Helen of Troy Limited (HELE)
Company Info
| ISIN | BMG4388N1065 |
|---|---|
| CUSIP | G4388N106 |
| Sector | Consumer Defensive |
| Industry | Household & Personal Products |
Highlights
| Market Cap | $2.30B |
|---|---|
| EPS | $7.03 |
| PE Ratio | 13.73 |
| PEG Ratio | 1.27 |
| Revenue (TTM) | $2.01B |
| Gross Profit (TTM) | $899.35M |
| EBITDA (TTM) | $301.32M |
| Year Range | $87.50 - $143.68 |
| Target Price | $129.00 |
| Short % | 22.38% |
| Short Ratio | 15.07 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: HELE vs. NXST, HELE vs. SPY, HELE vs. SOXX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Helen of Troy Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Helen of Troy Limited had a return of -20.09% year-to-date (YTD) and -0.03% in the last 12 months. Over the past 10 years, Helen of Troy Limited had an annualized return of 4.68%, while the S&P 500 had an annualized return of 10.64%, indicating that Helen of Troy Limited did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -20.09% | 7.50% |
| 1 month | -11.33% | -1.61% |
| 6 months | -5.95% | 17.65% |
| 1 year | -0.03% | 26.26% |
| 5 years (annualized) | -7.77% | 11.73% |
| 10 years (annualized) | 4.68% | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.22% | 9.17% | -7.81% | -19.55% | ||||||||
| 2023 | -15.65% | 6.82% | 15.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HELE is 44, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Helen of Troy Limited(HELE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Helen of Troy Limited (HELE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Helen of Troy Limited. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Helen of Troy Limited was 83.39%, occurring on Nov 28, 2000. Recovery took 692 trading sessions.
The current Helen of Troy Limited drawdown is 63.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.39% | Jul 22, 1998 | 596 | Nov 28, 2000 | 692 | Sep 4, 2003 | 1288 |
| -76.82% | Jul 6, 2004 | 1178 | Mar 9, 2009 | 990 | Feb 12, 2013 | 2168 |
| -75.49% | Oct 31, 1983 | 542 | Dec 19, 1985 | 639 | Jul 1, 1988 | 1181 |
| -72.04% | May 15, 1989 | 381 | Nov 13, 1990 | 338 | Mar 17, 1992 | 719 |
| -71.01% | Apr 27, 1981 | 225 | Jun 8, 1982 | 109 | Dec 6, 1982 | 334 |
Volatility
Volatility Chart
The current Helen of Troy Limited volatility is 12.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |