How Helen of Troy Limited stacks up

HELE · against 149 other Consumer Defensive companies listed in US-listed

Valuation

45/ 100

Above the middle of the pack.

Ranked #69 of 150 · scores higher than 54% of peers

Bars: peers in each 10-point band of the valuation score

21 peers with a valuation score of 40–49, including HELE · Click a bar to see the companies

Why valuation scores 45?

Weighted metrics compared with all Consumer Defensive companies.

A mix: stronger EBITDA yield and free cash flow yield, but weaker earnings yield than most Consumer Defensive peers.

Negative (a loss or cash outflow), so it counts as zero whatever the share price. Earnings yield: -14.4% vs peer median 4.5%
more free cash flow for the price paid: stronger than 77% of peers. Free cash flow yield: 21.3% vs peer median 6.2%
more operating profit (EBITDA) for the company's total value: stronger than 79% of peers. EBITDA yield: 5.7% vs peer median 8.7%

Metric by metric

Position: dot = HELE, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.

Metric	HELE	Peer median	Better than	Weight
Earnings yieldHigher is better · 146 reported	-60.8%	3.7%	5%	30%
EBITDA yieldHigher is better · 151 reported	14.5%	9.0%	83%	50%
Free cash flow yieldHigher is better · 132 reported	11.7%	5.8%	84%	20%
Book yieldHigher is better · 145 reported	122.6%	39.9%	88%	Context only

Ranking by valuation score

Top 5 and the companies ranked around HELE

Rank	Company	Market cap	Valuation	Overall
1	Afya LimitedAFYA · US-listed	933M USD	97	84
2	Nature's Sunshine Products, Inc.NATR · US-listed	212M USD	93	72
2	Phoenix Education Partners, Inc.PXED · US-listed	843M USD	93	88
4	Smithfield Foods, Inc.SFD · US-listed	7.2B USD	92	72
5	BellRing Brands, Inc.BRBR · US-listed	1.1B USD	91	67
⋯
65	The Kroger Co.KR · US-listed	39.5B USD	48	26
67	Del Monte CorporationDMC · US-listed	1.3B USD	46	40
67	Tyson Foods, Inc.TSN · US-listed	20.0B USD	46	39
69	Brown-Forman CorporationBF-A · US-listed	13.7B USD	45	59
69	Helen of Troy LimitedHELE · US-listed	688M USD	45	25
71	Archer-Daniels-Midland CompanyADM · US-listed	34.0B USD	44	39
71	Lincoln Educational Services CorporationLINC · US-listed	650M USD	44	55
71	Ollie's Bargain Outlet Holdings, Inc.OLLI · US-listed	5.3B USD	44	71
71	The Boston Beer Company, Inc.SAM · US-listed	2.2B USD	44	22

Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score

Bringing the fundamentals into focus…