COMP <GO>
HLIO vs KALU // PIOTROSKI F-SCORE QUALITY
Helios Technologies Inc. (NYSE) VS. Kaiser Aluminum Corporation (NASDAQ) • 15-METRIC TALLY: HLIO 7
— KALU 6
▲ PIOTROSKI F-SCORE QUALITY LEADER: HLIO
LAST: $68.26 (+0.90%) • MKT CAP: $2.25B
piotroski-score
9/9
LAST: $119.83 (-0.84%) • MKT CAP: $1.96B
piotroski-score
6/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLIO VS. KALU)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLIO | KALU | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 32.30% | 13.10% | +19.20 | HLIO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.70% | 7.90% | -3.20 | KALU | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.3x | 16.0x | +12.30 | KALU | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | 5.69% | -1.09 | KALU | /fcf-yield <GO> |
| Operating Margin | 7.90% | 5.60% | +2.30 | HLIO | /operating-margins <GO> |
| Net Profit Margin | 5.80% | 3.40% | +2.40 | HLIO | /net-margins <GO> |
| Revenue Growth (YoY) | 4.10% | 11.50% | -7.40 | KALU | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.53% | 2.62% | -2.09 | KALU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.73 | 2.70 | +1.03 | HLIO | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 9/9 | 6/9 | +3.00 | HLIO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.5 | 33.6 | +6.99 | HLIO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.2x | 16.1x | +27.10 | KALU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.25B | $1.96B | $293.4M | HLIO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLIO REV | KALU REV | HLIO GROSS % | KALU GROSS % | HLIO FCF | KALU FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $839.0M | $3.37B | 32.3% | 13.1% | $103.6M | $111.4M |
| FY 2024 | $805.9M | $3.02B | 31.3% | 11.8% | $95.1M | $167.1M |
| FY 2023 | $835.6M | $3.09B | — | — | $83.9M | $211.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLIO // BETA —
KALU // BETA —