COMP <GO>
HLIO vs UNP // GROSS PROFIT MARGIN
Helios Technologies Inc. (NYSE) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: HLIO 3
— UNP 9
■ METRIC PARITY
LAST: $68.26 (+0.90%) • MKT CAP: $2.25B
gross-margins
32.30%
LAST: $301.93 (+1.39%) • MKT CAP: $179.42B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLIO VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLIO | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 32.30% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.70% | 20.10% | -15.40 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.3x | 15.3x | +13.00 | UNP | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | 3.06% | +1.54 | HLIO | /fcf-yield <GO> |
| Operating Margin | 7.90% | 40.20% | -32.30 | UNP | /operating-margins <GO> |
| Net Profit Margin | 5.80% | 29.10% | -23.30 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | 4.10% | 1.10% | +3.00 | HLIO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.53% | 1.80% | -1.27 | UNP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.73 | 4.31 | -0.58 | UNP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 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 | 66.2 | -25.65 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.03 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.2x | 23.3x | +19.90 | UNP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.25B | $179.42B | -$177.17B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLIO REV | UNP REV | HLIO GROSS % | UNP GROSS % | HLIO FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $839.0M | $24.51B | 32.3% | — | $103.6M | $5.50B |
| FY 2024 | $805.9M | $24.25B | 31.3% | — | $95.1M | $5.89B |
| FY 2023 | $835.6M | $24.12B | — | — | $83.9M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLIO // BETA —
UNP // BETA 1.03