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The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-08-18), Helios Technologies's 1-Year Sharpe Ratio is 1.51.
Helios Technologies (NYSE:HLIO) 1-Year Sharpe Ratio Explanation
The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.
Helios Technologies 1-Year Sharpe Ratio Related Terms
HLIO vs SMR, CXT, GRC: 1-Year Sharpe Ratio Comparison
For the Specialty Industrial Machinery subindustry, Helios Technologies's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe 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 1-Year Sharpe Ratio vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Helios Technologies's 1-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Helios Technologies's 1-Year Sharpe Ratio falls into.
Helios Technologies 1-Year Sharpe Ratio Calculation
The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.
Helios Technologies (HLIO) has a 1-Year Sharpe Ratio of 1.51 as of Aug. 18, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Helios Technologies and its competitors.
Is Helios Technologies' 1-Year Sharpe Ratio too high?
Helios Technologies' current 1-Year Sharpe Ratio is 1.51. 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' 1-Year Sharpe Ratio compare to SMR and CXT?
Helios Technologies' 1-Year Sharpe Ratio of 1.51 can be compared against companies in the Industrial Products industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for an Industrial Products company?
A good 1-Year Sharpe Ratio depends on the Industrial Products industry context. However, 1-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Helios Technologies and its competitors. Helios Technologies's current 1-Year Sharpe Ratio is 1.51. 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 $79.96 — trading 54.8% above its estimated fair value. The current 1-Year Sharpe Ratio is 1.51. 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 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For Helios Technologies (HLIO), the current 1-Year Sharpe Ratio is 1.51 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 (HLIO) Overvalued in 2026?
Based on GuruFocus' analysis, Helios Technologies stock appears to be overvalued.
The current stock price of $79.96 is trading 54.8% above its estimated GF Value™ of $51.67.
GuruFocus considers Helios Technologies to be Significantly Overvalued.
Key valuation signals for HLIO:
1-Year Sharpe Ratio: 1.51
GF Value™: $51.67 vs. price of $79.96 (54.8% above fair value)
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
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1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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