NasdaqGS:HELE

Stock Analysis Report

Executive Summary

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

Snowflake

Fundamentals

Flawless balance sheet with solid 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


Market Performance


7 Day Return

5.5%

HELE

2.5%

US Consumer Durables

2.3%

US Market


1 Year Return

30.6%

HELE

38.5%

US Consumer Durables

5.6%

US Market

Return vs Industry: HELE underperformed the US Consumer Durables industry which returned 38.5% over the past year.

Return vs Market: HELE exceeded the US Market which returned 5.6% over the past year.


Shareholder returns

HELEIndustryMarket
7 Day5.5%2.5%2.3%
30 Day6.4%2.3%-1.0%
90 Day4.7%7.0%-0.7%
1 Year30.6%30.6%40.3%38.5%7.9%5.6%
3 Year93.2%93.2%51.1%46.5%45.6%36.3%
5 Year168.3%168.3%41.4%32.7%65.8%47.6%

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?

22.42x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Undervalued: HELE ($158) is trading above our estimate of fair value ($128.9)

Significantly Undervalued: 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 (22.4x) compared to the Consumer Durables industry average (13.7x).

PE vs Market: HELE is poor value based on its PE Ratio (22.4x) compared to the US market (17.7x).


Price to Earnings Growth Ratio

Low PEG Ratio: HELE is poor value based on its PEG Ratio (4.3x)


Price to Book Ratio

PB vs Industry: HELE is overvalued based on its PB Ratio (3.7x) compared to the US Consumer Durables industry average (1.6x).


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?

5.3%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: HELE's forecast earnings growth (5.3% per year) is above the savings rate (2.7%).

Earnings vs Market: HELE's earnings (5.3% per year) are forecast to grow slower than the US market (14.5% per year).

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

Revenue vs Market: HELE's revenue (2.5% per year) is forecast to grow slower than the US market (7.3% per year).

High Growth Revenue: HELE's revenue (2.5% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

High Future ROE: HELE's Return on Equity is forecast to be high in 3 years time (21.1%)


Next Steps

Past Performance

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

10.0%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Earnings Trend: HELE's earnings have grown by 10% per year over the past 5 years.

Accelerating Growth: HELE's earnings growth over the past year (19.9%) exceeds its 5-year average (10% per year).

Earnings vs Industry: HELE earnings growth over the past year (19.9%) exceeded the Consumer Durables industry 13.5%.


Return on Equity

High ROE: HELE's Return on Equity (16.4%) is considered low.


Return on Assets

ROA vs Industry: HELE has a higher Return on Assets than the Consumer Durables industry average last year.


Return on Capital Employed

ROCE Improving: HELE has significantly improved its Return on Capital Employed over the past 3 years.


Next Steps

Financial Health

How is Helen of Troy's financial position?


Financial Position Analysis

Short Term Liabilities: HELE's short term assets ($711.4M) exceeds its short term liabilities ($317.9M)

Long Term Liabilities: HELE's short term assets (711.4M) exceeds its long term liabilities (370.7M)


Debt to Equity History and Analysis

Debt Level: HELE's debt to equity ratio (28.5%) is considered satisfactory

Reducing Debt: HELE's debt to equity ratio has reduced from 75.3% to 28.5% over the past 5 years.

Debt Coverage: HELE's debt is well covered by operating cash flow (63.3%).

Interest Coverage: HELE's interest payments on its debt are well covered by EBIT (16.2x coverage).


Balance Sheet

Inventory Level: HELE has a high level of physical assets or inventory.

Debt Coverage by Assets: HELE's debt is covered by short term assets (assets are 2.292190x debt).


Next Steps

Dividend

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


Dividend Yield vs Market

companyn/amarketbottom25%1.5%markettop25%3.8%industryaverage1.9%forecastin3Years0%

Current dividend yield vs market & industry


Stability and Growth of Payments

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

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

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

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

2.4yrs

Average management tenure


CEO

Julien Mininberg (54yo)

5.6yrs

Tenure

US$6,614,541

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 ($USD6.61M) is about average for companies of similar size in the US market ($USD5.13M).

Compensation vs Earnings: Julien's compensation has been consistent with company performance over the past year.


Management Age and Tenure

2.4yrs

Average Tenure

Experienced Management: HELE's management team is considered experienced (2.4 years average tenure).


Board Age and Tenure

5.6yrs

Average Tenure

62yo

Average Age

Experienced Board: HELE's board of directors are considered experienced (5.6 years average tenure).


Insider Trading

Insider Buying: HELE insiders have only sold shares in the past 3 months.


Recent Insider Transactions

SellUS$1,23220 Sep 19
Julien Mininberg
EntityIndividual
Role
Chief Executive Officer
CEO & Director
Shares8
Max PriceUS$154.03
SellUS$1,07820 Sep 19
Brian Grass
EntityIndividual
Role
Chief Financial Officer
CFO & Principal Accounting Officer
Shares7
Max PriceUS$154.03
SellUS$1,742,24616 Jul 19
Vincent Carson
EntityIndividual
Role
Member of the Board of Directors
Director
Shares11,915
Max PriceUS$147.29
SellUS$287,54002 May 19
William Susetka
EntityIndividual
Role
Member of the Board of Directors
Independent Director
Shares2,000
Max PriceUS$143.77
SellUS$345,60002 May 19
Timothy Meeker
EntityIndividual
Role
Chairman of the Board
Independent Chairman
Shares2,400
Max PriceUS$144.00
SellUS$62,62502 Nov 18
Gary Abromovitz
EntityIndividual
Role
Vice Chairman
Deputy Chairman
Shares500
Max PriceUS$125.25
SellUS$78,72024 Oct 18
Gary Abromovitz
EntityIndividual
Role
Vice Chairman
Deputy Chairman
Shares640
Max PriceUS$123.00

Ownership Breakdown


Management Team

  • Jack Jancin

    Senior Vice President of Corporate Business Development

    • Tenure: 2.4yrs
  • Julien Mininberg (54yo)

    CEO & Director

    • Tenure: 5.6yrs
    • Compensation: US$6.61m
  • Larry Witt

    President of Housewares

    • Tenure: 0yrs
  • Christophe Coudray

    President - Health & Home

    • Tenure: 0yrs
  • Brian Grass (49yo)

    CFO & Principal Accounting Officer

    • Tenure: 5.4yrs
    • Compensation: US$1.72m
  • Jay Caron

    Chief Supply Chain Officer & Interim Chief Information Officer

    • Tenure: 0.5yrs
  • Lisa Kidd

    Senior VP & Chief People Officer

    • Tenure: 2.3yrs
  • Ronald Anderskow

    President of Beauty

    • Tenure: 0yrs
  • Tessa Judge

    Senior VP

    • Tenure: 0yrs
  • Anne Rakunas

    Director of External Communications

    • Tenure: 0yrs

Board Members

  • Beryl Raff (68yo)

    Independent Director

    • Tenure: 5.2yrs
    • Compensation: US$200.00k
  • Gary Abromovitz (76yo)

    Deputy Chairman

    • Tenure: 17.6yrs
    • Compensation: US$220.00k
  • William Susetka (66yo)

    Independent Director

    • Tenure: 10.2yrs
    • Compensation: US$215.00k
  • Darren Woody (59yo)

    Independent Director

    • Tenure: 15.1yrs
    • Compensation: US$205.00k
  • Vincent Carson (59yo)

    Director

    • Tenure: 1.2yrs
    • Compensation: US$979.11k
  • Tim Meeker (73yo)

    Independent Chairman

    • Tenure: 5.8yrs
    • Compensation: US$310.00k
  • Thurman Case (62yo)

    Independent Director

    • Tenure: 2.8yrs
    • Compensation: US$215.00k
  • Julien Mininberg (54yo)

    CEO & Director

    • Tenure: 5.6yrs
    • Compensation: US$6.61m
  • Krista Berry (54yo)

    Independent Director

    • Tenure: 2.4yrs
    • Compensation: US$200.00k

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$3.976b
  • Shares outstanding: 25.16m
  • Website: https://www.helenoftroy.com

Number of Employees


Location

  • Helen of Troy Limited
  • Clarendon House
  • 2 Church Street
  • Hamilton
  • Bermuda

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 Analysis2019/10/16 23:53
End of Day Share Price2019/10/16 00:00
Earnings2019/08/31
Annual Earnings2019/02/28


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.