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Helios Technologies Inc. (HLIO) — RQD Stock Rating Cockpit

$68.26 +0.90% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $68.24

Helios Technologies Inc. (HLIO) carries a Roarable Rating of D+ (Sell) with 54/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 54/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.7% avg 90D alpha vs SPY) →

ROARABLE D+ • SELL / AVOID Cap $2.25B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on HLIO Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is HLIO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Helios Technologies Inc. (NYSE: HLIO) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 54/100 at a spot price of $68.26 (+0.90% 1D, market cap $2.25B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 12/20. Across 485 tracked Industrials issuers, HLIO ranks #200 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does HLIO compare to SMR and KALU in the Industrials sector?

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Within the Industrials sector (Metal Fabrications), HLIO carries a Roarable D+ (54/100 RQD), trailing P/E of 46.5x, gross margin of 32.3%, and ROIC of 4.7%. By comparison, SMR (NuScale Power Corporation) holds a E grade (26/100 RQD, P/E N/A, ROIC -35.0%, cap $2.54B) and KALU (Kaiser Aluminum Corporation) posts a D grade (50/100 RQD, P/E 17.3x, ROIC 7.9%, cap $1.96B). Among the 5-stock peer group, KALU leads on earnings multiple (17.3x) while KALU leads on capital efficiency (7.9% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for HLIO?

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Per HLIO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-03, CIK 0001024795), Helios Technologies Inc. generated $839.0M in revenue (+4.1% YoY), $48.4M in net income, and $103.6M in free cash flow against $1.51B in total assets and $256.2M in total debt. Key quantitative strengths: Clean SEC annual filing review with no major hidden accounting time-bombs.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $68.24 (-0.03%)🧬 Cannibal Buyback (-1.24% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 12.3% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 54/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.7% avg 90D alpha vs SPY • 51.0% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D · Rk C-

Each axis scored 0–20

12M PRICE TARGET CONE-1.8% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for HLIO)Realized 20D OHLCV Swing Band: ±5.6%

Deterministic 5-Pillar Attribution (54/100 Composite)

🔍 WHY HLIO SCORES 54/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (30% of score)

Altman Z-Score 3.73 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+12/20 pts (22% of score)

SEC Form 4 / 13F Thermometer: 60% Net Buy • Cannibal Buyback (-1.24% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning7/20 pts (-13 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-13 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$68.89-1.7% Next Q

Q2 (-2Q)

Grade C$67.72-0.8% Next Q

Q3 (-1Q)

Grade C$67.16+1.6% Next Q

Current

Grade D+$68.26-0.7% Hist 90D α

Trajectory: C+ (62) → D+ (54)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a HLIO Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While HLIO currently carries a cautious 54/100 (D+) rating due to Whale & Options Positioning (7/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Clean SEC annual filing review with no major hidden accounting time-bombs.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($69.42) and Max Pain ($71.67) forces dealer call-delta covering toward $99.80.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-1.24% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $HLIO• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “HLIO Beats Next Quarter EPS Consensus (Jan 2, 2027) & Holds Above 200D SMA”

YES 54%NO 46%Trade / Inspect Odds →

RSI-14 MOMENTUMNEUTRAL RANGE

49.130 Oversold · 70 Hot

ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)

3.73>3.0 Fortress Safe

PIOTROSKI F-SCOREHIGH QUALITY (7–9)

9 / 99-Pt Accounting

52-WEEK LASER RANGE42% OF RANGE

L: $49$68.26H: $95

1. Money & Cash Health● MIXED

Are profits real cash in the bank?

Decent core business (32% profit margin), though cash flow growth is moderate rather than explosive right now.

Factor Grade: D+RQD 11 / 20

2. Big Money & Insiders● TRIMMING

Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: DRQD 19 / 40

3. Hidden Risks & Market Weather● WATCH

SEC fine-print scan & interest-rate fit

No major SEC filing blowups, though current interest rates and Fed liquidity call for normal position sizing.

Factor Grade: C-RQD 24 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

JEV AI Jury Split (Battleground) on HLIO

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

NEUTRAL (55)

4.7% ROIC with 32.3% gross margin and 4.60% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

BULLISH (80)

Altman-Z 3.73 and Piotroski 9/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

BEARISH (45)

19/40 institutional & smart-money positioning score with 8/20 macro alignment.

Bull Case: Why Buyers Like HLIO

✓Clean SEC annual filing review with no major hidden accounting time-bombs.

Bear Case: What Could Go Wrong

!Sensitive to high interest rates and tighter Federal Reserve market liquidity.
!Priced at 47x earnings—high expectations leave less room for a lukewarm quarter.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring HLIO)

✓Walkthrough of HLIO's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

HLIO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +4.23%▲ RESISTANCE BREAKOUT

2026-11-02O $67.65H $68.26L $67.65C $68.26VOL 245.3K

RES: $66.49SUP: $58.67SMA50: $69.42SMA200: $73.45

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

HLIO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 HLIO Butterfly Map → + Track HLIO →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

34.4%/yr Implied 5Y Growth

vs. +4.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on HLIO today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for HLIO. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for HLIO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (HLIO)

Industrials Rank #200 of 485 ⚔️ SMR vs HLIO Full Matrix →

1. Head-to-Head Industrials Peer Comparison (HLIO vs. SMR, KALU, PRLB, RYZ)

Industry: Metal Fabrications (47 Tracked Issuers)

Across 485 tracked Industrials securities in the Roarable RQD universe, Helios Technologies Inc. (HLIO) ranks #200 by composite RQD confidence (54/100, grade D+) and #204 by equity capitalization ($2.25B). Within this direct 5-issuer industry benchmark cohort, KALU leads on earnings valuation at 17.3x trailing P/E, while KALU leads on capital efficiency and profitability with 7.9% ROIC and 13.1% gross margin. HLIO currently leads its immediate peer cohort in composite quantitative strength at 54/100 (D+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
HLIO ACTIVE Helios Technologies Inc.	D+	54/100	46.5x	32.3%	4.7%	+0.90%	$2.25B	Benchmark Subject
SMR NuScale Power Corporation	E	26/100	—	36.3%	-35.0%	+4.41%	$2.54B	/smr-vs-hlio →
KALU Kaiser Aluminum Corporation	D	50/100	17.3x	13.1%	7.9%	-0.84%	$1.96B	/kalu-vs-hlio →
PRLB Proto Labs Inc.	D+	52/100	87.4x	44.5%	3.5%	-14.60%	$1.86B	/prlb-vs-hlio →
RYZ Ryerson Holding Corporation	D+	53/100	—	17.1%	-3.4%	+4.48%	$1.60B	/ryz-vs-hlio →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-01-03 • CIK 0001024795

In its most recent audited fiscal period (FY2025, filed 2026-01-03), Helios Technologies Inc. (HLIO) reported GAAP revenue of $839.0M (+4.1% vs. FY2024 revenue of $805.9M , and +0.4% cumulative change since FY2023) , GAAP net income of $48.4M, operating cash flow of $127.3M, and free cash flow of $103.6M (+8.9% YoY). On the balance sheet, HLIO closed FY2025 with $1.51B in total assets against $256.2M in total debt (Altman Z-Score: 3.73, Piotroski F-Score: 9/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-01-03	$839.0M	$48.4M	$127.3M	$103.6M	$1.51B	$256.2M
FY2024 (FY)	2024-12-28	$805.9M	$39.0M	$122.1M	$95.1M	$1.51B	$283.2M
FY2023 (FY)	2023-12-30	$835.6M	$37.5M	$83.9M	$83.9M	—	—

3. HLIO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is HLIO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does HLIO compare to SMR and KALU in the Industrials sector?

What are the biggest fundamental strengths and SEC risk factors for HLIO?

Where is HLIO trading relative to its 50-day, 200-day, and 52-week technical levels?

HLIO last traded at $68.26 (+0.90% on volume of 245,330 shares), positioning the stock -1.67% below its 50-day simple moving average ($69.42) and -7.07% below its 200-day simple moving average ($73.45). Across its 52-week range of $49.00 to $95.05, HLIO sits at the 41.8% percentile with a 14-day RSI of 49.1 (NEUTRAL RANGE) and an implied next-earnings move of ±5.6% ($64.44 to $72.08).

HLIO Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell HLIO stock right now?

Helios Technologies Inc. (HLIO) currently earns a Roarable Rating of D+ (Sell — SELL) with 54/100 RQD Confidence. Stretched risk/reward at 47x P/E (5% return on capital) under elevated 10-year interest-rate pressure.

What is HLIO's 12-month price target and RQD AI Jury consensus?

HLIO's 12-month base price target is $67.03 (range $52.28 to $99.8), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: HLIO RQD Cockpit HLIO 12M Forecast HLIO Earnings & Move HLIO Dividends & DRIP HLIO Insiders & 13F HLIO Whale Options HLIO Profit Sankey HLIO News & Why