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Company Analysis

Helen of Troy Limited HELE

A comprehensive view of key metrics, scores, and financial health for Helen of Troy Limited

Overview of Helen of Troy Limited

HELE NMS
Consumer Defensive Household & Personal Products Small Cap
Helen of Troy Limited (HELE), is a Small Cap company, in the Household & Personal Products industry, last closed at $16.47, about 669.6% undervalued vs fair value, -69.2% 1Y return, ranked 215/242 in sector.
$16.47
-1.73%
As of March 13, 2026
Previous close • Vol 90d: 48.1%
52-Week Range
Market Cap
$380.00M
Enterprise Value
$1.30B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.helenoftroy.com
HQ El Paso, TX
Employees 1,883
Fiscal year Feb 28

Next Events

Earnings Apr 23 Estimated

Fair Value Snapshot

Bear Base Bull
$112
$127
$143
Current: $16.47 +670% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$1.9B
-4.9%%
Gross Profit
$914.4M
-3.6%%
Operating Income
$209.0M
-25.2%%
Net Income
$123.8M
-26.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
67.2%
Fair

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$108.4M
130.4% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
1/6
Improving
1
High Impact
2
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Helen of Troy Limited's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
59
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
69
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing HELE's balance between Growth (23.9%), Profitability (39.2%), and Safety (36.9%). Growth 24% Safety 37% Profitability 39%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

32th percentile vs peers
32
Key Signals
Rev Growth YoY -4.9% 37p Revenue CAGR 3Y -5.0% 34p EPS Growth YoY -23.7% 29p EPS CAGR 3Y -16.4% 21p
Strengths
  • Strong liquidity position vs peers
  • Conservative leverage compared to industry peers
Risks
  • Growth below peer median (percentile: 32)

Profitability

53th percentile vs peers
53
Key Signals
Strengths
Risks
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Safety

50th percentile vs peers
50
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Helen of Troy Limited.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$126.76
- - -
+669.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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