Helen Of Troy Stock Buy Hold or Sell Recommendation
| HELE Stock | USD 100.28 0.58 0.58% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Helen of Troy is 'Strong Hold'. Macroaxis provides Helen Of buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Helen Of positions. The advice algorithm takes into account all of Helen Of's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Helen Of's buy or sell advice are summarized below:
Real Value 125.16 | Target Price 144.75 | Hype Value 100.14 | Market Value 100.28 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Helen of Troy given historical horizon and risk tolerance towards Helen Of. When Macroaxis issues a 'buy' or 'sell' recommendation for Helen of Troy, the advice is generated through an automated system that utilizes algorithms and statistical models.
Helen |
Execute Helen Of Buy or Sell Advice
The Helen recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Helen of Troy. Macroaxis does not own or have any residual interests in Helen of Troy or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Helen Of's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Helen Of Trading Alerts and Improvement Suggestions
| Helen of Troy generated a negative expected return over the last 90 days | |
| Helen of Troy has a strong financial position based on the latest SEC filings | |
| Over 99.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: Helen of Troy Sees Large Volume Increase - MarketBeat |
Helen Of Returns Distribution Density
The distribution of Helen Of's historical returns is an attempt to chart the uncertainty of Helen Of's future price movements. The chart of the probability distribution of Helen Of daily returns describes the distribution of returns around its average expected value. We use Helen of Troy price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Helen Of returns is essential to provide solid investment advice for Helen Of.
| Mean Return | -0.21 | Value At Risk | -2.99 | Potential Upside | 2.80 | Standard Deviation | 1.97 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Helen Of historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Helen Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Helen Of is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Helen of Troy backward and forwards among themselves. Helen Of's institutional investor refers to the entity that pools money to purchase Helen Of's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geode Capital Management, Llc | 2023-12-31 | 539.2 K | Goldman Sachs Group Inc | 2023-12-31 | 514.1 K | Macquarie Group Ltd | 2023-12-31 | 494.9 K | Snyder Capital Management Lp | 2023-12-31 | 486.2 K | Fisher Asset Management, Llc | 2023-12-31 | 419.1 K | Charles Schwab Investment Management Inc | 2023-12-31 | 334.8 K | Massachusetts Financial Services Company | 2023-12-31 | 329.4 K | Capital Research & Mgmt Co - Division 3 | 2023-12-31 | 315.3 K | Northern Trust Corp | 2023-12-31 | 304.6 K | Fmr Inc | 2023-12-31 | 3.3 M | Blackrock Inc | 2023-12-31 | 2.8 M |
Helen Of Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Helen Of or Household Durables sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Helen Of's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Helen stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.36 | |
β | Beta against NYSE Composite | 1.77 | |
σ | Overall volatility | 1.94 | |
Ir | Information ratio | -0.15 |
Helen Of Volatility Alert
Helen of Troy exhibits very low volatility with skewness of 0.15 and kurtosis of -0.47. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Helen Of's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Helen Of's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Helen Of Fundamentals Vs Peers
Comparing Helen Of's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Helen Of's direct or indirect competition across all of the common fundamentals between Helen Of and the related equities. This way, we can detect undervalued stocks with similar characteristics as Helen Of or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Helen Of's fundamental indicators could also be used in its relative valuation, which is a method of valuing Helen Of by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Helen Of to competition |
| Fundamentals | Helen Of | Peer Average |
| Return On Equity | 0.11 | -0.31 |
| Return On Asset | 0.0517 | -0.14 |
| Profit Margin | 0.08 % | (1.27) % |
| Operating Margin | 0.14 % | (5.51) % |
| Current Valuation | 3.12 B | 16.62 B |
| Shares Outstanding | 23.75 M | 571.82 M |
| Shares Owned By Insiders | 1.32 % | 10.09 % |
| Shares Owned By Institutions | 98.68 % | 39.21 % |
| Number Of Shares Shorted | 3.37 M | 4.71 M |
| Price To Earning | 9.53 X | 28.72 X |
| Price To Book | 1.49 X | 9.51 X |
| Price To Sales | 1.19 X | 11.42 X |
| Revenue | 2.07 B | 9.43 B |
| Gross Profit | 899.35 M | 27.38 B |
| EBITDA | 284.08 M | 3.9 B |
| Net Income | 143.27 M | 570.98 M |
| Cash And Equivalents | 40.92 M | 2.7 B |
| Cash Per Share | 1.71 X | 5.01 X |
| Total Debt | 977.08 M | 5.32 B |
| Debt To Equity | 0.87 % | 48.70 % |
| Current Ratio | 2.12 X | 2.16 X |
| Book Value Per Share | 66.81 X | 1.93 K |
| Cash Flow From Operations | 208.24 M | 971.22 M |
| Short Ratio | 18.58 X | 4.00 X |
| Earnings Per Share | 6.75 X | 3.12 X |
| Price To Earnings To Growth | 1.27 X | 4.89 X |
| Target Price | 148.75 | |
| Number Of Employees | 1.9 K | 18.84 K |
| Beta | 0.77 | -0.15 |
| Market Capitalization | 2.37 B | 19.03 B |
| Total Asset | 2.91 B | 29.47 B |
| Retained Earnings | 1.16 B | 9.33 B |
| Working Capital | 479.88 M | 1.48 B |
Note: Acquisition by Krista Berry of 196 shares of Helen Of subject to Rule 16b-3 [view details]
Helen Of Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Helen . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 8889.29 | |||
| Daily Balance Of Power | 0.3816 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 100.49 | |||
| Day Typical Price | 100.42 | |||
| Price Action Indicator | 0.08 | |||
| Period Momentum Indicator | 0.58 |
About Helen Of Buy or Sell Advice
When is the right time to buy or sell Helen of Troy? Buying financial instruments such as Helen Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 857.0M | 977.1M | 380.2M | 229.8M | Total Assets | 2.8B | 2.9B | 1.9B | 954.8M |
Use Investing Ideas to Build Portfolios
In addition to having Helen Of in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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A collection of large United States defense contractors including companies involved in production or distribution of aircraft, ships, vehicles, weaponry, and electronic systems in cooperation with the government. The Military Industrial theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Military Industrial Theme or any other thematic opportunities.
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Check out Helen Of Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Complementary Tools for Helen Stock analysis
When running Helen Of's price analysis, check to measure Helen Of's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Helen Of is operating at the current time. Most of Helen Of's value examination focuses on studying past and present price action to predict the probability of Helen Of's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Helen Of's price. Additionally, you may evaluate how the addition of Helen Of to your portfolios can decrease your overall portfolio volatility.
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Is Helen Of's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Helen Of. If investors know Helen will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Helen Of listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.484 | Earnings Share 6.75 | Revenue Per Share 83.61 | Quarterly Revenue Growth (0.02) | Return On Assets 0.0517 |
The market value of Helen of Troy is measured differently than its book value, which is the value of Helen that is recorded on the company's balance sheet. Investors also form their own opinion of Helen Of's value that differs from its market value or its book value, called intrinsic value, which is Helen Of's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Helen Of's market value can be influenced by many factors that don't directly affect Helen Of's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helen Of's value and its price as these two are different measures arrived at by different means. Investors typically determine if Helen Of is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helen Of's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.