Helen of Troy (HELE) Fundamental Analysis: Revenue, Earnings & Valuation

9.66 / 10

Outperform

Fundamental analysis rates the company Outperform with a 9.66/10 score. Profit‑MV is high, ROE and ROA are positive, while Revenue‑MV and Cash‑related metrics lag. Overall fundamentals are robust despite some weaker balance‑sheet factors.

Analysis Checks(1/10)

Revenue-MV

Value-0.08

Score0/3

Weight-43.49%

1M Return-2.32%

ROA (%)

Value3.95

Score1/3

Weight0.54%

1M Return0.03%

Profit-MV

Value0.68

Score3/3

Weight186.89%

1M Return6.24%

Net income-Revenue

Value-0.04

Score1/3

Weight34.91%

1M Return1.62%

Shareholders’ equity attributable to parent company (growth rate compared to beginning of year %)

Value9639.00

Score0/3

Weight-49.84%

1M Return-2.98%

Cash-UP

Value-0.16

Score1/3

Weight-17.88%

1M Return-0.84%

Annualized net profit margin on total assets (%)

Value3.95

Score1/3

Weight0.54%

1M Return0.03%

ROE (diluted) (%)

Value7.35

Score1/3

Weight26.45%

1M Return1.32%

Asset-MV

Value-0.55

Score0/3

Weight17.13%

1M Return0.89%

Cash-MV

Value1.19

Score0/3

Weight-55.26%

1M Return-2.60%

Is HELE undervalued or overvalued?

HELE scores 9.66/10 on fundamentals and holds a Discounted valuation at present. Backed by its -66.52% ROE, -43.98% net margin, -0.43 P/E ratio, 0.40 P/B ratio, and -796.57% earnings growth, these metrics solidify its Outperform investment rating.