COMP <GO>
CODI vs HELE // NET PROFIT MARGIN
D/B/A Compass Diversified Holdings (NYSE) VS. Helen of Troy Limited (NASDAQ) • 15-METRIC TALLY: CODI 6
— HELE 4
▲ NET PROFIT MARGIN LEADER: CODI
LAST: $11.28 (+4.74%) • MKT CAP: $848.7M
net-margins
-12.10%
LAST: $29.71 (+1.37%) • MKT CAP: $694.9M
net-margins
-50.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CODI VS. HELE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CODI | HELE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 43.50% | 45.70% | -2.20 | HELE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.40% | -35.00% | +35.40 | CODI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 53.7x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -6.03% | 24.63% | -30.66 | HELE | /fcf-yield <GO> |
| Operating Margin | 0.60% | -43.80% | +44.40 | CODI | /operating-margins <GO> |
| Net Profit Margin ACTIVE | -12.10% | -50.30% | +38.20 | CODI | /net-margins <GO> |
| Revenue Growth (YoY) | 4.80% | -6.40% | +11.20 | CODI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.43 | 0.45 | -0.02 | HELE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 6/9 | -2.00 | HELE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.6 | 52.9 | +4.66 | CODI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $848.7M | $694.9M | $153.7M | CODI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CODI REV | HELE REV | CODI GROSS % | HELE GROSS % | CODI FCF | HELE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.87B | $1.79B | 43.5% | 45.7% | -$51.1M | $171.1M |
| FY 2024 | $1.79B | $1.91B | 42.0% | 47.9% | -$207.8M | $113.2M |
| FY 2023 | $1.69B | $2.01B | — | — | $16.6M | $306.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CODI // BETA —
HELE // BETA —