COMP <GO>
HLIO vs SMR // ALTMAN Z-SCORE & DEBT/EQUITY
Helios Technologies Inc. (NYSE) VS. NuScale Power Corporation (NYSE) • 15-METRIC TALLY: HLIO 9
— SMR 3
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: HLIO
LAST: $67.48 (+2.01%) • MKT CAP: $2.18B
balance-sheet
3.73
LAST: $5.35 (-4.80%) • MKT CAP: $2.42B
balance-sheet
3.62
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLIO VS. SMR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLIO | SMR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 32.30% | 36.30% | -4.00 | SMR | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.70% | -35.00% | +39.70 | HLIO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.3x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | -18.00% | +22.60 | HLIO | /fcf-yield <GO> |
| Operating Margin | 7.90% | -60.00% | +67.90 | HLIO | /operating-margins <GO> |
| Net Profit Margin | 5.80% | -60.00% | +65.80 | HLIO | /net-margins <GO> |
| Revenue Growth (YoY) | 4.10% | -15.00% | +19.10 | HLIO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.53% | 0.00% | +0.53 | HLIO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 3.73 | 3.62 | +0.11 | HLIO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 3/9 | +6.00 | HLIO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.5 | 37.1 | +5.40 | HLIO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.14 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.2x | 19.0x | +24.20 | SMR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.18B | $2.42B | -$232.1M | SMR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLIO REV | SMR REV | HLIO GROSS % | SMR GROSS % | HLIO FCF | SMR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $839.0M | $31.5M | 32.3% | 36.3% | $103.6M | -$460.1M |
| FY 2024 | $805.9M | $37.0M | 31.3% | 86.7% | $95.1M | -$108.7M |
| FY 2023 | $835.6M | $22.8M | — | — | $83.9M | -$184.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLIO // BETA —
SMR // BETA 1.14