Stock Scorecard



Stock Summary for Helen of Troy Ltd (HELE) - $19.55 as of 10/24/2025 5:23:08 PM EST

Total Score

8 out of 30

Safety Score

45 out of 100

Currently on the following lists
None
Tim's Recommendation
Avoid

Growth List Algorithm Criteria for HELE

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for HELE

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for HELE

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for HELE

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for HELE (45 out of 100)

Stock Price Rating (Max of 10) 6
Historical Stock Price Rating (Max of 10) 10
Stock Price Trend (Max of 10) 1
Book Value (Max of 10) 8
Book Value to Price (Max of 10) 10
Analyst Buy Ratings (Max of 5) 0
Analyst Strong Buy Ratings (Max of 5) 3
Dividend Yield Percentage (Max of 10) 0
Operating Margin (Max of 10) 1
Trading Volume (Max of 10) 6
Price to Earnings (Max of 10) 0
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Latest News for for HELE

Is the Options Market Predicting a Spike in Helen of Troy Stock? 10/24/2025 12:46:00 PM
Estee Lauder Targets 25% of Sales From Innovation in Fiscal 2026 10/20/2025 1:30:00 PM
Helen of Troy Q2 Earnings Beat Estimates, Sales Decline 9% Y/Y 10/10/2025 5:12:00 PM
Helen Of Troy Analysts Cut Their Forecasts Following Q2 Earnings - Helen Of Troy ( NASDAQ:HELE ) 10/10/2025 3:05:00 PM
Dow Dips Over 250 Points; Delta Air Lines Posts Upbeat Earnings - DoorDash ( NASDAQ:DASH ) , Delta Air Lines ( NYSE:DAL ) 10/9/2025 5:09:00 PM
Why Is Helen Of Troy Stock Sinking Thursday? - Helen Of Troy ( NASDAQ:HELE ) 10/9/2025 1:11:00 PM
Helen of Troy, Ferrari, Apogee Therapeutics And Other Big Stocks Moving Lower In Thursday's Pre-Market Session - AZZ ( NYSE:AZZ ) , Apogee Therapeutics ( NASDAQ:APGE ) 10/9/2025 12:29:00 PM
Helen of Troy ( HELE ) Tops Q2 Earnings and Revenue Estimates 10/9/2025 12:00:00 PM
Zacks Industry Outlook Highlights The Estee Lauder, e.l.f. Beauty, Helen of Troy and European Wax Center 10/7/2025 1:09:00 PM
Helen of Troy Gears Up for Q2 Earnings: Here's What You Should Know 10/7/2025 12:46:00 PM

Financial Details for HELE

Company Overview

Ticker HELE
Company Name Helen of Troy Ltd
Country USA
Description Helen of Troy Limited (HELE) is a diversified consumer products company based in El Paso, Texas, known for its innovative design and strong brand management across multiple sectors. Operating through distinct segments—Health & Home, Beauty, and Housewares—the company boasts a diverse portfolio that includes renowned brands such as OXO, Braun, and Honeywell. With a commitment to operational excellence and strategic growth initiatives, Helen of Troy is well-positioned to leverage market opportunities and enhance shareholder value in the competitive consumer goods landscape.
Sector Name CONSUMER DEFENSIVE
Industry Name HOUSEHOLD & PERSONAL PRODUCTS
Most Recent Quarter 8/31/2025
Next Earnings Date 1/14/2026

Stock Price History

Last Day Price 19.55
Price 4 Years Ago 244.47
Last Day Price Updated 10/24/2025 5:23:08 PM EST
Last Day Volume 627,874
Average Daily Volume 1,021,924
52-Week High 75.68
52-Week Low 18.90
Last Price to 52 Week Low 3.44%

Valuation Measures

Trailing PE N/A
Industry PE 28.74
Sector PE 27.07
5-Year Average PE 14.96
Free Cash Flow Ratio 20.15
Industry Free Cash Flow Ratio 26.81
Sector Free Cash Flow Ratio 41.09
Current Ratio Most Recent Quarter 1.71
Total Cash Per Share 0.97
Book Value Per Share Most Recent Quarter 40.34
Price to Book Ratio 0.48
Industry Price to Book Ratio 14.68
Sector Price to Book Ratio 5.18
Price to Sales Ratio Twelve Trailing Months 0.25
Industry Price to Sales Ratio Twelve Trailing Months 2.39
Sector Price to Sales Ratio Twelve Trailing Months 1.56
Analyst Buy Ratings 0
Analyst Strong Buy Ratings 1

Share Statistics

Total Shares Outstanding 23,028,800
Market Capitalization 450,213,040
Institutional Ownership 107.53%

Dividends

Ex-Dividend Date N/A
Previous Dividend Amount 0.0000
Current Dividend Amount 0.0000
Total Years Dividend Increasing N/A
Trailing Annual Dividend Rate 0.00
Trailing Annual Dividend Yield 0.59%
Forward Annual Dividend Rate 0.00
Forward Annual Dividend Yield 0.00%
5-Year Dividend Payments Count 0
3-Year Average Dividend Yield 0.00%
5-Year Average Dividend Yield 0.00%
1-Year Dividend Growth Rate Percentage 0.00%
3-Year Dividend Growth Rate Percentage 0.00%
5-Year Dividend Growth Rate Percentage 0.00%
All-Time Dividend Growth Rate Percentage 0.00%
Dividend Payout Ratio N/A

Income Statement

Quarterly Earnings Growth YOY 24.90%
Annual Earnings Growth -26.60%
Reported EPS 12 Trailing Months -28.72
Reported EPS Past Year 1.00
Reported EPS Prior Year 7.20
Net Income Twelve Trailing Months -658,828,000
Net Income Past Year 123,751,000
Net Income Prior Year 168,594,000
Quarterly Revenue Growth YOY -9.00%
5-Year Revenue Growth 2.24%
Operating Margin Twelve Trailing Months 3.08%

Balance Sheet

Total Cash Most Recent Quarter 22,370,000
Total Cash Past Year 18,867,000
Total Cash Prior Year 18,501,000
Net Cash Position Most Recent Quarter -828,330,000
Net Cash Position Past Year -888,652,000
Long Term Debt Past Year 907,519,000
Long Term Debt Prior Year 659,421,000
Total Debt Most Recent Quarter 850,700,000
Equity to Debt Ratio Past Year 0.65
Equity to Debt Ratio Most Recent Quarter 0.52
Total Stockholder Equity Past Year 1,683,439,000
Total Stockholder Equity Prior Year 1,637,442,000
Total Stockholder Equity Most Recent Quarter 926,282,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 48,395,000
Free Cash Flow Per Share Twelve Trailing Months 2.10
Free Cash Flow Past Year 83,141,000
Free Cash Flow Prior Year 269,423,000

Options

Put/Call Ratio 0.41
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD -1.32
MACD Signal -0.77
20-Day Bollinger Lower Band 17.76
20-Day Bollinger Middle Band 24.08
20-Day Bollinger Upper Band 30.40
Beta 0.84
RSI 35.15
50-Day SMA 41.29
150-Day SMA 80.71
200-Day SMA 101.07

System

Modified 10/23/2025 1:08:52 AM EST