Helios Technologies (STU:SH7) Cyclically Adjusted PB Ratio: 3.38 (As of Aug. 18, 2026) — 24% Below Median

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STU:SH7 Helios Technologies Inc STU:SH7
63 GF Score
Price €70.50
GF Value €44.42
Valuation Significantly Overvalued
! 6 Warning Signs
View Full Analysis

What is Helios Technologies Cyclically Adjusted PB Ratio?

Helios Technologies STU:SH7 +0.71% 63 Cyclically Adjusted PB Ratio is 3.38 as of Aug. 18, 2026, which is 24% below its 10-year median of 4.42. GuruFocus rates STU:SH7 with a GF Score™ of 63/100 and a GF Value™ of €44.42 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 2,203 Industrial Products companies, Helios Technologies ranks worse than 66.23% on this metric.

As of today (2026-08-18), Helios Technologies's current share price is €70.50. Helios Technologies's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 was €20.86. Helios Technologies's Cyclically Adjusted PB Ratio for today is 3.38.

The historical rank and industry rank for Helios Technologies's Cyclically Adjusted PB Ratio or its related term are showing as below:

STU:SH7' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 1.28   Med: 4.42   Max: 10.06
Current: 3.46

During the past years, Helios Technologies's highest Cyclically Adjusted PB Ratio was 10.06. The lowest was 1.28. And the median was 4.42.

STU:SH7's Cyclically Adjusted PB Ratio is ranked worse than
66.23% of 2203 companies
in the Industrial Products industry
Industry Median: 2.18 vs STU:SH7: 3.46

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Helios Technologies's adjusted book value per share data for the three months ended in Jun. 2026 was €24.908. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is €20.86 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Helios Technologies  (STU:SH7) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Helios Technologies Cyclically Adjusted PB Ratio Related Terms


Helios Technologies Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Helios Technologies's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Helios Technologies Cyclically Adjusted PB Ratio Chart

Helios Technologies Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.91 3.47 2.53 2.23 2.41

Helios Technologies Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.57 2.39 2.41 2.81 3.76

STU:SH7 vs SMR, CXT, GRC: Cyclically Adjusted PB Ratio Comparison

For the Specialty Industrial Machinery subindustry, Helios Technologies's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Helios Technologies Cyclically Adjusted PB Ratio vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Helios Technologies's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Helios Technologies's Cyclically Adjusted PB Ratio falls into.


STU:SH7
63GF Score
Helios Technologies Inc STU:SH7
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Helios Technologies Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Helios Technologies's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=70.50/20.86
=3.38

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Helios Technologies's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, Helios Technologies's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book=Book Value per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=24.908/333.9520*333.9520
=24.908

Current CPI (Jun. 2026) = 333.9520.

Helios Technologies Quarterly Data

Book Value per Share CPI Adj_Book
201609 7.923 241.428 10.959
201612 8.320 241.432 11.508
201703 8.553 243.801 11.716
201706 8.447 244.955 11.516
201709 8.332 246.819 11.273
201712 8.509 246.524 11.527
201803 13.481 249.554 18.040
201806 13.635 251.989 18.070
201809 14.120 252.439 18.679
201812 14.595 251.233 19.400
201903 14.950 254.202 19.640
201906 15.431 256.143 20.119
201909 15.830 256.759 20.589
201912 16.222 256.974 21.081
202003 15.564 258.115 20.137
202006 15.688 257.797 20.322
202009 15.549 260.280 19.950
202012 15.554 260.474 19.942
202103 16.298 264.877 20.548
202106 16.944 271.696 20.827
202109 18.061 274.310 21.988
202112 19.359 278.802 23.188
202203 20.566 287.504 23.889
202206 21.741 296.311 24.503
202209 23.321 296.808 26.240
202212 23.018 296.797 25.900
202303 23.167 301.836 25.632
202306 23.704 305.109 25.945
202309 23.908 307.789 25.940
202312 23.676 306.746 25.776
202403 23.737 312.332 25.380
202406 24.246 314.175 25.772
202409 24.017 315.301 25.438
202412 24.790 315.605 26.231
202503 24.481 319.799 25.564
202506 23.857 322.561 24.699
202509 23.627 324.800 24.293
202512 24.013 324.054 24.746
202603 24.466 330.213 24.743
202606 24.908 333.952 24.908

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PB Ratio of 3.38 mean?
Helios Technologies (STU:SH7) has a Cyclically Adjusted PB Ratio of 3.38 as of Aug. 18, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Helios Technologies and its competitors. This is 24% below median its historical median of 4.42. Over the past decade, Helios Technologies' Cyclically Adjusted PB Ratio has ranged from 1.28 to 10.06. According to the industry distribution chart, Helios Technologies ranks #1459 out of 2203 companies in the Industrial Products industry, placing it in the top 66.2%.
Is Helios Technologies' Cyclically Adjusted PB Ratio too high?
Helios Technologies' current Cyclically Adjusted PB Ratio of 3.38 is 24% below median its 10-year median of 4.42. Over the past 10 years, this metric has ranged from a low of 1.28 to a high of 10.06. The Industrial Products industry median Cyclically Adjusted PB Ratio is 2.18. Helios Technologies' value of 3.38 is 55% above this industry median. Based on the distribution chart, Helios Technologies ranks #1459 out of 2203 companies in the Industrial Products industry, which is below the industry midpoint. Overall, Helios Technologies has a GF Score™ of 63/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helios Technologies' Cyclically Adjusted PB Ratio compare to SMR and CXT?
According to the Industrial Products industry distribution chart, Helios Technologies ranks #1459 out of 2203 companies for Cyclically Adjusted PB Ratio. This places Helios Technologies in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 2.18. Helios Technologies' value of 3.38 is 55% above this benchmark. Historically, Helios Technologies' own Cyclically Adjusted PB Ratio has ranged from 1.28 to 10.06 over the past decade. While the company's 10-year median is 4.42 vs. the industry median of 2.18, Helios Technologies has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for an Industrial Products company?
The median Cyclically Adjusted PB Ratio among Industrial Products companies is 2.18, based on 2,203 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Helios Technologies's current Cyclically Adjusted PB Ratio of 3.38 is 55% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Helios Technologies and its competitors. For the Industrial Products industry, the median Cyclically Adjusted PB Ratio is 2.18 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helios Technologies's current Cyclically Adjusted PB Ratio is 3.38, which is 24% below median its own 10-year median of 4.42. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helios Technologies stock overvalued right now?
Based on GuruFocus' analysis, Helios Technologies (STU:SH7) is currently considered Significantly Overvalued. The stock's GF Value™ is €44.42, compared to a current price of €70.50 — trading 58.7% above its estimated fair value. The current Cyclically Adjusted PB Ratio is 3.38, which is 24% below median its 10-year median of 4.42 and 55% above the Industrial Products industry median of 2.18. Helios Technologies' overall GF Score™ is 63/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Helios Technologies (STU:SH7), the current Cyclically Adjusted PB Ratio is 3.38 as of Aug. 18, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Helios Technologies (STU:SH7) Overvalued in 2026?

Based on GuruFocus' analysis, Helios Technologies stock appears to be overvalued. The current stock price of €70.50 is trading 58.7% above its estimated GF Value™ of €44.42. GuruFocus considers Helios Technologies to be Significantly Overvalued.

Key valuation signals for STU:SH7:

  • Cyclically Adjusted PB Ratio: 3.38 (24% below median its 10-year median of 4.42)
  • GF Value™: €44.42 vs. price of €70.50 (58.7% above fair value)
  • GF Score™: 63/100 with 6 warning signs
  • Industry Position: 55% above the Industrial Products median (#1459 of 2203)

No single metric tells the full story. See the STU:SH7 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Helios Technologies Business Description

Other Exchanges HLIO:USA
Address 7456 16th Street East, Sarasota, FL, USA, 34243
Helios Technologies Inc is an industrial technology company that develops, manufactures, and markets solutions for the hydraulics and electronics markets. It operates under two business segments: Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic components and systems used to transmit power and control force, speed, and motion. There are two categories based on Hydraulic system architecture: MCT and FCT. The Electronics segment provides complete, fully-tailored display and control solutions for engines, engine-driven equipment, specialty vehicles, therapy baths, and traditional and swim spas. The company generates the majority of its revenue from the Hydraulics segment. Geographically, the company generates key revenue from the Americas region.
63GF Score

Get the complete analysis for STU:SH7

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€70.50
Price
€44.42
GF Value