Industrial - Machinery
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EPAC vs HLIO
Revenue, margins, valuation, and 5-year total return — side by side.
Industrial - Machinery
EPAC vs HLIO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Industrial - Machinery | Industrial - Machinery |
| Market Cap | $1.88B | $2.25B |
| Revenue (TTM) | $616M | $839M |
| Net Income (TTM) | $90M | $49M |
| Gross Margin | 49.8% | 32.3% |
| Operating Margin | 21.2% | 7.8% |
| Forward P/E | 18.8x | 26.9x |
| Total Debt | $228M | $111M |
| Cash & Equiv. | $152M | $73M |
EPAC vs HLIO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Enerpac Tool Group … (EPAC) | 100 | 198.5 | +98.5% |
| Helios Technologies… (HLIO) | 100 | 190.1 | +90.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: EPAC vs HLIO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
EPAC carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.10, yield 0.1%
- Rev growth 4.6%, EPS growth 9.0%, 3Y rev CAGR 2.6%
- Lower volatility, beta 1.10, Low D/E 52.5%, current ratio 2.74x
HLIO is the clearest fit if your priority is long-term compounding and defensive.
- 109.8% 10Y total return vs EPAC's 40.3%
- Beta 1.56, yield 0.5%, current ratio 2.90x
- 0.5% yield, 1-year raise streak, vs EPAC's 0.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 4.6% revenue growth vs HLIO's 4.1% | |
| Value | Lower P/E (18.8x vs 26.9x), PEG 0.11 vs 1.00 | |
| Quality / Margins | 14.6% margin vs HLIO's 5.8% | |
| Stability / Safety | Beta 1.10 vs HLIO's 1.56 | |
| Dividends | 0.5% yield, 1-year raise streak, vs EPAC's 0.1% | |
| Momentum (1Y) | +134.6% vs EPAC's -14.7% | |
| Efficiency (ROA) | 11.0% ROA vs HLIO's 3.1%, ROIC 21.7% vs 4.4% |
EPAC vs HLIO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
EPAC vs HLIO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
EPAC leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HLIO and EPAC operate at a comparable scale, with $839M and $616M in trailing revenue. EPAC is the more profitable business, keeping 14.6% of every revenue dollar as net income compared to HLIO's 5.8%. On growth, HLIO holds the edge at +17.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $616M | $839M |
| EBITDAEarnings before interest/tax | $147M | $129M |
| Net IncomeAfter-tax profit | $90M | $49M |
| Free Cash FlowCash after capex | $102M | $103M |
| Gross MarginGross profit ÷ Revenue | +49.8% | +32.3% |
| Operating MarginEBIT ÷ Revenue | +21.2% | +7.8% |
| Net MarginNet income ÷ Revenue | +14.6% | +5.8% |
| FCF MarginFCF ÷ Revenue | +16.6% | +12.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | -0.7% | +17.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -10.0% | +3.1% |
Valuation Metrics
EPAC leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 20.9x trailing earnings, EPAC trades at a 55% valuation discount to HLIO's 46.9x P/E. Adjusting for growth (PEG ratio), EPAC offers better value at 0.12x vs HLIO's 1.74x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $1.9B | $2.3B |
| Enterprise ValueMkt cap + debt − cash | $2.0B | $2.3B |
| Trailing P/EPrice ÷ TTM EPS | 20.91x | 46.89x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.75x | 26.92x |
| PEG RatioP/E ÷ EPS growth rate | 0.12x | 1.74x |
| EV / EBITDAEnterprise value multiple | 12.59x | 17.74x |
| Price / SalesMarket cap ÷ Revenue | 3.04x | 2.68x |
| Price / BookPrice ÷ Book value/share | 4.46x | 2.43x |
| Price / FCFMarket cap ÷ FCF | 20.40x | 21.72x |
Profitability & Efficiency
EPAC leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
EPAC delivers a 20.9% return on equity — every $100 of shareholder capital generates $21 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 EPAC's 0.53x. On the Piotroski fundamental quality scale (0–9), HLIO scores 9/9 vs EPAC's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +20.9% | +5.3% |
| ROA (TTM)Return on assets | +11.0% | +3.1% |
| ROICReturn on invested capital | +21.7% | +4.4% |
| ROCEReturn on capital employed | +20.8% | +4.8% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 9 |
| Debt / EquityFinancial leverage | 0.53x | 0.12x |
| Net DebtTotal debt minus cash | $76M | $38M |
| Cash & Equiv.Liquid assets | $152M | $73M |
| Total DebtShort + long-term debt | $228M | $111M |
| Interest CoverageEBIT ÷ Interest expense | 13.59x | 3.84x |
Total Returns (Dividends Reinvested)
Evenly matched — EPAC and HLIO each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EPAC five years ago would be worth $12,602 today (with dividends reinvested), compared to $9,193 for HLIO. Over the past 12 months, HLIO leads with a +134.6% total return vs EPAC's -14.7%. The 3-year compound annual growth rate (CAGR) favors EPAC at 14.7% vs HLIO's 3.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -10.2% | +24.7% |
| 1-Year ReturnPast 12 months | -14.7% | +134.6% |
| 3-Year ReturnCumulative with dividends | +50.7% | +11.1% |
| 5-Year ReturnCumulative with dividends | +26.0% | -8.1% |
| 10-Year ReturnCumulative with dividends | +40.3% | +109.8% |
| CAGR (3Y)Annualised 3-year return | +14.7% | +3.6% |
Risk & Volatility
Evenly matched — EPAC and HLIO each lead in 1 of 2 comparable metrics.
Risk & Volatility
EPAC is the less volatile stock with a 1.10 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 EPAC's 76.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.10x | 1.56x |
| 52-Week HighHighest price in past year | $46.39 | $76.47 |
| 52-Week LowLowest price in past year | $33.66 | $28.34 |
| % of 52W HighCurrent price vs 52-week peak | +76.6% | +88.9% |
| RSI (14)Momentum oscillator 0–100 | 50.3 | 55.2 |
| Avg Volume (50D)Average daily shares traded | 375K | 350K |
Analyst Outlook
HLIO leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates EPAC as "Hold" and HLIO as "Buy". Consensus price targets imply 13.3% upside for HLIO (target: $77) vs 4.1% for EPAC (target: $37). For income investors, HLIO offers the higher dividend yield at 0.53% vs EPAC's 0.11%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $37.00 | $77.00 |
| # AnalystsCovering analysts | 19 | 12 |
| Dividend YieldAnnual dividend ÷ price | +0.1% | +0.5% |
| Dividend StreakConsecutive years of raises | 1 | 1 |
| Dividend / ShareAnnual DPS | $0.04 | $0.36 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.7% | +0.6% |
EPAC leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). HLIO leads in 1 (Analyst Outlook). 2 tied.
EPAC vs HLIO: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is EPAC or HLIO a better buy right now?
For growth investors, Enerpac Tool Group Corp.
(EPAC) is the stronger pick with 4. 6% revenue growth year-over-year, versus 4. 1% for Helios Technologies, Inc. (HLIO). Enerpac Tool Group Corp. (EPAC) offers the better valuation at 20. 9x trailing P/E (18. 8x 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 — EPAC or HLIO?
On trailing P/E, Enerpac Tool Group Corp.
(EPAC) is the cheapest at 20. 9x versus Helios Technologies, Inc. at 46. 9x. On forward P/E, Enerpac Tool Group Corp. is actually cheaper at 18. 8x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Enerpac Tool Group Corp. wins at 0. 11x versus Helios Technologies, Inc. 's 1. 00x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — EPAC or HLIO?
Over the past 5 years, Enerpac Tool Group Corp.
(EPAC) delivered a total return of +26. 0%, compared to -8. 1% for Helios Technologies, Inc. (HLIO). Over 10 years, the gap is even starker: HLIO returned +109. 8% versus EPAC's +40. 3%. 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 — EPAC or HLIO?
By beta (market sensitivity over 5 years), Enerpac Tool Group Corp.
(EPAC) is the lower-risk stock at 1. 10β versus Helios Technologies, Inc. 's 1. 56β — meaning HLIO is approximately 42% more volatile than EPAC relative to the S&P 500. On balance sheet safety, Helios Technologies, Inc. (HLIO) carries a lower debt/equity ratio of 12% versus 53% for Enerpac Tool Group Corp. — giving it more financial flexibility in a downturn.
05Which is growing faster — EPAC or HLIO?
By revenue growth (latest reported year), Enerpac Tool Group Corp.
(EPAC) is pulling ahead at 4. 6% versus 4. 1% for Helios Technologies, Inc. (HLIO). On earnings-per-share growth, the picture is similar: Helios Technologies, Inc. grew EPS 23. 9% year-over-year, compared to 9. 0% for Enerpac Tool Group Corp.. Over a 3-year CAGR, EPAC leads at 2. 6% 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 — EPAC or HLIO?
Enerpac Tool Group Corp.
(EPAC) is the more profitable company, earning 15. 0% net margin versus 5. 8% for Helios Technologies, Inc. — meaning it keeps 15. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EPAC leads at 22. 6% versus 7. 9% for HLIO. At the gross margin level — before operating expenses — EPAC leads at 49. 6%, 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 EPAC or HLIO more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Enerpac Tool Group Corp. (EPAC) is the more undervalued stock at a PEG of 0. 11x versus Helios Technologies, Inc. 's 1. 00x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Enerpac Tool Group Corp. (EPAC) trades at 18. 8x forward P/E versus 26. 9x for Helios Technologies, Inc. — 8. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HLIO: 13. 3% to $77. 00.
08Which pays a better dividend — EPAC or HLIO?
All stocks in this comparison pay dividends.
Helios Technologies, Inc. (HLIO) offers the highest yield at 0. 5%, versus 0. 1% for Enerpac Tool Group Corp. (EPAC).
09Is EPAC or HLIO 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%, EPAC: +40. 3%), 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 EPAC and HLIO?
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 EPAC 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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