FBK vs HLIO

Comparison between FB Financial Corp (FBK, Company) and Helios Technologies Inc (HLIO, Company).

FBK is from the Financial Services sector, while HLIO is from the Industrials sector.

5-Year PerformanceFBK has outperformed HLIO, delivering a return of +6.3% compared to +3.4%

FBK vs HLIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FBK(COMPANY)	HLIO(COMPANY)
Market Cap	$2.72B	$2.73B
Max Drawdown	65.80%	77.48%
Sharpe Ratio	0.77	2.20
5Y Beta	1.03	1.38
Industry	Banks - Regional	Specialty Industrial Machinery
P/E Ratio	19.47	44.92
Forward P/E	14.88	11.74
PEG Ratio	N/A	0.70
Dividend Yield	1.46%	0.47%
5Y Dividends CAGR	19.87%	1.61%
5Y EPS CAGR	0.33%	1.82%
Debt to Equity	0.00%	26.14%
Free Cash Flow Yield	7.14%	3.90%

Market Cap

FBK

$2.72B

Winner

HLIO

$2.73B

Max Drawdown

Winner

FBK

65.80%

HLIO

77.48%

Sharpe Ratio

FBK

0.77

Winner

HLIO

2.20

5Y Beta

Winner

FBK

1.03

HLIO

1.38

Industry

FBK

Banks - Regional

HLIO

Specialty Industrial Machinery

P/E Ratio

Winner

FBK

19.47

HLIO

44.92

Forward P/E

FBK

14.88

Winner

HLIO

11.74

PEG Ratio

FBK

N/A

HLIO

0.70

Dividend Yield

Winner

FBK

1.46%

HLIO

0.47%

5Y Dividends CAGR

Winner

FBK

19.87%

HLIO

1.61%

5Y EPS CAGR

FBK

0.33%

Winner

HLIO

1.82%

Debt to Equity

Winner

FBK

0.00%

HLIO

26.14%

Free Cash Flow Yield

Winner

FBK

7.14%

HLIO

3.90%

FBK vs HLIO - Historical Returns

Returns include dividend reinvestment.

Period	FBK	HLIO
1 month	-2.10%	+19.12%
3 months	-2.78%	+15.74%
6 months	-4.69%	+53.17%
1 year	+20.70%	+166.83%
5 years(CAGR)	+6.34%	+3.41%
10 years(CAGR)	+11.38%	+11.64%
Max(CAGR)	+11.38%	+17.60%

FBK

-2.10%

Winner

HLIO

+19.12%

FBK

-2.78%

Winner

HLIO

+15.74%

FBK

-4.69%

Winner

HLIO

+53.17%

FBK

+20.70%

Winner

HLIO

+166.83%

5Y(CAGR)

Winner

FBK

+6.34%

HLIO

+3.41%

10Y(CAGR)

FBK

+11.38%

Winner

HLIO

+11.64%

Max(CAGR)

FBK

+11.38%

Winner

HLIO

+17.60%

FBK vs HLIO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FBK	HLIO
2026	-4.93%	+51.12%
2025	+12.07%	+21.76%
2024	+32.73%	+0.71%
2023	+11.31%	-16.14%
2022	-17.52%	-46.76%
2021	+28.66%	+103.26%
2020	-11.03%	+17.08%
2019	+13.47%	+39.20%
2018	-18.12%	-48.82%
2017	+61.13%	+64.63%
2016	+25.06%	+32.34%
2015	N/A	-17.58%
2014	N/A	+0.84%
2013	N/A	+47.27%
2012	N/A	+13.00%
2011	N/A	-7.72%
2010	N/A	+40.65%
2009	N/A	+42.26%
2008	N/A	-21.05%
2007	N/A	+85.65%
2006	N/A	+6.35%
2005	N/A	+90.93%
2004	N/A	+118.43%
2003	N/A	+12.25%
2002	N/A	+6.67%
2001	N/A	+17.96%
2000	N/A	+12.67%
1999	N/A	-6.53%

FBK vs HLIO Drawdown Comparison

The maximum drawdown for FBK was -65.24%, occurring on Mar 18, 2020. Recovery took 783 trading sessions.

The maximum drawdown for HLIO was -76.92%, occurring on Apr 21, 2025. This drawdown has not yet recovered.

The current FBK drawdown is -13.41%. The current HLIO drawdown is -25.46%.

Rank	FBK	HLIO
#1	-65.24% Jan 12, 2018 - Feb 24, 2021	-76.92% Nov 18, 2021 - Apr 21, 2025
#2	-47.79% Mar 12, 2021 - Jul 23, 2024	-74.60% Jul 30, 2008 - Mar 8, 2011
#3	-30.59% Nov 11, 2024 - Oct 3, 2025	-56.83% Jan 25, 2018 - Mar 2, 2021
#4	-17.08% Jan 21, 2026 - Mar 20, 2026	-49.30% Jul 19, 2007 - May 12, 2008
#5	-14.15% May 9, 2017 - Oct 24, 2017	-47.62% Aug 2, 2005 - Apr 27, 2007
#6	-12.44% Jan 11, 2017 - Feb 10, 2017	-44.28% May 10, 2011 - Mar 13, 2013
#7	-12.14% Oct 6, 2025 - Jan 14, 2026	-42.37% Mar 24, 2000 - Aug 6, 2003
#8	-9.62% Jul 26, 2024 - Aug 23, 2024	-41.93% Mar 7, 2014 - May 9, 2017
#9	-8.71% Sep 19, 2024 - Oct 16, 2024	-38.68% Jul 1, 2004 - Mar 1, 2005
#10	-8.12% Mar 16, 2017 - Mar 30, 2017	-31.89% Apr 6, 2005 - May 27, 2005
#11	-7.28% Aug 30, 2024 - Sep 19, 2024	-30.59% Aug 8, 2003 - Mar 8, 2004
#12	-6.70% Mar 31, 2017 - Apr 24, 2017	-25.00% Nov 10, 1999 - Mar 14, 2000
#13	-6.52% Oct 27, 2017 - Nov 29, 2017	-22.16% Jun 2, 2008 - Jul 30, 2008
#14	-5.88% Feb 16, 2017 - Mar 16, 2017	-18.96% Nov 27, 2013 - Mar 5, 2014
#15	-5.57% Oct 16, 2024 - Nov 6, 2024	-16.28% Mar 11, 2004 - May 4, 2004

Correlation

Correlation between FBK and HLIO is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38

-101

Dividend Comparison (1999 - 2026)

FBK vs HLIO dividend yield comparison.

Year	FBK	HLIO
2026	0.79%	0.25%
2025	1.36%	0.67%
2024	1.32%	0.81%
2023	1.51%	0.79%
2022	1.44%	0.66%
2021	1.00%	0.34%
2020	1.04%	0.68%
2019	0.81%	0.78%
2018	0.57%	1.08%
2017	0.00%	0.45%
2016	0.00%	1.00%
2015	0.00%	1.42%
2014	0.00%	3.68%
2013	0.00%	1.10%
2012	0.00%	5.33%
2011	0.00%	1.59%
2010	0.00%	2.27%
2009	0.00%	1.71%
2008	0.00%	2.39%
2007	0.00%	1.22%
2006	0.00%	1.95%
2005	0.00%	1.46%
2004	0.00%	1.35%
2003	0.00%	29.84%
2002	0.00%	2.01%
2001	0.00%	2.10%
2000	0.00%	2.42%
1999	0.00%	0.62%