Stock Scorecard



Stock Summary for Helen of Troy Ltd (HELE) - $26.95 as of 9/16/2026 7:46:54 AM EST

Total Score

8 out of 30

Safety Score

36 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 (36 out of 100)

Stock Price Rating (Max of 10) 7
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) 8
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) 4
Trading Volume (Max of 10) 5
Price to Earnings (Max of 10) 0
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) -10

Latest News for for HELE

Helen of Troy CEO Uzzell George Scott Forfeits 4,793 Shares at $28.59 Each 9/8/2026 8:34:00 AM
Bank of New York Mellon Corp Takes Position in Helen of Troy Limited $HELE 9/7/2026 7:55:00 AM
Helen of Troy CEO George Scott Uzzell Reports Share Withholding Transaction on September 2, 2026 9/4/2026 11:25:00 PM
Zacks Industry Outlook Highlights Estee Lauder, e.l.f. Beauty, Coty and Helen of Troy 9/4/2026 1:38:00 PM
Empowered Funds LLC Invests $1.69 Million in Helen of Troy Limited $HELE 9/4/2026 8:24:00 AM
Helen Of Troy Ltd (HELE) Stock Up 5.2% and Still Undervalued -- GF Score: 68/100 9/1/2026 12:00:00 AM
Traders Buy High Volume of Helen of Troy Call Options (NASDAQ:HELE) 8/31/2026 7:53:00 PM
Helen of Troy Shareholders Back Board, Pay Plan as CEO Maps Turnaround Roadmap 8/25/2026 2:42:00 PM
488,000 Shares in Helen of Troy Limited $HELE Bought by Paradigm Capital Management Inc. NY 8/25/2026 10:42:00 AM
Ieq Capital LLC Invests $3.24 Million in Helen of Troy Limited $HELE 8/25/2026 9:42:00 AM

Financial Details for HELE

Company Overview

Ticker HELE
Company Name Helen of Troy Ltd
Country N/A
Description Helen of Troy Limited designs, develops, imports, markets and distributes a portfolio of consumer products globally. The company is headquartered in El Paso, Texas.
Sector Name CONSUMER DEFENSIVE
Industry Name HOUSEHOLD & PERSONAL PRODUCTS
Most Recent Quarter 5/31/2026
Next Earnings Date 10/8/2026

Stock Price History

Last Day Price 26.95
Price 4 Years Ago 110.91
Last Day Price Updated 9/16/2026 7:46:54 AM EST
Last Day Volume 344,359
Average Daily Volume 349,132
52-Week High 30.68
52-Week Low 13.85
Last Price to 52 Week Low 94.58%

Valuation Measures

Trailing PE N/A
Industry PE 23.62
Sector PE 32.07
5-Year Average PE -67.53
Free Cash Flow Ratio 28.98
Industry Free Cash Flow Ratio 37.00
Sector Free Cash Flow Ratio 41.48
Current Ratio Most Recent Quarter 1.78
Total Cash Per Share 0.93
Book Value Per Share Most Recent Quarter 36.23
Price to Book Ratio 0.80
Industry Price to Book Ratio 51.58
Sector Price to Book Ratio 34.37
Price to Sales Ratio Twelve Trailing Months 0.37
Industry Price to Sales Ratio Twelve Trailing Months 1.91
Sector Price to Sales Ratio Twelve Trailing Months 1.72
Analyst Buy Ratings 0
Analyst Strong Buy Ratings 1

Share Statistics

Total Shares Outstanding 23,292,100
Market Capitalization 627,722,095
Institutional Ownership N/A

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 -826.44%
Reported EPS 12 Trailing Months -17.92
Reported EPS Past Year -0.08
Reported EPS Prior Year 3.54
Net Income Twelve Trailing Months -412,502,000
Net Income Past Year -898,982,000
Net Income Prior Year 123,751,000
Quarterly Revenue Growth YOY 8.20%
5-Year Revenue Growth -3.17%
Operating Margin Twelve Trailing Months 15.10%

Balance Sheet

Total Cash Most Recent Quarter 21,682,000
Total Cash Past Year 18,886,000
Total Cash Prior Year 18,867,000
Net Cash Position Most Recent Quarter -669,465,000
Net Cash Position Past Year -736,925,000
Long Term Debt Past Year 755,811,000
Long Term Debt Prior Year 907,519,000
Total Debt Most Recent Quarter 691,147,000
Equity to Debt Ratio Past Year 0.51
Equity to Debt Ratio Most Recent Quarter 0.55
Total Stockholder Equity Past Year 798,197,000
Total Stockholder Equity Prior Year 1,683,439,000
Total Stockholder Equity Most Recent Quarter 843,519,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 53,768,000
Free Cash Flow Per Share Twelve Trailing Months 2.31
Free Cash Flow Past Year 131,910,000
Free Cash Flow Prior Year 83,141,000

Options

Put/Call Ratio 0.00
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD -0.12
MACD Signal 0.07
20-Day Bollinger Lower Band 23.10
20-Day Bollinger Middle Band 27.22
20-Day Bollinger Upper Band 31.34
Beta 1.30
RSI 43.24
50-Day SMA 22.16
150-Day SMA 54.17
200-Day SMA 67.57

System

Modified 9/16/2026 1:13:46 AM EST