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Stock Comparison

EPAC vs HLIO

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
EPAC
Enerpac Tool Group Corp.

Industrial - Machinery

IndustrialsNYSE • US
Market Cap$1.88B
5Y Perf.+98.5%
HLIO
Helios Technologies, Inc.

Industrial - Machinery

IndustrialsNYSE • US
Market Cap$2.25B
5Y Perf.+90.1%

EPAC vs HLIO — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
EPAC logoEPAC
HLIO logoHLIO
IndustryIndustrial - MachineryIndustrial - Machinery
Market Cap$1.88B$2.25B
Revenue (TTM)$616M$839M
Net Income (TTM)$90M$49M
Gross Margin49.8%32.3%
Operating Margin21.2%7.8%
Forward P/E18.8x26.9x
Total Debt$228M$111M
Cash & Equiv.$152M$73M

EPAC vs HLIOLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

EPAC
HLIO
StockMay 20May 26Return
Enerpac Tool Group … (EPAC)100198.5+98.5%
Helios Technologies… (HLIO)100190.1+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.

Bottom line: EPAC leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Helios Technologies, Inc. is the stronger pick specifically for dividend income and shareholder returns and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
EPAC
Enerpac Tool Group Corp.
The Income Pick

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
Best for: income & stability and growth exposure
HLIO
Helios Technologies, Inc.
The Long-Run Compounder

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%
Best for: long-term compounding and defensive
See the full category breakdown
CategoryWinnerWhy
GrowthEPAC logoEPAC4.6% revenue growth vs HLIO's 4.1%
ValueEPAC logoEPACLower P/E (18.8x vs 26.9x), PEG 0.11 vs 1.00
Quality / MarginsEPAC logoEPAC14.6% margin vs HLIO's 5.8%
Stability / SafetyEPAC logoEPACBeta 1.10 vs HLIO's 1.56
DividendsHLIO logoHLIO0.5% yield, 1-year raise streak, vs EPAC's 0.1%
Momentum (1Y)HLIO logoHLIO+134.6% vs EPAC's -14.7%
Efficiency (ROA)EPAC logoEPAC11.0% 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

EPACEnerpac Tool Group Corp.
FY 2025
Industrial Tools & Services [Domain]
96.6%$596M
Other Operating Segment
3.4%$21M
HLIOHelios Technologies, Inc.
FY 2025
Hydraulics
64.5%$541M
Electronics
35.5%$298M

EPAC vs HLIO — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLEPACLAGGINGHLIO

Income & Cash Flow (Last 12 Months)

EPAC leads this category, winning 4 of 6 comparable metrics.

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.

MetricEPAC logoEPACEnerpac Tool Grou…HLIO logoHLIOHelios Technologi…
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%
EPAC leads this category, winning 4 of 6 comparable metrics.

Valuation Metrics

EPAC leads this category, winning 5 of 7 comparable 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.

MetricEPAC logoEPACEnerpac Tool Grou…HLIO logoHLIOHelios Technologi…
Market CapShares × price$1.9B$2.3B
Enterprise ValueMkt cap + debt − cash$2.0B$2.3B
Trailing P/EPrice ÷ TTM EPS20.91x46.89x
Forward P/EPrice ÷ next-FY EPS est.18.75x26.92x
PEG RatioP/E ÷ EPS growth rate0.12x1.74x
EV / EBITDAEnterprise value multiple12.59x17.74x
Price / SalesMarket cap ÷ Revenue3.04x2.68x
Price / BookPrice ÷ Book value/share4.46x2.43x
Price / FCFMarket cap ÷ FCF20.40x21.72x
EPAC leads this category, winning 5 of 7 comparable metrics.

Profitability & Efficiency

EPAC leads this category, winning 5 of 9 comparable metrics.

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.

MetricEPAC logoEPACEnerpac Tool Grou…HLIO logoHLIOHelios Technologi…
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 0–969
Debt / EquityFinancial leverage0.53x0.12x
Net DebtTotal debt minus cash$76M$38M
Cash & Equiv.Liquid assets$152M$73M
Total DebtShort + long-term debt$228M$111M
Interest CoverageEBIT ÷ Interest expense13.59x3.84x
EPAC leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

Evenly matched — EPAC and HLIO each lead in 3 of 6 comparable metrics.

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.

MetricEPAC logoEPACEnerpac Tool Grou…HLIO logoHLIOHelios Technologi…
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%
Evenly matched — EPAC and HLIO each lead in 3 of 6 comparable metrics.

Risk & Volatility

Evenly matched — EPAC and HLIO each lead in 1 of 2 comparable metrics.

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.

MetricEPAC logoEPACEnerpac Tool Grou…HLIO logoHLIOHelios Technologi…
Beta (5Y)Sensitivity to S&P 5001.10x1.56x
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 0–10050.355.2
Avg Volume (50D)Average daily shares traded375K350K
Evenly matched — EPAC and HLIO each lead in 1 of 2 comparable metrics.

Analyst Outlook

HLIO leads this category, winning 1 of 1 comparable metric.

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%.

MetricEPAC logoEPACEnerpac Tool Grou…HLIO logoHLIOHelios Technologi…
Analyst RatingConsensus buy/hold/sellHoldBuy
Price TargetConsensus 12-month target$37.00$77.00
# AnalystsCovering analysts1912
Dividend YieldAnnual dividend ÷ price+0.1%+0.5%
Dividend StreakConsecutive years of raises11
Dividend / ShareAnnual DPS$0.04$0.36
Buyback YieldShare repurchases ÷ mkt cap+3.7%+0.6%
HLIO leads this category, winning 1 of 1 comparable metric.
Key Takeaway

EPAC leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). HLIO leads in 1 (Analyst Outlook). 2 tied.

Best OverallEnerpac Tool Group Corp. (EPAC)Leads 3 of 6 categories
Loading custom metrics...

EPAC vs HLIO: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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).

09

Is 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.

10

What 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.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.

Stocks Like

EPAC

Quality Business

  • Sector: Industrials
  • Market Cap > $100B
  • Net Margin > 8%
Run This Screen
Stocks Like

HLIO

High-Growth Disruptor

  • Sector: Industrials
  • Market Cap > $100B
  • Revenue Growth > 8%
  • Net Margin > 5%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform EPAC and HLIO on the metrics below

Revenue Growth>
%
(EPAC: -0.7% · HLIO: 17.4%)
Net Margin>
%
(EPAC: 14.6% · HLIO: 5.8%)
P/E Ratio<
x
(EPAC: 20.9x · HLIO: 46.9x)

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