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Helios TechnologiesSTU:SH7 +0.71%63 ROC (Joel Greenblatt) % is 32.01% as of Jun. 2026, which is 12% below its 10-year median of 36.26. 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 3,065 Industrial Products companies, Helios Technologies ranks better than 72.95% on this metric.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Helios Technologies's annualized ROC (Joel Greenblatt) % for the quarter that ended in Jun. 2026 was 32.01%.
The historical rank and industry rank for Helios Technologies's ROC (Joel Greenblatt) % or its related term are showing as below:
STU:SH7'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 14.25 Med: 36.26 Max: 52.52
Current: 25.93
During the past 13 years, Helios Technologies's highest ROC (Joel Greenblatt) % was 52.52%. The lowest was 14.25%. And the median was 36.26%.
STU:SH7's ROC (Joel Greenblatt) % is ranked better than 72.95% of 3065
companies
in the Industrial Products industry
Industry Median: 11.8
vs STU:SH7: 25.93
Helios Technologies's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was -4.30% per year.
The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.
Helios Technologies ROC (Joel Greenblatt) % Related Terms
Helios Technologies ROC (Joel Greenblatt) % Historical Data
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The historical data trend for Helios Technologies's ROC (Joel Greenblatt) % 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.
STU:SH7 vs SMR, CXT, GRC: ROC (Joel Greenblatt) % Comparison
For the Specialty Industrial Machinery subindustry, Helios Technologies's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Helios Technologies's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Helios Technologies's ROC (Joel Greenblatt) % falls into.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:
EBIT stands for Earnings Before Interest and Taxes.
Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.
GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.
Note:
The EBIT data used here is four times the quarterly (Jun. 2026) EBIT 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.
What does a ROC (Joel Greenblatt) % of 32.01% mean?
Helios Technologies (STU:SH7) has a ROC (Joel Greenblatt) % of 32.01% as of Jun. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Helios Technologies and its competitors. This is 12% below median its historical median of 36.26. Over the past decade, Helios Technologies' ROC (Joel Greenblatt) % has ranged from 14.25 to 52.52. According to the industry distribution chart, Helios Technologies ranks #829 out of 3065 companies in the Industrial Products industry, placing it in the top 27%.
Is Helios Technologies' ROC (Joel Greenblatt) % too high?
Helios Technologies' current ROC (Joel Greenblatt) % of 32.01% is 12% below median its 10-year median of 36.26. Over the past 10 years, this metric has ranged from a low of 14.25 to a high of 52.52. The Industrial Products industry median ROC (Joel Greenblatt) % is 11.80. Helios Technologies' value of 32.01% is 171.3% above this industry median. Based on the distribution chart, Helios Technologies ranks #829 out of 3065 companies in the Industrial Products industry, which is above 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' ROC (Joel Greenblatt) % compare to SMR and CXT?
According to the Industrial Products industry distribution chart, Helios Technologies ranks #829 out of 3065 companies for ROC (Joel Greenblatt) %. This puts Helios Technologies in the upper half of its industry. The industry median ROC (Joel Greenblatt) % is 11.80. Helios Technologies' value of 32.01% is 171.3% above this benchmark. Historically, Helios Technologies' own ROC (Joel Greenblatt) % has ranged from 14.25 to 52.52 over the past decade. While the company's 10-year median is 36.26 vs. the industry median of 11.80, 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 ROC (Joel Greenblatt) % for an Industrial Products company?
The median ROC (Joel Greenblatt) % among Industrial Products companies is 11.80, based on 3,065 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Helios Technologies's current ROC (Joel Greenblatt) % of 32.01% is 171.3% 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Helios Technologies and its competitors. For the Industrial Products industry, the median ROC (Joel Greenblatt) % is 11.80 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helios Technologies's current ROC (Joel Greenblatt) % is 32.01%, which is 12% below median its own 10-year median of 36.26. 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 ROC (Joel Greenblatt) % is 32.01%, which is 12% below median its 10-year median of 36.26 and 171.3% above the Industrial Products industry median of 11.80. 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 ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Helios Technologies (STU:SH7), the current ROC (Joel Greenblatt) % is 32.01% 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 (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:
ROC (Joel Greenblatt) %: 32.01% (12% below median its 10-year median of 36.26)
GF Value™: €44.42 vs. price of €70.50 (58.7% above fair value)
Industry Position: 171.3% above the Industrial Products median (#829 of 3065)
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 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
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