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HELE

HELE - Helen of Troy Ltd Stock Price, Fair Value and News

56.70USD-2.75 (-4.63%)Market Closed

Market Summary

HELE
USD56.70-2.75
Market Closed
-4.63%

HELE Alerts

  • Big fall in Revenue (Y/Y)
  • Big fall in earnings (Y/Y)

HELE Stock Price

View Fullscreen

HELE RSI Chart

HELE Valuation

Market Cap

1.3B

Price/Earnings (Trailing)

8.5

Price/Sales (Trailing)

0.66

EV/EBITDA

6.55

Price/Free Cashflow

6.15

HELE Price/Sales (Trailing)

HELE Profitability

EBT Margin

10.30%

Return on Equity

9.82%

Return on Assets

5.4%

Free Cashflow Yield

16.26%

HELE Fundamentals

HELE Revenue

Revenue (TTM)

1.9B

Rev. Growth (Yr)

-12.18%

Rev. Growth (Qtr)

-14.79%

HELE Earnings

Earnings (TTM)

152.2M

Earnings Growth (Yr)

-72.53%

Earnings Growth (Qtr)

-85.48%

Breaking Down HELE Revenue

Last 7 days

-11.5%

Last 30 days

-42.9%

Last 90 days

-43.3%

Trailing 12 Months

-57.2%

How does HELE drawdown profile look like?

HELE Financial Health

Current Ratio

1.94

Debt/Equity

0.48

Debt/Cashflow

0.28

HELE Investor Care

Buy Backs (1Y)

5.34%

Diluted EPS (TTM)

6.36

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
20242.0B1.9B00
20232.1B2.0B2.0B2.0B
20222.2B2.2B2.2B2.2B
20212.1B2.2B2.2B2.2B
20201.7B1.8B1.9B2.0B
20191.6B1.6B1.6B1.6B
20181.5B1.5B1.6B1.6B
20171.4B1.4B1.4B1.4B
20161.5B1.5B1.5B1.4B
20151.4B1.5B1.5B1.5B
20141.3B1.3B1.3B1.4B
20131.3B1.3B1.3B1.3B
20121.2B1.2B1.2B1.3B
2011777.0M888.4M991.0M1.1B
2010647.6M680.0M712.3M744.7M
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Tracking the Latest Insider Buys and Sells of Helen of Troy Ltd

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Jun 03, 2024
berry krista
acquired
-
-
231
-
Jun 03, 2024
otero elena
acquired
-
-
231
-
Jun 03, 2024
woody darren g
acquired
-
-
231
-
Jun 03, 2024
meeker timothy f
acquired
-
-
231
-
Jun 03, 2024
gomez sades tabata lorena
acquired
-
-
231
-
Jun 03, 2024
carson vincent d
acquired
-
-
231
-
Jun 03, 2024
case thurman k
acquired
-
-
231
-
Jun 03, 2024
raff beryl
acquired
-
-
231
-
May 20, 2024
judge tessa
sold (taxes)
-435
108
-4.00
chief legal officer
May 13, 2024
geoffroy noel
sold (taxes)
-47,867
102
-468
chief executive officer

1–10 of 50

Which funds bought or sold HELE recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Jul 19, 2024
RAYMOND JAMES & ASSOCIATES
added
13.58
-31,942
339,707
-%
Jul 19, 2024
NISA INVESTMENT ADVISORS, LLC
added
0.37
-127,450
535,295
-%
Jul 19, 2024
First Horizon Advisors, Inc.
reduced
-29.66
-5,900
7,697
-%
Jul 19, 2024
Integrated Investment Consultants, LLC
unchanged
-
-
354,363
0.10%
Jul 18, 2024
Blue Trust, Inc.
added
28.18
7,145
32,498
-%
Jul 17, 2024
J.Safra Asset Management Corp
new
-
1,391
1,391
-%
Jul 17, 2024
Kelly Financial Services LLC
unchanged
-
-173
3,572
-%
Jul 17, 2024
Westside Investment Management, Inc.
unchanged
-
-1,373
5,657
-%
Jul 17, 2024
SOA Wealth Advisors, LLC.
sold off
-100
-28,810
-
-%
Jul 17, 2024
KBC Group NV
added
37.99
7,000
72,000
-%

1–10 of 43

Are Funds Buying or Selling HELE?

Are funds buying HELE calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own HELE
No. of Funds

Unveiling Helen of Troy Ltd's Major ShareHolders

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 13, 2024
cooke & bieler lp
8.4%
1,998,725
SC 13G/A
Feb 13, 2024
vanguard group inc
10.12%
2,403,637
SC 13G/A
Feb 09, 2024
fmr llc
-
0
SC 13G/A
Feb 09, 2024
capital research global investors
7.4%
1,761,029
SC 13G/A
Jan 23, 2024
blackrock inc.
11.9%
2,822,079
SC 13G/A
Mar 10, 2023
vanguard group inc
10.04%
2,409,797
SC 13G/A
Feb 14, 2023
cooke & bieler lp
7.6%
1,812,095
SC 13G/A
Feb 13, 2023
capital international investors
0.0%
4,876
SC 13G/A
Feb 13, 2023
capital research global investors
6.9%
1,645,219
SC 13G/A
Feb 09, 2023
fmr llc
-
0
SC 13G/A

Recent SEC filings of Helen of Troy Ltd

View All Filings
Date Filed Form Type Document
Jul 09, 2024
10-Q
Quarterly Report
Jul 09, 2024
8-K
Current Report
Jun 21, 2024
DEF 14A
DEF 14A
Jun 21, 2024
DEFA14A
DEFA14A
Jun 06, 2024
8-K
Current Report
Jun 04, 2024
4
Insider Trading
Jun 04, 2024
4
Insider Trading
Jun 04, 2024
4
Insider Trading
Jun 04, 2024
4
Insider Trading
Jun 04, 2024
4
Insider Trading

Peers (Alternatives to Helen of Troy Ltd)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
396.4B
84.1B
-0.36% 11.56%
26.21
4.72
3.82% 5.63%
80.5B
19.8B
1.09% 27.36%
30.82
4.07
7.71% 63.39%
35.6B
15.3B
-10.43% -45.55%
53.75
2.32
-3.25% -39.29%
25.1B
5.9B
-6.63% 5.53%
32.17
4.22
8.05% 89.02%
16.8B
7.2B
-2.50% -12.57%
69.94
2.33
0.53% 224.32%
9.9B
1.0B
-16.97% 56.06%
77.76
9.7
76.89% 107.48%
MID-CAP
8.7B
6.1B
2.05% -16.57%
39.47
1.42
13.69% 13.11%
4.1B
959.4M
-21.70% 132.46%
-1.8K
4.32
55.65% 96.05%
4.0B
1.3B
11.32% -5.31%
28.4
2.98
15.88% -0.05%
2.7B
8.0B
-3.32% -35.24%
-9.01
0.33
-10.08% -121.80%
1.3B
1.9B
-42.92% -57.18%
8.5
0.66
-4.51% 7.76%
SMALL-CAP
2.0B
2.3B
2.00% 6.16%
16.14
0.88
1.98% 28.45%
143.7M
190.6M
13.87% 56.96%
7.79
0.75
-2.98% 477.15%
54.8M
241.3M
-6.21% -29.44%
-1.63
0.23
-20.28% 37.16%
54.6M
11.6M
29.80% 47.70%
19.86
4.72
1.70% 13.94%

Helen of Troy Ltd News

Latest updates
Defense World10 hours ago
Yahoo Finance09 Jul 202407:00 am
The Motley Fool09 Jul 202407:00 am
InvestorPlace09 Jul 202407:00 am
Seeking Alpha09 Jul 202407:00 am

Helen of Troy Ltd Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2024Q22024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q2
Revenue-14.8%417489550492475485559521508582625475541509638531421442475414376
Gross Profit-15.2%203240264230216210257221211248274211221230287230179193210178154
  S&GA Expenses0.5%170170153179168144169170177198184143156197187131122152131123106
EBITDA Margin1.2%0.16*0.16*0.15*0.13*0.13*0.12*0.12*0.12*0.13*0.14*0.13*0.14*---------
Interest Expenses-100.0%-13.0013.0014.0014.0014.0013.009.004.003.003.003.003.003.003.003.004.003.003.003.003.00
Income Taxes1.0%12.0012.0018.006.004.004.0012.007.005.007.0011.0013.005.00-0.5814.009.00-6.92-2.928.005.003.00
Earnings Before Taxes-66.5%18.0055.0094.0033.0027.0040.0064.0038.0030.0047.0087.0064.0062.0022.0098.0097.0053.00-6.0877.0051.0044.00
EBT Margin-1.2%0.10*0.10*0.10*0.08*0.08*0.08*0.08*0.09*0.10*0.12*0.11*0.11*---------
Net Income-85.5%6.0043.0076.0027.0023.0036.0052.0031.0025.0040.0076.0051.0057.0022.0084.0087.0060.00-3.1569.0046.0041.00
Net Income Margin-7.0%0.08*0.08*0.08*0.07*0.07*0.07*0.07*0.08*0.09*0.10*0.10*0.10*---------
Free Cashflow-65.6%25.0074.0075.0037.00121159125-37.02-38.4314653.005.00---------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2024Q22024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q2
Assets-0.6%2,8212,8392,9522,9022,8732,9143,1293,2253,1442,8232,4872,4002,3482,2632,3122,1741,9761,9041,7911,7761,703
  Current Assets-1.5%8328449568898568921,1221,2381,1761,0821,1651,0921,0569721,090952757683729711636
    Cash Equivalents-12.7%16.0019.0025.0024.0039.0029.0045.0040.0049.0033.0044.0032.0037.0045.0015714889.0024.0020.0017.0018.00
  Inventory12.3%445396426436434455537643614558586607540482383350276256334371335
  Net PPE-0.7%334337335336354352335306281205165150134137136137133132131131130
  Goodwill0%1,0671,0671,0671,0671,0671,0661,0631,0651,065949740740740740740740740740602602602
Liabilities5.9%1,2711,2011,3661,4001,3581,4251,6721,8271,7881,4961,1321,1321,1461,0241,101866754742629689667
  Current Liabilities-5.1%428451544472441412523583603603625600572615599500366339318318289
  Long Term Debt12.4%7416597298398319281,0601,1491,091811446470509342438298323337242299319
    LT Debt, Current12.5%7.006.006.006.006.006.0021.0021.0015.002.002.002.002.002.002.002.002.002.002.002.002.00
    LT Debt, Non Current-100.0%-6597298398319281,0601,1491,091811446470509342438298323337242299319
Shareholder's Equity-5.4%1,5501,6371,5861,5021,5151,4891,4571,3981,3561,3271,3551,2681,2021,2391,2101,3091,2221,1621,1621,0871,036
  Retained Earnings-7.0%1,1941,2841,2411,1661,1871,1641,1281,0761,0461,0211,0559809299659431,046958898901833787
  Additional Paid-In Capital0.4%350349340330324317323313305304299292283283277275270268263257249
Accumulated Depreciation5.5%178169162156185179174174167161157152146140144142137132134130127
Shares Outstanding-4.0%23.0024.0024.0024.0024.0024.0024.0024.0024.0024.0024.0024.00---------
Float----2,883---2,938---5,726---5,201---3,831-
Cashflow (Last 12 Months)
(In Thousands)
Cashflow (Quarterly)
(In Thousands)
Description(%) Q/Q2024Q22024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q2
Cashflow From Operations-65.6%25,32073,60874,72736,676121,056158,719124,975-37,024-38,428145,87753,2845,047-63,38564,36063,46893,45292,826169,87563,20722,53515,676
  Share Based Compensation-33.5%5,8338,7678,5797,2299,297-5,3027,9417,49516,6196,2696,5497,78014,0205,7646,7394,6249,2914,1864,7586,3817,604
Cashflow From Investing-7.0%-9,161-8,56234,322-8,680-11,631-28,664-31,747-36,413-222,509-447,390-15,47827,960-4,006-79,245-4,186-8,786-6,451-260,373-4,383-5,143-3,718
Cashflow From Financing74.2%-18,512-71,792-108,016-42,651-99,629-146,319-87,54163,833276,810290,550-25,241-38,59659,639-96,656-51,020-24,784-22,32595,328-56,218-18,736-5,454
  Buy Backs26943.3%103,03538130650,0894,44615.0045.0081.0018,22475,1852,829116110,074333192,80014810,01336.001,0023438,788
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HELE Income Statement

2024-05-31
Condensed Consolidated Statements of Income (Unaudited) - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended
May 31, 2024
May 31, 2023
Income Statement [Abstract]  
Sales revenue, net$ 416,847$ 474,672
Cost of goods sold213,768259,041
Gross profit203,079215,631
Selling, general and administrative expense (“SG&A”)170,481167,635
Restructuring charges1,8357,355
Operating income30,76340,641
Non-operating income, net100137
Interest expense12,54314,052
Income before income tax18,32026,726
Income tax expense12,1164,145
Net income$ 6,204$ 22,581
Earnings per share (“EPS”):  
Basic (in dollars per share)$ 0.26$ 0.94
Diluted (in dollars per share)$ 0.26$ 0.94
Weighted average shares used in computing EPS:  
Basic (in shares)23,52424,049
Diluted (in shares)23,63324,134

HELE Balance Sheet

2024-05-31
Condensed Consolidated Balance Sheets (Unaudited) - USD ($)
$ in Thousands
May 31, 2024
Feb. 29, 2024
Assets, current:  
Cash and cash equivalents$ 16,148$ 18,501
Receivables, less allowances of $7,511 and $7,481328,097394,536
Inventory444,749395,995
Prepaid expenses and other current assets30,59027,012
Income taxes receivable11,9797,874
Total assets, current831,563843,918
Property and equipment, net of accumulated depreciation of $178,319 and $169,021334,417336,646
Goodwill1,066,7301,066,730
Other intangible assets, net of accumulated amortization of $191,403 and $186,882532,378536,696
Operating lease assets36,88735,962
Deferred tax assets, net3,7813,662
Other assets15,19515,008
Total assets2,820,9512,838,622
Liabilities, current:  
Accounts payable245,216245,349
Accrued expenses and other current liabilities163,561181,391
Income taxes payable11,86717,821
Long-term debt, current maturities7,0316,250
Total liabilities, current427,675450,811
Long-term debt, excluding current maturities741,346659,421
Lease liabilities, non-current38,24137,262
Deferred tax liabilities, net52,03641,253
Other liabilities, non-current12,15312,433
Total liabilities1,271,4511,201,180
Commitments and contingencies
Stockholders' equity:  
Cumulative preferred stock, non-voting, $1.00 par. Authorized 2,000,000 shares; none issued00
Common stock, $0.10 par. Authorized 50,000,000 shares; 22,810,412 and 23,751,258 shares issued and outstanding2,2812,375
Additional paid in capital350,200348,739
Accumulated other comprehensive income2,7972,099
Retained earnings1,194,2221,284,229
Total stockholders' equity1,549,5001,637,442
Total liabilities and stockholders' equity$ 2,820,951$ 2,838,622
HELE
Helen of Troy Limited provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates in two segments: Home & Outdoor and Beauty & Wellness. The Home & Outdoor segment offers food preparation tools and gadgets, storage containers, and organization products; coffee makers, grinders, manual pour overs, and tea kettles; household cleaning products, shower organization, and bathroom accessories; feeding and drinking products, child seating, cleaning tools, and nursery accessories; insulated hydration bottles, hydration packs, drinkware, mugs, food containers, lunch containers, insulated totes, soft coolers, and accessories; and technical and outdoor sports packs, travel packs and accessories, luggage, daypacks, and everyday packs. The Beauty & Wellness segment provides grooming brushes, tools, and decorative hair accessories; shampoos, liquid hair styling, and treatment and conditioning products, as well as hair appliances; and thermometers, blood pressure monitors, pulse oximeters, nasal aspirators, and humidifiers; faucet mount water-filtration systems and pitcher-based water filtration systems; and air purifiers, heaters, and fans. 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, OXO Brew, OXO Strive, OXO Outdoor, Osprey, PUR, Honeywell, Braun, Vicks, Drybar, Curlsmith, Hot Tools, Revlon, and Bed Head brands. Helen of Troy Limited was incorporated in 1968 and is headquartered in El Paso, Texas.
 CEO
 WEBSITEhelenoftroy.com
 INDUSTRYHousehold Products
 EMPLOYEES1903

Helen of Troy Ltd Frequently Asked Questions


What is the ticker symbol for Helen of Troy Ltd? What does HELE stand for in stocks?

HELE is the stock ticker symbol of Helen of Troy Ltd. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Helen of Troy Ltd (HELE)?

As of Fri Jul 19 2024, market cap of Helen of Troy Ltd is 1.29 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of HELE stock?

You can check HELE's fair value in chart for subscribers.

What is the fair value of HELE stock?

You can check HELE's fair value in chart for subscribers. The fair value of Helen of Troy Ltd is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Helen of Troy Ltd is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for HELE so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Helen of Troy Ltd a good stock to buy?

The fair value guage provides a quick view whether HELE is over valued or under valued. Whether Helen of Troy Ltd is cheap or expensive depends on the assumptions which impact Helen of Troy Ltd's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for HELE.

What is Helen of Troy Ltd's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri Jul 19 2024, HELE's PE ratio (Price to Earnings) is 8.5 and Price to Sales (PS) ratio is 0.66. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. HELE PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on Helen of Troy Ltd's stock?

In the past 10 years, Helen of Troy Ltd has provided 0.002 (multiply by 100 for percentage) rate of return.