Helen of Troy Limited designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide. More Details
No risks detected for HELE from our risk checks.
Flawless balance sheet with outstanding track record.
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.
7 Day Return
US Consumer Durables
1 Year Return
US Consumer Durables
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.
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
3 weeks ago | Simply Wall StIs Helen of Troy Limited's (NASDAQ:HELE) Stock's Recent Performance A Reflection Of Its Financial Health?
1 month ago | Simply Wall StThe Helen of Troy (NASDAQ:HELE) Share Price Has Gained 146%, So Why Not Pay It Some Attention?
1 month ago | Simply Wall StWhat Do The Returns At Helen of Troy (NASDAQ:HELE) Mean Going Forward?
Is Helen of Troy undervalued compared to its fair value and its price relative to the market?
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).
How is Helen of Troy forecast to perform in the next 1 to 3 years based on estimates from 5 analysts?
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%).
How has Helen of Troy performed over the past 5 years?
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.
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 ($409.2M).
Debt to Equity History and Analysis
Debt Level: HELE's debt to equity ratio (28.7%) is considered satisfactory.
Reducing Debt: HELE's debt to equity ratio has reduced from 66.6% to 28.7% over the past 5 years.
Debt Coverage: HELE's debt is well covered by operating cash flow (88.4%).
Interest Coverage: HELE's interest payments on its debt are well covered by EBIT (23.1x coverage).
What is Helen of Troy current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate HELE's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate HELE's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if HELE's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if HELE's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of HELE's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Julien Mininberg (55 yo)
Mr. Julien R. Mininberg has been the Chief Executive Officer of Helen of Troy Limited since March 1, 2014, where in this position he provides essential oversight of the business and organization, and a lin...
CEO Compensation Analysis
Compensation vs Market: Julien's total compensation ($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.
Experienced Management: HELE's management team is considered experienced (3.9 years average tenure).
Experienced Board: HELE's board of directors are considered experienced (7 years average tenure).
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
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Helen of Troy Limited's company bio, employee growth, exchange listings and data sources
- 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
- Helen of Troy Limited
- 1 Helen of Troy Plaza
- El Paso
- United States
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
|Data||Last Updated (UTC time)|
|Company Analysis||2021/05/06 23:50|
|End of Day Share Price||2021/05/06 00:00|
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.