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Helen of Troy

Nasdaq:HELE
Snowflake Description

Flawless balance sheet with solid track record.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
HELE
Nasdaq
$4B
Market Cap
  1. Home
  2. US
  3. Consumer Durables
Company description

Helen of Troy Limited designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide. The last earnings update was 14 days ago. More info.


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HELE Share Price and Events
7 Day Returns
-0.9%
NasdaqGS:HELE
-0.4%
US Consumer Durables
-0.9%
US Market
1 Year Returns
29.8%
NasdaqGS:HELE
1.3%
US Consumer Durables
3.8%
US Market
HELE Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Helen of Troy (HELE) -0.9% 8.8% 27.7% 29.8% 47.9% 167.8%
US Consumer Durables -0.4% 0.5% 2.1% 1.3% 32.3% 25.8%
US Market -0.9% 1.1% 1.1% 3.8% 35.5% 42.1%
1 Year Return vs Industry and Market
  • HELE outperformed the Consumer Durables industry which returned 1.3% over the past year.
  • HELE outperformed the Market in United States of America which returned 3.8% over the past year.
Price Volatility
HELE
Industry
5yr Volatility vs Market

HELE Value

 Is Helen of Troy undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Helen of Troy to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Helen of Troy.

NasdaqGS:HELE Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 5 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 8.4%
Perpetual Growth Rate 10-Year US Government Bond Rate 2.7%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for NasdaqGS:HELE
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year US Govt Bond Rate 2.7%
Equity Risk Premium S&P Global 6%
Consumer Durables Unlevered Beta Simply Wall St/ S&P Global 0.86
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.859 (1 + (1- 21%) (9.97%))
0.951
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
0.95
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 2.73% + (0.951 * 5.96%)
8.4%

Discounted Cash Flow Calculation for NasdaqGS:HELE using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for Helen of Troy is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

NasdaqGS:HELE DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (USD, Millions) Source Present Value
Discounted (@ 8.4%)
2020 202.11 Analyst x3 186.45
2021 219.61 Analyst x3 186.90
2022 231.42 Est @ 5.38% 181.70
2023 242.03 Est @ 4.58% 175.30
2024 251.77 Est @ 4.03% 168.24
2025 260.94 Est @ 3.64% 160.85
2026 269.72 Est @ 3.37% 153.38
2027 278.28 Est @ 3.18% 145.99
2028 286.75 Est @ 3.04% 138.78
2029 295.20 Est @ 2.95% 131.80
Present value of next 10 years cash flows $1,629.40
NasdaqGS:HELE DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2029 × (1 + g) ÷ (Discount Rate – g)
= $295.20 × (1 + 2.73%) ÷ (8.4% – 2.73%)
$5,350.94
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= $5,350.94 ÷ (1 + 8.4%)10
$2,389.14
NasdaqGS:HELE Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= $1,629.40 + $2,389.14
$4,018.54
Equity Value per Share
(USD)
= Total value / Shares Outstanding
= $4,018.54 / 25.11
$160.06
NasdaqGS:HELE Discount to Share Price
Calculation Result
Value per share (USD) From above. $160.06
Current discount Discount to share price of $147.36
= -1 x ($147.36 - $160.06) / $160.06
7.9%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

Current Discount
Amount off the current price Helen of Troy is available for.
Intrinsic value
8%
Share price is $147.36 vs Future cash flow value of $160.06
Current Discount Checks
For Helen of Troy to be considered undervalued it must be available for at least 20% below the current price. Less than 40% is even better.
  • Helen of Troy's share price is below the future cash flow value, but not at a moderate discount (< 20%).
  • Helen of Troy's share price is below the future cash flow value, but not at a substantial discount (< 40%).
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Helen of Troy's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Helen of Troy's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
NasdaqGS:HELE PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-05-31) in USD $6.88
NasdaqGS:HELE Share Price ** NasdaqGS (2019-07-23) in USD $147.36
United States of America Consumer Durables Industry PE Ratio Median Figure of 50 Publicly-Listed Consumer Durables Companies 12.59x
United States of America Market PE Ratio Median Figure of 3,083 Publicly-Listed Companies 17.8x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Helen of Troy.

NasdaqGS:HELE PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NasdaqGS:HELE Share Price ÷ EPS (both in USD)

= 147.36 ÷ 6.88

21.43x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Helen of Troy is overvalued based on earnings compared to the US Consumer Durables industry average.
  • Helen of Troy is overvalued based on earnings compared to the United States of America market.
Price based on expected Growth
Does Helen of Troy's expected growth come at a high price?
Raw Data
NasdaqGS:HELE PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 21.43x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 5 Analysts
7.6%per year
United States of America Consumer Durables Industry PEG Ratio Median Figure of 37 Publicly-Listed Consumer Durables Companies 1.63x
United States of America Market PEG Ratio Median Figure of 2,118 Publicly-Listed Companies 1.58x

*Line of best fit is calculated by linear regression .

NasdaqGS:HELE PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 21.43x ÷ 7.6%

2.81x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Helen of Troy is poor value based on expected growth next year.
Price based on value of assets
What value do investors place on Helen of Troy's assets?
Raw Data
NasdaqGS:HELE PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-05-31) in USD $41.28
NasdaqGS:HELE Share Price * NasdaqGS (2019-07-23) in USD $147.36
United States of America Consumer Durables Industry PB Ratio Median Figure of 71 Publicly-Listed Consumer Durables Companies 1.42x
United States of America Market PB Ratio Median Figure of 5,249 Publicly-Listed Companies 1.78x
NasdaqGS:HELE PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NasdaqGS:HELE Share Price ÷ Book Value per Share (both in USD)

= 147.36 ÷ 41.28

3.57x

* Primary Listing of Helen of Troy.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Helen of Troy is overvalued based on assets compared to the US Consumer Durables industry average.
X
Value checks
We assess Helen of Troy's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Consumer Durables industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Consumer Durables industry average (and greater than 0)? (1 check)
  5. Helen of Troy has a total score of 0/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

HELE Future Performance

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

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
7.6%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Helen of Troy expected to grow at an attractive rate?
  • Helen of Troy's earnings growth is expected to exceed the low risk savings rate of 2.7%.
Growth vs Market Checks
  • Helen of Troy's earnings growth is positive but not above the United States of America market average.
  • Helen of Troy's revenue growth is positive but not above the United States of America market average.
Annual Growth Rates Comparison
Raw Data
NasdaqGS:HELE Future Growth Rates Data Sources
Data Point Source Value (per year)
NasdaqGS:HELE Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 5 Analysts 7.6%
NasdaqGS:HELE Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 5 Analysts 2.6%
United States of America Consumer Durables Industry Earnings Growth Rate Market Cap Weighted Average 16.7%
United States of America Consumer Durables Industry Revenue Growth Rate Market Cap Weighted Average 6.1%
United States of America Market Earnings Growth Rate Market Cap Weighted Average 14%
United States of America Market Revenue Growth Rate Market Cap Weighted Average 7.3%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
NasdaqGS:HELE Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (1 month ago) See Below
Future Estimates Average of up to 5 Analyst Estimates (S&P Global) See Below
All numbers in USD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
NasdaqGS:HELE Future Estimates Data
Date (Data in USD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2021-02-28 1,654 243 200 5
2020-02-29 1,610 223 185 5
NasdaqGS:HELE Past Financials Data
Date (Data in USD Millions) Revenue Cash Flow Net Income *
2019-05-31 1,586 182 177
2019-02-28 1,564 195 174
2018-11-30 1,567 221 145
2018-08-31 1,557 211 149
2018-05-31 1,508 211 140
2018-02-28 1,479 224 129
2017-11-30 1,337 197 160
2017-08-31 1,361 193 159
2017-05-31 1,384 229 153
2017-02-28 1,398 229 144
2016-11-30 1,546 252 115
2016-08-31 1,547 220 104

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Helen of Troy's earnings are expected to grow by 7.6% yearly, however this is not considered high growth (20% yearly).
  • Helen of Troy's revenue is expected to grow by 2.6% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
NasdaqGS:HELE Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (1 month ago) See Below
Future Estimates Average of up to 5 Analyst Estimates (S&P Global) See Below

All data from Helen of Troy Company Filings, last reported 1 month ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGS:HELE Future Estimates Data
Date (Data in USD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2021-02-28 7.96 9.32 7.42 5.00
2020-02-29 7.34 8.78 6.93 5.00
NasdaqGS:HELE Past Financials Data
Date (Data in USD Millions) EPS *
2019-05-31 6.88
2019-02-28 6.68
2018-11-30 5.48
2018-08-31 5.58
2018-05-31 5.19
2018-02-28 4.76
2017-11-30 5.90
2017-08-31 5.84
2017-05-31 5.58
2017-02-28 5.24
2016-11-30 4.12
2016-08-31 3.71

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Unable to establish if Helen of Troy will efficiently use shareholders’ funds in the future without estimates of Return on Equity.
X
Future performance checks
We assess Helen of Troy's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United States of America market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United States of America market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Helen of Troy has a total score of 1/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

HELE Past Performance

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

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Helen of Troy's growth in the last year to its industry (Consumer Durables).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Helen of Troy's year on year earnings growth rate has been positive over the past 5 years.
  • Helen of Troy's 1-year earnings growth exceeds its 5-year average (26.5% vs 10.3%)
  • Helen of Troy's earnings growth has exceeded the US Consumer Durables industry average in the past year (26.5% vs 23.3%).
Earnings and Revenue History
Helen of Troy's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Helen of Troy Company Filings, last reported 1 month ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGS:HELE Past Revenue, Cash Flow and Net Income Data
Date (Data in USD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-05-31 1,585.81 176.75 407.78 13.00
2019-02-28 1,564.15 174.22 400.64 13.00
2018-11-30 1,566.87 144.89 393.35 13.50
2018-08-31 1,556.63 149.19 379.30 13.50
2018-05-31 1,508.03 139.75 377.53 13.50
2018-02-28 1,478.85 128.88 374.58 13.50
2017-11-30 1,337.44 159.82 314.38 11.80
2017-08-31 1,361.01 158.81 356.23 11.80
2017-05-31 1,384.23 152.59 376.01 11.80
2017-02-28 1,397.54 144.31 356.46 11.80
2016-11-30 1,546.25 114.58 502.36
2016-08-31 1,547.34 103.75 477.22
2016-05-31 1,548.29 99.84 474.53
2016-02-29 1,392.58 92.99 368.01 11.60
2015-11-30 1,537.71 132.19 461.85
2015-08-31 1,527.88 140.79 458.04
2015-05-31 1,478.70 135.18 451.61
2015-02-28 1,445.13 131.16 428.84
2014-11-30 1,379.92 101.63 403.54
2014-08-31 1,324.98 83.78 385.48
2014-05-31 1,324.42 88.25 369.23
2014-02-28 1,317.15 86.25 369.33
2013-11-30 1,330.68 106.74 368.86
2013-08-31 1,324.54 106.94 371.95
2013-05-31 1,292.57 106.59 365.24
2013-02-28 1,288.26 115.67 369.44
2012-11-30 1,256.23 113.46 364.14
2012-08-31 1,220.41 108.62 354.10

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Helen of Troy has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • Helen of Troy used its assets more efficiently than the US Consumer Durables industry average last year based on Return on Assets.
  • Helen of Troy has significantly improved its use of capital last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Helen of Troy's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Consumer Durables industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Helen of Troy has a total score of 5/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

HELE Health

 How is Helen of Troy's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Helen of Troy's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Helen of Troy is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Helen of Troy's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Helen of Troy's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • High level of physical assets or inventory.
  • Debt is covered by short term assets, assets are 2x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Helen of Troy Company Filings, last reported 1 month ago.

NasdaqGS:HELE Past Debt and Equity Data
Date (Data in USD Millions) Total Equity Total Debt Cash & Short Term Investments
2019-05-31 1,036.18 325.17 18.38
2019-02-28 996.64 321.42 12.38
2018-11-30 1,033.26 339.79 20.04
2018-08-31 1,075.74 301.25 20.71
2018-05-31 1,023.70 300.12 17.34
2018-02-28 1,014.46 290.64 21.28
2017-11-30 984.41 426.19 21.29
2017-08-31 1,037.34 444.27 13.72
2017-05-31 1,024.44 453.84 16.51
2017-02-28 1,020.77 485.62 23.85
2016-11-30 979.88 564.90 16.78
2016-08-31 991.81 548.56 25.81
2016-05-31 956.47 587.49 23.12
2016-02-29 930.04 619.91 225.80
2015-11-30 967.93 474.71 21.14
2015-08-31 911.27 479.31 19.41
2015-05-31 932.14 438.81 15.26
2015-02-28 904.57 433.21 12.30
2014-11-30 858.99 555.71 21.06
2014-08-31 801.81 604.61 24.73
2014-05-31 779.80 426.01 29.17
2014-02-28 1,029.49 193.83 70.03
2013-11-30 1,009.82 217.55 28.78
2013-08-31 970.72 230.66 10.10
2013-05-31 944.32 228.75 12.13
2013-02-28 926.61 261.82 12.84
2012-11-30 890.27 324.10 16.12
2012-08-31 852.36 343.15 21.77
  • Helen of Troy's level of debt (31.4%) compared to net worth is satisfactory (less than 40%).
  • The level of debt compared to net worth has been reduced over the past 5 years (54.9% vs 31.4% today).
  • Debt is well covered by operating cash flow (56.1%, greater than 20% of total debt).
  • Interest payments on debt are well covered by earnings (EBIT is 16.4x coverage).
X
Financial health checks
We assess Helen of Troy's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Helen of Troy has a total score of 6/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

HELE Dividends

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

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0%
Current annual income from Helen of Troy dividends. Estimated to be 0% next year.
If you bought $2,000 of Helen of Troy shares you are expected to receive $0 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Unable to evaluate Helen of Troy's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
  • Unable to evaluate Helen of Troy's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
NasdaqGS:HELE Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 5 Analyst Estimates (S&P Global) See Below
United States of America Consumer Durables Industry Average Dividend Yield Market Cap Weighted Average of 20 Stocks 2.2%
United States of America Market Average Dividend Yield Market Cap Weighted Average of 2017 Stocks 2.4%
United States of America Minimum Threshold Dividend Yield 10th Percentile 0.8%
United States of America Bottom 25% Dividend Yield 25th Percentile 1.4%
United States of America Top 25% Dividend Yield 75th Percentile 3.8%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

NasdaqGS:HELE Future Dividends Estimate Data
Date (Data in $) Dividend per Share (annual) Avg. No. Analysts
2021-02-28 0.00 1.00
2020-02-29 0.00 1.00

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to perform a dividend volatility check as Helen of Troy has not reported any payouts.
  • Unable to verify if Helen of Troy's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of Helen of Troy's earnings are paid to the shareholders as a dividend.
  • Unable to calculate sustainability of dividends as Helen of Troy has not reported any payouts.
Future Payout to shareholders
  • No need to calculate the sustainability of Helen of Troy's dividends in 3 years as they are not expected to pay a notable one for United States of America.
X
Income/ dividend checks
We assess Helen of Troy's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.8%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Helen of Troy afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Helen of Troy has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

HELE Management

 What is the CEO of Helen of Troy's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Julien Mininberg
COMPENSATION $6,614,541
AGE 54
TENURE AS CEO 5.3 years
CEO Bio

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 link between management and the Board Mr. Mininberg served as the President of Kaz, Incorporated since 2007 and as its Chief Executive Officer from September 2010 to March 01, 2014. He joined Kaz since 2006 and served until September 2010. He served as Executive Vice President, Global General Manager and Chief Marketing Officer of Kaz, Incorporated. Prior to Kaz, he spent 15 years at Procter & Gamble, where he worked in general management and marketing. In the U.S., he focused on Marketing in P&G's Healthcare division for products such as Vicks, Pepto Bismol and Metamucil. In Latin America, he led the P&G's cleaning products division and later managed P&G Central America. In the U.S., he worked in brand management, served as Brand Manager in P&G's Health Care division. He was promoted to Marketing Director in 1997 and transferred to Latin America, where he served in the Fabric & Home Care division before being promoted to Country Manager for P&G's Home Care business in Latin America. In 2003, he became Country Manager for Central America overseeing all P&G business in that region. He currently serves on the Board of Advisors for Yale School of Management and served as Past President of its global Alumni Association Board of Directors. He has been a Director of Helen of Troy Limited since March 25, 2014. Mr. Mininberg earned his Bachelor's degree and MBA from Yale University. Mr. Mininberg has a 29-year track record of building market-leading multinational brands and organizations, a strategic mindset, operational expertise, and seasoned leadership skills. Mr. Mininberg has extensive experience in global brand building, general management and leading multi-national organizations. He plays a key role in communication with shareholders and leading the Helen of Troy Limited's acquisition activities. Additionally, he provides crucial insight to the Board on the Helen of Troy Limited's strategic planning and operations.

CEO Compensation
  • Julien's compensation has been consistent with company performance over the past year, both up more than 20%.
  • Julien's remuneration is about average for companies of similar size in United States of America.
Management Team Tenure

Average tenure of the Helen of Troy management team in years:

2.2
Average Tenure
  • The tenure for the Helen of Troy management team is about average.
Management Team

Julien Mininberg

TITLE
CEO & Director
COMPENSATION
$7M
AGE
54
TENURE
5.3 yrs

Brian Grass

TITLE
CFO & Principal Accounting Officer
COMPENSATION
$2M
AGE
49
TENURE
5.2 yrs

Jay Caron

TITLE
Chief Supply Chain Officer & Interim Chief Information Officer
TENURE
0.3 yrs

Tessa Judge

TITLE
Senior VP

Anne Rakunas

TITLE
Director of External Communications

Lisa Kidd

TITLE
Senior VP & Chief People Officer
TENURE
2.1 yrs

Jack Jancin

TITLE
Senior Vice President of Corporate Business Development
TENURE
2.2 yrs

Larry Witt

TITLE
President of Housewares

Christophe Coudray

TITLE
President - Health & Home

Ronald Anderskow

TITLE
President of Beauty
Board of Directors Tenure

Average tenure and age of the Helen of Troy board of directors in years:

5.3
Average Tenure
62
Average Age
  • The tenure for the Helen of Troy board of directors is about average.
Board of Directors

Tim Meeker

TITLE
Chairman
COMPENSATION
$310K
AGE
73
TENURE
5.5 yrs

Julien Mininberg

TITLE
CEO & Director
COMPENSATION
$7M
AGE
54
TENURE
5.3 yrs

Gary Abromovitz

TITLE
Deputy Chairman
COMPENSATION
$220K
AGE
76
TENURE
17.3 yrs

Darren Woody

TITLE
Independent Director
COMPENSATION
$205K
AGE
59
TENURE
14.8 yrs

William Susetka

TITLE
Independent Director
COMPENSATION
$215K
AGE
66
TENURE
9.9 yrs

Thurman Case

TITLE
Independent Director
COMPENSATION
$215K
AGE
62
TENURE
2.5 yrs

Vincent Carson

TITLE
Director
COMPENSATION
$979K
AGE
59
TENURE
0.9 yrs

Beryl Raff

TITLE
Independent Director
COMPENSATION
$200K
AGE
68
TENURE
4.9 yrs

Krista Berry

TITLE
Independent Director
COMPENSATION
$200K
AGE
54
TENURE
2.2 yrs
Who owns this company?
Recent Insider Trading
  • Helen of Troy individual insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price ($) Value ($)
16. Jul 19 Sell Vincent Carson Individual 12. Jul 19 12. Jul 19 -11,915 $147.29 $-1,742,246
02. May 19 Sell William Susetka Individual 30. Apr 19 30. Apr 19 -2,000 $143.77 $-287,540
02. May 19 Sell Timothy Meeker Individual 30. Apr 19 30. Apr 19 -2,400 $144.00 $-345,600
02. Nov 18 Sell Gary Abromovitz Individual 01. Nov 18 01. Nov 18 -500 $125.25 $-62,625
24. Oct 18 Sell Gary Abromovitz Individual 23. Oct 18 23. Oct 18 -640 $123.00 $-78,720
X
Management checks
We assess Helen of Troy's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Helen of Troy has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

HELE News

Simply Wall St News

What Does Helen of Troy Limited's (NASDAQ:HELE) P/E Ratio Tell You?

We'll look at Helen of Troy Limited's (NASDAQ:HELE) P/E ratio and reflect on what it tells us about the company's share price. … Check out our latest analysis for Helen of Troy How Do I Calculate A Price To Earnings Ratio? … The formula for price to earnings is: Price to Earnings Ratio = Price per Share ÷ Earnings per Share (EPS) Or for Helen of Troy: P/E of 19.9 = $132.98 ÷ $6.68 (Based on the trailing twelve months to February 2019.) Is A High P/E Ratio Good?

Simply Wall St -

Is Helen of Troy's (NASDAQ:HELE) Share Price Gain Of 125% Well Earned?

But on a lighter note, a good company can see its share price rise well over 100%. … One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price. … During five years of share price growth, Helen of Troy achieved compound earnings per share (EPS) growth of 20% per year.

Simply Wall St -

Are Insiders Selling Helen of Troy Limited (NASDAQ:HELE) Stock?

So we'll take a look at whether insiders have been buying or selling shares in Helen of Troy Limited (NASDAQ:HELE). … Insiders at Helen of Troy Have Sold Stock Recently The last three months saw significant insider selling at Helen of Troy. … Insider Ownership of Helen of Troy Many investors like to check how much of a company is owned by insiders.

Simply Wall St -

A Look At The Fair Value Of Helen of Troy Limited (NASDAQ:HELE)

A DCF is all about the idea that a dollar in the future is less valuable than a dollar today, so we need to discount the sum of these future cash flows to arrive at a present value estimate: 10-year free cash flow (FCF) forecast 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 Levered FCF ($, Millions) $168.71 $204.70 $220.43 $227.82 $235.04 $242.17 $249.30 $256.48 $263.75 $271.15 Growth Rate Estimate Source Analyst x3 Analyst x1 Analyst x3 Est @ 3.35% Est @ 3.17% Est @ 3.04% Est @ 2.94% Est @ 2.88% Est @ 2.83% Est @ 2.8% Present Value ($, Millions) Discounted @ 8.56% $155.40 $173.69 $172.29 $164.03 $155.88 $147.95 $140.30 $132.95 $125.94 $119.26 Present Value of 10-year Cash Flow (PVCF)= $1.49b "Est" = FCF growth rate estimated by Simply Wall St The second stage is also known as Terminal Value, this is the business's cash flow after the first stage. … Terminal Value (TV) = FCF2029 × (1 + g) ÷ (r – g) = US$271m × (1 + 2.7%) ÷ (8.6% – 2.7%) = US$4.8b Present Value of Terminal Value (PVTV) = TV / (1 + r)10 = $US$4.8b ÷ ( 1 + 8.6%)10 = $2.10b The total value, or equity value, is then the sum of the present value of the future cash flows, which in this case is $3.59b. … NasdaqGS:HELE Intrinsic value, May 28th 2019 Important assumptions Now the most important inputs to a discounted cash flow are the discount rate, and of course, the actual cash flows.

Simply Wall St -

Was Helen of Troy Limited's (NASDAQ:HELE) Earnings Growth Better Than The Industry's?

Let's take a look at whether it is solely due to an industry uplift, or if Helen of Troy has experienced some company-specific growth. … While Helen of Troy has a good historical track record with positive growth and profitability, there's no certainty that this will extrapolate into the future. … I suggest you continue to research Helen of Troy to get a better picture of the stock by looking at: Future Outlook: What are well-informed industry analysts predicting for HELE’s future growth?

Simply Wall St -

Is Now The Time To Put Helen of Troy (NASDAQ:HELE) On Your Watchlist?

How Quickly Is Helen of Troy Increasing Earnings Per Share. … Helen of Troy maintained stable EBIT margins over the last year, all while growing revenue 5.8% to US$1.6b. … In the chart below, you can see how the company has grown earnings, and revenue, over time

Simply Wall St -

Helen of Troy Limited (NASDAQ:HELE): Financial Strength Analysis

Small-caps and large-caps are wildly popular among investors; however, mid-cap stocks, such as Helen of Troy Limited (NASDAQ:HELE) with a market-capitalization of US$2.9b, rarely draw their attention. … This article will examine HELE’s financial liquidity and debt levels to get an idea of whether the company can deal with cyclical downturns and maintain funds to accommodate strategic spending for future growth. … See our latest analysis for Helen of Troy

Simply Wall St -

A Note On Helen of Troy Limited's (NASDAQ:HELE) ROE and Debt To Equity

Over the last twelve months Helen of Troy has recorded a ROE of 14%. … View our latest analysis for Helen of Troy? … Return on Equity = Net Profit ÷ Shareholders' Equity

Simply Wall St -

Is Helen of Troy Limited (NASDAQ:HELE) Overpaying Its CEO?

How Does Julien Mininberg's Compensation Compare With Similar Sized Companies. … Our data indicates that Helen of Troy Limited is worth US$2.9b, and total annual CEO compensation is US$6.8m. … While this analysis focuses on total compensation, it's worth noting the salary is lower, valued at US$975k

Simply Wall St -

If You Had Bought Helen of Troy Stock Five Years Ago, You Could Pocket A 64% Gain Today

It hasn't been the best quarter for Helen of Troy Limited (NASDAQ:HELE) shareholders, since the share price has fallen 21% in that time. … One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). … During five years of share price growth, Helen of Troy achieved compound earnings per share (EPS) growth of 10% per year.

Simply Wall St -

HELE Company Info

Description

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 Housewares segment offers food and beverage preparation tools and gadgets, storage containers, and organization products; household cleaning products, shower organization, bathroom accessories, and gardening products; feeding and drinking products, child seating products, cleaning tools, and nursery accessories; and insulated water bottles, jugs, thermoses, drinkware, travel mugs, and food containers. The Health & Home segment provides thermometers, blood pressure monitors, and humidifiers; faucet mount water-filtration systems and pitcher based water filtration systems; and air purifiers, heaters, fans, and dehumidifiers. The Beauty segment provides hair, facial, and skin care appliances, as well as grooming brushes, tools, and decorative hair accessories; and liquid hair styling, treatment and conditioning products, shampoos, skin care products, fragrances, deodorants, and antiperspirants. The company sells its products through mass merchandisers, drugstore chains, warehouse clubs, home improvement stores, grocery and specialty stores, beauty supply and e-commerce retailers, wholesalers, and various types of distributors, as well as directly to consumers under the OXO, Good Grips, Hydro Flask, Soft Works, OXO tot, PUR, Honeywell, Braun, Vicks, Hot Tools, Brut, Pert, Sure, Infusium, Revlon, and Bed Head brands. Helen of Troy Limited was founded in 1968 and is based in Hamilton, Bermuda.

Details
Name: Helen of Troy Limited
HELE
Exchange: NasdaqGS
Founded: 1968
$3,699,701,355
25,106,551
Website: http://www.helenoftroy.com
Address: Helen of Troy Limited
Clarendon House,
2 Church Street,
Hamilton,
Bermuda
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NasdaqGS HELE Common Shares Nasdaq Global Select US USD 08. Jul 1974
DB HT2 Common Shares Deutsche Boerse AG DE EUR 08. Jul 1974
Number of employees
Current staff
Staff numbers
1,500
Helen of Troy employees.
Industry
Household Appliances
Consumer Durables
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/07/24 01:40
End of day share price update: 2019/07/23 00:00
Last estimates confirmation: 2019/07/16
Last earnings filing: 2019/07/10
Last earnings reported: 2019/05/31
Last annual earnings reported: 2019/02/28


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

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.