Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.218
Sell
RSI(14)
27.682
Sell
STOCH(KDJ)(9,3,3)
8.229
Oversold
ATR(14)
0.752
Low Volatility
CCI(14)
-132.499
Sell
Williams %R
99.062
Oversold
TRIX(12,20)
-0.702
Sell
StochRSI(14)
0.000
Sell
Helen of Troy Ltd
HELE13.880USD
-0.970-6.53%
Close 03/27, 16:00（ET）Quotes delayed by 15 min
428.80MMarket 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: 2026-03-27Key Insights
Helen of Troy Ltd's fundamentals are relatively weak, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 13 out of 24 in the Household Goods industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 22.75.In the medium term, the stock price is expected to trend down.The company has shown very weak stock market performance over the past month, in line with its 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
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Neutral
Helen of Troy Ltd Highlights
StrengthsRisks
Helen of Troy Limited is a global consumer products company. The Company has two operating business segments, namely Beauty & Wellness and Home & Outdoor. The Beauty & Wellness segment includes beauty products such as hairstyling appliances, grooming tools, liquid and aerosol personal care items, and nail care products. It also includes wellness devices such as humidifiers, thermometers, water and air purifiers, heaters, and fans. The Home & Outdoor segment includes consumer products for home-related activities such as food preparation and storage, cooking, cleaning, organization, and beverage service. It also includes products for outdoor and mobile use, such as hydration containers, coolers, food storage items, backpacks, and travel gear. The Company offers products through a portfolio of brands, including OXO, Hydro Flask, Osprey, Vicks, Braun, Honeywell, PUR, Hot Tools, Drybar, Curlsmith, Revlon, and Olive & June.
Undervalued
The company’s latest PE is -0.40, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 23.85M shares, decreasing 32.39% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 3.83K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of 0.27.
Analyst Rating
Based on
4
analysts
Hold
Current Rating
21.750
Target Price
+46.46%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-03-27The current financial score of Helen of Troy Ltd is 5.89, ranking 22 out of 24 in the Household Goods industry. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 512.83M, representing a year-over-year decrease of 3.37%, while its net profit experienced a year-over-year decrease of 269.41%.
Score
Financials
3.86
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
5.52
Operational Efficiency
7.15
Growth Potential
6.89
Shareholder Returns
6.00
Helen of Troy Ltd's Company Valuation
Currency: USD Updated: 2026-03-27The current valuation score of Helen of Troy Ltd is 8.71, ranking 2 out of 24 in the Household Goods industry. Its current P/E ratio is -0.40, which is -6079.48% below the recent high of 24.07 and -468.50% above the recent low of -2.29.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 13/24
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-03-27The current earnings forecast score of Helen of Troy Ltd is 6.40, ranking 11 out of 24 in the Household Goods industry. The average price target is 24.00, with a high of 25.00 and a low of 23.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
4
analysts
Hold
Current Rating
21.750
Target Price
+46.46%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
10
Total
6
Median
5
Average
Company name
Ratings
Analysts
Helen of Troy Ltd
HELE
4
Sharkninja Inc
SN
14
Whirlpool Corp
WHR
11
Newell Brands Inc
NWL
9
Spectrum Brands Holdings Inc
SPB
9
Traeger Inc
COOK
8
1
2
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
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: 2026-03-27The current price momentum score of Helen of Troy Ltd is 5.67, ranking 22 out of 24 in the Household Goods industry. Currently, the stock price is trading between the resistance level at 16.19 and the support level at 12.71, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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
14.738
Sell
MA10
15.046
Sell
MA20
15.841
Sell
MA50
17.145
Sell
MA100
18.488
Sell
MA200
21.258
Sell
Institutional Confidence
Currency: USD Updated: 2026-03-27The current institutional shareholding score of Helen of Troy Ltd is 10.00, ranking 1 out of 24 in the Household Goods industry. The latest institutional shareholding proportion is 103.37%, representing a quarter-over-quarter decrease of 5.16%. The largest institutional shareholder is The Vanguard, holding a total of 1.47M shares, representing 6.39% of shares outstanding, with 43.23% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Millennium Management LLC
Charles Schwab Investment Management, Inc.
Columbia Threadneedle Investments (US)
Wellington Management Company, LLP
D. E. Shaw & Co., L.P.
Dimensional Fund Advisors, L.P.
Roseman Wagner Wealth Management
1
2
Risk Assessment
Currency: USD Updated: 2026-03-27The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Household Goods domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Helen of Troy Ltd is 4.51, ranking 12 out of 24 in the Household Goods industry. The company's beta value is 0.84. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.
Score
Beta vs S&P 500 index
0.88
VaR
+4.51%
240-Day Maximum Drawdown
+59.51%
240-Day Volatility
+74.01%
Return
Best Daily Return
60 days
+7.73%
120 days
+7.73%
5 years
+19.49%
Worst Daily Return
60 days
-6.53%
120 days
-24.99%
5 years
-27.73%
Sharpe Ratio
60 days
-3.34
120 days
-1.78
5 years
-0.89
Risk Assessment
Maximum Drawdown
240 days
+59.51%
3 years
+90.21%
5 years
+94.55%
Return-to-Drawdown Ratio
240 days
-1.00
3 years
-0.32
5 years
-0.20
Skewness
240 days
-0.96
3 years
-1.07
5 years
-0.70
Volatility
Realised Volatility
240 days
+74.01%
5 years
+54.60%
Standardised True Range
240 days
+9.50%
5 years
+26.76%
Downside Risk-Adjusted Return
120 days
-206.54%
240 days
-206.54%
Maximum Daily Upside Volatility
60 days
+37.05%
Maximum Daily Downside Volatility
60 days
+42.14%
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
6.64 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Spectrum Brands Holdings Inc
SPB
7.92 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Lovesac Co
LOVE
7.90 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Sharkninja Inc
SN
7.41 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
La-Z-Boy Inc
LZB
7.35 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Somnigroup International Inc
SGI
7.18 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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