- ISIN
- BMG4388N1065
- CUSIP
- G4388N106
- Sector
- Consumer Defensive
- Industry
- Household & Personal Products
- IPO Date
- Mar 26, 1990
Highlights
- Market Cap
- $643.56M
- Enterprise Value
- $1.44B
- EPS (TTM)
- -$17.79
- Total Revenue (TTM)
- $1.82B
- Gross Profit (TTM)
- $825.54M
- EBITDA (TTM)
- -$274.81M
- Year Range
- $13.85 - $30.68
- Target Price
- $22.00
- ROA (TTM)
- -19.83%
- ROE (TTM)
- -23.23%
- Avg. Volume (1M)
- 580K
- Avg. Volume Value (1M)
- $15.93M
Share Price Chart
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Performance
HELE Performance Chart
Helen of Troy Limited (HELE) is up 30.0% since the beginning of the year. At $28 per share, HELE is trading 9.9% below its 52-week high of $31. Investors who bought $1,000 worth of HELE shares 5 years ago would now be looking at an investment worth $124.
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Returns By Period
Helen of Troy Limited (HELE) has returned 30.02% so far this year and 28.09% over the past 12 months. Over the last ten years, HELE has returned -11.80% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Helen of Troy Limited
- 1D
- -0.90%
- 1M
- -1.81%
- 6M
- 66.85%
- YTD
- 30.02%
- 1Y
- 28.09%
- 3Y*
- -41.72%
- 5Y*
- -34.16%
- 10Y*
- -11.80%
- ALL TIME*
- 5.09%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
HELE Monthly Returns History
Based on dividend-adjusted daily data since Mar 26, 1990, HELE's average daily return is +0.06%, while the average monthly return is +1.24%. At this rate, an investment would double in approximately 4.7 years.
Historically, 54% of months were positive and 46% were negative. The best month was Apr 2026 with a return of +60.5%, while the worst month was Jul 1996 at -53.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.
On a daily basis, HELE closed higher 47% of trading days. The best single day was Jul 12, 2001 with a return of +36.6%, while the worst single day was Jul 5, 1996 at -48.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -22.07% | 6.52% | -18.25% | 60.54% | 17.24% | 7.11% | -4.95% | 30.02% | |||||
| 2025 | 3.26% | -10.93% | -2.80% | -47.92% | -3.48% | 5.54% | -22.55% | 11.69% | 2.65% | -26.07% | 1.72% | 12.14% | -64.48% |
| 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% |
Benchmark Metrics
Helen of Troy Limited has an annualized alpha of 6.51%, beta of 0.94, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since March 26, 1990.
- This stock participated in 124.07% of S&P 500 Index downside but only 107.99% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.13 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 6.51%
- Beta
- 0.94
- R²
- 0.13
- Upside Capture
- 107.99%
- Downside Capture
- 124.07%
Return for Risk
Risk / Return Rank
HELE ranks 58 for risk / return — above 58% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Helen of Troy Limited (HELE) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HELE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.25 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.52 | 2.00 | -1.48 |
| Martin ratioReturn relative to average drawdown | 1.02 | 8.49 | -7.47 |
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 94.72%, occurring on Mar 27, 2026. The portfolio has not yet recovered.
The current Helen of Troy Limited drawdown is 89.49%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-94.72%Mar 2026 | 5y 1mo | — | 5y 6moJan 2021 - now | — |
-83.40%Nov 2000 | 2y 4mo | 2y 9mo | 5y 1moJul 1998 - Sep 2003 | Dot-com crash2000–2002 |
-76.82%Mar 2009 | 4y 8mo | 3y 11mo | 8y 7moJul 2004 - Feb 2013 | Financial crisis2007–2009 |
-65.12%Jul 1996 | 1mo 14d | 12mo 4d | 1y 1moJun 1996 - Jul 1997 | — |
-58.10%Nov 1990 | 5mo 9d | 9mo 20d | 1y 2moJun 1990 - Aug 1991 | — |
Drawdown Indicators
| HELE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.72% | -56.78% | -37.94% |
Max Drawdown (1Y)Largest decline over 1 year | -49.73% | -9.10% | -40.63% |
Max Drawdown (3Y)Largest decline over 3 years | -89.98% | -18.90% | -71.08% |
Max Drawdown (5Y)Largest decline over 5 years | -94.55% | -25.43% | -69.12% |
Max Drawdown (10Y)Largest decline over 10 years | -94.72% | -33.92% | -60.80% |
Current DrawdownCurrent decline from peak | -89.49% | -1.58% | -87.91% |
Average DrawdownAverage peak-to-trough decline | -30.83% | -10.70% | -20.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.33% | 2.14% | +23.19% |
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.
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.
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 0.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
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 0.4. 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
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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