Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Helios TechnologiesHLIO -2.32%81 ROA % is 5.79% as of Jun. 2026, which is 4% below its 10-year median of 6.03. GuruFocus rates HLIO with a GF Score™ of 81/100 and a GF Value™ of $51.67 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 3,077 Industrial Products companies, Helios Technologies ranks better than 61% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Helios Technologies's annualizedNet Income for the quarter that ended in Jun. 2026 was $87.6 Mil.
Helios Technologies's average Total Assets over the quarter that ended in Jun. 2026 was $1,513.9 Mil. Therefore, Helios Technologies's annualized ROA % for the quarter that ended in Jun. 2026 was 5.79%.
The historical rank and industry rank for Helios Technologies's ROA % or its related term are showing as below:
HLIO'
s ROA % Range Over the Past 10 Years
Min: 1.22 Med: 6.03 Max: 7.71
Current: 4.65
During the past 13 years, Helios Technologies's highest ROA % was 7.71%. The lowest was 1.22%. And the median was 6.03%.
HLIO's ROA % is ranked better than 61% of 3077
companies
in the Industrial Products industry
Industry Median: 3.15
vs HLIO: 4.65
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is four times the quarterly (Jun. 2026) net income data. The Revenue data used here is four times the quarterly (Jun. 2026) revenue data.
* 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.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
Helios Technologies ROA % Related Terms
Helios Technologies ROA % Historical Data
* Premium members only.
The historical data trend for Helios Technologies's ROA % 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.
For the Specialty Industrial Machinery subindustry, Helios Technologies's ROA %, along with its competitors' market caps and ROA % 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 ROA % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Helios Technologies's ROA % distribution charts can be found below:
* The bar in red indicates where Helios Technologies's ROA % falls into.
* 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.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is four times the quarterly (Jun. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Helios Technologies (HLIO) has a ROA % of 5.79% as of Jun. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Helios Technologies and its competitors. This is near median its historical median of 6.03. Over the past decade, Helios Technologies' ROA % has ranged from 1.22 to 7.71. According to the industry distribution chart, Helios Technologies ranks #1200 out of 3077 companies in the Industrial Products industry, placing it in the top 39%.
Is Helios Technologies' ROA % too high?
Helios Technologies' current ROA % of 5.79% is near median its 10-year median of 6.03. Over the past 10 years, this metric has ranged from a low of 1.22 to a high of 7.71. The Industrial Products industry median ROA % is 3.15. Helios Technologies' value of 5.79% is 83.8% above this industry median. Based on the distribution chart, Helios Technologies ranks #1200 out of 3077 companies in the Industrial Products industry, which is above the industry midpoint. Overall, Helios Technologies has a GF Score™ of 81/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helios Technologies' ROA % compare to SMR and CXT?
According to the Industrial Products industry distribution chart, Helios Technologies ranks #1200 out of 3077 companies for ROA %. This puts Helios Technologies in the upper half of its industry. The industry median ROA % is 3.15. Helios Technologies' value of 5.79% is 83.8% above this benchmark. Historically, Helios Technologies' own ROA % has ranged from 1.22 to 7.71 over the past decade. While the company's 10-year median is 6.03 vs. the industry median of 3.15, 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 ROA % for an Industrial Products company?
The median ROA % among Industrial Products companies is 3.15, based on 3,077 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Helios Technologies's current ROA % of 5.79% is 83.8% 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 ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Helios Technologies and its competitors. For the Industrial Products industry, the median ROA % is 3.15 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helios Technologies's current ROA % is 5.79%, which is near median its own 10-year median of 6.03. 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 (HLIO) is currently considered Significantly Overvalued. The stock's GF Value™ is $51.67, compared to a current price of $80.10 — trading 55% above its estimated fair value. The current ROA % is 5.79%, which is near median its 10-year median of 6.03 and 83.8% above the Industrial Products industry median of 3.15. Helios Technologies' overall GF Score™ is 81/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Helios Technologies (HLIO), the current ROA % is 5.79% as of Jun. 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 (HLIO) Overvalued in 2026?
Based on GuruFocus' analysis, Helios Technologies stock appears to be overvalued.
The current stock price of $80.10 is trading 55% above its estimated GF Value™ of $51.67.
GuruFocus considers Helios Technologies to be Significantly Overvalued.
Key valuation signals for HLIO:
ROA %: 5.79% (near median its 10-year median of 6.03)
GF Value™: $51.67 vs. price of $80.10 (55% above fair value)
Industry Position: 83.8% above the Industrial Products median (#1200 of 3077)
No single metric tells the full story. See the HLIO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
81GF Score
Get the complete analysis for HLIO
ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
HLIO has been successfully added to your 
