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HLIO vs TRMK

Comparison between Helios Technologies Inc (HLIO, Company) and Trustmark Corp (TRMK, Company).

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

5-Year PerformanceTRMK has outperformed HLIO, delivering a return of +9.8% compared to +3.6%

HLIO vs TRMK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
HLIO
$2.65B
Winner
TRMK
$2.65B
Max Drawdown
HLIO
77.48%
Winner
TRMK
56.05%
Sharpe Ratio
Winner
HLIO
2.03
TRMK
1.13
5Y Beta
HLIO
1.40
Winner
TRMK
0.91
Industry
HLIO
Specialty Industrial Machinery
TRMK
Banks - Regional
P/E Ratio
HLIO
43.60
Winner
TRMK
11.88
Forward P/E
Winner
HLIO
11.74
TRMK
11.89
PEG Ratio
Winner
HLIO
0.68
TRMK
2.29
Dividend Yield
HLIO
0.47%
Winner
TRMK
2.15%
5Y Dividends CAGR
Winner
HLIO
1.61%
TRMK
1.27%
5Y EPS CAGR
HLIO
1.82%
Winner
TRMK
4.93%
Debt to Equity
HLIO
26.14%
Winner
TRMK
0.00%
Free Cash Flow Yield
HLIO
4.02%
Winner
TRMK
6.48%
P/S Ratio
Winner
HLIO
3.03
TRMK
3.30
P/B Ratio
HLIO
2.82
Winner
TRMK
1.24

HLIO vs TRMK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HLIO
+22.89%
TRMK
+3.57%
3M
Winner
HLIO
+23.79%
TRMK
+10.80%
6M
Winner
HLIO
+45.85%
TRMK
+12.32%
1Y
Winner
HLIO
+152.17%
TRMK
+33.31%
5Y(CAGR)
HLIO
+3.56%
Winner
TRMK
+9.82%
10Y(CAGR)
Winner
HLIO
+11.65%
TRMK
+9.63%
Max(CAGR)
Winner
HLIO
+17.63%
TRMK
+6.04%

HLIO vs TRMK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHLIOTRMK
2026+53.29%+17.53%
2025+21.76%+15.46%
2024+0.71%+31.04%
2023-16.14%-16.65%
2022-46.76%+8.60%
2021+103.26%+23.60%
2020+17.08%-17.26%
2019+39.20%+23.25%
2018-48.82%-8.07%
2017+64.63%-8.15%
2016+32.34%+63.03%
2015-17.58%-1.38%
2014+0.84%-3.86%
2013+47.27%+17.20%
2012+13.00%-6.07%
2011-7.72%-1.24%
2010+40.65%+13.16%
2009+42.26%+10.86%
2008-21.05%-9.10%
2007+85.65%-21.01%
2006+6.35%+19.88%
2005+90.93%-6.29%
2004+118.43%+7.84%
2003+12.25%+24.21%
2002+6.67%+2.76%
2001+17.96%+26.97%
2000+12.67%+1.31%
1999-6.53%-4.73%

HLIO vs TRMK 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 TRMK was -53.57%, occurring on Jul 15, 2008. Recovery took 1608 trading sessions.

The current HLIO drawdown is -24.39%.

RankHLIOTRMK
#1-76.92%
Nov 18, 2021 - Apr 21, 2025
-53.57%
Dec 27, 2006 - May 20, 2013
#2-74.60%
Jul 30, 2008 - Mar 8, 2011
-47.76%
Nov 10, 2022 - Nov 6, 2024
#3-56.83%
Jan 25, 2018 - Mar 2, 2021
-41.76%
May 6, 2019 - Mar 11, 2021
#4-49.30%
Jul 19, 2007 - May 12, 2008
-33.67%
Dec 1, 1999 - Jun 1, 2001
#5-47.62%
Aug 2, 2005 - Apr 27, 2007
-24.54%
Aug 21, 2018 - Feb 22, 2019
#6-44.28%
May 10, 2011 - Mar 13, 2013
-23.82%
Nov 22, 2013 - Jul 12, 2016
#7-42.37%
Mar 24, 2000 - Aug 6, 2003
-22.92%
May 14, 2002 - May 30, 2003
#8-41.93%
Mar 7, 2014 - May 9, 2017
-22.59%
Jan 14, 2022 - Oct 27, 2022
#9-38.68%
Jul 1, 2004 - Mar 1, 2005
-22.58%
Oct 6, 2004 - Mar 17, 2006
#10-31.89%
Apr 6, 2005 - May 27, 2005
-22.01%
Nov 25, 2024 - Aug 13, 2025
#11-30.59%
Aug 8, 2003 - Mar 8, 2004
-20.94%
Dec 9, 2016 - Jul 23, 2018
#12-25.00%
Nov 10, 1999 - Mar 14, 2000
-17.72%
Mar 12, 2021 - Jan 6, 2022
#13-22.16%
Jun 2, 2008 - Jul 30, 2008
-16.23%
Aug 2, 2001 - Nov 12, 2001
#14-18.96%
Nov 27, 2013 - Mar 5, 2014
-14.51%
Jun 21, 2001 - Jul 18, 2001
#15-16.28%
Mar 11, 2004 - May 4, 2004
-14.48%
Mar 5, 2004 - Aug 25, 2004

Correlation

Correlation between HLIO and TRMK is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

HLIO vs TRMK dividend yield comparison.

YearHLIOTRMK
20260.25%1.10%
20250.67%2.46%
20240.81%2.60%
20230.79%3.30%
20220.66%2.64%
20210.34%2.83%
20200.68%3.37%
20190.78%2.67%
20181.08%3.24%
20170.45%2.89%
20161.00%2.58%
20151.42%3.99%
20143.68%3.75%
20131.10%3.43%
20125.33%4.10%
20111.59%3.79%
20102.27%3.70%
20091.71%4.08%
20082.39%4.26%
20071.22%3.51%
20061.95%2.60%
20051.46%2.95%
20041.35%2.48%
200329.84%2.34%
20022.01%2.58%
20012.10%2.29%
20002.42%2.43%
19990.62%0.58%

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