COMP <GO>
HELE vs HBB // ENTERPRISE SCALE & MARKET CAP
Helen of Troy Limited (NASDAQ) VS. Hamilton Beach Brands Holding Company (Class A) (NYSE) • 15-METRIC TALLY: HELE 6
— HBB 5
▲ ENTERPRISE SCALE & MARKET CAP LEADER: HELE
LAST: $28.89 (-2.76%) • MKT CAP: $694.9M
market-cap
$694.9M
LAST: $32.47 (-0.12%) • MKT CAP: $437.0M
market-cap
$437.0M
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HELE VS. HBB)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HELE | HBB | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 45.70% | 25.70% | +20.00 | HELE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 21.30% | -56.30 | HBB | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 10.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 24.63% | 2.53% | +22.10 | HELE | /fcf-yield <GO> |
| Operating Margin | -43.80% | 6.00% | -49.80 | HBB | /operating-margins <GO> |
| Net Profit Margin | -50.30% | 4.40% | -54.70 | HBB | /net-margins <GO> |
| Revenue Growth (YoY) | -6.40% | -7.30% | +0.90 | HELE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.47% | -1.47 | HBB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 4.10 | -3.65 | HBB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | HELE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.2 | 43.4 | +13.80 | HELE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 15.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $694.9M | $437.0M | $257.9M | HELE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HELE REV | HBB REV | HELE GROSS % | HBB GROSS % | HELE FCF | HBB FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.79B | $606.9M | 45.7% | 25.7% | $171.1M | $11.0M |
| FY 2024 | $1.91B | $654.7M | 47.9% | 26.0% | $113.2M | $62.2M |
| FY 2023 | $2.01B | $625.6M | — | — | $306.1M | $88.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HELE // BETA —
HBB // BETA —