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HLI

Helia Group Limited
Chart
5.64 AUD
Latest Week 2026-07-10
Financial ServicesInsurance - SpecialtySMALL
Snapshot 2026-07-12 · 0.7w · Fresh
0.99
OS Score
96.0%
Value
95.0%
Quality
91.0%
Momentum
#5.00000000
TV Rank
4/9
F-Score
0.955
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
8 of 23 passing
★
OS Composite
OS 0.990
↗
Trending Value
#5
◆
Quality × Value
QV 0.955
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
VC2 4
📐
EBITDA/EV
34.9%
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
22.3%
💰
High Yield
Div 22.3%
🚀
Momentum Leaders
12-1 24%
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
96.0%ile
P/E
6.3×
P/S
3.2×
P/B
1.5×
E/P
0.2743
FCF Yield
0.072
EBITDA/EV
0.349
SH Yield
0.223
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
6.00000000
/100 — 1=cheapest
VC2 (Trending Value)
4.00000000
/100
VC3 (Buyback)
4.00000000
/100
P/E of 6.3x places this firmly in deep value territory. FCF yield of 7.2% is strong — the business generates significant free cash relative to price. VC2 score of 4.00000000/100 puts this in the cheapest decile of the universe — prime Trending Value territory.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
95.0%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
91.0%ile
6M Return
23.2%
12M Return
41.6%
12-1 Mom
23.8%
Risk-Adj
0.81
Vol 252d
29.4%
Vol 60d
69.1%
↑ Expanding
Max DD 12M
-14.0%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 24% is very strong — a clear uptrend. Near-term vol (69%) is expanding vs long-term (29%) — 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 · 159 peers
Sector Value %ile
99.4%
Sector Quality %ile
94.4%
P/E z-score
-0.37
P/B z-score
-0.09
Sector Avg OS
54.7%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
TWR Tower Limited 99.0% 98.0% 96.0% 88.0%
SVR Solvar Limited 98.0% 96.0% 97.0% 84.0%
PNC Pioneer Credit Limited 97.0% 88.0% 93.0% 90.0%
ACQ Acorn Capital Investment Fund Limited 97.0% 92.0% 86.0% 90.0%
KSL Kina Securities Limited 97.0% 96.0% 86.0% 85.0%
FSA FSA Group Limited 97.0% 85.0% 97.0% 94.0%
HMY Harmoney Corp Limited 96.0% 88.0% 87.0% 91.0%
FGX Future Generation Australia Limited 96.0% 90.0% 86.0% 87.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (96th) and quality (95th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Trending Value Signal
Cheap (96th value) with strong momentum (91th). The market is starting to recognise the value.
Strong Capital Return
Shareholder yield 22.3% backed by 7.2% FCF yield. Returns are well-funded.
Volatility Expanding
60-day vol (69%) significantly exceeds 252-day (29%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
89.9% avg (7 factors)
Quality
A
79.2% avg (4 factors)
Momentum
B
64.1% avg (4 factors)
Risk
B
67.6% 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
Score Trends6 snapshots
Factor Persistence6 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.990—6—
Value %ile0.960—6—
Quality %ile0.950—6—
Momentum %ile0.910—6—
F-Score4.000—6—
Confidence0.637—0—
Volatility0.294—0—
Value Lens2021-07-13 → 2026-07-12
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
6.31
Earnings Yield (E/P)
0.2743
Price / Sales
3.21
Price / Book
1.52
FCF Yield
7.2%
EBITDA / EV
34.9%
Sales Yield (1/P·S)
0.3196
Shareholder Yield
Div + net buyback / mktcap
22.3%
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%
MomentumPrice trend strength over different horizons
6M Return
23.2%
12M Return
41.6%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
23.8%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.81
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
22.3%
Buyback Yield
0.0%
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
6
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
4
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
4
Trending Value Rank
1=best. Top VC2 decile by 6M momentum
5
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
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity