Helen Of Troy Stock Beta
| HELE Stock | USD 69.92 0.86 1.25% |
Helen of Troy fundamentals help investors to digest information that contributes to Helen Of's financial success or failures. It also enables traders to predict the movement of Helen Stock. The fundamental analysis module provides a way to measure Helen Of's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Helen Of stock.
Helen | Beta |
Helen of Troy Company Beta Analysis
Helen Of's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Helen Of Beta | 0.85 |
Most of Helen Of's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Helen of Troy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Helen Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Helen Of is extremely important. It helps to project a fair market value of Helen Stock properly, considering its historical fundamentals such as Beta. Since Helen Of's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Helen Of's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Helen Of's interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Helen of Troy has a Beta of 0.852. This is 30.73% lower than that of the Household Durables sector and 30.73% lower than that of the Consumer Discretionary industry. The beta for all United States stocks is notably lower than that of the firm.
Helen Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Helen Of's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Helen Of could also be used in its relative valuation, which is a method of valuing Helen Of by comparing valuation metrics of similar companies.Helen Of is currently under evaluation in beta category among its peers.
Helen Of ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Helen Of's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Helen Of's managers, analysts, and investors.Environmental | Governance | Social |
Helen Of Institutional Holders
Institutional Holdings refers to the ownership stake in Helen Of that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Helen Of's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Helen Of's value.| Shares | Fisher Asset Management, Llc | 2024-09-30 | 413.1 K | Charles Schwab Investment Management Inc | 2024-09-30 | 410.1 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 363.1 K | Norges Bank | 2024-06-30 | 286.6 K | Capital Research & Mgmt Co - Division 3 | 2024-09-30 | 269.6 K | Massachusetts Financial Services Company | 2024-09-30 | 264.6 K | Fuller & Thaler Asset Management Inc | 2024-09-30 | 235.9 K | Northern Trust Corp | 2024-09-30 | 225.9 K | Bank Of New York Mellon Corp | 2024-06-30 | 222.9 K | Fmr Inc | 2024-09-30 | 2.9 M | Blackrock Inc | 2024-06-30 | 2.8 M |
Helen Of returns are very sensitive to returns on the market. As the market goes up or down, Helen Of is expected to follow.
Helen Fundamentals
| Return On Equity | 0.0924 | |||
| Return On Asset | 0.0474 | |||
| Profit Margin | 0.07 % | |||
| Operating Margin | 0.08 % | |||
| Current Valuation | 2.26 B | |||
| Shares Outstanding | 22.85 M | |||
| Shares Owned By Insiders | 1.20 % | |||
| Shares Owned By Institutions | 98.80 % | |||
| Number Of Shares Shorted | 2.26 M | |||
| Price To Earning | 9.53 X | |||
| Price To Book | 0.97 X | |||
| Price To Sales | 0.82 X | |||
| Revenue | 2.01 B | |||
| Gross Profit | 899.35 M | |||
| EBITDA | 301.32 M | |||
| Net Income | 168.59 M | |||
| Cash And Equivalents | 40.92 M | |||
| Cash Per Share | 1.71 X | |||
| Total Debt | 702.93 M | |||
| Debt To Equity | 0.87 % | |||
| Current Ratio | 2.12 X | |||
| Book Value Per Share | 68.71 X | |||
| Cash Flow From Operations | 306.07 M | |||
| Short Ratio | 3.64 X | |||
| Earnings Per Share | 5.96 X | |||
| Price To Earnings To Growth | 1.02 X | |||
| Target Price | 86.75 | |||
| Number Of Employees | 1.93 K | |||
| Beta | 0.85 | |||
| Market Capitalization | 1.58 B | |||
| Total Asset | 2.84 B | |||
| Retained Earnings | 1.28 B | |||
| Working Capital | 393.11 M | |||
| Current Asset | 755.09 M | |||
| Current Liabilities | 267.6 M | |||
| Net Asset | 2.84 B |
About Helen Of Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Helen of Troy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Helen Of using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Helen of Troy based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether Helen of Troy is a strong investment it is important to analyze Helen Of's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Helen Of's future performance. For an informed investment choice regarding Helen Stock, refer to the following important reports:Check out Helen Of Piotroski F Score and Helen Of Altman Z Score analysis. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
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 5.96 | 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.
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.