HELEN OF TROY LIMITED (HELE)$25.65
Market Cap: 580.22 MCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for HELEN OF TROY LIMITED (HELE).
CONSUMER DEFENSIVE
HOUSEHOLD & PERSONAL PRODUCTS
DCF ready
Valuation
10.2x
EV/FCF, 9.8% FCF yield
Quality
-56.8%
ROIC, 7.4% FCF margin
Growth
-3.2%
5Y sales (revenue) CAGR
Balance sheet
1.0x
Debt/equity, 1.7x current ratio
Superinvestors
1
Top: Richard Pzena (0.0%)
Strengths to research
- Debt/equity looks manageable at 1.0x.
- 10 annual periods are available for trend analysis.
Watchouts
- Five-year revenue trend is negative at -3.2%.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for HELE.
Grade D
25
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| HELE Target | HELEN OF TROY LIMITED | $580.2M | -0.7x | 10.2x | -56.8% | -3.2% | 7.4% | 45.7% | N/A | N/A |
| DDL | Dingdong Cayman Ltd | $574.4M | N/A | 8.1x | 22.3% | N/A | 1.5% | N/A | -4.8x | N/A |
| HNST | The Honest Company inc. | $544.5M | -24.4x | 33.4x | -9.2% | 4.3% | 3.7% | 33.3% | N/A | N/A |
| STKL | SunOpta Inc. | $533.5M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| HLF | Herbalife Nutrition Ltd. | $741.4M | 5.6x | 9.4x | 15.5% | -1.9% | 5.0% | 77.9% | 2.8x | N/A |
| AGRO | Adecoagro SA | $849.9M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| LWAY | Lifeway Foods Inc. | $355.0M | 28.3x | -21.3x | 16.1% | 15.8% | -7.7% | 27.4% | -0.3x | N/A |
| LSDAF | Lassonde Industries Inc. | $995.0M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| MAMA | Mama's Creations Inc | $249.3M | 113.9x | 24.1x | 9.1% | 33.3% | 5.7% | 25.1% | -1.4x | N/A |
Financial Charts
No financial data available for HELE (annual).
1 superinvestors own HELE
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Richard Pzena Hancock Classic Value | 761,173 | $11M | 0.04% | 0.0% |