RH vs HLIO

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

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

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

RH vs HLIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

$2.96B

Winner

HLIO

$2.96B

Max Drawdown

84.72%

Winner

HLIO

77.48%

Sharpe Ratio

-0.03

Winner

HLIO

2.27

5Y Beta

2.39

Winner

HLIO

1.41

Industry

Specialty Retail

HLIO

Specialty Industrial Machinery

P/E Ratio

Winner

28.49

HLIO

48.79

Forward P/E

19.80

Winner

HLIO

11.74

PEG Ratio

1.32

Winner

HLIO

0.76

Dividend Yield

N/A

HLIO

0.42%

5Y Dividends CAGR

N/A

HLIO

1.61%

5Y EPS CAGR

-12.61%

Winner

HLIO

1.82%

Debt to Equity

Winner

0.00%

HLIO

26.14%

Free Cash Flow Yield

Winner

7.83%

HLIO

3.59%

RH vs HLIO - Historical Returns

Returns include dividend reinvestment.

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

Winner

+14.75%

HLIO

+13.14%

+21.56%

Winner

HLIO

+32.76%

-14.45%

Winner

HLIO

+62.05%

-14.93%

Winner

HLIO

+182.57%

5Y(CAGR)

-25.40%

Winner

HLIO

+3.71%

10Y(CAGR)

Winner

+18.97%

HLIO

+12.89%

Max(CAGR)

+12.58%

Winner

HLIO

+17.91%

RH vs HLIO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RH	HLIO
2026	-19.06%	+64.15%
2025	-54.66%	+21.76%
2024	+37.69%	+0.71%
2023	+15.08%	-16.14%
2022	-50.37%	-46.76%
2021	+21.18%	+103.26%
2020	+111.59%	+17.08%
2019	+81.49%	+39.20%
2018	+33.47%	-48.82%
2017	+176.76%	+64.63%
2016	-60.67%	+32.34%
2015	-16.49%	-17.58%
2014	+42.62%	+0.84%
2013	+102.53%	+47.27%
2012	+8.46%	+13.00%
2011	N/A	-7.72%
2010	N/A	+40.65%
2009	N/A	+42.26%
2008	N/A	-21.05%
2007	N/A	+85.65%
2006	N/A	+6.35%
2005	N/A	+90.93%
2004	N/A	+118.43%
2003	N/A	+12.25%
2002	N/A	+6.67%
2001	N/A	+17.96%
2000	N/A	+12.67%
1999	N/A	-6.53%

RH vs HLIO Drawdown Comparison

The maximum drawdown for RH was -84.72%, occurring on Apr 1, 2026. This drawdown has not yet recovered.

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

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

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