WallStSmart

Emerson Electric Company (EMR)vsHelios Technologies Inc (HLIO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Emerson Electric Company generates 2068% more annual revenue ($18.19B vs $839.00M). EMR leads profitability with a 12.7% profit margin vs 5.8%. HLIO appears more attractively valued with a PEG of 1.03. HLIO earns a higher WallStSmart Score of 63/100 (C+).

EMR

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 6.5Value: 7.3Quality: 5.3
Piotroski: 5/9Altman Z: 2.56

HLIO

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 5.0Value: 8.0Quality: 8.5
Piotroski: 6/9Altman Z: 2.21
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EMRSignificantly Overvalued (-159.6%)

Margin of Safety

-159.6%

Fair Value

$59.58

Current Price

$130.86

$71.28 premium

UndervaluedFair: $59.58Overvalued
HLIOOvervalued (-8.9%)

Margin of Safety

-8.9%

Fair Value

$67.86

Current Price

$67.23

$0.63 premium

UndervaluedFair: $67.86Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EMR2 strengths · Avg: 8.5/10
Market CapQuality
$73.18B9/10

Large-cap with strong market position

Operating MarginProfitability
24.6%8/10

Strong operational efficiency at 24.6%

HLIO3 strengths · Avg: 8.7/10
EPS GrowthGrowth
307.8%10/10

Earnings expanding 307.8% YoY

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
17.4%8/10

17.4% revenue growth

Areas to Watch

EMR4 concerns · Avg: 4.0/10
PEG RatioValuation
1.644/10

Expensive relative to growth rate

P/E RatioValuation
32.0x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.1%4/10

4.1% revenue growth

EPS GrowthGrowth
4.9%4/10

4.9% earnings growth

HLIO3 concerns · Avg: 2.7/10
Return on EquityProfitability
5.4%3/10

ROE of 5.4% — below average capital efficiency

Profit MarginProfitability
5.8%3/10

5.8% margin — thin

P/E RatioValuation
46.4x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : EMR

The strongest argument for EMR centers on Market Cap, Operating Margin.

Bull Case : HLIO

The strongest argument for HLIO centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 17.4% demonstrates continued momentum. PEG of 1.03 suggests the stock is reasonably priced for its growth.

Bear Case : EMR

The primary concerns for EMR are PEG Ratio, P/E Ratio, Revenue Growth.

Bear Case : HLIO

The primary concerns for HLIO are Return on Equity, Profit Margin, P/E Ratio. A P/E of 46.4x leaves little room for execution misses.

Key Dynamics to Monitor

EMR profiles as a value stock while HLIO is a growth play — different risk/reward profiles.

HLIO carries more volatility with a beta of 1.25 — expect wider price swings.

HLIO is growing revenue faster at 17.4% — sustainability is the question.

EMR generates stronger free cash flow (602M), providing more financial flexibility.

Bottom Line

HLIO scores higher overall (63/100 vs 51/100) and 17.4% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Emerson Electric Company

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Emerson Electric Co. is an American multinational corporation headquartered in Ferguson, Missouri. The Fortune 500 company manufactures products and provides engineering services for a wide range of industrial, commercial, and consumer markets.

Helios Technologies Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Helios Technologies, Inc. develops, manufactures and sells solutions for the electronics and hydraulics markets in the Americas, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Sarasota, Florida.

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