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HELEHelen of Troy Limited
$27.53$641M
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Helen of Troy Limited (HELE) Financial Ratios

Latest Ratios: P/E Ratio -0.7x · EV/EBITDA 9.1x · ROE -72.5%. (1997–2026 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

HELE Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Market Cap$641M$406M$1.3B$3.0B$2.7B$5.0B$5.5B$4.2B$2.9B$2.5B$2.7B
Enterprise Value$1.5B$1.2B$2.2B$3.7B$3.7B$5.8B$5.8B$4.5B$3.3B$2.7B$3.2B
P/E Ratio →-0.70—10.2517.8918.9422.4321.5127.3416.9419.0418.90
P/S Ratio0.360.230.671.501.312.262.602.441.891.661.95
P/B Ratio0.790.510.751.841.823.784.413.592.962.422.67
P/FCF4.863.0815.2711.1981.3379.9625.3616.4417.4611.6513.11
P/OCF3.752.3711.219.8513.0435.6517.3915.3615.1010.9511.93

P/E links to full P/E history page with 30-year chart

HELE EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
EV / Revenue—0.681.161.851.772.632.762.652.081.842.28
EV / EBITDA9.107.6211.1611.8514.2818.9518.1720.9814.2113.4315.48
EV / EBIT13.64—10.3414.8115.1221.2519.9420.5316.1514.1118.36
EV / FCF—9.2526.5513.73109.7393.0826.9217.8419.2912.9315.33

HELE Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Gross Margin45.7%45.7%47.9%47.3%43.4%42.9%44.2%43.0%41.0%41.3%41.0%
Operating Margin6.0%6.0%7.5%13.0%10.2%12.3%13.4%10.4%12.7%11.4%12.1%
Net Profit Margin-50.3%-50.3%6.5%8.4%6.9%10.1%12.1%8.9%10.8%3.0%10.1%

Return on Capital

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
ROE-72.5%-72.5%7.5%10.8%10.2%17.4%21.2%14.1%16.8%4.4%14.4%
ROA-34.3%-34.3%4.1%5.9%5.0%8.8%12.2%8.6%10.3%2.6%7.6%
ROIC3.8%3.8%4.3%8.2%6.9%11.0%13.6%9.5%11.6%9.2%9.1%
ROCE5.0%5.0%5.6%10.7%9.0%14.1%17.5%12.3%15.0%11.9%10.9%

HELE Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Debt / Equity1.041.040.570.430.660.650.310.330.320.290.48
Debt / EBITDA5.215.214.842.253.812.781.201.761.401.432.36
Net Debt / Equity—1.020.560.420.640.620.270.310.310.270.45
Net Debt / EBITDA5.095.094.742.193.702.671.061.651.351.332.24
Debt / FCF—6.1811.282.5428.4013.121.561.401.831.282.22
Interest Coverage-13.53-13.534.114.715.9421.4123.0617.3417.2113.8411.68

HELE Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Current Ratio1.711.712.001.872.161.801.582.011.941.871.92
Quick Ratio0.810.811.030.991.060.870.801.260.971.020.92
Cash Ratio0.040.040.040.040.070.060.070.070.040.070.08
Asset Turnover—0.840.610.710.710.790.930.900.950.910.77
Inventory Turnover2.132.132.192.672.582.282.433.803.053.452.85
Days Sales Outstanding—74.9283.0673.2567.4176.0267.6874.4065.4068.1059.92

HELE Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Dividend Yield———————————
Payout Ratio———————————

Total Shareholder Return Metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Earnings Yield——9.8%5.6%5.3%4.5%4.6%3.7%5.9%5.3%5.3%
FCF Yield20.6%32.5%6.6%8.9%1.2%1.3%3.9%6.1%5.7%8.6%7.6%
Buyback Yield0.3%0.5%8.1%1.8%0.7%3.7%3.7%0.2%7.4%3.0%2.8%
Total Shareholder Yield0.3%0.5%8.1%1.8%0.7%3.7%3.7%0.2%7.4%3.0%2.8%
Shares Outstanding—$23M$23M$24M$24M$24M$25M$25M$26M$27M$28M

Key Metrics

Growth RegimeContracting
ProfitabilityNegative
Balance SheetVulnerable
Cash FlowMixed
Top Statement Risk

Intangible Asset Impairment Risk

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q4)

Distressed Valuation Reflects Structural Uncertainty

According to current market data, HELE trades at a P/S ratio of 0.37, which suggests that investors are heavily discounting the company's future revenue potential compared to historical norms and broader consumer defensive peers, likely due to persistent top-line contraction and significant recent net losses.

The forward P/E of 8.28 indicates that the market is pricing in a low-growth, high-risk scenario rather than a recovery, as investors remain skeptical of the company's ability to stabilize margins. This valuation gap relative to peers like Church & Dwight suggests that the market views the current business model as fundamentally impaired rather than temporarily cyclical.

Capital Efficiency Decaying Under Pressure

Based on reported financial figures, the company's ROIC has experienced extreme volatility, swinging from positive territory to -12.9% in 2026Q1, which indicates that the firm is currently failing to generate adequate returns on its invested capital base compared to its historical performance.

The sharp decline in ROIC is largely driven by the erosion of net margins and the impact of non-cash impairment charges on the capital base. This trend suggests that the aggressive acquisition strategy of the past has not yielded the expected compounding returns, necessitating a fundamental reassessment of capital allocation efficiency.

Working Capital Cycles Remain Stretched

As reported in recent quarterly filings, the company's cash conversion cycle has trended toward 150 days in 2026Q4, reflecting significant inefficiencies in inventory management and a reliance on extended supplier payment terms that may be unsustainable in a period of declining sales volume.

The elevated days inventory outstanding, which reached 219 days in 2026Q1, suggests that the company is struggling to clear stock in a softening retail environment. This buildup of inventory relative to sales turnover indicates that the asset-light model is facing operational bottlenecks that could further pressure liquidity.

Liquidity Constraints Limit Operational Flexibility

According to the latest balance sheet data, the company's quick ratio of 0.81 in 2026Q4 highlights a precarious liquidity position, as the firm holds minimal cash reserves to navigate the ongoing restructuring phase and potential volatility in its third-party manufacturing supply chain.

The reliance on inventory to meet current obligations, as evidenced by the gap between the current and quick ratios, leaves the company vulnerable to sudden shifts in retail demand or destocking cycles. Investors should monitor whether the company can maintain sufficient working capital without resorting to dilutive financing or further debt accumulation.

Misapplication of Traditional Staples Multiples

Market participants frequently misapply traditional consumer staples valuation multiples to HELE, which obscures the reality that the company operates as a design-led discretionary platform rather than a defensive, recurring-revenue business, leading to potential mispricing of its long-term competitive moat.

By treating HELE as a defensive staple, analysts often overlook the high sensitivity of its Home & Outdoor segment to discretionary spending and the structural risks posed by private-label encroachment. A more appropriate framework would involve adjusting for the cyclicality of its brand portfolio and the volatility inherent in its licensed business model.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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HELE — Frequently Asked Questions

Quick answers to the most common questions about buying HELE stock.

What is Helen of Troy Limited's P/E ratio?

Helen of Troy Limited's current P/E ratio is -0.7x. The historical average is 16.1x.

What is Helen of Troy Limited's EV/EBITDA?

Helen of Troy Limited's current EV/EBITDA is 9.1x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 11.8x.

What is Helen of Troy Limited's ROE?

Helen of Troy Limited's return on equity (ROE) is -72.5%. The historical average is 9.5%.

Is HELE stock overvalued?

Based on historical data, Helen of Troy Limited is trading at a P/E of -0.7x. Compare with industry peers and growth rates for a complete picture.

What are Helen of Troy Limited's profit margins?

Helen of Troy Limited has 45.7% gross margin and 6.0% operating margin.

How much debt does Helen of Troy Limited have?

Helen of Troy Limited's Debt/EBITDA ratio is 5.2x, indicating high leverage. A ratio above 4x may signal elevated financial risk.