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HELE$26.66-1.77%
Fair $26.66+0.0%

HELE

Helen of Troy Limited

Consumer Defensive / Household & Personal ProductsNasdaqGS

$26.66

-0.48 (-1.77%)

Fairly Valued+0.0%Fair Value $26.66Fund rank 28/100 · Data gapFallback financials|
SA 30/D
F-Score: 3/9
Declining RevenueLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $131.9M · quality 52.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

30/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 2unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 4 consecutive years ROE is -1.1%, below the 5% threshold
Thesis & Journal · HELELocal privado en este navegador · Helen of Troy Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$620M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-112.6%

↓

Gross Margin

45.7%

↑

Debt/Equity

1.04

↑
52-Week Range$27
$14$34

TradingView lightweight chart

HELE price, volumen y niveles de valoración

Último $26.66Periodo +274.2%
Fair value: $26.66

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2010–2026 · 16 años de histórico normalizado

Revenue CAGR

+6.5%

FCF CAGR

—

FCF margin

7.4%

FCF / Net income

-0.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.79B · net income $-899.0M · FCF $131.9M

2010-FY → 2026-FY

Gross margin

45.7%+2.6% pts

Operating margin

6.0%-7.8% pts

Net margin

-50.3%-61.4% pts

FCF margin

7.4%— pts
MetricTTM
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Income Statement
Revenue$1.79B$1.79B$1.91B$2.01B$2.07B$2.22B$2.10B$1.71B$1.56B$1.48B$1.40B$1.39B$1.45B$1.32B$1.29B$1.18B$777.0M$647.6M
Net Income$-899.0M$-899.0M$123.8M$168.6M$143.3M$223.8M$253.9M$152.3M$168.5M$44.4M$140.7M$101.2M$131.2M$86.2M$115.7M$110.4M$93.3M$71.8M
EBITDA$-727.8M$-727.8M$198.6M$313.6M$256.7M$308.4M$319.2M$215.7M$229.3M$202.8M$205.8M$151.2M$201.4M$150.9M$183.2M$169.6M$130.2M$104.6M
EPS-39.08-39.085.377.035.959.1710.086.026.411.635.043.524.522.663.623.482.982.32
Gross Margin45.7%45.7%47.9%47.3%43.4%42.9%44.2%43.0%41.0%41.3%41.0%37.8%41.5%39.2%40.2%40.5%44.9%43.1%
Operating Margin6.0%6.0%11.0%13.9%11.5%12.3%13.4%10.4%12.7%11.4%12.1%8.4%11.2%8.9%11.5%11.8%14.4%13.8%
Net Margin-50.3%-50.3%6.5%8.4%6.9%10.1%12.1%8.9%10.8%3.0%10.1%7.3%9.1%6.5%9.0%9.3%12.0%11.1%
Balance Sheet
Debt/Equity1.041.040.570.430.660.610.280.290.320.280.450.640.450.090.170.220.26—
Current Ratio1.711.71————————————————
Cash Flow
Free Cash Flow$131.9M$131.9M$83.1M$269.4M$33.4M—————————————
Returns
ROE-112.6%-112.6%7.4%10.3%9.6%16.9%20.5%13.1%16.9%4.4%13.8%10.9%14.5%8.4%12.5%13.9%13.6%12.3%
Valuation
P/E——10.5617.6919.35—————————————
EV/EBITDA——11.3111.6914.50—————————————
P/B0.770.770.781.821.86—————————————
Growth & Yield
Revenue Growth-6.4%-6.4%-4.9%-3.3%—5.9%22.9%9.2%5.8%5.8%0.4%-3.6%9.7%2.2%9.0%52.1%20.0%—
EPS Growth-827.7%-827.7%-23.6%18.2%—-9.0%67.4%-6.1%293.3%-67.7%43.2%-22.1%69.9%-26.5%4.0%16.8%28.4%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -0.9%

Total return

-0.9%

Start / end P/E

n/dx → n/dx

EPS bridge

5.37 → -39.08

Residual

-0.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.