COMP <GO>
SMR vs HLIO // DIVIDEND YIELD & FCF PAYOUT SAFETY
NuScale Power Corporation (NYSE) VS. Helios Technologies Inc. (NYSE) • 15-METRIC TALLY: SMR 3
— HLIO 9
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: HLIO
LAST: $5.92 (+4.41%) • MKT CAP: $2.54B
dividend-safety
0.00%
LAST: $68.26 (+0.90%) • MKT CAP: $2.25B
dividend-safety
0.53%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMR VS. HLIO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMR | HLIO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.30% | 32.30% | +4.00 | SMR | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 4.70% | -39.70 | HLIO | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 28.3x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | 4.60% | -22.60 | HLIO | /fcf-yield <GO> |
| Operating Margin | -60.00% | 7.90% | -67.90 | HLIO | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 5.80% | -65.80 | HLIO | /net-margins <GO> |
| Revenue Growth (YoY) | -15.00% | 4.10% | -19.10 | HLIO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 0.53% | -0.53 | HLIO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.62 | 3.73 | -0.11 | HLIO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 9/9 | -6.00 | HLIO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.7 | 49.1 | -8.40 | HLIO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.0x | 43.2x | -24.20 | SMR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.54B | $2.25B | $291.4M | SMR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMR REV | HLIO REV | SMR GROSS % | HLIO GROSS % | SMR FCF | HLIO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $31.5M | $839.0M | 36.3% | 32.3% | -$460.1M | $103.6M |
| FY 2024 | $37.0M | $805.9M | 86.7% | 31.3% | -$108.7M | $95.1M |
| FY 2023 | $22.8M | $835.6M | — | — | -$184.3M | $83.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SMR // BETA 1.14
HLIO // BETA —