Industrial - Machinery
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TWIN vs AIXI vs HLIO
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
Industrial - Machinery
TWIN vs AIXI vs HLIO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||
|---|---|---|---|
| Industry | Industrial - Machinery | Software - Application | Industrial - Machinery |
| Market Cap | $266M | $8M | $2.25B |
| Revenue (TTM) | $348M | $115M | $839M |
| Net Income (TTM) | $22M | $-53M | $49M |
| Gross Margin | 27.9% | 64.3% | 32.3% |
| Operating Margin | 3.3% | -44.2% | 7.8% |
| Forward P/E | 25.2x | — | 26.9x |
| Total Debt | $49M | $46M | $111M |
| Cash & Equiv. | $16M | $847K | $73M |
TWIN vs AIXI vs HLIO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Mar 23 | May 26 | Return |
|---|---|---|---|
| Twin Disc, Incorpor… (TWIN) | 100 | 193.2 | +93.2% |
| Xiao-I Corporation (AIXI) | 100 | 1.2 | -98.8% |
| Helios Technologies… (HLIO) | 100 | 104.0 | +4.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TWIN vs AIXI vs HLIO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
TWIN carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 3 yrs, beta 1.04, yield 0.9%
- Beta 1.04, yield 0.9%, current ratio 1.96x
- Better valuation composite
AIXI is the clearest fit if your priority is growth exposure.
- Rev growth 18.8%, EPS growth 52.7%, 3Y rev CAGR 29.3%
- 18.8% revenue growth vs HLIO's 4.1%
- Beta 0.94 vs HLIO's 1.56
HLIO is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 109.8% 10Y total return vs TWIN's 87.2%
- Lower volatility, beta 1.56, Low D/E 11.9%, current ratio 2.90x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.8% revenue growth vs HLIO's 4.1% | |
| Value | Better valuation composite | |
| Quality / Margins | 6.3% margin vs AIXI's -45.9% | |
| Stability / Safety | Beta 0.94 vs HLIO's 1.56 | |
| Dividends | 0.9% yield, 3-year raise streak, vs HLIO's 0.5%, (1 stock pays no dividend) | |
| Momentum (1Y) | +156.5% vs AIXI's -79.2% | |
| Efficiency (ROA) | 6.1% ROA vs AIXI's -65.3%, ROIC 3.9% vs -34.4% |
TWIN vs AIXI vs HLIO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
TWIN vs AIXI vs HLIO — Financial Metrics
Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
TWIN leads in 3 of 6 categories
HLIO leads 2 • AIXI leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
HLIO leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HLIO is the larger business by revenue, generating $839M annually — 7.3x AIXI's $115M. TWIN is the more profitable business, keeping 6.3% of every revenue dollar as net income compared to AIXI's -45.9%. On growth, HLIO holds the edge at +17.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||
|---|---|---|---|
| RevenueTrailing 12 months | $348M | $115M | $839M |
| EBITDAEarnings before interest/tax | $27M | -$49M | $129M |
| Net IncomeAfter-tax profit | $22M | -$53M | $49M |
| Free Cash FlowCash after capex | -$70,000 | -$2M | $103M |
| Gross MarginGross profit ÷ Revenue | +27.9% | +64.3% | +32.3% |
| Operating MarginEBIT ÷ Revenue | +3.3% | -44.2% | +7.8% |
| Net MarginNet income ÷ Revenue | +6.3% | -45.9% | +5.8% |
| FCF MarginFCF ÷ Revenue | -0.0% | -2.0% | +12.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.3% | -64.9% | +17.4% |
| EPS Growth (YoY)Latest quarter vs prior year | +22.7% | -29.9% | +3.1% |
Valuation Metrics
TWIN leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, TWIN's 12.0x EV/EBITDA is more attractive than HLIO's 17.7x.
| Metric | |||
|---|---|---|---|
| Market CapShares × price | $266M | $8M | $2.3B |
| Enterprise ValueMkt cap + debt − cash | $299M | $53M | $2.3B |
| Trailing P/EPrice ÷ TTM EPS | -131.50x | -0.45x | 46.89x |
| Forward P/EPrice ÷ next-FY EPS est. | 25.22x | — | 26.92x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.74x |
| EV / EBITDAEnterprise value multiple | 12.05x | — | 17.74x |
| Price / SalesMarket cap ÷ Revenue | 0.78x | 0.11x | 2.68x |
| Price / BookPrice ÷ Book value/share | 1.55x | — | 2.43x |
| Price / FCFMarket cap ÷ FCF | 30.10x | — | 21.72x |
Profitability & Efficiency
HLIO leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
TWIN delivers a 13.2% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $5 for HLIO. HLIO carries lower financial leverage with a 0.12x debt-to-equity ratio, signaling a more conservative balance sheet compared to TWIN's 0.30x. On the Piotroski fundamental quality scale (0–9), HLIO scores 9/9 vs AIXI's 4/9, reflecting strong financial health.
| Metric | |||
|---|---|---|---|
| ROE (TTM)Return on equity | +13.2% | — | +5.3% |
| ROA (TTM)Return on assets | +6.1% | -65.3% | +3.1% |
| ROICReturn on invested capital | +3.9% | -34.4% | +4.4% |
| ROCEReturn on capital employed | +4.5% | -3.4% | +4.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 | 9 |
| Debt / EquityFinancial leverage | 0.30x | — | 0.12x |
| Net DebtTotal debt minus cash | $33M | $45M | $38M |
| Cash & Equiv.Liquid assets | $16M | $846,593 | $73M |
| Total DebtShort + long-term debt | $49M | $46M | $111M |
| Interest CoverageEBIT ÷ Interest expense | 1.82x | -14.13x | 3.84x |
Total Returns (Dividends Reinvested)
TWIN leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TWIN five years ago would be worth $14,753 today (with dividends reinvested), compared to $138 for AIXI. Over the past 12 months, TWIN leads with a +156.5% total return vs AIXI's -79.2%. The 3-year compound annual growth rate (CAGR) favors TWIN at 15.8% vs AIXI's -75.9% — a key indicator of consistent wealth creation.
| Metric | |||
|---|---|---|---|
| YTD ReturnYear-to-date | +13.9% | +68.1% | +24.7% |
| 1-Year ReturnPast 12 months | +156.5% | -79.2% | +134.6% |
| 3-Year ReturnCumulative with dividends | +55.3% | -98.6% | +11.1% |
| 5-Year ReturnCumulative with dividends | +47.5% | -98.6% | -8.1% |
| 10-Year ReturnCumulative with dividends | +87.2% | -98.6% | +109.8% |
| CAGR (3Y)Annualised 3-year return | +15.8% | -75.9% | +3.6% |
Risk & Volatility
Evenly matched — TWIN and AIXI each lead in 1 of 2 comparable metrics.
Risk & Volatility
AIXI is the less volatile stock with a 0.94 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. TWIN currently trades 93.8% from its 52-week high vs AIXI's 18.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.04x | 0.94x | 1.56x |
| 52-Week HighHighest price in past year | $19.63 | $4.02 | $76.47 |
| 52-Week LowLowest price in past year | $6.80 | $0.08 | $28.34 |
| % of 52W HighCurrent price vs 52-week peak | +93.8% | +18.0% | +88.9% |
| RSI (14)Momentum oscillator 0–100 | 58.3 | 49.3 | 55.2 |
| Avg Volume (50D)Average daily shares traded | 49K | 60.6M | 350K |
Analyst Outlook
TWIN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: TWIN as "Hold", HLIO as "Buy". For income investors, TWIN offers the higher dividend yield at 0.90% vs HLIO's 0.53%.
| Metric | |||
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | — | Buy |
| Price TargetConsensus 12-month target | — | — | $77.00 |
| # AnalystsCovering analysts | 4 | — | 12 |
| Dividend YieldAnnual dividend ÷ price | +0.9% | — | +0.5% |
| Dividend StreakConsecutive years of raises | 3 | — | 1 |
| Dividend / ShareAnnual DPS | $0.16 | — | $0.36 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.5% | 0.0% | +0.6% |
TWIN leads in 3 of 6 categories (Valuation Metrics, Total Returns). HLIO leads in 2 (Income & Cash Flow, Profitability & Efficiency). 1 tied.
TWIN vs AIXI vs HLIO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is TWIN or AIXI or HLIO a better buy right now?
For growth investors, Xiao-I Corporation (AIXI) is the stronger pick with 18.
8% revenue growth year-over-year, versus 4. 1% for Helios Technologies, Inc. (HLIO). 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 has the better valuation — TWIN or AIXI or HLIO?
On forward P/E, Twin Disc, Incorporated is actually cheaper at 25.
2x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — TWIN or AIXI or HLIO?
Over the past 5 years, Twin Disc, Incorporated (TWIN) delivered a total return of +47.
5%, compared to -98. 6% for Xiao-I Corporation (AIXI). Over 10 years, the gap is even starker: HLIO returned +109. 8% versus AIXI's -98. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TWIN or AIXI or HLIO?
By beta (market sensitivity over 5 years), Xiao-I Corporation (AIXI) is the lower-risk stock at 0.
94β versus Helios Technologies, Inc. 's 1. 56β — meaning HLIO is approximately 65% more volatile than AIXI relative to the S&P 500. On balance sheet safety, Helios Technologies, Inc. (HLIO) carries a lower debt/equity ratio of 12% versus 30% for Twin Disc, Incorporated — giving it more financial flexibility in a downturn.
05Which is growing faster — TWIN or AIXI or HLIO?
By revenue growth (latest reported year), Xiao-I Corporation (AIXI) is pulling ahead at 18.
8% versus 4. 1% for Helios Technologies, Inc. (HLIO). On earnings-per-share growth, the picture is similar: Xiao-I Corporation grew EPS 52. 7% year-over-year, compared to -117. 7% for Twin Disc, Incorporated. Over a 3-year CAGR, AIXI leads at 29. 3% 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.
06Which has better profit margins — TWIN or AIXI or HLIO?
Helios Technologies, Inc.
(HLIO) is the more profitable company, earning 5. 8% net margin versus -20. 6% for Xiao-I Corporation — 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 -18. 3% for AIXI. At the gross margin level — before operating expenses — AIXI leads at 68. 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.
07Is TWIN or AIXI or HLIO more undervalued right now?
On forward earnings alone, Twin Disc, Incorporated (TWIN) trades at 25.
2x forward P/E versus 26. 9x for Helios Technologies, Inc. — 1. 7x cheaper on a one-year earnings basis.
08Which pays a better dividend — TWIN or AIXI or HLIO?
In this comparison, TWIN (0.
9% yield), HLIO (0. 5% yield) pay a dividend. AIXI does not pay a meaningful dividend and should not be held primarily for income.
09Is TWIN or AIXI or HLIO better for a retirement portfolio?
For long-horizon retirement investors, Twin Disc, Incorporated (TWIN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
04), 0. 9% yield). Both have compounded well over 10 years (TWIN: +87. 2%, AIXI: -98. 6%), 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.
10What are the main differences between TWIN and AIXI and HLIO?
These companies operate in different sectors (TWIN (Industrials) and AIXI (Technology) and HLIO (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: TWIN is a small-cap high-growth stock; AIXI is a small-cap high-growth stock; HLIO is a small-cap quality compounder stock. TWIN, HLIO pay a dividend while AIXI 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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