NasdaqGS:HELE

Stock Analysis Report

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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 4.79% per year

Earnings have grown 12.7% per year over the past 5 years

Risk Analysis

No risks detected for HELE from our risk checks.


Snowflake Analysis

Flawless balance sheet with acceptable 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 less volatile than 75% 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

9.7%

HELE

8.0%

US Consumer Durables

1.4%

US Market


1 Year Return

27.8%

HELE

24.1%

US Consumer Durables

22.6%

US Market

Return vs Industry: HELE exceeded the US Consumer Durables industry which returned 24.7% over the past year.

Return vs Market: HELE exceeded the US Market which returned 22.8% over the past year.


Shareholder returns

HELEIndustryMarket
7 Day9.7%8.0%1.4%
30 Day4.3%7.3%4.9%
90 Day13.2%12.6%14.6%
1 Year27.8%27.8%25.6%24.1%25.4%22.6%
3 Year141.9%141.9%25.8%21.4%46.8%37.0%
5 Year171.7%171.7%101.3%88.0%132.0%106.1%

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?

25.83x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: HELE ($234.52) is trading above our estimate of fair value ($139.71)

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 (25.8x) compared to the US Consumer Durables industry average (16.2x).

PE vs Market: HELE is poor value based on its PE Ratio (25.8x) compared to the US market (21.1x).


Price to Earnings Growth Ratio

PEG Ratio: HELE is poor value based on its PEG Ratio (5.4x)


Price to Book Ratio

PB vs Industry: HELE is overvalued based on its PB Ratio (4.7x) compared to the US Consumer Durables industry average (1.9x).


Next Steps

Future Growth

How is Helen of Troy forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?

4.8%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: HELE's forecast earnings growth (4.8% per year) is above the savings rate (2%).

Earnings vs Market: HELE's earnings (4.8% per year) are forecast to grow slower than the US market (21.6% per year).

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

Revenue vs Market: HELE's revenue (0.5% per year) is forecast to grow slower than the US market (10.5% per year).

High Growth Revenue: HELE's revenue (0.5% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: HELE's Return on Equity is forecast to be high in 3 years time (21.7%)


Next Steps

Past Performance

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

12.7%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: HELE has high quality earnings.

Growing Profit Margin: HELE's current net profit margins (11.3%) are lower than last year (11.7%).


Past Earnings Growth Analysis

Earnings Trend: HELE's earnings have grown by 12.7% per year over the past 5 years.

Accelerating Growth: HELE's earnings growth over the past year (18.6%) exceeds its 5-year average (12.7% per year).

Earnings vs Industry: HELE earnings growth over the past year (18.6%) underperformed the Consumer Durables industry 21%.


Return on Equity

High ROE: HELE's Return on Equity (18.9%) is considered low.


Next Steps

Financial Health

How is Helen of Troy's financial position?


Financial Position Analysis

Short Term Liabilities: HELE's short term assets ($1.1B) exceed its short term liabilities ($598.5M).

Long Term Liabilities: HELE's short term assets ($1.1B) exceed its long term liabilities ($502.8M).


Debt to Equity History and Analysis

Debt Level: HELE's debt to equity ratio (37.4%) is considered satisfactory.

Reducing Debt: HELE's debt to equity ratio has reduced from 49.4% to 37.4% over the past 5 years.

Debt Coverage: HELE's debt is well covered by operating cash flow (92.6%).

Interest Coverage: HELE's interest payments on its debt are well covered by EBIT (22.8x coverage).


Balance Sheet


Next Steps

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?

3.6yrs

Average management tenure


CEO

Julien Mininberg (55 yo)

6.83yrs

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 ($USD9.41M) is above average for companies of similar size in the US market ($USD6.22M).

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


Leadership Team

NamePositionTenureCompensationOwnership
Julien Mininberg
CEO & Director6.83yrsUS$9.41m0.43%
$ 24.7m
Brian Grass
Chief Financial Officer6.67yrsUS$2.18m0.14%
$ 7.7m
Harish Ramani
Chief Information Officer1.25yrsno datano data
Tessa Judge
Senior VPno datano datano data
Lisa Kidd
Senior VP & Chief People Officer3.58yrsno datano data
Jack Jancin
Senior Vice President of Corporate Business Development3.67yrsno datano data
Larry Witt
President of Housewaresno datano datano data
Christophe Coudray
President - Health & Homeno datano datano data
Jay Caron
Chief Supply Chain Officer1yrno datano data
Ronald Anderskow
President of Beautyno datano datano data
Nicolas Lanus
President of International1.25yrsno datano data
Matt Osberg
Senior Vice President of Corporate Financeno datano datano data

3.6yrs

Average Tenure

Experienced Management: HELE's management team is considered experienced (3.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Julien Mininberg
CEO & Director6.83yrsUS$9.41m0.43%
$ 24.7m
Beryl Raff
Independent Director6.42yrsUS$207.50k0.019%
$ 1.1m
Gary Abromovitz
Independent Deputy Chairman18.83yrsUS$227.50k0.027%
$ 1.5m
Darren Woody
Independent Director16.33yrsUS$220.00k0.024%
$ 1.4m
Vincent Carson
Director2.42yrsUS$207.50k0.035%
$ 2.0m
Timothy Meeker
Independent Chairman7yrsUS$325.00k0.021%
$ 1.2m
Thurman Case
Independent Director4yrsUS$225.00k0.010%
$ 571.0k
Krista Berry
Independent Director3.67yrsUS$207.50k0.0092%
$ 529.2k

6.6yrs

Average Tenure

61.5yo

Average Age

Experienced Board: HELE's board of directors are considered experienced (6.6 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$5.721b
  • Shares outstanding: 24.40m
  • 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

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
HELENasdaqGS (Nasdaq Global Select)YesCommon SharesUSUSDJul 1974
HT2DB (Deutsche Boerse AG)YesCommon SharesDEEURJul 1974

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 Analysis2021/01/22 00:41
End of Day Share Price2021/01/21 00:00
Earnings2020/11/30
Annual Earnings2020/02/29


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.