Industrial - Machinery
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HLIO vs PNR vs FELE vs MIDD
Revenue, margins, valuation, and 5-year total return — side by side.
Industrial - Machinery
Industrial - Machinery
Industrial - Machinery
HLIO vs PNR vs FELE vs MIDD — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Industrial - Machinery | Industrial - Machinery | Industrial - Machinery | Industrial - Machinery |
| Market Cap | $2.25B | $12.76B | $4.41B | $7.38B |
| Revenue (TTM) | $839M | $4.20B | $2.18B | $3.73B |
| Net Income (TTM) | $49M | $671M | $150M | $-278M |
| Gross Margin | 32.3% | 40.9% | 35.2% | 37.9% |
| Operating Margin | 7.8% | 20.6% | 12.6% | -2.5% |
| Forward P/E | 27.0x | 14.4x | 21.6x | 17.7x |
| Total Debt | $111M | $1.64B | $280M | $2.17B |
| Cash & Equiv. | $73M | $102M | $100M | $222M |
HLIO vs PNR vs FELE vs MIDD — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Helios Technologies… (HLIO) | 100 | 190.7 | +90.7% |
| Pentair plc (PNR) | 100 | 196.3 | +96.3% |
| Franklin Electric C… (FELE) | 100 | 195.9 | +95.9% |
| The Middleby Corpor… (MIDD) | 100 | 241.8 | +141.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HLIO vs PNR vs FELE vs MIDD
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HLIO is the #2 pick in this set and the best alternative if valuation efficiency is your priority.
- PEG 1.00 vs FELE's 2.48
- PEG 1.00 vs 2.48
- +134.6% vs PNR's -12.8%
PNR carries the broadest edge in this set and is the clearest fit for quality and dividends.
- 16.0% margin vs MIDD's -7.4%
- 1.3% yield, 6-year raise streak, vs FELE's 1.1%, (1 stock pays no dividend)
- 9.9% ROA vs MIDD's -4.1%, ROIC 12.1% vs 8.7%
FELE is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 32 yrs, beta 0.92, yield 1.1%
- Rev growth 5.4%, EPS growth -15.8%, 3Y rev CAGR 1.4%
- 231.4% 10Y total return vs PNR's 126.9%
- Lower volatility, beta 0.92, Low D/E 21.1%, current ratio 2.79x
MIDD lags the leaders in this set but could rank higher in a more targeted comparison.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 5.4% revenue growth vs MIDD's -17.4% | |
| Value | PEG 1.00 vs 2.48 | |
| Quality / Margins | 16.0% margin vs MIDD's -7.4% | |
| Stability / Safety | Beta 0.92 vs HLIO's 1.56 | |
| Dividends | 1.3% yield, 6-year raise streak, vs FELE's 1.1%, (1 stock pays no dividend) | |
| Momentum (1Y) | +134.6% vs PNR's -12.8% | |
| Efficiency (ROA) | 9.9% ROA vs MIDD's -4.1%, ROIC 12.1% vs 8.7% |
HLIO vs PNR vs FELE vs MIDD — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
HLIO vs PNR vs FELE vs MIDD — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
PNR leads in 2 of 6 categories
MIDD leads 1 • HLIO leads 1 • FELE leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
PNR leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
PNR is the larger business by revenue, generating $4.2B annually — 5.0x HLIO's $839M. PNR is the more profitable business, keeping 16.0% of every revenue dollar as net income compared to MIDD's -7.4%. On growth, HLIO holds the edge at +17.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $839M | $4.2B | $2.2B | $3.7B |
| EBITDAEarnings before interest/tax | $129M | $983M | $322M | $26M |
| Net IncomeAfter-tax profit | $49M | $671M | $150M | -$278M |
| Free Cash FlowCash after capex | $103M | $716M | $169M | $559M |
| Gross MarginGross profit ÷ Revenue | +32.3% | +40.9% | +35.2% | +37.9% |
| Operating MarginEBIT ÷ Revenue | +7.8% | +20.6% | +12.6% | -2.5% |
| Net MarginNet income ÷ Revenue | +5.8% | +16.0% | +6.9% | -7.4% |
| FCF MarginFCF ÷ Revenue | +12.3% | +17.0% | +7.8% | +15.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +17.4% | +2.6% | +9.9% | -14.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +3.1% | +12.9% | +13.4% | -64.3% |
Valuation Metrics
MIDD leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 19.9x trailing earnings, PNR trades at a 57% valuation discount to HLIO's 46.9x P/E. Adjusting for growth (PEG ratio), PNR offers better value at 1.52x vs FELE's 3.53x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $2.3B | $12.8B | $4.4B | $7.4B |
| Enterprise ValueMkt cap + debt − cash | $2.3B | $14.3B | $4.6B | $9.3B |
| Trailing P/EPrice ÷ TTM EPS | 46.89x | 19.94x | 30.75x | -29.41x |
| Forward P/EPrice ÷ next-FY EPS est. | 27.01x | 14.35x | 21.64x | 17.67x |
| PEG RatioP/E ÷ EPS growth rate | 1.74x | 1.52x | 3.53x | — |
| EV / EBITDAEnterprise value multiple | 17.74x | 14.66x | 13.82x | 13.56x |
| Price / SalesMarket cap ÷ Revenue | 2.68x | 3.06x | 2.07x | 2.30x |
| Price / BookPrice ÷ Book value/share | 2.43x | 3.38x | 3.41x | 2.94x |
| Price / FCFMarket cap ÷ FCF | 21.72x | 17.11x | 22.81x | 13.21x |
Profitability & Efficiency
HLIO leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
PNR delivers a 17.7% return on equity — every $100 of shareholder capital generates $18 in annual profit, vs $-9 for MIDD. HLIO carries lower financial leverage with a 0.12x debt-to-equity ratio, signaling a more conservative balance sheet compared to MIDD's 0.78x. On the Piotroski fundamental quality scale (0–9), HLIO scores 9/9 vs MIDD's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +5.3% | +17.7% | +11.4% | -8.5% |
| ROA (TTM)Return on assets | +3.1% | +9.9% | +7.6% | -4.1% |
| ROICReturn on invested capital | +4.4% | +12.1% | +14.7% | +8.7% |
| ROCEReturn on capital employed | +4.8% | +15.0% | +18.1% | +10.1% |
| Piotroski ScoreFundamental quality 0–9 | 9 | 8 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.12x | 0.42x | 0.21x | 0.78x |
| Net DebtTotal debt minus cash | $38M | $1.5B | $181M | $2.0B |
| Cash & Equiv.Liquid assets | $73M | $102M | $100M | $222M |
| Total DebtShort + long-term debt | $111M | $1.6B | $280M | $2.2B |
| Interest CoverageEBIT ÷ Interest expense | 3.84x | 11.94x | 24.75x | -1.20x |
Total Returns (Dividends Reinvested)
PNR leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PNR five years ago would be worth $12,298 today (with dividends reinvested), compared to $8,654 for MIDD. Over the past 12 months, HLIO leads with a +134.6% total return vs PNR's -12.8%. The 3-year compound annual growth rate (CAGR) favors PNR at 11.8% vs MIDD's 2.8% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +24.7% | -24.6% | +3.6% | +4.9% |
| 1-Year ReturnPast 12 months | +134.6% | -12.8% | +17.7% | +20.2% |
| 3-Year ReturnCumulative with dividends | +11.1% | +39.8% | +10.0% | +8.6% |
| 5-Year ReturnCumulative with dividends | -8.1% | +23.0% | +20.3% | -13.5% |
| 10-Year ReturnCumulative with dividends | +109.8% | +126.9% | +231.4% | +46.1% |
| CAGR (3Y)Annualised 3-year return | +3.6% | +11.8% | +3.2% | +2.8% |
Risk & Volatility
Evenly matched — FELE and MIDD each lead in 1 of 2 comparable metrics.
Risk & Volatility
FELE is the less volatile stock with a 0.92 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. MIDD currently trades 93.4% from its 52-week high vs PNR's 69.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.53x | 1.21x | 0.89x | 1.18x |
| 52-Week HighHighest price in past year | $76.47 | $113.95 | $111.53 | $169.44 |
| 52-Week LowLowest price in past year | $28.34 | $77.02 | $83.42 | $110.82 |
| % of 52W HighCurrent price vs 52-week peak | +88.9% | +69.3% | +89.6% | +93.4% |
| RSI (14)Momentum oscillator 0–100 | 55.2 | 35.3 | 54.8 | 52.2 |
| Avg Volume (50D)Average daily shares traded | 350K | 1.6M | 281K | 571K |
Analyst Outlook
Evenly matched — PNR and FELE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: HLIO as "Buy", PNR as "Hold", FELE as "Hold", MIDD as "Buy". Consensus price targets imply 43.8% upside for PNR (target: $114) vs 0.1% for FELE (target: $100). For income investors, PNR offers the higher dividend yield at 1.26% vs HLIO's 0.53%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | $77.00 | $113.56 | $100.00 | $192.50 |
| # AnalystsCovering analysts | 12 | 41 | 11 | 20 |
| Dividend YieldAnnual dividend ÷ price | +0.5% | +1.3% | +1.1% | — |
| Dividend StreakConsecutive years of raises | 1 | 6 | 32 | 3 |
| Dividend / ShareAnnual DPS | $0.36 | $0.99 | $1.11 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.6% | +1.8% | +3.8% | +9.8% |
PNR leads in 2 of 6 categories (Income & Cash Flow, Total Returns). MIDD leads in 1 (Valuation Metrics). 2 tied.
HLIO vs PNR vs FELE vs MIDD: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is HLIO or PNR or FELE or MIDD a better buy right now?
For growth investors, Franklin Electric Co.
, Inc. (FELE) is the stronger pick with 5. 4% revenue growth year-over-year, versus -17. 4% for The Middleby Corporation (MIDD). Pentair plc (PNR) offers the better valuation at 19. 9x trailing P/E (14. 4x 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 — HLIO or PNR or FELE or MIDD?
On trailing P/E, Pentair plc (PNR) is the cheapest at 19.
9x versus Helios Technologies, Inc. at 46. 9x. On forward P/E, Pentair plc is actually cheaper at 14. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Helios Technologies, Inc. wins at 1. 00x versus Franklin Electric Co. , Inc. 's 2. 48x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — HLIO or PNR or FELE or MIDD?
Over the past 5 years, Pentair plc (PNR) delivered a total return of +23.
0%, compared to -13. 5% for The Middleby Corporation (MIDD). Over 10 years, the gap is even starker: FELE returned +229. 5% versus MIDD's +52. 0%. 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 — HLIO or PNR or FELE or MIDD?
By beta (market sensitivity over 5 years), Franklin Electric Co.
, Inc. (FELE) is the lower-risk stock at 0. 89β versus Helios Technologies, Inc. 's 1. 53β — meaning HLIO is approximately 73% more volatile than FELE relative to the S&P 500. On balance sheet safety, Helios Technologies, Inc. (HLIO) carries a lower debt/equity ratio of 12% versus 78% for The Middleby Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — HLIO or PNR or FELE or MIDD?
By revenue growth (latest reported year), Franklin Electric Co.
, Inc. (FELE) is pulling ahead at 5. 4% versus -17. 4% for The Middleby Corporation (MIDD). On earnings-per-share growth, the picture is similar: Helios Technologies, Inc. grew EPS 23. 9% year-over-year, compared to -168. 1% for The Middleby Corporation. Over a 3-year CAGR, FELE leads at 1. 4% 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 — HLIO or PNR or FELE or MIDD?
Pentair plc (PNR) is the more profitable company, earning 15.
7% net margin versus -8. 7% for The Middleby Corporation — meaning it keeps 15. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PNR leads at 20. 5% versus 7. 9% for HLIO. At the gross margin level — before operating expenses — PNR leads at 40. 5%, 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 HLIO or PNR or FELE or MIDD 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, Helios Technologies, Inc. (HLIO) is the more undervalued stock at a PEG of 1. 00x versus Franklin Electric Co. , Inc. 's 2. 48x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Pentair plc (PNR) trades at 14. 4x forward P/E versus 27. 0x for Helios Technologies, Inc. — 12. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PNR: 43. 8% to $113. 56.
08Which pays a better dividend — HLIO or PNR or FELE or MIDD?
In this comparison, PNR (1.
3% yield), FELE (1. 1% yield), HLIO (0. 5% yield) pay a dividend. MIDD does not pay a meaningful dividend and should not be held primarily for income.
09Is HLIO or PNR or FELE or MIDD better for a retirement portfolio?
For long-horizon retirement investors, Franklin Electric Co.
, Inc. (FELE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 89), 1. 1% yield, +229. 5% 10Y return). Both have compounded well over 10 years (FELE: +229. 5%, MIDD: +52. 0%), 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 HLIO and PNR and FELE and MIDD?
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, PNR, FELE pay a dividend while MIDD 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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