HLIO vs IEX Stock Comparison
IEX currently leads HLIO in this stock comparison, with AIQ scores of 50 vs 46. The clearest difference is momentum, while HLIO has the stronger value profile.
What is the main difference between HLIO and IEX?
IEX leads the current stock comparison as IDEX Corporation, with the clearest separation coming from momentum and the broader AIQ evidence mix.
AlgovestIQ AIQ Comparison
Helios Technologies, Inc. vs IDEX Corporation
IEX leads
IEX leads by 4 AIQ points, primarily on Momentum and Risk Resilience, but the lead has narrowed from 7 points over 30 sessions. Wall Street currently favors HLIO on target upside.
Fragile: 4 of 6 evidence groups support IEX, its lead is narrowing, and its current signal state is conflicted.
Helios Technologies, Inc.
IDEX Corporation
The Algovestiq AIQ Score currently favors IEX over HLIO, 50 versus 46 as of Nov 7, 2026. IEX's advantage is driven primarily by stronger momentum and risk resilience, while HLIO holds the stronger value profile. IEX also shows the stronger technical structure relative to its 50-day moving average, though analyst target upside currently favors HLIO. 4 of 6 covered evidence groups favor IEX today, and the comparison is rated Fragile on stability: the AIQ gap is narrow at 4 points. IEX lead: Weakening — the AIQ differential moved from 7 to 4 points over 30 sessions.
Compare Helios Technologies, Inc. and IDEX Corporation across the Algovestiq AIQ Score, valuation, quality, momentum, risk, technicals and analyst expectations.
Performance over time
Total return with distributions reinvested, from daily closes.
Total return comparison
Growth of $10,000, distributions reinvested
Split-adjusted closes; each distribution is reinvested at the close on its ex-dividend date. Taxes and trading costs are not modeled.
Compare HLIO and IEX against another ticker
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AIQ Factor Divergence
Where the two separate, on the four dimensions behind the AIQ Score. Bars read outward from a shared zero: further from the centre is a wider gap.
- Momentum20 vs 39IEX +19
- Risk Resilience54 vs 71IEX +17
- Value56 vs 42HLIO +14
- Quality52 vs 57IEX +5
4 of 6 evidence groups favor IEX. IEX’s edge is concentrated in momentum and risk resilience; HLIO keeps a meaningful value edge.
What changed since the last close
Latest scored session 2026-11-06, compared against the prior scored session 2026-11-05.
Largest factor move: Momentum -5
New signals
- RSI Oversold - Potential Bounce — bullish, momentum, short horizon
Largest factor move: Momentum +5
No signal started or stopped since the prior session; its 2 active signals are unchanged.
IEX's lead widened by 3 AIQ points in the latest session.
Deeper signal detail for each name lives on its own signals page — HLIO and IEX both carry a full feed there.
The central trade-off
IEX (IDEX Corporation): the stronger current systematic profile, led by momentum and risk resilience.
HLIO (Helios Technologies, Inc.): the counter-case, on value, valuation, analyst expectations — but at materially higher volatility, 60.4% against 28.2%.
The AIQ Score and Wall Street therefore point in different directions on this pair.
Which one fits your objective
The same two names rank differently depending on what you are optimizing for. All six reads are shown at once — none of them is hidden behind a toggle.
Balanced
IEXIEX on the overall AIQ Score, which weights Quality and Value most heavily.
Growth
EvenGrowth figures are not covered for both names.
Value
HLIOHLIO on the peer-relative Value factor, by 14 points.
Momentum
IEXIEX on the Momentum factor, by 19 points.
Lower downside
IEXIEX on Risk Resilience, by 17 points.
Analyst upside
HLIOHLIO on implied upside to the consensus price target.
AIQ vs Wall Street
The model and the Street disagree here: AIQ favors IEX, analyst targets favor HLIO. That disagreement is the most useful thing on this page.
| Measure | HLIO | IEX | Note |
|---|---|---|---|
| Implied upside to target | +73.2% | +15.6% | HLIO has more room |
| Target dispersion | +71.8% | +15.2% | Lower is tighter analyst agreement |
| Consensus | Buy | Buy | Context, not a primary driver |
| Analysts covering | 4 | 7 | Higher coverage generally improves confidence |
The two are measuring different things. The AIQ Score reads current fundamentals, valuation, trend and risk; analyst targets price forward expectations. A divergence of this kind is either a contrarian opportunity or a sign the model is missing something already priced in — it is worth resolving before acting on either.
Analyst targets are expectations, not predictions. Dispersion matters as much as the midpoint.
Dividend growth
| Dividend metric | HLIO | IEX |
|---|---|---|
| 5Y dividend CAGR | 0.00% | 7.11% |
| 2020 regular DPS | $0.360 | $2.000 |
| 2025 regular DPS | $0.360 | $2.820 |
| Years increased | 0 | 5 |
| No cut in window | Yes | Yes |
| Cohort rank | #349 | #187 |
IEX grew its split-adjusted regular dividend faster over 2020–2025 — 7.11% a year against HLIO's 0.00%. Neither company reduced its regular dividend in any year of the window.
Yield and payout ratio shown elsewhere on this page are current values, not part of the study window.
Split-adjusted regular dividends per share, 2020–2025, excluding special dividends. Research as of Sep 19, 2026.
AIQ Agreement Matrix
4 of 6 covered evidence groups favor IEX. A wide gap backed by one group is a weaker case than a narrow gap backed by five.
| Evidence group | Favors | Reading |
|---|---|---|
| AIQ Score | IEX | 46 vs 50 |
| Fundamentals | IEX | TTM ROE 7.6% vs 13.3%; gross margin 32.7% vs 44.9%; operating margin 10% vs 20.9% |
| Valuation | HLIO | Value 56 vs 42 |
| Technicals | IEX | Price vs 50-day -30.5% vs -1.3%; vs 200-day -17.3% vs 4.7% |
| Risk Resilience | IEX | Risk Resilience 54 vs 71 |
| Analyst expectations | HLIO | Target upside 73.2% vs 15.6% |
✓ agrees with the overall verdict · ✕ points the other way. Groups marked “not covered” lack data on one or both of HLIO and IEX and are excluded from the count.
AIQ Decision Stability
The conclusion is sensitive to small changes. Treat the lead as provisional and watch the flip conditions below.
- The AIQ gap is narrow at 4 points. (argues the conclusion is provisional)
- The leader's advantage has been narrowing. (argues the conclusion is provisional)
- The lead has been steady session to session. (supports the conclusion holding)
- The leader is throwing conflicting signals. (argues the conclusion is provisional)
Stability combines the score gap, how broadly the evidence agrees, how steady the lead has been across daily snapshots, the current signal state on both names, and analyst dispersion on IEX.
How the comparison changed
120 daily snapshots · Jul 8 – Nov 6IEX lead: Weakening — the AIQ differential moved from 7 to 4 points over 30 sessions.
- Today
- IEX +4
- 46 vs 50
- 7 sessions ago
- IEX +5
- 51 vs 56
- 30 sessions ago
- IEX +7
- 53 vs 60
- 90 sessions ago
- HLIO +2
- 50 vs 48
The lead changed hands once in this window, most recently on Sep 2 when HLIO moved ahead of IEX.
AIQ Signal Divergence
Only the signals that bear on the head-to-head. A conflicted name is carrying bullish and bearish rules at the same time — the technical evidence is not pointing one way.
2 bullish / 4 bearish / 1 neutral, conflicted
Only HLIO
- Death Cross Active — bearish, trend, long horizon (7.38%)
- ATR Expansion - Breakout Mode — neutral, volatility, short horizon (4.83%)
- BB Lower Band Breach — bullish, volatility, short horizon
- Keltner Channel Breakdown — bearish, volatility, short horizon
- RSI Oversold - Potential Bounce — bullish, momentum, short horizon
- Downtrend Structure Active — bearish, trend, long horizon
1 bullish / 1 bearish, conflicted
Only IEX
- Golden Cross Active — bullish, trend, long horizon (5.91%)
Both carry 1 more signal that do not separate them: MACD Bearish Crossover.
IEX leads the comparison while carrying a conflicted signal state, which is one reason the stability rating is not higher.
Price vs model alignment
Whether the latest session's price move confirms what the model did over the same session, or contradicts it.
Price and the AIQ Score both moved down over the latest session (price -21.05%, AIQ -2 points).
Price and the AIQ Score both moved up over the latest session (price +1.97%, AIQ +1 points).
What would flip this result
A state, not a forecast. These are the specific, observable changes that would reverse the verdict — not a price prediction.
- 1HLIO closes the Momentum gap — currently 19 points behind, the largest single contributor to IEX's edge.
- 2HLIO's Death Cross Active resolves — a bearish trend rule currently active against it.
- 3IEX's conflicting signal state resolves bearish — it currently carries 1 bullish and 1 bearish rules at once.
- 4The narrowing continues — the lead has already given back 3 points over 30 sessions, and a further 4-point move would eliminate IEX's advantage entirely.
The full evidence
Every number behind the verdict. The leader is called above each group so you are not left to solve it from the table.
Fundamentals
IEX leads on balance| Metric | HLIO | IEX |
|---|---|---|
| Revenue growth (YoY) | 1.5% | — |
| EPS growth (YoY) | 10% | — |
| Gross margin | 32.7% | 44.9% |
| Operating margin | 10% | 20.9% |
| Return on equity (TTM) | 7.6% | 13.3% |
| Debt to equity | 0.02 | 0.44 |
Performance
IEX leads 6 of 6 windows| Metric | HLIO | IEX |
|---|---|---|
| 1 week (5 sessions) | -11.4% | -2.9% |
| 1 month (20 sessions) | -16.3% | -3.1% |
| 3 months (63 sessions) | -26.3% | -2.2% |
| 6 months (126 sessions) | -7% | 6.3% |
| Year to date | -8.6% | 27.6% |
| 1 year (252 sessions) | -2.2% | 34.9% |
Technicals
IEX has the stronger structure| Metric | HLIO | IEX |
|---|---|---|
| RSI (14) | 18.9 | 43.4 |
| ADX (14) | 24.5 | 16.9 |
| Price vs 50-day | -30.5% | -1.3% |
| Price vs 200-day | -17.3% | 4.7% |
| Volatility (1M, annualized) | 60.4% | 28.2% |
Risk
IEX is the more resilient| Metric | HLIO | IEX |
|---|---|---|
| Beta | 1.47 | 0.71 |
| Sharpe ratio | -0.23 | 1.31 |
| Sortino ratio | -0.29 | 2.16 |
| Max drawdown | -48.9% | -14.5% |
| Current drawdown | -48.9% | -5.6% |
| Annualized volatility | 44.6% | 22.6% |
| Value at risk (95%) | -3.6% | -1.8% |
Straight answers
Each answer is regenerated from the current snapshot, not written once and left to age.
Which is better, HLIO or IEX?
On the Algovestiq AIQ Score, IEX is the stronger of the two as of Nov 7, 2026, scoring 50 against HLIO's 46. The edge comes from momentum and risk resilience. HLIO is not without a case — it holds the better value profile, which matters more if that is the objective you are optimizing for. This is a systematic score, not a recommendation: it ranks the two on the same evidence, it does not know your holding period or tax position.
Is HLIO or IEX the better buy right now?
IEX carries the stronger systematic profile as of Nov 7, 2026, and the comparison is rated Fragile — 4 of 6 covered evidence groups agree. A Fragile rating means the conclusion is sensitive: the AIQ gap is narrow at 4 points. Treat the lead as provisional.
Why does the AIQ Score favor IEX over HLIO?
The composite weights Quality, Value, Momentum and Risk Resilience. IEX leads Momentum by 19 points; IEX leads Risk Resilience by 17 points; HLIO leads Value by 14 points. Where the two split, the factor with the larger weight carries the result.
Which has more analyst upside, HLIO or IEX?
Analyst price targets imply +73.2% upside for HLIO and +15.6% for IEX, so the Street currently favors HLIO. That points the opposite way to the AIQ Score, which favors IEX. The two are measuring different things: the model reads current fundamentals, valuation, trend and risk; the Street is pricing forward expectations. A divergence of this kind is either a contrarian opportunity or a sign the model is missing something the analysts have already priced — it is the single most useful row on this page to investigate. Analyst targets are expectations, not predictions, and dispersion matters as much as the midpoint.
Which is better value, HLIO or IEX?
HLIO is the better-valued of the two on the peer-relative Value factor. HLIO on the peer-relative Value factor, by 14 points. The Value factor reads valuation relative to sector peers and to the company's own fundamental quality, so it is not the same as simply having the lower multiple.
Which has stronger growth, HLIO or IEX?
Growth figures are not covered for both names. Growth here is measured on reported revenue and earnings, not on forward estimates — it describes what the businesses have delivered, not what the Street expects next.
Which has stronger momentum, HLIO or IEX?
IEX on the Momentum factor, by 19 points. Momentum is one of the four weighted factors in the AIQ composite. It has documented persistence over three- to twelve-month horizons, which makes it a timing input rather than a reason to hold something indefinitely.
Which is riskier, HLIO or IEX?
IEX is the more resilient of the two, so the other name carries the higher downside risk. IEX on Risk Resilience, by 17 points. Risk Resilience is a weighted factor in the composite; position sizing usually responds to it more usefully than the buy/avoid decision does.
Is HLIO more profitable than IEX?
IEX leads on the comparable margin measures — gross margin 32.7% vs 44.9%; operating margin 10% vs 20.9%; ttm roe 7.6% vs 13.3%.
Is IEX's lead over HLIO getting stronger or weaker?
IEX lead: Weakening — the AIQ differential moved from 7 to 4 points over 30 sessions. This is measured from 120 daily comparison snapshots between 2026-07-08 and 2026-11-06. The lead has changed hands once in that window, most recently on 2026-09-02, when HLIO moved ahead of IEX.
What would change the HLIO vs IEX verdict?
The result is a state, not a forecast, so it changes when the underlying evidence changes. Concretely: HLIO closes the Momentum gap — currently 19 points behind, the largest single contributor to IEX's edge; HLIO's Death Cross Active resolves — a bearish trend rule currently active against it; IEX's conflicting signal state resolves bearish — it currently carries 1 bullish and 1 bearish rules at once; the narrowing continues — the lead has already given back 3 points over 30 sessions, and a further 4-point move would eliminate IEX's advantage entirely.
What do the current signals say about HLIO and IEX?
HLIO: 2 bullish / 4 bearish / 1 neutral, conflicted. IEX: 1 bullish / 1 bearish, conflicted. A conflicted state means bullish and bearish rules are active on the same name at once — the technical evidence is not pointing one way, and a decision taken on it carries more timing risk. The most decision-relevant rule on HLIO is Death Cross Active (bearish, long horizon). On IEX it is Golden Cross Active (bullish, long horizon).
Compare HLIO and IEX with others
Continue your research
This page answers which of the two. These answer the questions on either side of it.
How this comparison is scored
The Algovestiq AIQ Score composites four factors — Quality, Value, Momentum and Risk, each carrying a fixed weight. Sentiment is reported separately as SentimentPulse and is not folded into the composite. Scores refresh every trading day, and this page regenerates from the latest snapshot rather than being written once.
The verdict names a leader, states how broadly six independent evidence groups agree, and rates how durable that conclusion is given the score gap, its recent trajectory and the current signal state on both names.
How to use side-by-side comparison →This comparison is informational and educational, not investment advice. AIQ scores update daily; re-check after earnings, guidance or macro data that materially changes either name’s factor profile.