COMP <GO>
HELE vs CODI // RSI-14 & 200D SMA MOMENTUM
Helen of Troy Limited (NASDAQ) VS. D/B/A Compass Diversified Holdings (NYSE) • 15-METRIC TALLY: HELE 4
— CODI 6
▲ RSI-14 & 200D SMA MOMENTUM LEADER: CODI
LAST: $28.89 (-2.76%) • MKT CAP: $694.9M
rsi-technicals
57.2
LAST: $11.15 (-1.15%) • MKT CAP: $848.7M
rsi-technicals
59.8
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HELE VS. CODI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HELE | CODI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 45.70% | 43.50% | +2.20 | HELE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 0.40% | -35.40 | CODI | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 53.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 24.63% | -6.03% | +30.66 | HELE | /fcf-yield <GO> |
| Operating Margin | -43.80% | 0.60% | -44.40 | CODI | /operating-margins <GO> |
| Net Profit Margin | -50.30% | -12.10% | -38.20 | CODI | /net-margins <GO> |
| Revenue Growth (YoY) | -6.40% | 4.80% | -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 | 0.45 | 0.43 | +0.02 | HELE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | HELE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 57.2 | 59.8 | -2.60 | 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 | $694.9M | $848.7M | -$153.7M | CODI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HELE REV | CODI REV | HELE GROSS % | CODI GROSS % | HELE FCF | CODI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.79B | $1.87B | 45.7% | 43.5% | $171.1M | -$51.1M |
| FY 2024 | $1.91B | $1.79B | 47.9% | 42.0% | $113.2M | -$207.8M |
| FY 2023 | $2.01B | $1.69B | — | — | $306.1M | $16.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HELE // BETA —
CODI // BETA —