HLIO vs FBK

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

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

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

HLIO vs FBK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

HLIO

$2.73B

FBK

$2.72B

Max Drawdown

HLIO

77.48%

Winner

FBK

65.80%

Sharpe Ratio

Winner

HLIO

2.20

FBK

0.77

5Y Beta

HLIO

1.38

Winner

FBK

1.03

Industry

HLIO

Specialty Industrial Machinery

FBK

Banks - Regional

P/E Ratio

HLIO

44.92

Winner

FBK

19.47

Forward P/E

Winner

HLIO

11.74

FBK

14.88

PEG Ratio

HLIO

0.70

FBK

N/A

Dividend Yield

HLIO

0.47%

Winner

FBK

1.46%

5Y Dividends CAGR

HLIO

1.61%

Winner

FBK

19.87%

5Y EPS CAGR

Winner

HLIO

1.82%

FBK

0.33%

Debt to Equity

HLIO

26.14%

Winner

FBK

0.00%

Free Cash Flow Yield

HLIO

3.90%

Winner

FBK

7.14%

HLIO vs FBK - Historical Returns

Returns include dividend reinvestment.

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

Winner

HLIO

+19.12%

FBK

-2.10%

Winner

HLIO

+15.74%

FBK

-2.78%

Winner

HLIO

+53.17%

FBK

-4.69%

Winner

HLIO

+166.83%

FBK

+20.70%

5Y(CAGR)

HLIO

+3.41%

Winner

FBK

+6.34%

10Y(CAGR)

Winner

HLIO

+11.64%

FBK

+11.38%

Max(CAGR)

Winner

HLIO

+17.60%

FBK

+11.38%

HLIO vs FBK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HLIO	FBK
2026	+51.12%	-4.93%
2025	+21.76%	+12.07%
2024	+0.71%	+32.73%
2023	-16.14%	+11.31%
2022	-46.76%	-17.52%
2021	+103.26%	+28.66%
2020	+17.08%	-11.03%
2019	+39.20%	+13.47%
2018	-48.82%	-18.12%
2017	+64.63%	+61.13%
2016	+32.34%	+25.06%
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 FBK 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 FBK was -65.24%, occurring on Mar 18, 2020. Recovery took 783 trading sessions.

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

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

Correlation

Correlation between HLIO and FBK 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)

HLIO vs FBK dividend yield comparison.

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