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HELEHelen of Troy Limited
$29.53$688M
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
HELE logo

Helen of Troy Limited

HELE
NASDAQ · Household Products
$29.53
At close - Sep 23, 4:00 PM EDT - USD
Market Cap$688M
P/E-0.8x
52W High$30.68
Volume452.13K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2027Q1

Turnaround Attempt Amidst Structural Profitability and Leverage Risks

Helen of Troy's Q1 2027 revenue growth of 8.2% suggests the worst of its sales decline may be over, but the company faces a challenging path to sustainable profitability. The core investment thesis hinges on management's ability to stabilize gross margins, whi...

GrowthMixed
ProfitabilityStrained
ValuationAttractive
TechnicalsHealthy
Explore valuation models
MARKET ACTION

HELE price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

8/12 Beats

EPS beat 8 of last 12 quarters

02

Valuation risk

-102% Peers

P/E is 102% below peer median

03

Market leadership

RS 83 · Leader

High momentum (Outperforming 83% of market)

04

Healthy Uptrend

Uptrend

Price > 50DMA > 200DMA

Next CatalystEstimated earnings · Oct 8

Market performance

Price History →

Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
HELE+43.28%
S&P 500 (^GSPC)+12.39%
1-Year Return
HELE+31.95%
S&P 500 (^GSPC)+15.77%
3-Year Return
HELE-74.90%
S&P 500 (^GSPC)+76.46%
5-Year Return
HELE-87.06%
S&P 500 (^GSPC)+73.85%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y Low
-0.8x
Forward P/E
8.6x
EV/EBITDA20th %ile
9.4x
FCF YieldCash Flow
19.2%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
-0.8x
18.9x
0th· Low
EV/EBITDA
9.4x
11.9x
20th· Low
Price/FCF
5.2x
15.3x
20th· Low
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
No DCF Model AvailableIntrinsic value modeling is not supported for this equity.

Growth & profitability

Annual revenue & EPS trend
Revenue
$1.79B-6.4% YoY
Net income
-$899M-826.4% YoY
Free cash flow
$132M+58.7% YoY
Operating margin
6%-1.5 pts YoY
ROIC (TTM)3.8%
Avg ROIC 5Y-
ROE (TTM)-72.5%
Piotroski Score4 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate8/12 (67%)
Revenue Beat Rate9/12 (75%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Jul 8, 2026
$0.17+750.0%
vs $0.02
$402M+7.4%
vs $375M
Q2 2026
Apr 23, 2026
$0.83+25.8%
vs $0.66
$470M+4.3%
vs $451M
Q1 2026
Jan 8, 2026
$1.71+0.0%
vs $1.71
$513M+1.7%
vs $504M
Q4 2025
Oct 9, 2025
$0.59+9.3%
vs $0.54
$432M-15.1%
vs $508M
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Business Wire·6d ago
Helen of Troy Limited Announces Earnings Release Date, Conference Call, and Webcast for Second Quarter Fiscal Year 2027 Results

EL PASO, Texas--(BUSINESS WIRE)--Helen of Troy Limited (NASDAQ: HELE), designer, developer, and worldwide marketer of branded consumer home, outdoor, beauty, and wellness products, today announced that the Company will release its second quarter fiscal year 2027 results before the stock market opens on Thursday, October 8, 2026. The Company will conduct a conference call to discuss its second quarter fiscal year 2027 results on the same day, Thursday, October 8, 2026, at 9:00 a.m. Eastern Time.

PRNewsWire·Sep 9, 2026
Hydro Flask® and Role Model Launch Reusable Drinkware Collection

Limited Edition collection marks the second artist-driven drop through the Hydro Flask x Universal Music Group partnership to promote reusable drinkware in music spaces   BEND, Ore., Sept. 9, 2026 /PRNewswire/ -- Hydro Flask®, an award-winning leader in high-performance insulated products, and singer-songwriter Role Model (Tucker Pillsbury) have teamed up to launch a Limited Edition collection of reusable drinkware inspired by his third studio album, Chuck Timely & The Hourglass.

Zacks Investment Research·Sep 3, 2026
4 Cosmetics Stocks Showing Strength Amid Industry Headwinds

EL, ELF, COTY and HELE navigate cost pressures and selective demand through innovation, digital growth and stronger brand strategies.

MarketBeat·Aug 25, 2026
Helen of Troy Shareholders Back Board, Pay Plan as CEO Maps Turnaround Roadmap

Helen of Troy NASDAQ: HELE shareholders approved all four proposals at the company's 2026 annual general meeting, including the election of nine directors, an advisory vote on executive compensation, an expansion of the company's stock incentive plan and the appointment of Grant Thornton LLP as its auditor for fiscal 2027.

Filtered for Helen of Troy LimitedMore Headlines
04

Compare before deciding

Benchmark HELE against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Helen of Troy Limited (HELE)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
HELE logoHELEHelen of Troy LimitedCurrent
$29.53$687.81M-0.76-6.36%-50.33%-72.45%—
NWL logoNWLNewell Brands Inc.
$5.68$2.41B-8.35-4.99%-3.05%-8.95%—
SPB logoSPBSpectrum Brands Holdings, Inc.
$86.48$2.01B22.40-5.23%2.77%4.18%—
CHD logoCHDChurch & Dwight Co., Inc.
$96.03$22.75B31.801.57%11.96%17.78%—
HBB logoHBBHamilton Beach Brands Holding Company
$34.58$466.91M17.73-7.31%9.41%30.7%—
ACCO logoACCOACCO Brands Corporation
$4.25$392.1M9.66-8.49%3.74%8.78%—

Compare HELE vs Peers

Helen of Troy Limited (HELE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs NWL

Most directly comparable listed peer for HELE.

Scale Benchmark

vs AMZN

Larger-name benchmark to compare HELE against a more recognizable public peer.

Peer Set

Compare Top 5

vs NWL, SPB, CHD, HBB

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

HELE SEC Filings & Documents

Helen of Troy Limited (HELE) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jul 8, 2026·SEC

Material company update

Jun 4, 2026·SEC

Material company update

May 19, 2026·SEC

10-K Annual Reports

3
FY 2026

Apr 23, 2026·SEC

FY 2025

Apr 24, 2025·SEC

FY 2024

Apr 24, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Jul 8, 2026·SEC

FY 2026

Jan 8, 2026·SEC

FY 2025

Oct 9, 2025·SEC

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HELE Frequently Asked Questions

Helen of Troy Limited (HELE) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Helen of Troy Limited's revenue?

Helen of Troy Limited (HELE) reported $1.82B in revenue for fiscal year 2026. This represents a 753% increase from $213.0M in 1997.

How fast is Helen of Troy Limited growing?

Helen of Troy Limited (HELE) saw revenue decline by 6.4% over the past year.

Is HELE profitable?

Helen of Troy Limited (HELE) reported a net loss of $412.5M for fiscal year 2026.

Dividend & Returns
What is HELE's return on equity?

Helen of Troy Limited (HELE) has a return on equity (ROE) of -72.5%. Negative ROE indicates the company is unprofitable.

What is Helen of Troy Limited's free cash flow?

Helen of Troy Limited (HELE) generated $80.5M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in HELE back in 1997?

Total return calculator · dividends reinvested · 29+ years of data

See returns →