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HELE 
Helen of Troy Ltd (HELE)
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Upturn Advisory Summary
01/14/2025: HELE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -14.87% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.43B USD | Price to earnings Ratio 12.73 | 1Y Target Price 88.33 |
Price to earnings Ratio 12.73 | 1Y Target Price 88.33 | ||
Volume (30-day avg) 434463 | Beta 0.85 | 52 Weeks Range 48.05 - 127.83 | Updated Date 01/14/2025 |
52 Weeks Range 48.05 - 127.83 | Updated Date 01/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.93 |
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.35% | Operating Margin (TTM) 7.55% |
Management Effectiveness
Return on Assets (TTM) 4.74% | Return on Equity (TTM) 9.24% |
Valuation
Trailing PE 12.73 | Forward PE 7.57 | Enterprise Value 2133410898 | Price to Sales(TTM) 0.74 |
Enterprise Value 2133410898 | Price to Sales(TTM) 0.74 | ||
Enterprise Value to Revenue 1.12 | Enterprise Value to EBITDA 8.09 | Shares Outstanding 22855700 | Shares Floating 22549524 |
Shares Outstanding 22855700 | Shares Floating 22549524 | ||
Percent Insiders 1.22 | Percent Institutions 109.33 |
AI Summary
Company Profile:
Helen of Troy Ltd is a global consumer products company headquartered in Hamilton, Bermuda. The company was founded in 1968 and has since grown into a leading provider of personal care and household products. Helen of Troy has a diverse portfolio of brands that cater to various consumer needs, including healthcare, beauty, home, and fragrance products. The company operates through three main segments: Housewares, Health & Home, and Beauty.
The company's leadership team is led by CEO Julien Mininberg, who has been with Helen of Troy since 2014. The corporate structure includes executive leadership in each segment, overseeing operations, marketing, and product development.
Top Products and Market Share:
Helen of Troy Ltd's top products include hair care appliances, skincare products, fragrance, and home appliances. The company's most well-known brands include Revlon, Hot Tools, Helen of Troy, Vicks, and OXO. These products have a strong market presence in both the US and global markets, with a significant share in the personal care and household products segments.
Financial Performance:
In recent years, Helen of Troy Ltd has shown consistent financial growth, with increasing revenue, net income, and profit margins. The company's earnings per share (EPS) have also been on an upward trajectory, reflecting strong operational performance and strategic initiatives. Cash flow statements and balance sheet health indicate a stable financial position and positive outlook for future growth.
Dividends and Shareholder Returns:
Helen of Troy Ltd has a history of paying dividends to shareholders, with recent dividend yields and payout ratios reflecting strong investor returns. Total shareholder returns have been competitive over various time periods, demonstrating the company's ability to deliver value to investors.
Growth Trajectory:
Historical growth analysis shows that Helen of Troy Ltd has achieved significant expansion over the past 5 to 10 years, driven by product innovation and strategic acquisitions. Future growth projections are optimistic, based on industry trends and the company's focus on new markets and strategic initiatives. Recent product launches and partnerships are expected to further enhance growth prospects.
Market Dynamics:
The industry Helen of Troy Ltd operates in is characterized by current trends in personal care and household products, driven by changing consumer preferences and technological advancements. The company is well-positioned within the industry, with a focus on innovation and adaptability to market changes.
Competitors:
Key competitors of Helen of Troy Ltd include Procter & Gamble (PG), Kimberly-Clark (KMB), and Newell Brands (NWL). Market share percentages vary, with Helen of Troy holding a competitive position in the personal care and household products segments. The company has both advantages, like brand recognition and product diversity, and disadvantages compared to competitors.
Potential Challenges and Opportunities:
Key challenges for Helen of Troy Ltd include supply chain issues, competitive pressures, and technological changes in the industry. However, potential opportunities in new markets, product innovations, and strategic partnerships offer avenues for growth and market expansion.
Recent Acquisitions (last 3 years):
In the last 3 years, Helen of Troy Ltd has made several strategic acquisitions to expand its product portfolio and market presence. These include the acquisition of Drybar Products LLC in 2019, Hydro Flask in 2018, and Kaz, Inc. in 2017. Each acquisition was aimed at enhancing the company's offerings and aligning with its long-term growth strategy.
AI-Based Fundamental Rating:
Based on an AI-based rating system, Helen of Troy Ltd's stock fundamentals are rated 9 out of 10. This high rating is justified by the company's strong financial health, market position, and promising future prospects in the consumer products industry.
Sources and Disclaimers:
Data for this analysis was gathered from the company's official website, financial reports, and reputable financial news sources. This information should not be solely relied upon for investment decisions and should be used in conjunction with further research and analysis.
About NVIDIA Corporation
Exchange NASDAQ | Headquaters El Paso, TX, United States | ||
IPO Launch date 1990-03-26 | CEO & Director Ms. Noel M. Geoffroy | ||
Sector Consumer Defensive | Industry Household & Personal Products | Full time employees 1927 | Website https://www.helenoftroy.com |
Full time employees 1927 | Website https://www.helenoftroy.com | ||
Helen of Troy Limited provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates in two segments: Home & Outdoor and Beauty & Wellness. The Home & Outdoor segment offers food storage containers, kitchen utensils for cooking and preparing salads, fruits, vegetables and meats, graters, slicers and choppers, baking essentials, kitchen organization, bath, cleaning, infant and toddler products, and coffee preparation tools and electronics; and insulated beverageware, including bottles, travel tumblers, drinkware, mugs, food and lunch containers, insulated totes, soft coolers, outdoor kitchenware, and accessories. This segment also provides technical and outdoor sports packs, bike packs and bags, hydration and travel packs, duffel bags and luggage, lifestyle and everyday packs, kid carrier packs, and accessories. The Beauty & Wellness segment offers mass, professional and prestige hair appliances, brushes, grooming tools, and accessories; and prestige shampoos, liquid hair styling products, treatments, and conditioners. This segment also provides thermometers, blood pressure monitors, pulse oximeters, nasal aspirators, humidifiers, faucet mount and pitcher water filtration systems, air purifiers, heaters, fans, and humidification, thermometry, water filtration, and air purification consumables. The company sells its products through mass merchandisers, sporting goods retailers, department stores, drugstore chains, home improvement stores, grocery stores, specialty stores, prestige beauty chains, beauty supply retailers, e-commerce retailers, wholesalers, warehouse clubs, and various types of distributors, as well as directly to consumers under the OXO, Good Grips, Soft Works, OXO tot, OXO Brew, OXO Strive, OXO Outdoor, Hydro Flask, Osprey, Drybar, Hot Tools, Curlsmith, and PUR brands. Helen of Troy Limited was incorporated in 1968 and is headquartered in El Paso, Texas.
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