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HELE

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

99.85USD-2.40 (-2.35%)Market Closed

Market Summary

HELE
USD99.85-2.40
Market Closed
-2.35%

HELE Stock Price

View Fullscreen

HELE RSI Chart

HELE Valuation

Market Cap

2.4B

Price/Earnings (Trailing)

14.62

Price/Sales (Trailing)

1.18

EV/EBITDA

10.35

Price/Free Cashflow

6.06

HELE Price/Sales (Trailing)

HELE Profitability

EBT Margin

9.70%

Return on Equity

10.22%

Return on Assets

5.49%

Free Cashflow Yield

16.51%

HELE Fundamentals

HELE Revenue

Revenue (TTM)

2.0B

Rev. Growth (Yr)

-1.61%

Rev. Growth (Qtr)

11.81%

HELE Earnings

Earnings (TTM)

162.0M

Earnings Growth (Yr)

46.45%

Earnings Growth (Qtr)

177.19%

Breaking Down HELE Revenue

Last 7 days

-5.9%

Last 30 days

-16.6%

Last 90 days

-17.8%

Trailing 12 Months

12.5%

How does HELE drawdown profile look like?

HELE Financial Health

Current Ratio

1.76

Debt/Equity

0.46

Debt/Cashflow

0.54

HELE Investor Care

Buy Backs (1Y)

1.02%

Diluted EPS (TTM)

6.77

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
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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Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>

PurpleZone


Returns of $10,000 invested in:

Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224


Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.

Russell 2000 Index
Very Expensive Stocks
Very Cheap Stocks
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Tracking the Latest Insider Buys and Sells of Helen of Troy Ltd

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Mar 06, 2024
geoffroy noel
acquired
-
-
4,121
chief executive officer
Mar 01, 2024
case thurman k
acquired
-
-
197
-
Mar 01, 2024
geoffroy noel
acquired
-
-
7,638
chief executive officer
Mar 01, 2024
raff beryl
acquired
-
-
197
-
Mar 01, 2024
gomez sades tabata lorena
acquired
-
-
197
-
Mar 01, 2024
berry krista
acquired
-
-
197
-
Mar 01, 2024
grass brian
acquired
-
-
7,638
chief financial officer
Mar 01, 2024
woody darren g
acquired
-
-
197
-
Mar 01, 2024
otero elena
acquired
-
-
197
-
Mar 01, 2024
judge tessa
acquired
-
-
3,819
chief legal officer

1–10 of 50

Which funds bought or sold HELE recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Apr 11, 2024
Pflug Koory, LLC
unchanged
-
-6,377
131,950
0.06%
Apr 10, 2024
Bruce G. Allen Investments, LLC
sold off
-100
-2,537
-
-%
Apr 10, 2024
SOA Wealth Advisors, LLC.
unchanged
-
-1,393
28,810
0.01%
Apr 09, 2024
MASSMUTUAL TRUST CO FSB/ADV
unchanged
-
-256
5,301
-%
Apr 09, 2024
MATHER GROUP, LLC.
new
-
2,899
2,899
-%
Apr 09, 2024
Rise Advisors, LLC
new
-
14,635
14,635
0.01%
Apr 05, 2024
GAMMA Investing LLC
added
220
1,271
1,844
-%
Apr 05, 2024
CWM, LLC
added
5.36
-
7,000
-%
Apr 05, 2024
NBC SECURITIES, INC.
reduced
-5.96
-27,000
232,000
0.02%
Apr 03, 2024
Versant Capital Management, Inc
unchanged
-
-6.00
115
-%

1–10 of 40

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
Apr 01, 2024
4
Insider Trading
Mar 05, 2024
4
Insider Trading
Mar 05, 2024
4
Insider Trading
Mar 05, 2024
4
Insider Trading
Mar 05, 2024
8-K
Current Report
Mar 04, 2024
4
Insider Trading
Mar 04, 2024
4
Insider Trading
Mar 04, 2024
4
Insider Trading
Mar 04, 2024
4
Insider Trading
Mar 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
365.5B
83.9B
-4.29% 2.35%
24.75
4.35
4.55% 3.44%
70.6B
19.5B
-3.80% 12.14%
30.71
3.63
8.29% 28.85%
49.8B
15.2B
-12.13% -44.82%
103.04
3.28
-7.33% -68.01%
24.6B
5.9B
-4.11% 12.75%
32.61
4.2
9.16% 82.56%
17.6B
7.3B
-9.40% -10.74%
220.1
2.41
3.47% -81.61%
9.4B
6.0B
-16.57% -13.63%
29.08
1.57
14.07% 132.95%
9.0B
890.1M
-21.12% 86.88%
69.86
10.15
79.24% 176.22%
MID-CAP
4.0B
1.3B
-7.68% -13.61%
26.51
3.07
21.26% 26.23%
3.0B
8.1B
-8.94% -41.27%
-7.61
0.36
-14.02% -296.95%
2.9B
872.0M
-7.61% 39.00%
-124.21
3.35
65.49% 64.15%
2.4B
2.0B
-16.60% 12.48%
14.62
1.18
-7.82% 10.32%
SMALL-CAP
1.8B
2.3B
-4.81% -16.20%
16.69
0.79
4.31% 6.67%
154.6M
191.5M
8.69% 61.38%
8.69
0.81
-1.27% 486.29%
56.1M
259.3M
-9.66% 253.33%
-1.3
0.22
-19.36% 50.71%
35.1M
10.9M
-2.92% -15.60%
13.62
3.23
-14.28% 0.46%

Helen of Troy Ltd News

Latest updates
Defense World2 hours ago
The Motley Fool6 months ago

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/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Revenue11.8%550492475485559521508582625475541509638531421442475414376385431
Gross Profit14.9%264230216210257221211248274211221230287230179193210178154158182
  S&GA Expenses-14.6%153179168144169170177198184143156197187131122152131123106112121
EBITDA Margin12.0%0.15*0.13*0.13*0.12*0.12*0.12*0.13*0.14*0.13*0.14*0.15*0.15*---------
Interest Expenses-5.8%13.0014.0014.0014.0013.009.004.003.003.003.003.003.003.003.004.003.003.003.003.003.003.00
Income Taxes208.0%18.006.004.004.0012.007.005.007.0011.0013.005.00-0.5814.009.00-6.92-2.928.005.003.003.004.00
Earnings Before Taxes182.7%94.0033.0027.0040.0064.0038.0030.0047.0087.0064.0062.0022.0098.0097.0053.00-6.0877.0051.0044.0041.0058.00
EBT Margin19.0%0.10*0.08*0.08*0.08*0.08*0.09*0.10*0.12*0.11*0.11*0.13*0.13*---------
Net Income177.2%76.0027.0023.0036.0052.0031.0025.0040.0076.0051.0057.0022.0084.0087.0060.00-3.1569.0046.0041.0037.0049.00
Net Income Margin18.0%0.08*0.07*0.07*0.07*0.07*0.08*0.09*0.10*0.10*0.10*0.11*0.12*---------
Free Cashflow103.7%75.0037.00121159125-37.02-38.4314653.005.00-63.3864.00---------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Assets1.7%2,9522,9022,8732,9143,1293,2253,1442,8232,4872,4002,3482,2632,3122,1741,9761,9041,7911,7761,7031,6501,725
  Current Assets7.6%9568898568921,1221,2381,1761,0821,1651,0921,0569721,090952757683729711636605673
    Cash Equivalents4.3%25.0024.0039.0029.0045.0040.0049.0033.0044.0032.0037.0045.0015714889.0024.0020.0017.0018.0012.0019.00
  Inventory-2.2%426436434455537643614558586607540482383350276256334371335302301
  Net PPE-0.3%335336354352335306281205165150134137136137133132131131130130131
  Goodwill0%1,0671,0671,0671,0661,0631,0651,065949740740740740740740740740602602602602602
Liabilities-2.4%1,3661,4001,3581,4251,6721,8271,7881,4961,1321,1321,1461,0241,101866754742629689667653692
  Current Liabilities15.1%544472441412523583603603625600572615599500366339318318289312335
  Long Term Debt-13.0%7298398319281,0601,1491,091811446470509342438298323337242299319319338
    LT Debt, Current0%6.006.006.006.0021.0021.0015.002.002.002.002.002.002.002.002.002.002.002.002.002.002.00
    LT Debt, Non Current-13.0%7298398319281,0601,1491,091811446470509342438298323337242299319319338
Shareholder's Equity5.6%1,5861,5021,5151,4891,4571,3981,3561,3271,3551,2681,2021,2391,2101,3091,2221,1621,1621,0871,0369971,033
  Retained Earnings6.5%1,2411,1661,1871,1641,1281,0761,0461,0211,0559809299659431,046958898901833787746781
  Additional Paid-In Capital3.1%340330324317323313305304299292283283277275270268263257249247245
Accumulated Depreciation3.7%162156185179174174167161157152146140144142137132134130127124123
Shares Outstanding0.1%24.0024.0024.0024.0024.0024.0024.0024.0024.0024.0024.0025.00---------
Float------2,938---5,726---5,201---3,831---
Cashflow (Last 12 Months)
(In Thousands)
Cashflow (Quarterly)
(In Thousands)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Cashflow From Operations103.7%74,72736,676121,056158,719124,975-37,024-38,428145,87753,2845,047-63,38564,36063,46893,45292,826169,87563,20722,53515,67691,03967,334
  Share Based Compensation18.7%8,5797,2299,297-5,3027,9417,49516,6196,2696,5497,78014,0205,7646,7394,6249,2914,1864,7586,3817,6045,0246,016
Cashflow From Investing495.4%34,322-8,680-11,631-28,664-31,747-36,413-222,509-447,390-15,47827,960-4,006-79,245-4,186-8,786-6,451-260,373-4,383-5,143-3,718-4,206-7,980
Cashflow From Financing-153.3%-108,016-42,651-99,629-146,319-87,54163,833276,810290,550-25,241-38,59659,639-96,656-51,020-24,784-22,32595,328-56,218-18,736-5,454-94,098-60,133
  Buy Backs-99.4%30650,0894,44615.0045.0081.0018,22475,1852,829116110,074333192,80014810,01336.001,0023438,78875,078100,175

HELE Income Statement

2023-11-30
Condensed Consolidated Statements of Income (Unaudited) - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended9 Months Ended
Nov. 30, 2023
Nov. 30, 2022
Nov. 30, 2023
Nov. 30, 2022
Income Statement [Abstract]    
Sales revenue, net$ 549,614$ 558,606$ 1,515,849$ 1,588,084
Cost of goods sold285,833301,930806,784898,791
Gross profit263,781256,676709,065689,293
Selling, general and administrative expense (“SG&A”)152,964169,020499,790515,974
Restructuring charges3,89010,46314,86215,241
Operating income106,92777,193194,413158,078
Non-operating income, net1805465185
Interest expense12,85913,14940,56526,688
Income before income tax94,24864,049154,313131,575
Income tax expense18,35012,22328,45324,482
Net income$ 75,898$ 51,826$ 125,860$ 107,093
Earnings per share (“EPS”):    
Basic (in dollars per share)$ 3.20$ 2.16$ 5.27$ 4.47
Diluted (in dollars per share)$ 3.19$ 2.15$ 5.25$ 4.45
Weighted average shares used in computing EPS:    
Basic (in shares)23,74323,99123,90323,942
Diluted (in shares)23,81324,07823,99624,086

HELE Balance Sheet

2023-11-30
Condensed Consolidated Balance Sheets (Unaudited) - USD ($)
$ in Thousands
Nov. 30, 2023
Feb. 28, 2023
Assets, current:  
Cash and cash equivalents$ 25,247$ 29,073
Receivables, less allowances of $6,879 and $1,678463,323377,604
Inventory426,026455,485
Prepaid expenses and other current assets29,53524,721
Income taxes receivable12,3075,158
Total assets, current956,438892,041
Property and equipment, net of accumulated depreciation of $162,207 and $178,961335,302351,793
Goodwill1,066,7301,066,479
Other intangible assets, net of accumulated amortization of $182,434 and $168,574541,064553,883
Operating lease assets37,93038,751
Deferred tax assets, net2,9722,781
Other assets11,8507,987
Total assets2,952,2862,913,715
Liabilities, current:  
Accounts payable293,050190,598
Accrued expenses and other current liabilities231,516200,718
Income taxes payable12,91514,778
Long-term debt, current maturities6,2356,064
Total liabilities, current543,716412,158
Long-term debt, excluding current maturities729,413928,348
Lease liabilities, non-current39,25642,672
Deferred tax liabilities, net40,80328,048
Other liabilities, non-current12,82013,678
Total liabilities1,366,0081,424,904
Commitments and contingencies
Stockholders' equity:  
Cumulative preferred stock, non-voting, $1.00 par. Authorized 2,000,000 shares; none issued00
Common stock, $0.10 par. Authorized 50,000,000 shares; 23,744,593 and 23,994,405 shares issued and outstanding2,3742,399
Additional paid in capital340,351317,277
Accumulated other comprehensive income2,0584,947
Retained earnings1,241,4951,164,188
Total stockholders' equity1,586,2781,488,811
Total liabilities and stockholders' equity$ 2,952,286$ 2,913,715
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 Apr 12 2024, market cap of Helen of Troy Ltd is 2.37 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 Apr 12 2024, HELE's PE ratio (Price to Earnings) is 14.62 and Price to Sales (PS) ratio is 1.18. 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 0.044 (multiply by 100 for percentage) rate of return.