Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.021
Sell
RSI(14)
36.742
Neutral
STOCH(KDJ)(9,3,3)
31.869
Sell
ATR(14)
1.055
Low Volatility
CCI(14)
-50.165
Neutral
Williams %R
90.090
Oversold
TRIX(12,20)
-0.907
Sell
StochRSI(14)
0.000
Sell
Helen of Troy Ltd
HELE19.120USD
-0.950-4.73%
Close 10/30, 16:00（ET）Quotes delayed by 15 min
439.04MMarket Cap
LossP/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Helen of Troy Ltd
Currency: USD Updated: 2025-10-30Key Insights
The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite a very weak market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Helen of Troy Ltd's Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
5
analysts
Hold
Current Rating
24.000
Target Price
+19.58%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Helen of Troy Ltd Highlights
StrengthsRisks
Helen of Troy Limited is a global consumer products company. The Company offers products and solutions for its customers through a diversified portfolio of brands, including OXO, Hydro Flask, Osprey, Honeywell, PUR, Hot Tools, Drybar, Curlsmith, Revlon, and Olive & June. Its segments include Home and Outdoor and Beauty and Wellness. The Home and Outdoor segment provides a range of consumer products for home activities, such as food preparation and storage, cooking, cleaning, organization, and beverage service; as well as products for outdoor and on the go activities such as hydration, food storage, backpacks, and travel gear. This segment sells primarily to retailers as well as through its direct-to-consumer channel. The Beauty and Wellness segment provides beauty and wellness products, including hair styling appliances, grooming tools, and liquid and aerosol personal care products, and wellness devices including thermometers, water and air filtration systems, humidifiers, and fans.
Undervalued
The company’s latest PE is -0.67, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 24.45M shares, decreasing 26.70% quarter-over-quarter.
Held by Richard Pzena
Star Investor Richard Pzena holds 985.33K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of 0.27.
Financial Health
Currency: USD Updated: 2025-10-30The company's current financial score is 7.30, which is higher than the Household Goods industry's average of 7.25. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 431.78M, representing a year-over-year decrease of 8.95%, while its net profit experienced a year-over-year decrease of 1914.05%.
Score
Financials
7.28
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
7.39
Operational Efficiency
7.30
Growth Potential
7.31
Shareholder Returns
7.25
Helen of Troy Ltd's Company Valuation
Currency: USD Updated: 2025-10-30The company’s current valuation score is 8.71, which is higher than the Household Goods industry's average of 7.68. Its current P/E ratio is -0.67, which is -3713.72% below the recent high of 24.07 and -243.57% above the recent low of -2.29.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 7/25
No Data
Earnings Forecast
Currency: USD Updated: 2025-10-30The company’s current earnings forecast score is 6.40, which is lower than the Household Goods industry's average of 6.92. The average price target for Helen of Troy Ltd is 24.00, with a high of 25.00 and a low of 23.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
5
analysts
Hold
Current Rating
24.000
Target Price
+19.58%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
10
Total
6
Median
6
Average
Company name
Ratings
Analysts
Helen of Troy Ltd
HELE
5
Sharkninja Inc
SN
12
Newell Brands Inc
NWL
11
Whirlpool Corp
WHR
11
Spectrum Brands Holdings Inc
SPB
10
Traeger Inc
COOK
8
1
2
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-10-30The company’s current price momentum score is 6.07, which is lower than the Household Goods industry's average of 6.56. Sideways: Currently, the stock price is trading between the resistance level at 24.87 and the support level at 16.14, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
19.958
Sell
MA10
19.631
Sell
MA20
21.242
Sell
MA50
23.062
Sell
MA100
24.137
Sell
MA200
34.567
Sell
Institutional Confidence
Currency: USD Updated: 2025-10-30The company’s current institutional recognition score is 10.00, which is higher than the Household Goods industry's average of 6.40. The latest institutional shareholding proportion is 106.49%, representing a quarter-over-quarter decrease of 3.01%. The largest institutional shareholder is The Vanguard, holding a total of 2.58M shares, representing 11.22% of shares outstanding, with 1.78% decrease in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Fidelity Management & Research Company LLC
Dimensional Fund Advisors, L.P.
State Street Investment Management (US)
EARNEST Partners, LLC
Charles Schwab Investment Management, Inc.
Fidelity Institutional Asset Management
Geode Capital Management, L.L.C.
1
2
Risk Assessment
Currency: USD Updated: 2025-10-30The company’s current risk assessment score is 4.82, which is higher than the Household Goods industry's average of 4.40. The company's beta value is 0.83. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.83
VaR
+4.25%
240-Day Maximum Drawdown
+74.31%
240-Day Volatility
+70.74%
Return
Best Daily Return
60 days
+6.89%
120 days
+18.84%
5 years
+19.49%
Worst Daily Return
60 days
-24.99%
120 days
-24.99%
5 years
-27.73%
Sharpe Ratio
60 days
-0.67
120 days
-0.44
5 years
-0.79
Risk Assessment
Maximum Drawdown
240 days
+74.31%
3 years
+86.62%
5 years
+92.79%
Return-to-Drawdown Ratio
240 days
-0.95
3 years
-0.31
5 years
-0.20
Skewness
240 days
-1.14
3 years
-0.86
5 years
-0.80
Volatility
Realised Volatility
240 days
+70.74%
5 years
+52.72%
Standardised True Range
240 days
+10.27%
5 years
+22.22%
Downside Risk-Adjusted Return
120 days
-49.71%
240 days
-49.71%
Maximum Daily Upside Volatility
60 days
+47.90%
Maximum Daily Downside Volatility
60 days
+56.87%
Liquidity
Average Turnover Rate
60 days
+3.81%
120 days
+3.48%
5 years
--
Turnover Deviation
20 days
+26.69%
60 days
+71.73%
120 days
+56.61%
Peer Comparison
Household Goods
Helen of Troy Ltd
HELE
7.11 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Spectrum Brands Holdings Inc
SPB
8.07 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
SGI
7.81 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Lovesac Co
LOVE
7.38 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Sharkninja Inc
SN
7.18 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Leggett & Platt Inc
LEG
7.13 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
