Fact based stock research
Sun Hydraulics (NasdaqGS:HLIO)

US42328H1095

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For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:
Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

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Sun Hydraulics stock research in summary

heliostechnologies.com

ANALYSIS: With an Obermatt Combined Rank of 43 (worse than 57% compared with investment alternatives), Sun Hydraulics (Industrial Machinery, USA) shares have somewhat below-average financial characteristics compared with similar stocks. Shares of Sun Hydraulics are a good value (attractively priced) with a consolidated Value Rank of 81 (better than 81% of alternatives) but show below-average growth (Growth Rank of 27), and are riskily financed (Safety Rank of 37), which means above-average debt burdens. ...read more

RECOMMENDATION: A Combined Rank of 43, is a hold recommendation based on Sun Hydraulics's financial characteristics. As the company Sun Hydraulics's key financial metrics exhibit good value (Obermatt Value Rank of 81) but low growth (Obermatt Growth Rank of 27) and risky financing practices (Obermatt Safety Rank of 37), it may be a risky investment, because debt in times of crises can make things worse. The good value, better than 81% of comparable companies, may indicate the company's future is challenging. If you believe that low growth is temporary or just due to a specific current event, you may conclude that the good value of the stock provides an attractive investment opportunity. Obermatt Premium subscribers can further check the stock’s Sentiment Ranks, which also flow into the Obermatt 360° View for investors. ...read more

Latest Obermatt Ranks


360° View^new
Sentiment Rank^new
Value Rank	81
Growth Rank	27
Safety Rank	37
Combined Rank	43

Country	USA
Industry	Industrial Machinery
Index	NASDAQ
Size class	Small

31-Jul-2025. Stock data may be delayed. Log in or sign up to get the most recent research.

Further information

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Review the performance ranks of the individual metrics that form each investment strategy.

Research History: Sun Hydraulics

RESEARCH HISTORY	2022	2023	2024	2025
VALUE
VALUE	29	65	79	81
GROWTH
GROWTH	97	3	13	27
SAFETY
SAFETY	8	48	25	37
SENTIMENT
SENTIMENT	42	41	34	^new
360° VIEW
360° VIEW	32	18	28	^new

Most recent update of the stock research: 31-Jul-2025. Financial reporting date used for calculating ranks: 29-Mar-2025. Stock research history is based on the Obermatt Method. The higher the rank, the better Sun Hydraulics is in the corresponding investment strategy.
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Combined financial peformance in Detail

RESEARCH HISTORY	2022	2023	2024	2025
VALUE
VALUE	29	65	79	81
GROWTH
GROWTH	97	3	13	27
SAFETY
SAFETY	8	48	25	37
COMBINED
COMBINED	35	25	28	43

Last update of combined financial performance: 31-Jul-2025. Stock analysis on combined financial performance: The higher the rank of Sun Hydraulics the better the performance.

Value Metrics in Detail

ANALYSIS: With an Obermatt Value Rank of 81 (better than 81% compared with alternatives) for 2025, Sun Hydraulics shares are significantly less expensive than comparable stocks. The Value Rank is based on consolidating four value indicators that are all above average for Sun Hydraulics. Price-to-Sales is 54 which means that the stock price compared with what market professionals expect for future sales is lower than for 54% of comparable companies, indicating a good value for Sun Hydraulics's revenue size. The same is valid for expected Price-to-Profits, more favorable than for 67% of alternatives, and this is also true for the Price-to-Book capital ratio (also referred to as market-to-book ratio) with a Price-to-Capital Rank of 90. Compared with other companies in the same industry, dividend yields of Sun Hydraulics are expected to be higher than for 50% of all competitors (a Dividend Yield rank of 50). ...read more

RECOMMENDATION: The overall picture with a consolidated Value Rank of 81, is a buy recommendation based on Sun Hydraulics's stock price compared with the company's operational size and dividend yields. Since all value metrics are above the industry average, there is no objection to investing in Sun Hydraulics based on its detailed value metrics. We recommend further analyzing the stock with Obermatt’s Value, Safety, and Sentiment Ranks, including the 360° View, before making an investment decision. ...read more

VALUE METRICS	2022	2023	2024	2025
PRICE VS. REVENUES (P/S)
PRICE VS. REVENUES (P/S)	23	46	54	54
PRICE VS. PROFITS (P/E)
PRICE VS. PROFITS (P/E)	50	60	62	67
PRICE VS. CAPITAL (Market-to-Book)
PRICE VS. CAPITAL (Market-to-Book)	34	76	80	90
DIVIDEND YIELD
DIVIDEND YIELD	45	49	50	50
CONSOLIDATED RANK: VALUE
CONSOLIDATED RANK: VALUE	29	65	79	81

Last update of Value Rank: 31-Jul-2025. Stock analysis on value ratios: The higher the rank, the lower the value ratio of Sun Hydraulics; except for dividend yield where the rank is higher, the higher the yield.

Growth Metrics in Detail

ANALYSIS: With an Obermatt Growth Rank of 27 (better than 27% compared with alternatives), Sun Hydraulics shows a below-average growth dynamic in its industry. There is limited momentum in this company. The Growth Rank is based on consolidating four value indicators, with three out of four indicators below average for Sun Hydraulics. Only Capital Growth has a good rank of 54, which means that currently professionals expect the company to grow its invested capital more than 25% of its competitors. The other three indicators are pointing South: Sales Growth has a rank of 42 which means that currently professionals expect the company to grow less than 58% of its competitors. Profit Growth with a rank of 25 and Stock Returns with a rank of 21 are also low (below 79% of alternative investments). ...read more

RECOMMENDATION: The overall picture with a consolidated Growth Rank of 27, is a hold recommendation for growth and momentum investors. The good news from the invested capital side is surprising. A company with disappointing revenues, profits, and disappointed shareholders typically doesn't invest above average. Overall, the growth momentum for Sun Hydraulics is thus negative. As it is intriguing to see that company executives are optimistic about their investment policy, it is worthwhile looking into the details of the capital investment projects. They may indicate future growth and profits and thus if accompanied by a good value, a sign of good timing to invest in the stock. While momentum is a popular investment factor, the value aspect might be the more important one, in the longer term. We recommend analyzing the stock with Obermatt’s Value, Safety, and Sentiment Ranks to arrive at a 360° View of the stock purchase case, especially since the growth performance is limited here. ...read more

GROWTH METRICS	2022	2023	2024	2025
REVENUE GROWTH
REVENUE GROWTH	45	32	6	42
PROFIT GROWTH
PROFIT GROWTH	84	8	23	25
CAPITAL GROWTH
CAPITAL GROWTH	81	13	76	54
STOCK RETURNS
STOCK RETURNS	97	15	27	21
CONSOLIDATED RANK: GROWTH
CONSOLIDATED RANK: GROWTH	97	3	13	27

Last update of Growth Rank: 31-Jul-2025. Stock analysis on growth metrics: The higher the rank, the higher the growth and returns of Sun Hydraulics.

Safety Metrics in Detail

ANALYSIS: With an Obermatt Safety Rank of 37 (better than 37% compared with alternatives), the company Sun Hydraulics has financing practices on the riskier side, which means that their overall debt burden is above the industry average. This doesn't mean that the business of Sun Hydraulics is also risky, it only means that the company is on the riskier side in respect to bankruptcy in case things turn sour, assuming that public reporting is correct. The Safety Rank is based on consolidating three financing indicators, with just one indicator above average for Sun Hydraulics and the other two below average. Refinancing is at 64, meaning the portion of the debt about to be refinanced is below average. It has less debt in the refinancing stage than 64% of its competitors. But Leverage is high with a rank of 44, meaning the company has an above-average debt-to-equity ratio. It has more debt than 56% of its competitors. Liquidity is also on the riskier side with a rank of 25, meaning the company generates less profit to service its debt than 75% of its competitors. ...read more

RECOMMENDATION: With a consolidated Safety Rank of 37 (worse than 63% compared with alternatives), Sun Hydraulics has a financing structure that is riskier than that of its competitors. A good Refinancing Rank means that the problems of the company may not be around the corner. But high Leverage is only good if things go well, and low Liquidity is a signal for caution. The financing signals for Sun Hydraulics are on the riskier side, requiring the company's future to be on the safer side. Investors may want to look at Growth and Sentiment ranks before making an investment decision. In the long-term, investors may have a debt challenge with Sun Hydraulics and should also compare Obermatt’s Value, Growth, and Sentiment Ranks before making a decision. ...read more

SAFETY METRICS	2022	2023	2024	2025
LEVERAGE
LEVERAGE	28	38	29	44
REFINANCING
REFINANCING	15	57	63	64
LIQUIDITY
LIQUIDITY	51	56	30	25
CONSOLIDATED RANK: SAFETY
CONSOLIDATED RANK: SAFETY	8	48	25	37

Last update of Safety Rank: 31-Jul-2025. Stock analysis on safety metrics: The higher the rank, the lower the leverage of Sun Hydraulics and the more cash is available to service its debt.

Sentiment Metrics in Detail

SENTIMENT	2022	2023	2024	2025
ANALYST OPINIONS
ANALYST OPINIONS	n/a	100	97	^new
OPINIONS CHANGE
OPINIONS CHANGE	50	50	33	^new
PRO HOLDINGS
PRO HOLDINGS	34	16	18	^new
MARKET PULSE
MARKET PULSE	76	36	20	^new
CONSOLIDATED RANK: SENTIMENT
CONSOLIDATED RANK: SENTIMENT	42	41	34	^new

Last update of Sentiment Rank: 31-Jul-2025. Stock analysis on sentiment metrics: The higher the rank, the more positive the sentiment for Sun Hydraulics.
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