Helen Of Troy Stock Performance
HELE Stock | USD 100.28 0.58 0.58% |
The company retains a Market Volatility (i.e., Beta) of -0.29, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Helen Of are expected to decrease at a much lower rate. During the bear market, Helen Of is likely to outperform the market. Helen of Troy has an expected return of -0.47%. Please make sure to check out Helen Of maximum drawdown, daily balance of power, period momentum indicator, as well as the relationship between the skewness and day typical price , to decide if Helen of Troy performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Helen of Troy has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's essential indicators remain rather sound which may send shares a bit higher in May 2024. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return 0.32 | Five Day Return (6.96) | Year To Date Return (25.45) | Ten Year Return 37.88 | All Time Return 28.1 K |
Last Split Factor 2:1 | Last Split Date 1997-09-23 |
1 | Zacks Industry Outlook Highlights Estee Lauder, Coty, Inter Parfums, and Helen of Troy | 02/22/2024 |
2 | Acquisition by Vincent Carson of 197 shares of Helen Of subject to Rule 16b-3 | 03/01/2024 |
3 | Helen of Troy Stock Declines While Market Improves Some Information for Investors | 03/12/2024 |
4 | Acquisition by Krista Berry of 197 shares of Helen Of subject to Rule 16b-3 | 03/15/2024 |
5 | Acquisition by Krista Berry of 196 shares of Helen Of subject to Rule 16b-3 | 03/22/2024 |
6 | Can Helen of Troy Keep the Earnings Surprise Streak Alive - Yahoo Movies UK | 03/26/2024 |
7 | Commit To Buy Helen of Troy At 65, Earn 7.8 percent Using Options - Nasdaq | 04/05/2024 |
8 | Nisa Investment Advisors LLC Decreases Stock Position in Helen of Troy Limited - Defense World | 04/17/2024 |
Begin Period Cash Flow | 33.4 M | |
Total Cashflows From Investing Activities | -319.3 M |
Helen |
Helen Of Relative Risk vs. Return Landscape
If you would invest 12,344 in Helen of Troy on January 26, 2024 and sell it today you would lose (3,273) from holding Helen of Troy or give up 26.51% of portfolio value over 90 days. Helen of Troy is currently does not generate positive expected returns and assumes 2.2414% risk (volatility on return distribution) over the 90 days horizon. In different words, 19% of stocks are less volatile than Helen, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
Risk |
Helen Of Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Helen Of's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Helen of Troy, and traders can use it to determine the average amount a Helen Of's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2099
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | HELE |
Estimated Market Risk
2.24 actual daily | 19 81% of assets are more volatile |
Expected Return
-0.47 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.21 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Helen Of is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Helen Of by adding Helen Of to a well-diversified portfolio.
Helen Of Fundamentals Growth
Helen Stock prices reflect investors' perceptions of the future prospects and financial health of Helen Of, and Helen Of fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Helen Stock performance.
Return On Equity | 0.11 | ||||
Return On Asset | 0.0517 | ||||
Profit Margin | 0.08 % | ||||
Operating Margin | 0.14 % | ||||
Current Valuation | 3.13 B | ||||
Shares Outstanding | 23.75 M | ||||
Price To Earning | 9.53 X | ||||
Price To Book | 1.49 X | ||||
Price To Sales | 1.19 X | ||||
Revenue | 2.07 B | ||||
Gross Profit | 899.35 M | ||||
EBITDA | 284.08 M | ||||
Net Income | 143.27 M | ||||
Cash And Equivalents | 40.92 M | ||||
Cash Per Share | 1.71 X | ||||
Total Debt | 977.08 M | ||||
Debt To Equity | 0.87 % | ||||
Current Ratio | 2.12 X | ||||
Book Value Per Share | 66.81 X | ||||
Cash Flow From Operations | 208.24 M | ||||
Earnings Per Share | 6.75 X | ||||
Market Capitalization | 2.38 B | ||||
Total Asset | 2.91 B | ||||
Retained Earnings | 1.16 B | ||||
Working Capital | 479.88 M | ||||
Current Asset | 755.09 M | ||||
Current Liabilities | 267.6 M | ||||
About Helen Of Performance
To evaluate Helen of Troy Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Helen Of generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Helen Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Helen of Troy market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Helen's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Last Reported | Projected for Next Year | ||
Days Of Inventory On Hand | 136.82 | 186.25 | |
Return On Tangible Assets | 0.14 | 0.09 | |
Return On Capital Employed | 0.11 | 0.15 | |
Return On Assets | 0.06 | 0.08 | |
Return On Equity | 0.10 | 0.1 |
Things to note about Helen of Troy performance evaluation
Checking the ongoing alerts about Helen Of for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Helen of Troy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.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: Nisa Investment Advisors LLC Decreases Stock Position in Helen of Troy Limited - Defense World |
- Analyzing Helen Of's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Helen Of's stock is overvalued or undervalued compared to its peers.
- Examining Helen Of's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Helen Of's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Helen Of's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Helen Of's stock. These opinions can provide insight into Helen Of's potential for growth and whether the stock is currently undervalued or overvalued.
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 tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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.