Helen of Troy stock
HELENASDAQHelen of Troy Limited, Consumer DefensiveISIN BMG4388N1065
52Score 52 out of 100, Neutral
Price and trend
80 / 100
Price history
+87% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 51% above it.
Since May 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Overheated: the price has risen very quickly lately (RSI 80).
The price is 2.6% below its 52-week high. Largest decline in 20 years: 95% (January 2021 to March 2026).
Chart figures for advanced users
- SMA 50$29.38
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$24.67
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)80
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$13.88
- The lowest closing price of the last twelve months.
- Resistance$38.20
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Helen of Troy Limited belongs to the Household & Personal Products industry (United States) and, with a market value of $869.9M, is number 36 of 39 companies in its industry on MEQIRI.
- In fiscal 2026 it reported revenue of $1.79B (down 6.4% year on year) and a loss of $898.98M.
- For fiscal 2027, analysts expect on average revenue of $1.8B (up 0.8%) and adjusted earnings per share of $3.84 (up 8.5%).
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- MEQIRI Score 52 out of 100 (Neutral): rank 224 of 295 in Consumer Defensive, median 62.
- Our model puts fair value at $37.91, with the price 0% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Share buybacksShare count down 9% since 2021.Capital allocation 60
Weaknesses
- Loss-makingLoss of $99.23M over the last 12 months.
- Margin fallingOperating margin 6%, average of the prior years 12.3% (to 2025).Profitability 30
- Turned to a lossEarnings per share from $10.16 in 2021 to −$39.08.Growth 10
Its standout strengths are momentum and technical analysis, while profitability and growth hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Fundamentals are strong, with stable profits.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among smaller stocks.
From 2016 to 2025, 20 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What drives the risk
- high price swings
- price up very strongly over the past year
What lowers it
- low growth grade (crashed less often in the backtest)
- price near its 52-week high
- stable momentum
Valuation
Valuation signal
Fairly valuedClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $27.08 and expensive above $63.18 (uncertainty high, based on the price swings of the past year).
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $31.43, at 7.8% it would be $47.64.
Valuation metrics
From the cash-flow model alone; without earnings there is no industry value.
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 31 Aug 2026, revenue rose 0.3% on the twelve months before. Revenue has grown solidly since 2007, at about 6% per year.
Margins
- Gross margin
- Operating margin
- Net margin
In fiscal 2026: gross 46%, operating 6%, net −50%. Last 12 months: net −5%.
Debt & balance sheet
latest quarterDebt is moderate, but interest coverage is weak. Keep an eye on the interest burden and refinancing.
Earnings
- Next earnings
- 14 Jan 2027in 63 days
- Last reported
- 8 Oct 2026EPS reported $0.79 (expected $0.50)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $3.84−1.3%
- Revenue
- $1.8B−0.1%
- Earnings per share
- $3.98−1.5%
- Revenue
- $1.82B−0.4%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook raised
Share price after the results: +3.8%Outlook raised for consolidated EBITDA ($203 million to $210 million), adjusted EPS ($3.60 to $4.15) and free cash flow ($120 million to $140 million), mainly due to expected tariff refunds; base business EBITDA unchanged at $193 million to $196 million.
“We are maintaining our adjusted EBITDA expectations for the base business of $193 million to $196 million and raising our consolidated EBITDA expectations to $203 million to $210 million to reflect estimated net pretax tariff refund benefit in the range of $10 million to $14 million.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 8 Oct 2026 (fiscal Q2 2027), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases or sales in the last 6 months.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Helen of Troy
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
295 rated companies in Consumer Defensive
- This company
- 52
- Sector median
- 62
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Household & Personal Products
The next larger and next smaller companies by market value
- Newell BrandsNWL $2.5B46
- Spectrum Brands HoldingsSPB $2.03B64
- IntercosICOS.MI $1.45B64
- Edgewell Personal CareEPC $1.34B56
- Oddity TechODD $1.13B56
- Gr. SarantisSAR.AT $829.28M67
- HonestHNST $556.33M51
- MagneraMAGN $473.63M47
ETFs that hold Helen of Troy
Held by 4 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| Avantis Global Small Cap Value UCITS ETFAVWS | 0.07% | 0.39% | €1.47B |
| State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc)ZPRR | 0.03% | 0.30% | €4.22B |
| L&G Russell 2000 US Small Cap Quality UCITS ETFETLZ | 0.03% | 0.30% | €185.82M |
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| Xtrackers Russell 2000 UCITS ETF 1CXRS2 | 0.03% | 0.30% | €2.17B |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2026, period end 28 Feb 2026
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 9 Oct 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.