COMPARE · Data as of August 21, 2026
EROC vs HLIO
Verdict: Side-by-side breakdown using the Bull Rankings model. EROC scored 72.0, HLIO scored 67.8 — EROC leads.
Compare another set
EROC
ERock, Inc.
72
$14.13 · $3.9B
Score gap
4.2
EROC leads
HLIO
Helios Technologies, Inc.
67.8
$76.18 · $2.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestHLIO35.6x
- Fastest growthEROC+42.5%
- Strongest balance sheetEROC0.12
- Highest qualityHLIO59 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
EROC
stronger →← stronger
HLIO
58
Qualityreturns · margins · balance sheet
59
98
Growthrevenue & earnings expansion
83
98
Valuevaluation vs sector peers
63
EROC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EROC
HLIO
—
FCF
$107mC
+42.5%A
Rev
+14.0%B+
0.12A
D/E
0.37B+
50.5xC
P/E
35.6xC+
0.22A
PEG
1.03B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
EROC
HLIO
—
Price vs fair valuelower is cheaper
67% above
—
Growth the price implies10-yr FCF · lower = less priced in
~20%/yr
—
1-yr DCF upside
-45%
—
5-yr DCF upside
-40%
—
10-yr DCF upside
-33%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EROC
Why this score
- Short track record
HLIO
Why this score
- Raising its dividend
The companies
EROCERock, Inc.
Why now
Specialty Industrial Machinery · market cap $3.9b. Down 32% from 52-week high of $20.70 — deep drawdown territory. Revenue growing +43% — in hypergrowth territory. PEG 0.22 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $22.88 (implying +62% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Trailing P/E 50.5x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Currently unprofitable (margin -66.7%) — path to GAAP profitability is the core thesis risk. Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
HLIOHelios Technologies, Inc.
Why now
Specialty Industrial Machinery · market cap $2.5b. 20% off the 52-week high of $95.05. Revenue growing +14%, comfortably above the S&P median. 6 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $90.17 (implying +18% upside).
Moat
FCF converts 150% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE 8% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where EROC and HLIO diverge
On the headline score the gap is 4.2 points in favor of EROC. The widest single difference is Value, where EROC leads by 35.4 points.
- ValueEROC 98.5 · HLIO 63.1EROC +35.4
- GrowthEROC 98.5 · HLIO 83.0EROC +15.5
- QualityEROC 58.0 · HLIO 59.4level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.