Structured JSON API for this factor page: https://sharemaestro.com/factors/api/tickers/760b126c-40a7-4621-9f6d-26d0616c4391/
HLIO
Helios Technologies IncSnapshot 2026-06-07 · 0.0w · Fresh
Strategy Eligibility
1 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
✗
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
RAM 2.18
V
Value Analysis
Cheapness relative to fundamentals
6.0%ile
P/E
44.4×
P/S
3.1×
P/B
2.9×
E/P
0.0225
FCF Yield
0.052
EBITDA/EV
0.053
SH Yield
0.004
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
90.00000000
/100 — 1=cheapest
VC2 (Trending Value)
88.00000000
/100
VC3 (Buyback)
88.00000000
/100
P/E of 44.4x is premium-priced — the market is paying up for expected growth. VC2 score of 88.00000000/100 — expensive across all six composite measures.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
71.0%ile
ROE
0.065
ROA
0.040
Net Margin
0.070
Op Margin
0.111
GPA
0.184
D/E
0.61
Current
2.86
F-Score
9/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.105
Earn Growth
0.642
Stability
0.431
lower=better
Accruals
-0.047
lower=better
5yr Consist
No
F-Score of 9/9 indicates strong fundamental improvement across multiple dimensions.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
95.0%ile
6M Return
50.5%
12M Return
153.2%
12-1 Mom
112.6%
Risk-Adj
2.18
Vol 252d
51.6%
Vol 60d
84.0%
↑ Expanding
Max DD 12M
-16.7%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 113% is very strong — a clear uptrend. Risk-adjusted momentum of 2.18 is excellent — strong returns relative to volatility. Near-term vol (84%) is expanding vs long-term (52%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.42
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Industrials
· 500 peers
Sector Value %ile
7.8%
Sector Quality %ile
71.1%
P/E z-score
0.17
P/B z-score
-0.05
Sector Avg OS
53.6%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
Factor Interactions
Quality Momentum — Expensive
Strong quality (71th) and momentum (95th) but expensive (6th value). Premium priced — watch for mean reversion.
Hot but Volatile
Strong momentum (95th) but high volatility (52%). Momentum could reverse sharply.
Quality at a Premium
High quality (71th) but expensive (6th value). Upside may be limited without earnings growth.
Volatility Expanding
60-day vol (84%) significantly exceeds 252-day (52%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
D
38.7% avg (7 factors)
Quality
C
52.4% avg (8 factors)
Momentum
A
94.9% avg (4 factors)
Risk
D
30.7% avg (1 factors)
Elevated risk profile — position sizing should reflect the higher volatility.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
| Factor | Current | Streak | Trend | Spark |
|---|---|---|---|---|
| OS Composite | 0.420 | —0 | — | |
| Value %ile | 0.060 | —1 | — | |
| Quality %ile | 0.710 | —1 | — | |
| Momentum %ile | 0.950 | —1 | — | |
| F-Score | 9.000 | —1 | — | |
| Confidence | 1.000 | —1 | — | |
| Volatility | 0.516 | —1 | — |
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
44.44
Earnings Yield (E/P)
0.0225
Price / Sales
3.10
Price / Book
2.89
Price / Cash Flow
20.47
FCF Yield
5.2%
EBITDA / EV
5.3%
Sales Yield (1/P·S)
0.2915
Shareholder Yield
Div + net buyback / mktcap
0.4%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
6.5%
Return on Assets
4.0%
Net Margin
7.0%
Operating Margin
11.1%
Gross Profit / Assets
Novy-Marx GPA
18.4%
Debt / Equity
0.61
Current Ratio
2.86
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.047
MomentumPrice trend strength over different horizons
6M Return
50.5%
12M Return
153.2%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
112.6%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
2.18
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
10.5%
Earnings Growth (YoY)
64.2%
Earnings Stability (CV)
Lower = more stable
0.431
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
9
Dividend Yield
0.4%
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
90
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
88
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
88
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
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity