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

-1.7%

NasdaqGS:HELE

1.0%

US Consumer Durables

1.1%

US Market


1 Year Return

19.7%

NasdaqGS:HELE

14.6%

US Consumer Durables

2.1%

US Market

HELE outperformed the Consumer Durables industry which returned 14% over the past year.

HELE outperformed the Market in United States of America which returned 2% over the past year.


Share holder returns

HELEIndustryMarket
7 Day-1.7%1.0%1.1%
30 Day0.3%4.8%3.7%
90 Day7.3%4.8%2.3%
1 Year19.7%19.7%16.1%14.6%4.4%2.1%
3 Year72.7%72.7%44.1%39.8%47.0%37.4%
5 Year168.2%168.2%36.1%27.4%61.6%43.8%

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 based on future cash flows and its price relative to the stock market?

10%

Discount to future cash flow value


Intrinsic Value Based on Future Cash Flows

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 Based on Earnings

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

Helen of Troy is poor value based on expected growth next year.


Price Based on Value of Assets

Helen of Troy is overvalued based on assets compared to the US Consumer Durables industry average.


Next Steps

Future Growth

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

7.6%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

Helen of Troy's revenue is expected to grow by 2.6% yearly, however this is not considered high growth (20% yearly).

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 growth is positive but not above the United States of America market average.

Helen of Troy's earnings growth is positive but not above the United States of America market average.

Helen of Troy's earnings growth is expected to exceed the low risk savings rate of 2.7%.


Earnings per Share Growth Estimates


Future Return on Equity

Unable to establish if Helen of Troy will efficiently use shareholders’ funds in the future without estimates of Return on Equity.


Next Steps

Past Performance

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

10.3%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

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 17.1%).


Return on Equity

Helen of Troy has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).


Return on Assets

Helen of Troy used its assets more efficiently than the US Consumer Durables industry average last year based on Return on Assets.


Return on Capital Employed

Helen of Troy has significantly improved its use of capital last year versus 3 years ago (Return on Capital Employed).


Next Steps

Financial Health

How is Helen of Troy's financial position?


Financial Position Analysis

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.


Debt to Equity History and Analysis

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).


Balance Sheet

High level of physical assets or inventory.

Debt is covered by short term assets, assets are 2x debt.


Next Steps

Dividend

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


Dividend Yield and Payments Analysis

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.

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

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.


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?

2.3yrs

Average management tenure


CEO

Julien Mininberg (54yo)

5.5yrs

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

Julien's remuneration is about average for companies of similar size in United States of America.

Julien's compensation has been consistent with company performance over the past year, both up more than 20%.


Management Age and Tenure

2.3yrs

Average Tenure

The tenure for the Helen of Troy management team is about average.


Board Age and Tenure

5.5yrs

Average Tenure

62yo

Average Age

The tenure for the Helen of Troy board of directors is about average.


Insider Trading

Helen of Troy individual insiders have only sold shares in the past 3 months.


Recent Insider Transactions

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
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: 2.3yrs
  • Julien Mininberg (54yo)

    CEO & Director

    • Tenure: 5.5yrs
    • 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: 5.3yrs
    • Compensation: US$1.72m
  • Jay Caron

    Chief Supply Chain Officer & Interim Chief Information Officer

    • Tenure: 0.4yrs
  • 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: 5.1yrs
    • Compensation: US$200.00k
  • Gary Abromovitz (76yo)

    Deputy Chairman

    • Tenure: 17.5yrs
    • Compensation: US$220.00k
  • William Susetka (66yo)

    Independent Director

    • Tenure: 10.1yrs
    • Compensation: US$215.00k
  • Darren Woody (59yo)

    Independent Director

    • Tenure: 15yrs
    • Compensation: US$205.00k
  • Vincent Carson (59yo)

    Director

    • Tenure: 1.1yrs
    • Compensation: US$979.11k
  • Tim Meeker (73yo)

    Chairman

    • Tenure: 5.7yrs
    • Compensation: US$310.00k
  • Thurman Case (62yo)

    Independent Director

    • Tenure: 2.7yrs
    • Compensation: US$215.00k
  • Julien Mininberg (54yo)

    CEO & Director

    • Tenure: 5.5yrs
    • Compensation: US$6.61m
  • Krista Berry (54yo)

    Independent Director

    • Tenure: 2.3yrs
    • 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$3.727b
  • Shares outstanding: 25.11m
  • 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 Analysis2019/09/16 23:41
End of Day Share Price2019/09/16 00:00
Earnings2019/05/31
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.