Profitability
Weight: 25%
D-
31
- 5yr Avg ROIC 6.8%
- Operating Margin Trend -2.40 pp/yr
HLIO
Helios Technologies, Inc.
AlphaQuality composite grade, weighted for platform & compounding fcf businesses.
Capital Efficiency
Weight: 15%
C-
51
- 5yr Avg ROE 8.2%
- 5yr Share-Count CAGR 0.7%
Growth Quality
Weight: 25%
A-
83
- 5yr Revenue CAGR 9.9%
- 5yr EPS CAGR 26.9%
- Revenue-Growth Years (5) 3/5
Cash Generation
Weight: 20%
B+
79
- 5yr FCF Margin 9.5%
- 5yr FCF/NI Conversion 1.45x
Balance Sheet
Weight: 10%
A-
81
- Net Debt / EBITDA 0.26x
- Interest Coverage (EBIT/Int) 3.85x
- Altman Z-Score 3.85
Stability
Weight: 5%
C
57
- EPS Volatility (σ/μ) 0.55
- Negative-Revenue Years (5) 2/5
- Piotroski F-Score 9
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.5 of 5 gurus held; 2 new buys; 3 added.
- Holders
- 5 +2
- Avg Δ position
- +89.9%
- New buys
- 2
- Full exits
- 0
- Greenblatt new
- Laffont new
- Cooperman increased +107%