HELE:NGS-Helen of Troy Limited (USD)

EQUITY | Household & Personal Products | Nasdaq Global Select

Last Closing

USD 96.04

Change

-3.03 (-3.06)%

Market Cap

USD 2.46B

Volume

0.14M

Analyst Target

USD 232.80
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Helen of Troy, Ltd., is a consumer products company. It designs, develops, imports and distributes Housewares, Healthcare / Home Environment, Nutritional Supplements, and Personal Care products.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-25 )

Largest Industry Peers for Household & Personal Products

Symbol Name Price(Change) Market Cap
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USD 3.59B
NWL Newell Brands Inc

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USD 2.78B
EWCZ European Wax Center Inc

+0.04 (+0.40%)

USD 0.65B
WALD Waldencast Acquisition Corp

-0.33 (-8.42%)

USD 0.48B
WALDW Waldencast Acquisition Corp

-0.01 (-3.23%)

USD 0.37B
HNST Honest Company Inc

+0.01 (+0.34%)

USD 0.25B
SKIN Beauty Health Co

+0.02 (+1.05%)

USD 0.22B
RAY Raytech Holding Limited Ordina..

+0.08 (+2.13%)

USD 0.06B
UG United-Guardian Inc

-0.34 (-3.66%)

USD 0.04B
CTCX Carmell Therapeutics Corporati..

+0.11 (+9.02%)

USD 0.02B

ETFs Containing HELE

NFO 0.00 % 0.60 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Household & Personal Products) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -20.50% 77% C+ 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -20.50% 77% C+ 30% F
Trailing 12 Months  
Capital Gain -6.21% 83% B 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.21% 83% B 45% F
Trailing 5 Years  
Capital Gain -27.08% 80% B- 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -27.08% 80% B- 35% F
Average Annual (5 Year Horizon)  
Capital Gain -1.54% 83% B 41% F
Dividend Return -1.54% 83% B 37% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 32.83% 58% F 57% F
Risk Adjusted Return -4.68% 83% B 38% F
Market Capitalization 2.46B 85% B 82% B

Key Financial Ratios

  Ratio vs. Industry/Classification (Household & Personal Products) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 23.90 86% 58%
Price/Book Ratio 1.49 67% 57%
Price / Cash Flow Ratio 7.73 46% 31%
Price/Free Cash Flow Ratio 10.51 40% 25%
Management Effectiveness  
Return on Equity 10.79% 67% 79%
Return on Invested Capital 10.12% 57% 78%
Return on Assets 5.43% 77% 87%
Debt to Equity Ratio 40.27% 57% 46%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.