Helios Technologies [HLIO] vs A.O. Smith [AOS] Detailed Stock Comparison

Helios Technologies Inc.

NYSE
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A.O. Smith Corporation

NYSE
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TLDR: Quick Comparison Summary

Based on 21 vital metrics comparison: Helios Technologies Inc. wins in 5 metrics, A.O. Smith Corporation wins in 16 metrics, with 0 ties. A.O. Smith Corporation appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Helios Technologies Inc. A.O. Smith Corporation Better
P/E Ratio (TTM) 47.70 16.72 A.O. Smith Corporation
Price-to-Book Ratio 2.46 4.80 Helios Technologies Inc.
Debt-to-Equity Ratio 41.46 10.97 A.O. Smith Corporation
PEG Ratio 0.15 0.88 Helios Technologies Inc.
EV/EBITDA 16.87 11.08 A.O. Smith Corporation
Profit Margin (TTM) 5.77% 14.26% A.O. Smith Corporation
Operating Margin (TTM) 12.81% 17.95% A.O. Smith Corporation
EBITDA Margin (TTM) 12.81% 17.95% A.O. Smith Corporation
Return on Equity 5.39% 29.20% A.O. Smith Corporation
Return on Assets (TTM) 3.86% 14.26% A.O. Smith Corporation
Free Cash Flow (TTM) $100.00M $546.00M A.O. Smith Corporation
Dividend Yield 0.59% 1.91% A.O. Smith Corporation
1-Year Return 174.04% -11.80% Helios Technologies Inc.
Price-to-Sales Ratio (TTM) 2.73 2.32 A.O. Smith Corporation
Enterprise Value $2.60B $9.01B A.O. Smith Corporation
EV/Revenue Ratio 3.10 2.35 A.O. Smith Corporation
Gross Profit Margin (TTM) 33.63% 38.40% A.O. Smith Corporation
Revenue per Share (TTM) $25 $27 A.O. Smith Corporation
Earnings per Share (Diluted) $1.45 $3.85 A.O. Smith Corporation
Beta (Stock Volatility) 1.26 1.35 Helios Technologies Inc.
Short % of Float 3.82% 6.77% Helios Technologies Inc.

Helios Technologies Inc. vs A.O. Smith Corporation Stock Performance Analysis

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HLIO
AOS

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Helios Technologies Inc.1.90%3.12%29.90%19.75%55.75%55.49%
A.O. Smith Corporation-0.05%-2.21%-3.62%-24.99%-15.73%-16.96%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Helios Technologies Inc.174.04%49.31%13.54%181.47%192.16%870.68%
A.O. Smith Corporation-11.80%-17.09%-17.86%38.31%475.84%674.86%

Performance & Financial Health Analysis: Helios Technologies Inc. vs A.O. Smith Corporation

MetricHLIOAOS
Market Information
Market Cap i$2.26B$8.90B
Market Cap CategoryMid capMid cap
10 Day Avg. Volume i344,1161,386,309
90 Day Avg. Volume i398,6851,424,306
Last Close$85.07$56.73
52 Week Range$28.80 - $85.85$54.16 - $81.87
% from 52W High-0.91%-30.71%
All-Time High$114.89 (Nov 15, 2021)$92.45 (Jul 15, 2024)
% from All-Time High-25.96%-38.64%
Growth Metrics
Quarterly Revenue Growth0.17%-0.03%
Quarterly Earnings Growth3.06%0.14%
Financial Health
Profit Margin (TTM) i0.06%0.14%
Operating Margin (TTM) i0.13%0.18%
Return on Equity (TTM) i0.05%0.29%
Debt to Equity (MRQ) i41.4610.97
Cash & Liquidity
Book Value per Share (MRQ)$28.14$13.41
Cash per Share (MRQ)$2.21$1.40
Operating Cash Flow (TTM) i$127.30M$616.80M
Levered Free Cash Flow (TTM) i$93.50M$426.16M
Dividends
Last 12-Month Dividend Yield i0.59%1.91%
Last 12-Month Dividend i$0.36$1.40

Valuation & Enterprise Metrics Analysis: Helios Technologies Inc. vs A.O. Smith Corporation

MetricHLIO (Apr 24, 2026)AOS (Apr 26, 2026)
Price Ratios
P/E Ratio (TTM) i47.7016.72
Forward P/E i21.7914.88
PEG Ratio i0.150.88
Price to Sales (TTM) i2.732.32
Price to Book (MRQ) i2.464.80
Market Capitalization
Market Capitalization i$2.26B$8.90B
Enterprise Value i$2.60B$9.01B
Enterprise Value Metrics
Enterprise to Revenue i3.102.35
Enterprise to EBITDA i16.8711.08
Risk & Other Metrics
Beta i1.261.35
Book Value per Share (MRQ) i$28.14$13.41

Financial Statements Comparison: Helios Technologies Inc. vs A.O. Smith Corporation

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricHLIO (2025)AOS (2025)
Revenue/Sales i839.00M3.83B
Cost of Goods Sold i567.80M2.34B
COGS % of Revenue i67.7%61.2%
Gross Profit i271.20M1.49B
Gross Margin i32.3%38.8%
Research & Development iN/AN/A
Operating Income (EBIT) i91.90M728.00M
Operating Margin i11.0%19.0%
EBITDA i174.50M813.70M
EBITDA Margin i20.8%21.2%
Pre-Tax Income i62.40M715.10M
Pre-Tax Income % of Revenue i7.4%18.7%
Income Tax i14.00M168.90M
Income Tax % of Revenue i1.7%4.4%
Net Income (Profit) i48.40M546.20M
Profit Margin i5.8%14.3%

Balance Sheet & Liquidity Metrics

MetricHLIO (2025)AOS (2025)
Cash & Equivalents i73.00M174.50M
Total Current Assets i414.90M1.29B
Total Current Assets % of Revenue i49.5%33.7%
Total Current Liabilities i143.20M862.50M
Total Current Liabilities % of Revenue i17.1%22.5%
Long-Term Debt i361.70M149.80M
Long-Term Debt % of Revenue i43.1%3.9%
Total Shareholders Equity i931.50M1.86B
Retained Earnings i539.10M3.95B
Retained Earnings % of Revenue i64.3%103.2%
Property, Plant & Equipment i17.60M1.01B

Cash Flow Statement Comparison

MetricHLIO (2025)AOS (2025)
Operating Cash Flow i118.20M600.30M
Operating Cash Flow % of Revenue i14.1%15.7%
Capital Expenditures i300,000N/A
Free Cash Flow i100.00M546.00M
FCF Margin i11.9%14.3%
Debt Repayment i-152.50M-1.12B
Common Stock Repurchase i-13.60M-400.80M

Short Interest & Institutional Ownership Analysis

MetricHLIOAOS
Shares Short i998,2596.61M
Short Ratio i2.324.36
Short % of Float i3.82%6.77%
Shares Outstanding i33.13M138.54M
Float Shares i32.80M110.27M
% Held by Insiders i1.79%0.45%
% Held by Institutions i102.52%93.08%
% Held by Public i-4.31%6.47%

Dividend Analysis & Yield Comparison: Helios Technologies Inc. vs A.O. Smith Corporation

MetricHLIOAOS
Last 12-Month Dividend i$0.36$1.40
Last 12-Month Dividend Yield i0.59%1.91%
3-Year Avg Annual Dividend i$0.36$1.32
3-Year Avg Dividend Yield i0.20%0.46%
3-Year Total Dividends i$1.08$3.96
Ex-Dividend DateJan 07, 2026Jan 30, 2026