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HELE

BUYFLAG

Helen of Troy Limited · Consumer Defensive · United States · $663M · Avg Vol: $17M/d

75
StockRank
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Q
36
V
65
M
68
P/E (TTM)
ROE
-39.8%
D/E
0.9x
Dividend %
AI CONVICTION THESIS

Helen of Troy has value V64 and strong momentum M72 with a buyback, but quality at Q36 is well below the calibrated floor. A 1.5% earnings cut is separately adverse.

COMPANY DESCRIPTION

Helen of Troy Limited is a global consumer products company that designs, develops, and markets a diversified portfolio of trusted brands across health & home, beauty, and housewares categories. Its strong brand equity, effective marketing, and efficient supply chain management provide a competitive moat in the consumer defensive sector. The company's strategic brand acquisitions and innovation drive sustained growth.

FINANCIAL SUMMARY (USD)

Year20222023202420252026CAGRTTM2027E2028EFwd CAGR
Revenue2.2B2.1B2.0B1.9B1.8B-5.3%1.8B1.8B1.8B1.6%
EPS9.405.977.065.38-39.08-17.0%-17.82
Shares23.8M24.0M23.8M22.9M23.1M-3.0%23.3M
Debt857.0M977.1M702.9M956.8M833.7M-0.7%771.3M
Equity1.3B1.5B1.6B1.7B798.2M-11.9%
Op CF140.8M208.2M306.1M113.2M171.1M5.0%112.2M
Inv CF-438.9M-319.3M5.4M-263.1M-34.4M
Fin CF286.4M106.8M-322.1M150.2M-136.7M
Loading 1Y...
PRICE (1Y)-1.6%
25.1826.2227.2628.3029.34Jun 16Jul 9Jul 29
SMA 50SMA 200
Close
$28.15
RSI (14)
53.2
52W High
$30.68
From 52W High
0.9%

SCORE BREAKDOWN

Quality
36
ROIC
-48.5%1.4
ROE
-39.8%3.0
GP/Assets
39.0%69.0
Op. Margin
15.1%76.8
FCF/Assets
7.4%71.3
Piotroski
34.6
Int. Cover
-13.5x2.8
D/E Ratio
0.91x24.4
Current Ratio
1.78x57.7
Value
65
P/E (TTM)
N/A
EV/EBITDA
6.3x75.7
P/FCF
4.3x90.0
P/B
0.8x82.0
P/S
0.4x81.2
Div Yield
N/A
Momentum
68
52W High %
92%73.5
RS 6M
54%99.0
SMA 50/200
1.29x98.7
EPS Rev 4W
-1.5%31.4
EPS Rev 12W
-2.8%31.3
EPS Improve
+122%77.1
Q Growth
N/A

FUNDAMENTALS

Market Cap
$663M
P/E (Forward)
7.0x
Gross Margin
45.4%

SECTOR PEERS

Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of HELE are excluded.

TickerCompanyMkt CapStockRankSignal
HELEHelen of Troy Limited(you)$663M75BUY
MAGNMagnera Corporation$488M73BUY
EPCEdgewell Personal Care Company$1.3B76BUY
NUSNu Skin Enterprises, Inc.$247M79BUY
SPBSpectrum Brands Holdings, Inc.$2.0B84STRONG BUY
HNSTThe Honest Company, Inc.$417M50HOLD
NWLNewell Brands Inc.$2.2B64HOLD
ACUAcme United Corporation$206M62HOLD
IPARInterparfums, Inc.$3.9B85STRONG BUY
950140.KQEnglewood Lab, Inc.$103M65HOLD

Peer medians: ROE 12.3% · P/E 21.4x · Gross margin 35.0%

Helen of Troy Limited (HELE) — Stock Score Summary

Helen of Troy Limited (HELE) has a MoatMap StockRank of 75/100 based on Quality (36/100), Value (65/100), and Momentum (68/100) factor scores. The current signal is BUY. Helen of Troy has value V64 and strong momentum M72 with a buyback, but quality at Q36 is well below the calibrated floor. A 1.5% earnings cut is separately adverse.

Helen of Troy Limited is a global consumer products company that designs, develops, and markets a diversified portfolio of trusted brands across health & home, beauty, and housewares categories. Its strong brand equity, effective marketing, and efficient supply chain management provide a competitive moat in the consumer defensive sector. The company's strategic brand acquisitions and innovation drive sustained growth.

Key Financial Metrics

Price$28.15
Market Cap$663M
P/E (Forward)7.00
Price/Book0.77
Return on Equity-39.8%
Return on Invested Capital-48.5%
Debt/Equity0.91x
Gross Margin45.4%
Operating Margin15.1%
Revenue Growth8.2%
Free Cash Flow$156M

Helen of Troy Limited operates in the Household & Personal Products industry, part of the Consumer Defensive sector (United States).

Frequently Asked Questions

What is Helen of Troy Limited’s (HELE) StockRank?
MoatMap’s StockRank for Helen of Troy Limited (HELE) is 75/100, with a Buy signal. It is a composite of Quality (36), Value (65), and Momentum (68) factor ranks across MoatMap’s 20,000+ stock universe.
Does Helen of Troy Limited have an economic moat?
Helen of Troy Limited (HELE) has a Quality factor score of 36/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Helen of Troy Limited a buy, hold, or sell?
MoatMap’s current signal for Helen of Troy Limited (HELE) is Buy, based on a StockRank of 75/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Helen of Troy Limited in?
Helen of Troy Limited (HELE) operates in the Consumer Defensive sector, specifically the Household & Personal Products industry (United States).