Is Helen Of Stock a Good Investment?
Helen Of Investment Advice | HELE |
- Examine Helen Of's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Helen Of's leadership team and their track record. Good management can help Helen Of navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Household Appliances space and any emerging trends that could impact Helen Of's business and its evolving consumer preferences.
- Compare Helen Of's performance and market position to its competitors. Analyze how Helen Of is positioned in terms of product offerings, innovation, and market share.
- Check if Helen Of pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Helen Of's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Helen of Troy stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Helen of Troy is a good investment.
Sell | Buy |
Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Helen Of Stock
Researching Helen Of's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 99.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.95. Some equities with similar Price to Book (P/B) outperform the market in the long run. Helen of Troy has Price/Earnings To Growth (PEG) ratio of 0.99. The entity recorded earning per share (EPS) of 5.82. The firm had not issued any dividends in recent years. Helen Of had 2:1 split on the 23rd of September 1997.
To determine if Helen Of is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Helen Of's research are outlined below:
Helen of Troy had very high historical volatility 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 zacks.com: 4 Cosmetics Stocks Worth Watching Despite Industry Challenges |
Helen Of Quarterly Accounts Payable |
|
Helen Of uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Helen of Troy. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Helen Of's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
24th of April 2024 Upcoming Quarterly Report | View | |
8th of July 2024 Next Financial Report | View | |
29th of February 2024 Next Fiscal Quarter End | View | |
24th of April 2024 Next Fiscal Year End | View | |
30th of November 2023 Last Quarter Report | View | |
28th of February 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Helen Of's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Helen Of's investors have experienced.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
1995-05-02 | 1995-02-28 | 0.05 | 0.06 | 0.01 | 20 | ||
2002-07-11 | 2002-05-31 | 0.2 | 0.22 | 0.02 | 10 | ||
2000-05-11 | 2000-02-29 | 0.06 | 0.08 | 0.02 | 33 | ||
2000-01-04 | 1999-11-30 | 0.18 | 0.2 | 0.02 | 11 | ||
1997-07-08 | 1997-05-31 | 0.11 | 0.13 | 0.02 | 18 | ||
1995-01-05 | 1994-11-30 | 0.18 | 0.2 | 0.02 | 11 | ||
2007-05-11 | 2007-02-28 | 0.27 | 0.3 | 0.03 | 11 | ||
2003-05-13 | 2003-02-28 | 0.18 | 0.22 | 0.04 | 22 |
Know Helen Of's Top 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 originate 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 | Macquarie Group Ltd | 2024-06-30 | 518.4 K | Capital Research & Mgmt Co - Division 3 | 2024-06-30 | 421.9 K | Fisher Asset Management, Llc | 2024-06-30 | 417 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 363.1 K | Charles Schwab Investment Management Inc | 2024-06-30 | 357.1 K | Massachusetts Financial Services Company | 2024-06-30 | 322.3 K | William Blair Investment Management, Llc | 2024-06-30 | 320.8 K | Norges Bank | 2024-06-30 | 286.6 K | Northern Trust Corp | 2024-06-30 | 281 K | Fmr Inc | 2024-06-30 | 3.5 M | Blackrock Inc | 2024-06-30 | 2.8 M |
Helen Of's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.49 B.Market Cap |
|
Helen Of's profitablity analysis
Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.14 | 0.09 | |
Return On Capital Employed | 0.12 | 0.15 | |
Return On Assets | 0.06 | 0.08 | |
Return On Equity | 0.10 | 0.10 |
Determining Helen Of's profitability involves analyzing its financial statements and using various financial metrics to determine if Helen Of is a good buy. For example, gross profit margin measures Helen Of's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Helen Of's profitability and make more informed investment decisions.
Helen Of's Earnings Breakdown by Geography
Please note, the presentation of Helen Of's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Helen Of's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Helen Of's management manipulating its earnings.
Evaluate Helen Of's management efficiency
Helen of Troy has return on total asset (ROA) of 0.0474 % which means that it generated a profit of $0.0474 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0924 %, meaning that it created $0.0924 on every $100 dollars invested by stockholders. Helen Of's management efficiency ratios could be used to measure how well Helen Of manages its routine affairs as well as how well it operates its assets and liabilities. At present, Helen Of's Return On Assets are projected to increase slightly based on the last few years of reporting. At present, Helen Of's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 14.4 M, whereas Other Assets are forecasted to decline to 0.95.Last Reported | Projected for Next Year | ||
Book Value Per Share | 68.61 | 72.04 | |
Tangible Book Value Per Share | 1.43 | 1.35 | |
Enterprise Value Over EBITDA | 11.10 | 9.60 | |
Price Book Value Ratio | 1.82 | 1.46 | |
Enterprise Value Multiple | 11.10 | 9.60 | |
Price Fair Value | 1.82 | 1.46 | |
Enterprise Value | 131.9 M | 243.8 M |
The decision-making processes within Helen Of are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Beta 0.857 |
Basic technical analysis of Helen Stock
As of the 7th of November, Helen Of retains the Risk Adjusted Performance of 0.0706, market risk adjusted performance of 0.2499, and Downside Deviation of 2.26. Helen Of technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out Helen of Troy maximum drawdown, and the relationship between the information ratio and downside variance to decide if Helen Of is priced fairly, providing market reflects its last-minute price of 63.38 per share. Given that Helen of Troy has jensen alpha of 0.0737, we strongly advise you to confirm Helen of Troy's regular market performance to make sure the company can sustain itself at a future point.Helen Of's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Helen Of insiders, such as employees or executives, is commonly permitted as long as it does not rely on Helen Of's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Helen Of insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Woody Darren G over two months ago Acquisition by Woody Darren G of 458 shares of Helen Of subject to Rule 16b-3 | ||
Case Thurman K over three months ago Acquisition by Case Thurman K of 231 shares of Helen Of subject to Rule 16b-3 | ||
Krista Berry over six months ago Acquisition by Krista Berry of 196 shares of Helen Of subject to Rule 16b-3 | ||
Krista Berry over six months ago Acquisition by Krista Berry of 197 shares of Helen Of subject to Rule 16b-3 | ||
Vincent Carson over six months ago Acquisition by Vincent Carson of 197 shares of Helen Of subject to Rule 16b-3 | ||
Darren Woody over six months ago Acquisition by Darren Woody of 223 shares of Helen Of subject to Rule 16b-3 | ||
Darren Woody over a year ago Acquisition by Darren Woody of 201 shares of Helen Of subject to Rule 16b-3 | ||
Darren Woody over a year ago Acquisition by Darren Woody of 261 shares of Helen Of subject to Rule 16b-3 | ||
Darren Woody over a year ago Acquisition by Darren Woody of 222 shares of Helen Of subject to Rule 16b-3 |
Helen Of's Outstanding Corporate Bonds
Helen Of issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Helen of Troy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Helen bonds can be classified according to their maturity, which is the date when Helen of Troy has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Dana 575 percent Corp BondUS235822AB96 | View | |
Volcan Compania Minera Corp BondUSP98047AC08 | View | |
Boeing Co 2196 Corp BondUS097023DG73 | View | |
HSBC Holdings PLC Corp BondUS404280DR76 | View | |
MPLX LP 52 Corp BondUS55336VAL45 | View | |
International Game Technology Corp BondUS460599AD57 | View | |
BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Understand Helen Of's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Helen Of's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
Risk Adjusted Performance | 0.0706 | |||
Market Risk Adjusted Performance | 0.2499 | |||
Mean Deviation | 1.94 | |||
Semi Deviation | 2.14 | |||
Downside Deviation | 2.26 | |||
Coefficient Of Variation | 1249.01 | |||
Standard Deviation | 3.14 | |||
Variance | 9.89 | |||
Information Ratio | 0.0239 | |||
Jensen Alpha | 0.0737 | |||
Total Risk Alpha | (0.42) | |||
Sortino Ratio | 0.0331 | |||
Treynor Ratio | 0.2399 | |||
Maximum Drawdown | 22.13 | |||
Value At Risk | (3.84) | |||
Potential Upside | 4.41 | |||
Downside Variance | 5.12 | |||
Semi Variance | 4.56 | |||
Expected Short fall | (2.24) | |||
Skewness | 2.66 | |||
Kurtosis | 14.63 |
Risk Adjusted Performance | 0.0706 | |||
Market Risk Adjusted Performance | 0.2499 | |||
Mean Deviation | 1.94 | |||
Semi Deviation | 2.14 | |||
Downside Deviation | 2.26 | |||
Coefficient Of Variation | 1249.01 | |||
Standard Deviation | 3.14 | |||
Variance | 9.89 | |||
Information Ratio | 0.0239 | |||
Jensen Alpha | 0.0737 | |||
Total Risk Alpha | (0.42) | |||
Sortino Ratio | 0.0331 | |||
Treynor Ratio | 0.2399 | |||
Maximum Drawdown | 22.13 | |||
Value At Risk | (3.84) | |||
Potential Upside | 4.41 | |||
Downside Variance | 5.12 | |||
Semi Variance | 4.56 | |||
Expected Short fall | (2.24) | |||
Skewness | 2.66 | |||
Kurtosis | 14.63 |
Consider Helen Of's intraday indicators
Helen Of intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Helen Of stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Accumulation Distribution | 26153.03 | |||
Daily Balance Of Power | (0.40) | |||
Rate Of Daily Change | 0.97 | |||
Day Median Price | 64.58 | |||
Day Typical Price | 64.18 | |||
Price Action Indicator | (2.03) | |||
Period Momentum Indicator | (1.65) | |||
Relative Strength Index | 52.57 |
Helen Stock media impact
Far too much social signal, news, headlines, and media speculation about Helen Of that are available to investors today. That information is available publicly through Helen media outlets and privately through word of mouth or via Helen internal channels. However, regardless of the origin, that massive amount of Helen data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Helen Of news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Helen Of relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Helen Of's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Helen Of alpha.
Helen Of Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Helen Of can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Helen of Troy Historical Investor Sentiment
Investor biases related to Helen Of's public news can be used to forecast risks associated with an investment in Helen. The trend in average sentiment can be used to explain how an investor holding Helen can time the market purely based on public headlines and social activities around Helen of Troy. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Helen Of's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Helen Of and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Helen Of news discussions. The higher the estimate score, the more favorable the investor's outlook on Helen Of.
Helen Of Corporate Management
Chris OsnerHackett | Global Officer | Profile | |
Matthew Osberg | Chief Officer | Profile | |
Brian Grass | Chief Officer | Profile | |
Tessa Judge | Chief Officer | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Helen of Troy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Is Household Appliances space 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 (0.35) | Earnings Share 5.82 | Revenue Per Share 82.271 | Quarterly Revenue Growth (0.04) | Return On Assets 0.0474 |
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.
In summary, please note that there is a difference between Helen Of's value and its price, as these two are different measures arrived at by various 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.