WallStSmart

Helios Technologies Inc (HLIO)vsRaytheon Technologies Corp (RTX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Raytheon Technologies Corp generates 10672% more annual revenue ($90.37B vs $839.00M). RTX leads profitability with a 8.0% 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+).

HLIO

Buy

63

out of 100

Grade: C+

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

RTX

Buy

59

out of 100

Grade: C

Growth: 7.3Profit: 6.0Value: 3.3Quality: 6.0
Piotroski: 6/9Altman Z: 1.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HLIOUndervalued (+40.5%)

Margin of Safety

+40.5%

Fair Value

$124.11

Current Price

$66.84

$57.27 discount

UndervaluedFair: $124.11Overvalued
RTXSignificantly Overvalued (-52.1%)

Margin of Safety

-52.1%

Fair Value

$115.75

Current Price

$176.07

$60.32 premium

UndervaluedFair: $115.75Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

RTX3 strengths · Avg: 8.7/10
Market CapQuality
$237.11B10/10

Mega-cap, among the largest globally

EPS GrowthGrowth
32.5%8/10

Earnings expanding 32.5% YoY

Free Cash FlowQuality
$1.21B8/10

Generating 1.2B in free cash flow

Areas to Watch

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
46.1x2/10

Premium valuation, high expectations priced in

RTX3 concerns · Avg: 4.0/10
PEG RatioValuation
2.394/10

Expensive relative to growth rate

P/E RatioValuation
33.0x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.554/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : RTX

The strongest argument for RTX centers on Market Cap, EPS Growth, Free Cash Flow.

Bear Case : HLIO

The primary concerns for HLIO are Return on Equity, Profit Margin, P/E Ratio. A P/E of 46.1x leaves little room for execution misses.

Bear Case : RTX

The primary concerns for RTX are PEG Ratio, P/E Ratio, Altman Z-Score.

Key Dynamics to Monitor

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

HLIO carries more volatility with a beta of 1.26 — expect wider price swings.

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

RTX generates stronger free cash flow (1.2B), providing more financial flexibility.

Bottom Line

HLIO scores higher overall (63/100 vs 59/100) 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.

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.

Visit Website →

Raytheon Technologies Corp

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Raytheon Technologies Corporation is an American multinational aerospace and defense conglomerate headquartered in Waltham, Massachusetts. It is one of the largest aerospace, intelligence services providers, and defense manufacturers in the world by revenue and market capitalization. Raytheon Technologies (RTX) researches, develops, and manufactures advanced technology products in the aerospace and defense industry, including aircraft engines, avionics, aerostructures, cybersecurity, guided missiles, air defense systems, satellites, and drones.

Visit Website →

Want to dig deeper into these stocks?