Helen Of Troy Stock Performance
| HELE Stock | USD 52.19 0.78 1.52% |
The company retains a Market Volatility (i.e., Beta) of 0.33, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Helen Of's returns are expected to increase less than the market. However, during the bear market, the loss of holding Helen Of is expected to be smaller as well. At this point, Helen of Troy has a negative expected return of -0.29%. Please make sure to check out Helen Of's maximum drawdown, daily balance of power, relative strength index, as well as the relationship between the skewness and day typical price , to decide if Helen of Troy performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Helen of Troy has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's essential indicators remain rather sound which may send shares a bit higher in April 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return 1.87 | Five Day Return 2.67 | Year To Date Return (12.03) | Ten Year Return (35.31) | All Time Return 16.1 K |
Last Split Factor 2:1 | Last Split Date 1997-09-23 |
1 | Helen of Troy Surpasses Q3 Earnings and Revenue Estimates | 01/08/2025 |
2 | Disposition of tradable shares by Tessa Judge of Helen Of at 97.15 subject to Rule 16b-3 | 01/27/2025 |
3 | Helen Of Troy Ltd Shares Gap Down to 55.89 on Feb 7 | 02/07/2025 |
4 | HELE or LRLCY Which Is the Better Value Stock Right Now | 02/13/2025 |
5 | Should Value Investors Buy Helen of Troy Stock | 02/28/2025 |
6 | Acquisition by Woody Darren G of 457 shares of Helen Of subject to Rule 16b-3 | 03/03/2025 |
7 | Acquisition by Noel Geoffroy of 17830 shares of Helen Of subject to Rule 16b-3 | 03/04/2025 |
8 | Disposition of 604 shares by Tessa Judge of Helen Of at 55.03 subject to Rule 16b-3 | 03/05/2025 |
9 | Disposition of 492 shares by Noel Geoffroy of Helen Of at 56.55 subject to Rule 16b-3 | 03/06/2025 |
10 | Pzena Investment Management LLC Has 42.22 Million Stock Holdings in Helen of Troy Limited | 03/11/2025 |
11 | The Estee Lauder Companies Boosts Digital Strategy With Adobe Firefly | 03/13/2025 |
12 | Acquisition by Meeker Timothy F of 231 shares of Helen Of subject to Rule 16b-3 | 03/14/2025 |
13 | HELE vs. ELF Which Stock Should Value Investors Buy Now | 03/19/2025 |
| Begin Period Cash Flow | 29.1 M |
Helen |
Helen Of Relative Risk vs. Return Landscape
If you would invest 6,278 in Helen of Troy on December 20, 2024 and sell it today you would lose (1,059) from holding Helen of Troy or give up 16.87% of portfolio value over 90 days. Helen of Troy is currently does not generate positive expected returns and assumes 2.1042% risk (volatility on return distribution) over the 90 days horizon. In different words, 18% of stocks are less volatile than Helen, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Helen Of Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Helen Of's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Helen of Troy, and traders can use it to determine the average amount a Helen Of's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1358
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HELE |
Estimated Market Risk
| 2.1 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.29 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Helen Of is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Helen Of by adding Helen Of to a well-diversified portfolio.
Helen Of Fundamentals Growth
Helen Stock prices reflect investors' perceptions of the future prospects and financial health of Helen Of, and Helen Of fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Helen Stock performance.
| Return On Equity | 0.0719 | |||
| Return On Asset | 0.047 | |||
| Profit Margin | 0.06 % | |||
| Operating Margin | 0.15 % | |||
| Current Valuation | 1.92 B | |||
| Shares Outstanding | 22.86 M | |||
| Price To Earning | 9.53 X | |||
| Price To Book | 0.73 X | |||
| Price To Sales | 0.61 X | |||
| Revenue | 2.01 B | |||
| Gross Profit | 918.07 M | |||
| EBITDA | 313.61 M | |||
| Net Income | 168.59 M | |||
| Cash And Equivalents | 40.92 M | |||
| Cash Per Share | 1.71 X | |||
| Total Debt | 702.93 M | |||
| Debt To Equity | 0.87 % | |||
| Current Ratio | 2.12 X | |||
| Book Value Per Share | 71.25 X | |||
| Cash Flow From Operations | 306.07 M | |||
| Earnings Per Share | 4.93 X | |||
| Market Capitalization | 1.18 B | |||
| Total Asset | 2.84 B | |||
| Retained Earnings | 1.28 B | |||
| Working Capital | 393.11 M | |||
| Current Asset | 755.09 M | |||
| Current Liabilities | 267.6 M | |||
About Helen Of Performance
By analyzing Helen Of's fundamental ratios, stakeholders can gain valuable insights into Helen Of's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Helen Of has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Helen Of has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 157.35 | 186.25 | |
| Return On Tangible Assets | 0.12 | 0.09 | |
| Return On Capital Employed | 0.13 | 0.15 | |
| Return On Assets | 0.07 | 0.08 | |
| Return On Equity | 0.09 | 0.10 |
Things to note about Helen of Troy performance evaluation
Checking the ongoing alerts about Helen Of for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Helen of Troy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Helen of Troy generated a negative expected return over the last 90 days | |
| Helen of Troy is unlikely to experience financial distress in the next 2 years | |
| Over 99.0% of the company shares are owned by institutional investors | |
| Latest headline from zacks.com: HELE vs. ELF Which Stock Should Value Investors Buy Now |
- Analyzing Helen Of's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Helen Of's stock is overvalued or undervalued compared to its peers.
- Examining Helen Of's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Helen Of's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Helen Of's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Helen Of's stock. These opinions can provide insight into Helen Of's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Helen Stock analysis
When running Helen Of's price analysis, check to measure Helen Of's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Helen Of is operating at the current time. Most of Helen Of's value examination focuses on studying past and present price action to predict the probability of Helen Of's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Helen Of's price. Additionally, you may evaluate how the addition of Helen Of to your portfolios can decrease your overall portfolio volatility.
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