COMP <GO>
HLIO vs RTX // PIOTROSKI F-SCORE QUALITY
Helios Technologies Inc. (NYSE) VS. RTX Corporation (NYSE) • 15-METRIC TALLY: HLIO 2
— RTX 9
■ METRIC PARITY
LAST: $68.26 (+0.90%) • MKT CAP: $2.25B
piotroski-score
9/9
LAST: $199.40 (+1.82%) • MKT CAP: $269.08B
piotroski-score
9/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLIO VS. RTX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLIO | RTX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 32.30% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.70% | 7.20% | -2.50 | RTX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.3x | 26.5x | +1.80 | RTX | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | 2.95% | +1.65 | HLIO | /fcf-yield <GO> |
| Operating Margin | 7.90% | 10.50% | -2.60 | RTX | /operating-margins <GO> |
| Net Profit Margin | 5.80% | 7.60% | -1.80 | RTX | /net-margins <GO> |
| Revenue Growth (YoY) | 4.10% | 9.70% | -5.60 | RTX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.53% | 1.33% | -0.80 | RTX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.73 | 2.73 | +1.00 | HLIO | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.5 | 60.0 | -19.45 | RTX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.92 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.2x | 37.2x | +6.00 | RTX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.25B | $269.08B | -$266.83B | RTX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLIO REV | RTX REV | HLIO GROSS % | RTX GROSS % | HLIO FCF | RTX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $839.0M | $88.60B | 32.3% | — | $103.6M | $7.94B |
| FY 2024 | $805.9M | $80.74B | 31.3% | — | $95.1M | $4.53B |
| FY 2023 | $835.6M | $68.92B | — | — | $83.9M | $4.78B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLIO // BETA —
RTX // BETA 0.92