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HELEHelen of Troy Limited
$37.43$872M
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 · Furniture & Appliances
$37.43
At close - Nov 6, 4:00 PM EST - USD
Market Cap$872M
P/E-9.1x
52W High$38.82
Volume716.76K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2027Q2

Cheap Valuation Masks Impairment-Scarred Balance Sheet

Helen of Troy's revenue appears to be stabilizing after an eight-quarter decline, posting 8.2% and 2.1% growth in 2027Q1 and Q2, while gross margin expanded to a ten-quarter high of 52.2% and cumulative ten-quarter free cash flow reached approximately $271.7M despite $634.9M in cumulative reported net losses driven by…

GrowthMixed
ProfitabilityStrained
ValuationAttractive
TechnicalsStrong
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

-143% Peers

P/E is 143% below peer median

03

Market leadership

RS 96 · Leader

High momentum (Outperforming 96% of market)

04

Strong Uptrend

Strong Trend

Price > 20DMA > 50DMA > 200DMA

Next CatalystEstimated earnings · Jan 8

Market performance

Price History →

Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
HELE+81.61%
S&P 500 (^GSPC)+7.63%
1-Year Return
HELE+94.85%
S&P 500 (^GSPC)+9.69%
3-Year Return
HELE-62.94%
S&P 500 (^GSPC)+67.84%
5-Year Return
HELE-84.29%
S&P 500 (^GSPC)+55.91%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y Low
-9.1x
Forward P/E
10.9x
EV/EBITDA20th %ile
10.8x
FCF YieldCash Flow
16.1%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
-9.1x
18.9x
0th· Low
EV/EBITDA
10.8x
11.8x
20th· Low
Price/FCF
6.2x
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 FY26
$1.79B-6.4% YoY
Net income FY26
-$899M-826.4% YoY
Free cash flow FY26
$132M+58.7% YoY
Operating margin FY26
6%-1.5 pts YoY
ROIC (FY26)3.8%
Avg ROIC 5Y6.8%
ROE (TTM)-11.9%
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 Rate8/12 (67%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Oct 8, 2026
$0.79+58.8%
vs $0.50
$441M-0.3%
vs $442M
Q3 2026
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
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
Zacks Investment Research·Oct 20, 2026
Best Value Stocks to Buy for October 20th

AII, UGP and HELE made it to the Zacks Rank #1 (Strong Buy) value stocks list on October 20, 2026.

Zacks Investment Research·Oct 16, 2026
Is Helen of Troy (HELE) Stock Undervalued Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Zacks Investment Research·Oct 13, 2026
Here's Why Helen of Troy (HELE) is a Strong Momentum Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Zacks Investment Research·Oct 13, 2026
Helen of Troy (HELE) Is Attractively Priced Despite Fast-paced Momentum

Helen of Troy (HELE) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

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
$37.43$871.82M-9.11-6.36%-5.43%-11.86%—
NWL logoNWLNewell Brands Inc.
$5.47$2.32B-7.21-4.99%-4.42%-13.53%5.25%
SPB logoSPBSpectrum Brands Holdings, Inc.
$86.68$2.01B25.12-5.23%2.77%4.18%2.15%
CHD logoCHDChurch & Dwight Co., Inc.
$109.33$25.91B33.681.57%12.41%18.21%1.08%
HBB logoHBBHamilton Beach Brands Holding Company
$32.16$434.24M7.29-7.31%9.6%29.48%1.49%
ACCO logoACCOACCO Brands Corporation
$5.06$466.82M7.33-8.49%4.23%9.73%5.68%

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

Oct 8, 2026·SEC

Material company update

Jul 8, 2026·SEC

Material company update

Jun 4, 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

Oct 8, 2026·SEC

FY 2026

Jul 8, 2026·SEC

FY 2026

Jan 8, 2026·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 $1.83B in revenue over the trailing twelve months. Revenue was $1.79B in fiscal year 2026. That is 739% more than the $213.0M of fiscal year 1997.

How fast is Helen of Troy Limited growing?

Helen of Troy Limited (HELE) grew revenue by 0.3% over the trailing twelve months, compared with the twelve months before.

Is HELE profitable?

No. Helen of Troy Limited (HELE) reported a net loss of $99.2M over the trailing twelve months.

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

Helen of Troy Limited (HELE) had a return on equity (ROE) of -11.9% over the trailing twelve months. A negative ROE means the company lost money over the period.

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

Helen of Troy Limited (HELE) generated $140.5M in free cash flow over the trailing twelve months.

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

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

See returns →