Helen of Troy Limited (HELE)
Company Info
BMG4388N1065
G4388N106
Mar 26, 1990
Highlights
$600.64M
$5.19
4.87
0.97
$1.91B
$914.22M
$188.26M
$24.15 - $108.64
$49.00
16.25%
2.80
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Helen of Troy Limited (HELE) returned -55.24% year-to-date (YTD) and -73.88% over the past 12 months. Over the past 10 years, HELE returned -11.26% annually, underperforming the S&P 500 benchmark at 10.84%.
HELE
-55.24%
-5.77%
-63.07%
-73.88%
-47.38%
-31.83%
-11.26%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of HELE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.26% | -10.93% | -2.80% | -47.92% | -3.88% | -55.24% | |||||||
| 2024 | -5.22% | 9.17% | -7.81% | -19.55% | 15.28% | -13.23% | -36.26% | -9.69% | 15.87% | 2.91% | 15.21% | -18.41% | -50.48% |
| 2023 | 1.98% | -0.37% | -15.55% | 5.43% | -4.05% | 12.19% | 30.81% | -13.01% | -5.17% | -15.65% | 6.82% | 15.02% | 8.93% |
| 2022 | -14.37% | -1.75% | -4.78% | 9.53% | -13.67% | -12.30% | -17.62% | -7.59% | -21.99% | -1.89% | 4.14% | 12.55% | -54.63% |
| 2021 | 9.93% | -11.24% | -2.83% | 0.26% | -0.35% | 8.38% | -2.07% | 7.07% | -6.07% | 0.12% | 6.91% | 1.65% | 10.03% |
| 2020 | 5.15% | -12.93% | -12.50% | 14.06% | 10.74% | 3.65% | -0.16% | 9.86% | -6.43% | -2.03% | 6.53% | 10.00% | 23.58% |
| 2019 | -11.54% | -3.39% | 3.43% | 24.18% | -7.22% | -2.26% | 13.55% | 3.53% | 2.70% | -5.01% | 7.79% | 11.38% | 37.06% |
| 2018 | -3.32% | -3.33% | -3.39% | 2.47% | 0.73% | 9.63% | 16.35% | 3.84% | 10.05% | -5.18% | 15.24% | -8.28% | 36.15% |
| 2017 | 10.48% | 4.72% | -3.58% | -0.21% | -3.19% | 3.41% | 7.07% | -10.37% | 7.31% | -4.13% | -3.77% | 7.77% | 14.09% |
| 2016 | -5.18% | 6.70% | 8.74% | -4.01% | 3.32% | 0.01% | -3.14% | -9.31% | -4.62% | -5.42% | 4.42% | -0.76% | -10.40% |
| 2015 | 15.62% | 1.86% | 6.36% | 7.51% | -0.14% | 11.43% | -9.96% | -3.01% | 4.89% | 11.10% | 4.23% | -8.86% | 44.87% |
| 2014 | 11.46% | 18.66% | 6.00% | -9.43% | -7.56% | 4.61% | -11.55% | 8.56% | -9.79% | 17.76% | 4.54% | 0.62% | 31.75% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HELE is 2, meaning it’s performing worse than 98% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 90.69%, occurring on May 7, 2025. The portfolio has not yet recovered.
The current Helen of Troy Limited drawdown is 89.81%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.69% | Jan 28, 2021 | 1074 | May 7, 2025 | — | — | — |
| -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 |
| -58.07% | Jun 7, 1990 | 112 | Nov 13, 1990 | 201 | Aug 30, 1991 | 313 |
| -45.07% | Feb 12, 2020 | 25 | Mar 18, 2020 | 78 | Jul 9, 2020 | 103 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Helen of Troy Limited over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Helen of Troy Limited, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -2.1%.
Valuation
The Valuation section provides an overview of how Helen of Troy Limited is priced in the market compared to other companies in the Household & Personal Products industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for HELE, comparing it with other companies in the Household & Personal Products industry. Currently, HELE has a P/E ratio of 4.9. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for HELE compared to other companies in the Household & Personal Products industry. HELE currently has a PEG ratio of 1.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for HELE relative to other companies in the Household & Personal Products industry. Currently, HELE has a P/S ratio of 0.3. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for HELE in comparison with other companies in the Household & Personal Products industry. Currently, HELE has a P/B value of 0.3. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
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EBITDA | — |
EBIT | — |
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Net Income | — |
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Effect Of Accounting Charges | — |
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