Discounted Cash Flow

Helios Technologies, Inc.

HLIO · Based on 10 years of SEC filings

Average annual growth rates

Metric 10-Year 5-Year 3-Year
Sales
Free Cash Flow
Average (FCF & NI)
Net Income

Average annual growth is the mean year-over-year change across each period.

Endpoint CAGR (better for long term trend)

Metric 10-Year 5-Year 3-Year
Sales
Free Cash Flow
Average (FCF & NI)
Net Income

Endpoint CAGR is the compound annual rate from the first to last year in each period.

Projections use average year-over-year growth. Change this in Settings.

Projected growth rate

Free cash flow growth
10-year: — 5-year: — 3-year: —
Averaged growth (FCF & NI)
10-year: — 5-year: — 3-year: —
Net income growth
10-year: — 5-year: — 3-year: —
Sales growth (not added to calculations)
10-year: — 5-year: — 3-year: —

Click a greyed-out slider to switch metrics. Slide between the 10-year, 5-year, and 3-year historic growth rates for FCF, net income, or their average.

%
%

Historical inputs (10 fiscal years)

YEAR Sales Net Income Free Cash Flow Net Margin EPS (diluted)
2017 $342.8m $31.6m $27.2m 9.2% $0.38
2018 $508.0m (48.2%) $46.7m (48.1%) $49.1m (80.6%) 9.2% (-0.1%) $0.36 (-5.3%)
2019 $554.7m (9.2%) $60.3m (29.0%) $65.5m (33.4%) 10.9% (18.1%) $0.36 (0.0%)
2020 $523.0m (-5.7%) $14.2m (-76.4%) $94.0m (43.6%) 2.7% (-75.0%)
2021 $523.0m (0.0%) $14.2m (0.0%) $94.0m (0.0%) 2.7% (0.0%) $0.36
2022 $885.4m (69.3%) $98.4m (592.1%) $81.3m (-13.5%) 11.1% (308.8%) $3.03 (741.7%)
2023 $835.6m (-5.6%) $37.5m (-61.9%) $49.6m (-39.0%) 4.5% (-59.6%) $1.14 (-62.4%)
2024 $805.9m (-3.6%) $39.0m (4.0%) $95.1m (91.7%) 4.8% (7.8%) $1.17 (2.6%)
2025 $839.0m (4.1%) $48.4m (24.1%) $103.6m (8.9%) 5.8% (19.2%) $1.46 (24.8%)
2026 $839.0m (0.0%) $48.4m (0.0%) $103.6m (0.0%) 5.8% (0.0%) $0.36 (-75.3%)

Base FCF: (latest fiscal year)

Discount rate: %

Terminal growth:

Projection period: years

Alt A decline yrs:

Alt B total yrs:

Projected cash flows

Year Projected cash flow Discount Factor Present Value

PV of projected FCF:

Terminal FCF:

Terminal value:

PV of terminal value:

Enterprise value (DCF):

DCF price per share:

Current price:

Alternative DCF Models

Model Fair Value Upside PV(FCFs) PV(Terminal) Total Years
Standard (10yr→TV) 10 + TV
Alt A (Gradual Decline)
Alt B (30yr Hard Stop) N/A

This is a simplified DCF model for illustration. It uses reported free cash flow, a single growth assumption, fixed WACC, and a Gordon Growth terminal value. It is not investment advice.

+ 10YR Financials Balance Sheet (10YR) Cash Flow (10YR) DCF Model