HLIO vs CARG

Comparison between Helios Technologies Inc (HLIO, Company) and CarGurus Inc - Class A (CARG, Company).

HLIO is from the Industrials sector, while CARG is from the Consumer Cyclical sector.

5-Year PerformanceHLIO has outperformed CARG, delivering a return of +3.4% compared to +0.4%

HLIO vs CARG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLIO(COMPANY)	CARG(COMPANY)
Market Cap	$2.73B	$2.72B
Max Drawdown	77.48%	78.66%
Sharpe Ratio	2.20	-0.13
5Y Beta	1.38	1.09
Industry	Specialty Industrial Machinery	Auto & Truck Dealerships
P/E Ratio	44.92	20.80
Forward P/E	11.74	10.99
PEG Ratio	0.70	N/A
Dividend Yield	0.47%	N/A
5Y Dividends CAGR	1.61%	N/A
5Y EPS CAGR	1.82%	19.66%
Debt to Equity	26.14%	0.00%
Free Cash Flow Yield	3.90%	10.77%

Market Cap

Winner

HLIO

$2.73B

CARG

$2.72B

Max Drawdown

Winner

HLIO

77.48%

CARG

78.66%

Sharpe Ratio

Winner

HLIO

2.20

CARG

-0.13

5Y Beta

HLIO

1.38

Winner

CARG

1.09

Industry

HLIO

Specialty Industrial Machinery

CARG

Auto & Truck Dealerships

P/E Ratio

HLIO

44.92

Winner

CARG

20.80

Forward P/E

HLIO

11.74

Winner

CARG

10.99

PEG Ratio

HLIO

0.70

CARG

N/A

Dividend Yield

HLIO

0.47%

CARG

N/A

5Y Dividends CAGR

HLIO

1.61%

CARG

N/A

5Y EPS CAGR

HLIO

1.82%

Winner

CARG

19.66%

Debt to Equity

HLIO

26.14%

Winner

CARG

0.00%

Free Cash Flow Yield

HLIO

3.90%

Winner

CARG

10.77%

HLIO vs CARG - Historical Returns

Returns include dividend reinvestment.

Period	HLIO	CARG
1 month	+19.12%	-23.40%
3 months	+15.74%	-5.86%
6 months	+53.17%	-19.48%
1 year	+166.83%	-8.86%
5 years(CAGR)	+3.41%	+0.41%
10 years(CAGR)	+11.64%	+0.54%
Max(CAGR)	+17.60%	+0.54%

Winner

HLIO

+19.12%

CARG

-23.40%

Winner

HLIO

+15.74%

CARG

-5.86%

Winner

HLIO

+53.17%

CARG

-19.48%

Winner

HLIO

+166.83%

CARG

-8.86%

5Y(CAGR)

Winner

HLIO

+3.41%

CARG

+0.41%

10Y(CAGR)

Winner

HLIO

+11.64%

CARG

+0.54%

Max(CAGR)

Winner

HLIO

+17.60%

CARG

+0.54%

HLIO vs CARG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HLIO	CARG
2026	+51.12%	-23.24%
2025	+21.76%	+7.33%
2024	+0.71%	+55.36%
2023	-16.14%	+68.13%
2022	-46.76%	-59.97%
2021	+103.26%	+4.60%
2020	+17.08%	-13.09%
2019	+39.20%	+6.80%
2018	-48.82%	+11.95%
2017	+64.63%	+8.70%
2016	+32.34%	N/A
2015	-17.58%	N/A
2014	+0.84%	N/A
2013	+47.27%	N/A
2012	+13.00%	N/A
2011	-7.72%	N/A
2010	+40.65%	N/A
2009	+42.26%	N/A
2008	-21.05%	N/A
2007	+85.65%	N/A
2006	+6.35%	N/A
2005	+90.93%	N/A
2004	+118.43%	N/A
2003	+12.25%	N/A
2002	+6.67%	N/A
2001	+17.96%	N/A
2000	+12.67%	N/A
1999	-6.53%	N/A

HLIO vs CARG Drawdown Comparison

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

The maximum drawdown for CARG was -78.66%, occurring on Dec 7, 2022. This drawdown has not yet recovered.

The current HLIO drawdown is -25.46%. The current CARG drawdown is -48.31%.

Rank	HLIO	CARG
#1	-76.92% Nov 18, 2021 - Apr 21, 2025	-78.66% Sep 27, 2018 - Dec 7, 2022
#2	-74.60% Jul 30, 2008 - Mar 8, 2011	-20.79% Mar 12, 2018 - Jul 23, 2018
#3	-56.83% Jan 25, 2018 - Mar 2, 2021	-18.38% Jan 19, 2018 - Mar 6, 2018
#4	-49.30% Jul 19, 2007 - May 12, 2008	-13.04% Oct 31, 2017 - Jan 17, 2018
#5	-47.62% Aug 2, 2005 - Apr 27, 2007	-12.74% Aug 9, 2018 - Sep 26, 2018
#6	-44.28% May 10, 2011 - Mar 13, 2013	-11.65% Oct 16, 2017 - Oct 31, 2017
#7	-42.37% Mar 24, 2000 - Aug 6, 2003	-1.63% Jan 17, 2018 - Jan 19, 2018
#8	-41.93% Mar 7, 2014 - May 9, 2017	-1.50% Mar 6, 2018 - Mar 8, 2018
#9	-38.68% Jul 1, 2004 - Mar 1, 2005	-0.59% Jul 23, 2018 - Jul 25, 2018
#10	-31.89% Apr 6, 2005 - May 27, 2005	-0.16% Aug 2, 2018 - Aug 6, 2018
#11	-30.59% Aug 8, 2003 - Mar 8, 2004	-0.12% Jul 27, 2018 - Jul 31, 2018
#12	-25.00% Nov 10, 1999 - Mar 14, 2000	N/A
#13	-22.16% Jun 2, 2008 - Jul 30, 2008	N/A
#14	-18.96% Nov 27, 2013 - Mar 5, 2014	N/A
#15	-16.28% Mar 11, 2004 - May 4, 2004	N/A