HLIO vs RH

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

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

5-Year PerformanceHLIO has outperformed RH, delivering a return of +3.7% compared to -25.4%

HLIO vs RH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLIO(COMPANY)	RH(COMPANY)
Market Cap	$2.96B	$2.96B
Max Drawdown	77.48%	84.72%
Sharpe Ratio	2.27	-0.03
5Y Beta	1.41	2.39
Industry	Specialty Industrial Machinery	Specialty Retail
P/E Ratio	48.79	28.49
Forward P/E	11.74	19.80
PEG Ratio	0.76	1.32
Dividend Yield	0.42%	N/A
5Y Dividends CAGR	1.61%	N/A
5Y EPS CAGR	1.82%	-12.61%
Debt to Equity	26.14%	0.00%
Free Cash Flow Yield	3.59%	7.83%

Market Cap

Winner

HLIO

$2.96B

Max Drawdown

Winner

HLIO

77.48%

84.72%

Sharpe Ratio

Winner

HLIO

2.27

-0.03

5Y Beta

Winner

HLIO

1.41

2.39

Industry

HLIO

Specialty Industrial Machinery

Specialty Retail

P/E Ratio

HLIO

48.79

Winner

28.49

Forward P/E

Winner

HLIO

11.74

19.80

PEG Ratio

Winner

HLIO

0.76

1.32

Dividend Yield

HLIO

0.42%

N/A

5Y Dividends CAGR

HLIO

1.61%

N/A

5Y EPS CAGR

Winner

HLIO

1.82%

-12.61%

Debt to Equity

HLIO

26.14%

Winner

0.00%

Free Cash Flow Yield

HLIO

3.59%

Winner

7.83%

HLIO vs RH - Historical Returns

Returns include dividend reinvestment.

Period	HLIO	RH
1 month	+13.14%	+14.75%
3 months	+32.76%	+21.56%
6 months	+62.05%	-14.45%
1 year	+182.57%	-14.93%
5 years(CAGR)	+3.71%	-25.40%
10 years(CAGR)	+12.89%	+18.97%
Max(CAGR)	+17.91%	+12.58%

HLIO

+13.14%

Winner

+14.75%

Winner

HLIO

+32.76%

+21.56%

Winner

HLIO

+62.05%

-14.45%

Winner

HLIO

+182.57%

-14.93%

5Y(CAGR)

Winner

HLIO

+3.71%

-25.40%

10Y(CAGR)

HLIO

+12.89%

Winner

+18.97%

Max(CAGR)

Winner

HLIO

+17.91%

+12.58%

HLIO vs RH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HLIO	RH
2026	+64.15%	-19.06%
2025	+21.76%	-54.66%
2024	+0.71%	+37.69%
2023	-16.14%	+15.08%
2022	-46.76%	-50.37%
2021	+103.26%	+21.18%
2020	+17.08%	+111.59%
2019	+39.20%	+81.49%
2018	-48.82%	+33.47%
2017	+64.63%	+176.76%
2016	+32.34%	-60.67%
2015	-17.58%	-16.49%
2014	+0.84%	+42.62%
2013	+47.27%	+102.53%
2012	+13.00%	+8.46%
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 RH 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 RH was -84.72%, occurring on Apr 1, 2026. This drawdown has not yet recovered.

The current HLIO drawdown is -19.03%. The current RH drawdown is -78.80%.

Rank	HLIO	RH
#1	-76.92% Nov 18, 2021 - Apr 21, 2025	-84.72% Aug 12, 2021 - Apr 1, 2026
#2	-74.60% Jul 30, 2008 - Mar 8, 2011	-76.26% Nov 2, 2015 - Dec 7, 2017
#3	-56.83% Jan 25, 2018 - Mar 2, 2021	-68.10% Feb 18, 2020 - Jun 3, 2020
#4	-49.30% Jul 19, 2007 - May 12, 2008	-47.07% Jun 15, 2018 - Sep 11, 2019
#5	-47.62% Aug 2, 2005 - Apr 27, 2007	-28.93% Jul 9, 2013 - Jun 12, 2014
#6	-44.28% May 10, 2011 - Mar 13, 2013	-28.81% Dec 7, 2017 - Jun 5, 2018
#7	-42.37% Mar 24, 2000 - Aug 6, 2003	-21.95% Jun 30, 2014 - Dec 11, 2014
#8	-41.93% Mar 7, 2014 - May 9, 2017	-17.26% Mar 6, 2013 - May 6, 2013
#9	-38.68% Jul 1, 2004 - Mar 1, 2005	-17.11% Nov 26, 2012 - Feb 6, 2013
#10	-31.89% Apr 6, 2005 - May 27, 2005	-15.84% Apr 28, 2021 - Aug 11, 2021
#11	-30.59% Aug 8, 2003 - Mar 8, 2004	-14.93% Oct 23, 2020 - Nov 11, 2020
#12	-25.00% Nov 10, 1999 - Mar 14, 2000	-14.37% Jan 14, 2021 - Mar 19, 2021
#13	-22.16% Jun 2, 2008 - Jul 30, 2008	-14.35% Dec 18, 2014 - Mar 31, 2015
#14	-18.96% Nov 27, 2013 - Mar 5, 2014	-14.19% Dec 6, 2019 - Feb 18, 2020
#15	-16.28% Mar 11, 2004 - May 4, 2004	-13.79% Jul 22, 2015 - Nov 2, 2015