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BWEN vs HLIO
Which Stock Would AI Choose? Broadwind (BWEN) vs. Helios Technologies (HLIO) Stock Comparison
Key Takeaways
- BWEN (Broadwind, Inc.) is a small-cap precision manufacturer serving power generation and critical infrastructure, while HLIO (Helios Technologies) is a diversified mid-cap maker of motion control and electronic controls technology.
- HLIO has posted accelerating revenue growth, expanding margins, and rising profitability in recent quarters, whereas BWEN is navigating a strategic transition marked by a facility sale and withdrawn full-year guidance.
- Tickeron AI Verdict: Based on trend consistency, earnings momentum, and relative stability, the AI currently favors HLIO over BWEN.
- Momentum and market positioning diverge sharply: HLIO has outperformed its industry over the past year, while BWEN trades well below its 52-week high in oversold technical territory.
- For deeper context on each name, explore BWEN Major News and BWEN Today's Price Move, as well as HLIO Major News and HLIO Today's Price Move.
- To see how AI trading bots are positioning across these and thousands of other tickers, visit Trending AI Robots.
Introduction
Investors and traders weighing industrial and manufacturing exposure often face a choice between a turnaround small-cap and an established, cash-generative mid-cap. This stock comparison examines BWEN, a precision manufacturer focused on power generation and critical infrastructure, against HLIO, a global leader in hydraulic and electronic controls. Although both operate within the broader industrials universe, their recent relative performance, market positioning, and risk profiles differ considerably. This analysis is relevant to investors assessing growth quality, momentum traders evaluating trend direction, and anyone seeking a clearer view of how AI-driven tools might rank the two names in the current market environment.
BWEN Overview and Recent Performance
BWEN (Broadwind, Inc.) is a precision manufacturer of structures, equipment, and components for power generation, critical infrastructure, and other specialized applications, with facilities across the United States. Recent weeks have been defined by strategic repositioning. The company has pivoted away from wind tower fabrication, selling its Abilene facility and withdrawing its full-year 2026 financial guidance, while emphasizing growth in its Gearing and Industrial Solutions segments. In its latest quarter, Gearing sales rose 42% and Industrial Solutions sales climbed 64% year over year, driven by natural gas turbine and power generation demand. Despite improving order momentum, the shares have traded lower in recent months, with the stock well below its 52-week high and in technically oversold territory. Analysts, however, maintain a generally constructive view, with a consensus "Strong Buy" rating and price targets implying meaningful upside, reflecting expectations that the company's shift toward higher-margin, infrastructure-linked work may support a re-rating over time.
HLIO Overview and Recent Performance
HLIO (Helios Technologies) is a global provider of highly engineered motion control and electronic controls technology, selling into agriculture, construction, data centers, energy, health and wellness, and recreational vehicle markets across more than 80 countries. Recent market activity has favored the name. The company has delivered several consecutive quarters of double-digit pro forma sales and order growth, with its latest results showing sales up 17% year over year (23% on a pro forma basis) and adjusted earnings per share (EPS, or profit allocated to each share) up 82%. Gross margin expanded to 32.8%, and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margin reached 20.4%, a third straight quarter above 20%. Helios also reduced its leverage to 1.6 times net debt to adjusted EBITDA, its lowest level in years, and raised its quarterly dividend by 33%. These developments have supported a constructive sentiment backdrop, though shares have shown some pullback following recent earnings releases.
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Head-to-Head Comparison
The two companies differ fundamentally in scale, business mix, and financial profile. HLIO is a diversified, profitable mid-cap with roughly $2 billion in market capitalization, a broad global customer base, expanding margins, and a growing dividend. Its growth is driven by recovery across mobile and agricultural hydraulics markets and robust electronics demand, while its risks center on cyclical end markets, tariffs, and geopolitical exposure. BWEN, by contrast, is a much smaller company in the midst of a business-model transition, with thinner margins, recent unprofitability, and higher execution uncertainty following its guidance withdrawal. Its growth story rests on a shift toward power generation and grid infrastructure demand, including a recent acquisition into the transmission and distribution (T&D) market. In terms of momentum and stability, HLIO currently presents a more consistent trend, while BWEN offers a higher-risk, higher-uncertainty turnaround profile.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, margin expansion, and relative positioning, Tickeron's AI would most likely favor HLIO over BWEN at present. Helios combines consistent revenue growth, improving profitability, a strengthening balance sheet, and shareholder returns, all of which support a steadier uptrend and clearer catalysts. Broadwind, while attractively valued by some analyst measures and possessing longer-term infrastructure tailwinds, currently exhibits weaker near-term stability, negative earnings momentum, and a transitional operating model. This assessment is probabilistic rather than definitive, reflecting the relative balance of trend strength and risk between the two names rather than a prediction of future prices.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BWEN is a Hold and HLIO is a StrongBuy.
BWEN's RSI Indicator ascending out of oversold territory
The RSI Oscillator for BWEN moved out of oversold territory on November 03, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 27 similar instances when the indicator left oversold territory. In 25 of the 27 cases the stock moved higher. This puts the odds of a move higher at 90%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
Following a +5.30% 3-day Advance, the price is estimated to grow further. Considering data from situations where BWEN advanced for three days, in 189 of 232 cases, the price rose further within the following month. The odds of a continued upward trend are 81%.
BWEN may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 04, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BWEN as a result. In 77 of 91 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 85%.
The Moving Average Convergence Divergence Histogram (MACD) for BWEN turned negative on November 13, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 47 similar instances when the indicator turned negative. In 38 of the 47 cases the stock turned lower in the days that followed. This puts the odds of success at 81%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BWEN declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 81%.
The Aroon Indicator for BWEN entered a downward trend on November 13, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 39 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.967) is normal, around the industry mean (3.843). P/E Ratio (11.208) is within average values for comparable stocks, (36.971). Projected Growth (PEG Ratio) (0.030) is also within normal values, averaging (1.879). Dividend Yield (0.000) settles around the average of (0.032) among similar stocks. P/S Ratio (0.544) is also within normal values, averaging (189.487).
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 56 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 66 (best 1 - 100 worst), indicating fairly steady price growth. BWEN’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 75 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BWEN’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 74, placing this stock worse than average.
HLIO sees its 50-day moving average cross bearishly below its 200-day moving average
The 50-day moving average for HLIO moved below the 200-day moving average on October 14, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 04, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on HLIO as a result. In 66 of 84 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 79%.
The Moving Average Convergence Divergence Histogram (MACD) for HLIO turned negative on November 05, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 53 similar instances when the indicator turned negative. In 39 of the 53 cases the stock turned lower in the days that followed. This puts the odds of success at 74%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where HLIO declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 71%.
The Aroon Indicator for HLIO entered a downward trend on November 13, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Indicator shows that the ticker has stayed in the oversold zone for 6 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an Uptrend is expected.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 5 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +3.45% 3-day Advance, the price is estimated to grow further. Considering data from situations where HLIO advanced for three days, in 186 of 287 cases, the price rose further within the following month. The odds of a continued upward trend are 65%.
HLIO may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 57 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.648) is normal, around the industry mean (3.843). P/E Ratio (21.963) is within average values for comparable stocks, (36.971). Projected Growth (PEG Ratio) (1.032) is also within normal values, averaging (1.879). Dividend Yield (0.010) settles around the average of (0.032) among similar stocks. P/S Ratio (2.498) is also within normal values, averaging (189.487).
The Tickeron SMR rating for this company is 77 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 83 (best 1 - 100 worst), indicating slightly worse than average price growth. HLIO’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 93 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. HLIO’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 74, placing this stock worse than average.
BWEN | HLIO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 24 | 69 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 39 Fair valued | 57 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 75 | 77 | |
PRICE GROWTH RATING 1..100 | 66 | 83 | |
P/E GROWTH RATING 1..100 | 56 | 93 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BWEN's Valuation (39) in the Industrial Machinery industry is in the same range as HLIO (57) in the null industry. This means that BWEN’s stock grew similarly to HLIO’s over the last 12 months.
BWEN's Profit vs Risk Rating (100) in the Industrial Machinery industry is in the same range as HLIO (100) in the null industry. This means that BWEN’s stock grew similarly to HLIO’s over the last 12 months.
BWEN's SMR Rating (75) in the Industrial Machinery industry is in the same range as HLIO (77) in the null industry. This means that BWEN’s stock grew similarly to HLIO’s over the last 12 months.
BWEN's Price Growth Rating (66) in the Industrial Machinery industry is in the same range as HLIO (83) in the null industry. This means that BWEN’s stock grew similarly to HLIO’s over the last 12 months.
BWEN's P/E Growth Rating (56) in the Industrial Machinery industry is somewhat better than the same rating for HLIO (93) in the null industry. This means that BWEN’s stock grew somewhat faster than HLIO’s over the last 12 months.
| BWEN | HLIO | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 90% | 1 day ago 64% |
| Stochastic ODDS (%) | 1 day ago 79% | 1 day ago 70% |
| Momentum ODDS (%) | 1 day ago 85% | 1 day ago 79% |
| MACD ODDS (%) | 1 day ago 81% | 1 day ago 74% |
| TrendWeek ODDS (%) | 1 day ago 82% | 1 day ago 75% |
| TrendMonth ODDS (%) | 1 day ago 82% | 1 day ago 78% |
| Advances ODDS (%) | 4 days ago 81% | 12 days ago 65% |
| Declines ODDS (%) | 1 day ago 81% | 1 day ago 71% |
| BollingerBands ODDS (%) | 1 day ago 76% | 1 day ago 56% |
| Aroon ODDS (%) | 1 day ago 83% | 1 day ago 75% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BWEN’s FA Score shows that 0 FA rating(s) are green while HLIO’s FA Score has 0 green FA rating(s).
- BWEN’s FA Score: 0 green, 5 red.
- HLIO’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BWEN’s TA Score shows that 4 TA indicator(s) are bullish while HLIO’s TA Score has 4 bullish TA indicator(s).
- BWEN’s TA Score: 4 bullish, 4 bearish.
- HLIO’s TA Score: 4 bullish, 5 bearish.
Price Growth
BWEN (@Industrial Machinery) experienced а -11.90% price change this week, while HLIO (@Industrial Machinery) price change was -1.45% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +2.74%. For the same industry, the average monthly price growth was -7.62%, and the average quarterly price growth was -16.85%.
Reported Earning Dates
BWEN is expected to report earnings on Mar 10, 2027.
HLIO is expected to report earnings on Mar 01, 2027.
Industries' Descriptions
@Industrial Machinery (+2.74% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
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BWEN and
Correlation & Price change
A.I.dvisor indicates that over the last year, BWEN has been loosely correlated with HLIO. These tickers have moved in lockstep 35% of the time. This A.I.-generated data suggests there is some statistical probability that if BWEN jumps, then HLIO could also see price increases.
| Ticker / NAME | Correlation To BWEN | 1D Price Change % | ||
|---|---|---|---|---|
| BWEN | 100% | -5.77% | ||
| HLIO - BWEN | 35% Loosely correlated | -1.97% | ||
| NPWR - BWEN | 35% Loosely correlated | -0.84% | ||
| BLDP - BWEN | 33% Loosely correlated | N/A | ||
| GEV - BWEN | 29% Poorly correlated | -1.88% | ||
| CMI - BWEN | 28% Poorly correlated | -0.71% | ||
More | ||||
HLIO and
Correlation & Price change
A.I.dvisor indicates that over the last year, HLIO has been loosely correlated with HLMN. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if HLIO jumps, then HLMN could also see price increases.
| Ticker / NAME | Correlation To HLIO | 1D Price Change % | ||
|---|---|---|---|---|
| HLIO | 100% | -1.97% | ||
| HLMN - HLIO | 65% Loosely correlated | -0.38% | ||
| RBC - HLIO | 59% Loosely correlated | -0.74% | ||
| LECO - HLIO | 59% Loosely correlated | -0.61% | ||
| GTES - HLIO | 59% Loosely correlated | +0.20% | ||
| NDSN - HLIO | 58% Loosely correlated | -0.57% | ||
More | ||||
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TRUF | 30.58 | 0.23 | +0.77% |
| VanEck Financials TruSector ETF (TRUF) | |||
| VAMO | 35.70 | 0.21 | +0.60% |
| Cambria Value & Momentum ETF (VAMO) | |||
| XOVR | 20.14 | 0.08 | +0.40% |
| ERShares Private-Public Crossover ETF (XOVR) | |||
| PRN | 193.05 | -0.66 | -0.34% |
| Invesco Dorsey Wright Industrials Momentum ETF (PRN) | |||
| SPCM | 13.78 | -0.17 | -1.22% |
| Tradr 2X Long SpaceX Daily ETF (SPCM) | |||