% |
Risk & Volatility
Evenly matched — HLIO and HYFM each lead in 1 of 2 comparable metrics.
Risk & Volatility
HYFM is the less volatile stock with a 0.91 beta — it tends to amplify market swings less than HLIO's 1.56 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. HLIO currently trades 88.9% from its 52-week high vs HYFM's 21.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.56x | 0.91x |
| 52-Week HighHighest price in past year | $76.47 | $4.78 |
| 52-Week LowLowest price in past year | $28.34 | $0.81 |
| % of 52W HighCurrent price vs 52-week peak | +88.9% | +21.8% |
| RSI (14)Momentum oscillator 0–100 | 55.2 | 54.8 |
| Avg Volume (50D)Average daily shares traded | 350K | 41K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
HLIO is the only dividend payer here at 0.53% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | — |
| Price TargetConsensus 12-month target | $77.00 | — |
| # AnalystsCovering analysts | 12 | — |
| Dividend YieldAnnual dividend ÷ price | +0.5% | — |
| Dividend StreakConsecutive years of raises | 1 | 1 |
| Dividend / ShareAnnual DPS | $0.36 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.6% | 0.0% |
HLIO leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). HYFM leads in 1 (Valuation Metrics). 1 tied.
HLIO vs HYFM: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is HLIO or HYFM a better buy right now?
For growth investors, Helios Technologies, Inc.
(HLIO) is the stronger pick with 4. 1% revenue growth year-over-year, versus -16. 0% for Hydrofarm Holdings Group, Inc. (HYFM). Helios Technologies, Inc. (HLIO) offers the better valuation at 46. 9x trailing P/E (26. 9x forward), making it the more compelling value choice. Analysts rate Helios Technologies, Inc. (HLIO) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — HLIO or HYFM?
Over the past 5 years, Helios Technologies, Inc.
(HLIO) delivered a total return of -8. 1%, compared to -99. 8% for Hydrofarm Holdings Group, Inc. (HYFM). Over 10 years, the gap is even starker: HLIO returned +109. 8% versus HYFM's -99. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — HLIO or HYFM?
By beta (market sensitivity over 5 years), Hydrofarm Holdings Group, Inc.
(HYFM) is the lower-risk stock at 0. 91β versus Helios Technologies, Inc. 's 1. 56β — meaning HLIO is approximately 70% more volatile than HYFM relative to the S&P 500. On balance sheet safety, Helios Technologies, Inc. (HLIO) carries a lower debt/equity ratio of 12% versus 76% for Hydrofarm Holdings Group, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — HLIO or HYFM?
By revenue growth (latest reported year), Helios Technologies, Inc.
(HLIO) is pulling ahead at 4. 1% versus -16. 0% for Hydrofarm Holdings Group, Inc. (HYFM). On earnings-per-share growth, the picture is similar: Helios Technologies, Inc. grew EPS 23. 9% year-over-year, compared to -1. 9% for Hydrofarm Holdings Group, Inc.. Over a 3-year CAGR, HLIO leads at -1. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — HLIO or HYFM?
Helios Technologies, Inc.
(HLIO) is the more profitable company, earning 5. 8% net margin versus -35. 1% for Hydrofarm Holdings Group, Inc. — meaning it keeps 5. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HLIO leads at 7. 9% versus -27. 4% for HYFM. At the gross margin level — before operating expenses — HLIO leads at 32. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — HLIO or HYFM?
In this comparison, HLIO (0.
5% yield) pays a dividend. HYFM does not pay a meaningful dividend and should not be held primarily for income.
07Is HLIO or HYFM better for a retirement portfolio?
For long-horizon retirement investors, Helios Technologies, Inc.
(HLIO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (0. 5% yield, +109. 8% 10Y return). Both have compounded well over 10 years (HLIO: +109. 8%, HYFM: -99. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between HLIO and HYFM?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
HLIO pays a dividend while HYFM does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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