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Market Cap

US$5.3b

Last Updated

2021/05/06 23:50 UTC

Data Sources

Company Financials +

Executive Summary

Helen of Troy Limited designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide. More Details

Rewards

Earnings are forecast to grow 4.35% per year

Earnings grew by 66.7% over the past year

Risk Analysis

No risks detected for HELE from our risk checks.


Snowflake Analysis

Flawless balance sheet with outstanding track record.


Similar Companies

Share Price & News

How has Helen of Troy's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: HELE is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 5% a week.

Volatility Over Time: HELE's weekly volatility (5%) has been stable over the past year.


Market Performance


7 Day Return

5.3%

HELE

1.3%

US Consumer Durables

-1.7%

US Market


1 Year Return

36.7%

HELE

122.3%

US Consumer Durables

51.8%

US Market

Return vs Industry: HELE underperformed the US Consumer Durables industry which returned 122.8% over the past year.

Return vs Market: HELE underperformed the US Market which returned 52.8% over the past year.


Shareholder returns

HELEIndustryMarket
7 Day5.3%1.3%-1.7%
30 Day1.9%5.8%1.5%
90 Day-3.0%19.9%3.1%
1 Year36.7%36.7%124.8%122.3%54.4%51.8%
3 Year144.0%144.0%83.5%76.4%63.0%52.8%
5 Year126.9%126.9%118.2%102.6%127.2%101.9%

Long-Term Price Volatility Vs. Market

How volatile is Helen of Troy's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Helen of Troy undervalued compared to its fair value and its price relative to the market?

21.88x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: HELE ($222.43) is trading above our estimate of fair value ($179.28)

Significantly Below Fair Value: HELE is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: HELE is poor value based on its PE Ratio (21.9x) compared to the US Consumer Durables industry average (18.1x).

PE vs Market: HELE is poor value based on its PE Ratio (21.9x) compared to the US market (20.4x).


Price to Earnings Growth Ratio

PEG Ratio: HELE is poor value based on its PEG Ratio (5x)


Price to Book Ratio

PB vs Industry: HELE is overvalued based on its PB Ratio (4.4x) compared to the US Consumer Durables industry average (2.3x).


Future Growth

How is Helen of Troy forecast to perform in the next 1 to 3 years based on estimates from 5 analysts?

4.3%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: HELE's forecast earnings growth (4.3% per year) is above the savings rate (2%).

Earnings vs Market: HELE's earnings (4.3% per year) are forecast to grow slower than the US market (15.7% per year).

High Growth Earnings: HELE's earnings are forecast to grow, but not significantly.

Revenue vs Market: HELE's revenue is expected to decline over the next 3 years (-0.04% per year).

High Growth Revenue: HELE's revenue is forecast to decline over the next 3 years (-0.04% per year).


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: HELE's Return on Equity is forecast to be low in 3 years time (19.9%).


Past Performance

How has Helen of Troy performed over the past 5 years?

14.8%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: HELE has high quality earnings.

Growing Profit Margin: HELE's current net profit margins (12.1%) are higher than last year (8.9%).


Past Earnings Growth Analysis

Earnings Trend: HELE's earnings have grown by 14.8% per year over the past 5 years.

Accelerating Growth: HELE's earnings growth over the past year (66.7%) exceeds its 5-year average (14.8% per year).

Earnings vs Industry: HELE earnings growth over the past year (66.7%) exceeded the Consumer Durables industry 56.9%.


Return on Equity

High ROE: HELE's Return on Equity (20.5%) is considered high.


Financial Health

How is Helen of Troy's financial position?


Financial Position Analysis

Short Term Liabilities: HELE's short term assets ($971.9M) exceed its short term liabilities ($614.9M).

Long Term Liabilities: HELE's short term assets ($971.9M) exceed its long term liabilities ($409.2M).


Debt to Equity History and Analysis

Debt Level: HELE's debt to equity ratio (28.7%) is considered satisfactory.

Reducing Debt: HELE's debt to equity ratio has reduced from 66.6% to 28.7% over the past 5 years.

Debt Coverage: HELE's debt is well covered by operating cash flow (88.4%).

Interest Coverage: HELE's interest payments on its debt are well covered by EBIT (23.1x coverage).


Balance Sheet


Dividend

What is Helen of Troy current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate HELE's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate HELE's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if HELE's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if HELE's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of HELE's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

3.9yrs

Average management tenure


CEO

Julien Mininberg (55 yo)

7.17yrs

Tenure

US$9,414,812

Compensation

Mr. Julien R. Mininberg has been the Chief Executive Officer of Helen of Troy Limited since March 1, 2014, where in this position he provides essential oversight of the business and organization, and a lin...


CEO Compensation Analysis

Compensation vs Market: Julien's total compensation ($USD9.41M) is above average for companies of similar size in the US market ($USD6.47M).

Compensation vs Earnings: Julien's compensation has increased by more than 20% in the past year.


Leadership Team

Experienced Management: HELE's management team is considered experienced (3.9 years average tenure).


Board Members

Experienced Board: HELE's board of directors are considered experienced (7 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Helen of Troy Limited's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Helen of Troy Limited
  • Ticker: HELE
  • Exchange: NasdaqGS
  • Founded: 1968
  • Industry: Household Appliances
  • Sector: Consumer Durables
  • Market Cap: US$5.297b
  • Shares outstanding: 24.45m
  • Website: https://www.helenoftroy.com

Number of Employees


Location

  • Helen of Troy Limited
  • 1 Helen of Troy Plaza
  • El Paso
  • Texas
  • 79912
  • United States

Listings


Biography

Helen of Troy Limited designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide. The company operates in three segments: Housewares, Health & Home, and Beauty. The Hou...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/05/06 23:50
End of Day Share Price2021/05/06 00:00
Earnings2021/02/28
Annual Earnings2021/02/28


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.