HLIO vs PACWP

Comparison between Helios Technologies Inc (HLIO, Company) and PacWest Bancorp Depositary Shares Each Representing a 140th Interest in a Share of 7.75 Fixed Rate NonCumulative Perpetual Preferred Stock Series A (PACWP, Company).

HLIO vs PACWP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLIO(COMPANY)	PACWP(COMPANY)
Market Cap	$2.48B	$2.48B
Max Drawdown	77.48%	76.44%
Sharpe Ratio	1.73	0.63
5Y Beta	1.39	N/A
Industry	Specialty Industrial Machinery	N/A
P/E Ratio	40.81	-11.22
Forward P/E	11.74	N/A
PEG Ratio	0.63	N/A
Dividend Yield	0.50%	N/A
5Y Dividends CAGR	3.13%	N/A
5Y EPS CAGR	1.82%	N/A
Debt to Equity	26.14%	298.65%
Free Cash Flow Yield	4.30%	10.45%
P/S Ratio	2.84	1.30
P/B Ratio	2.73	1.03

Market Cap

HLIO

$2.48B

Winner

PACWP

$2.48B

Max Drawdown

HLIO

77.48%

Winner

PACWP

76.44%

Sharpe Ratio

Winner

HLIO

1.73

PACWP

0.63

5Y Beta

HLIO

1.39

PACWP

N/A

Industry

HLIO

Specialty Industrial Machinery

PACWP

N/A

P/E Ratio

HLIO

40.81

Winner

PACWP

-11.22

Forward P/E

HLIO

11.74

PACWP

N/A

PEG Ratio

HLIO

0.63

PACWP

N/A

Dividend Yield

HLIO

0.50%

PACWP

N/A

5Y Dividends CAGR

HLIO

3.13%

PACWP

N/A

5Y EPS CAGR

HLIO

1.82%

PACWP

N/A

Debt to Equity

Winner

HLIO

26.14%

PACWP

298.65%

Free Cash Flow Yield

HLIO

4.30%

Winner

PACWP

10.45%

P/S Ratio

HLIO

2.84

Winner

PACWP

1.30

P/B Ratio

HLIO

2.73

Winner

PACWP

1.03

HLIO vs PACWP - Historical Returns

Returns include dividend reinvestment.

Period	HLIO	PACWP
1 month	-2.50%	+8.44%
3 months	+22.66%	+3.42%
6 months	+15.66%	+78.84%
1 year	+119.93%	-5.64%
5 years(CAGR)	+0.60%	N/A
10 years(CAGR)	+11.38%	N/A
Max(CAGR)	+17.35%	-6.01%

HLIO

-2.50%

Winner

PACWP

+8.44%

Winner

HLIO

+22.66%

PACWP

+3.42%

HLIO

+15.66%

Winner

PACWP

+78.84%

Winner

HLIO

+119.93%

PACWP

-5.64%

5Y(CAGR)

HLIO

+0.60%

PACWP

N/A

10Y(CAGR)

HLIO

+11.38%

PACWP

N/A

Max(CAGR)

Winner

HLIO

+17.35%

PACWP

-6.01%

HLIO vs PACWP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HLIO	PACWP
2026	+47.31%	N/A
2025	+21.76%	N/A
2024	+0.71%	N/A
2023	-16.14%	-6.02%
2022	-46.76%	-0.40%
2021	+103.26%	N/A
2020	+17.08%	N/A
2019	+39.20%	N/A
2018	-48.82%	N/A
2017	+64.63%	N/A
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 PACWP 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 PACWP was -76.05%, occurring on May 4, 2023. This drawdown has not yet recovered.

The current HLIO drawdown is -27.34%. The current PACWP drawdown is -10.76%.

Rank	HLIO	PACWP
#1	-76.92% Nov 18, 2021 - Apr 21, 2025	-76.05% Feb 15, 2023 - May 4, 2023
#2	-74.60% Jul 30, 2008 - Mar 8, 2011	-2.11% Feb 8, 2023 - Feb 15, 2023
#3	-56.83% Jan 25, 2018 - Mar 2, 2021	-1.10% Feb 2, 2023 - Feb 8, 2023
#4	-49.30% Jul 19, 2007 - May 12, 2008	-0.98% Jan 18, 2023 - Feb 1, 2023
#5	-47.62% Aug 2, 2005 - Apr 27, 2007	-0.60% Dec 29, 2022 - Jan 3, 2023
#6	-44.28% May 10, 2011 - Mar 13, 2013	-0.35% Jan 9, 2023 - Jan 12, 2023
#7	-42.37% Mar 24, 2000 - Aug 6, 2003	-0.12% Jan 3, 2023 - Jan 5, 2023
#8	-41.93% Mar 7, 2014 - May 9, 2017	-0.09% Jan 12, 2023 - Jan 17, 2023
#9	-38.68% Jul 1, 2004 - Mar 1, 2005	N/A
#10	-31.89% Apr 6, 2005 - May 27, 2005	N/A
#11	-30.59% Aug 8, 2003 - Mar 8, 2004	N/A
#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

Correlation

Correlation between HLIO and PACWP is -0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.02

-101

Dividend Comparison (1999 - 2026)

HLIO vs PACWP dividend yield comparison.

Year	HLIO	PACWP
2026	0.41%	0.00%
2025	0.67%	0.00%
2024	0.81%	0.00%
2023	0.79%	9.26%
2022	0.66%	0.00%
2021	0.34%	0.00%
2020	0.68%	0.00%
2019	0.78%	0.00%
2018	1.08%	0.00%
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%