COMP <GO>
HELE vs PG // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Helen of Troy Limited (NASDAQ) VS. Procter & Gamble Company (NYSE) • 15-METRIC TALLY: HELE 1
— PG 10
■ METRIC PARITY
LAST: $28.89 (-2.76%) • MKT CAP: $694.9M
options-implied-move
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LAST: $161.57 (+0.61%) • MKT CAP: $372.21B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HELE VS. PG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HELE | PG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 45.70% | 51.20% | -5.50 | PG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 25.40% | -60.40 | PG | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 16.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 24.63% | 3.77% | +20.86 | HELE | /fcf-yield <GO> |
| Operating Margin | -43.80% | 24.30% | -68.10 | PG | /operating-margins <GO> |
| Net Profit Margin | -50.30% | 19.00% | -69.30 | PG | /net-margins <GO> |
| Revenue Growth (YoY) | -6.40% | 0.30% | -6.70 | PG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.65% | -2.65 | PG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 5.59 | -5.14 | PG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | PG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.2 | 60.3 | -3.10 | PG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.87 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 21.7x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $694.9M | $372.21B | -$371.52B | PG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HELE REV | PG REV | HELE GROSS % | PG GROSS % | HELE FCF | PG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.79B | $84.28B | 45.7% | 51.2% | $171.1M | $14.04B |
| FY 2024 | $1.91B | $84.04B | 47.9% | 51.4% | $113.2M | $16.52B |
| FY 2023 | $2.01B | $82.01B | — | — | $306.1M | $13.16B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HELE // BETA —
PG // BETA 0.87