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HLI

Helia Group Limited
Chart
4.68 AUD
Latest Week 2026-06-05
Financial ServicesInsurance - SpecialtySMALL
Snapshot 2026-06-07 · 0.0w · Fresh
0.99
OS Score
97.0%
Value
97.0%
Quality
86.0%
Momentum
#25.00000000
TV Rank
4/9
F-Score
0.970
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
8 of 23 passing
★
OS Composite
OS 0.990
↗
Trending Value
#25.00000000
◆
Quality × Value
QV 0.970
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
VC2 3.00000000
📐
EBITDA/EV
42.6%
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
23.8%
💰
High Yield
Div 23.9%
🚀
Momentum Leaders
12-1 26%
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
97.0%ile
P/E
5.2×
P/S
2.6×
P/B
1.3×
E/P
0.3345
FCF Yield
0.088
EBITDA/EV
0.426
SH Yield
0.238
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
5.00000000
/100 — 1=cheapest
VC2 (Trending Value)
3.00000000
/100
VC3 (Buyback)
3.00000000
/100
P/E of 5.2x places this firmly in deep value territory. FCF yield of 8.8% is strong — the business generates significant free cash relative to price. VC2 score of 3.00000000/100 puts this in the cheapest decile of the universe — prime Trending Value territory.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
97.0%ile
ROE
0.240
ROA
0.096
Net Margin
0.509
Op Margin
0.858
F-Score
4/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
-0.070
Earn Growth
0.059
5yr Consist
No
ROE of 24% is exceptional.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
86.0%ile
6M Return
-3.2%
12M Return
13.9%
12-1 Mom
25.8%
Risk-Adj
0.75
Vol 252d
34.4%
Vol 60d
64.8%
↑ Expanding
Max DD 12M
-17.1%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 26% is very strong — a clear uptrend. Near-term vol (65%) is expanding vs long-term (34%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.99
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 158 peers
Sector Value %ile
99.4%
Sector Quality %ile
98.1%
P/E z-score
-0.43
P/B z-score
-0.09
Sector Avg OS
57.8%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
TWR Tower Limited 99.0% 98.0% 97.0% 90.0%
LFG Liberty Financial Group Limited 98.0% 93.0% 97.0% 86.0%
HUM Humm Group Limited 98.0% 95.0% 91.0% 91.0%
NGE NGE Capital Limited 97.0% 93.0% 92.0% 86.0%
BFL BSP Financial Group Limited 97.0% 95.0% 90.0% 87.0%
ACQ Acorn Capital Investment Fund Limited 97.0% 92.0% 89.0% 90.0%
KSL Kina Securities Limited 97.0% 96.0% 85.0% 87.0%
FSA FSA Group Limited 96.0% 85.0% 92.0% 94.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (97th) and quality (97th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Trending Value Signal
Cheap (97th value) with strong momentum (86th). The market is starting to recognise the value.
Strong Capital Return
Shareholder yield 23.8% backed by 8.8% FCF yield. Returns are well-funded.
Volatility Expanding
60-day vol (65%) significantly exceeds 252-day (34%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
92.9% avg (7 factors)
Quality
A
79.2% avg (4 factors)
Momentum
C
48.5% avg (4 factors)
Risk
C
59.3% avg (1 factors)
This stock sits in the O'Shaughnessy sweet spot — cheap AND high quality. Historically, this combination has generated the strongest long-term returns.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.990—1—
Value %ile0.970—1—
Quality %ile0.970—1—
Momentum %ile0.860—1—
F-Score4.000—1—
Confidence0.678—0—
Volatility0.344—0—
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
5.21
Earnings Yield (E/P)
0.3345
Price / Sales
2.65
Price / Book
1.25
FCF Yield
8.8%
EBITDA / EV
42.6%
Sales Yield (1/P·S)
0.3898
Shareholder Yield
Div + net buyback / mktcap
23.8%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
24.0%
Return on Assets
9.6%
Net Margin
50.9%
Operating Margin
85.8%
External Financing
Net issuance — lower=better
-0.001
MomentumPrice trend strength over different horizons
6M Return
-3.2%
12M Return
13.9%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
25.8%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.75
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
-7.0%
Earnings Growth (YoY)
5.9%
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
4
Dividend Yield
23.9%
Buyback Yield
-0.2%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
5
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
3
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
3
Trending Value Rank
1=best. Top VC2 decile by 6M momentum
25
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity