COMP <GO>
HELE vs V // RETURN ON INVESTED CAPITAL (ROIC)
Helen of Troy Limited (NASDAQ) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: HELE 1
— V 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: V
LAST: $29.71 (+1.37%) • MKT CAP: $694.9M
roic
-35.00%
LAST: $410.54 (+2.48%) • MKT CAP: $733.53B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HELE VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HELE | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 45.70% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -35.00% | 32.30% | -67.30 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 28.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 24.63% | 2.90% | +21.73 | HELE | /fcf-yield <GO> |
| Operating Margin | -43.80% | 60.00% | -103.80 | V | /operating-margins <GO> |
| Net Profit Margin | -50.30% | 50.10% | -100.40 | V | /net-margins <GO> |
| Revenue Growth (YoY) | -6.40% | 11.30% | -17.70 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.63% | -0.63 | V | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 9.09 | -8.64 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.9 | 65.6 | -12.68 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.06 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 34.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $694.9M | $733.53B | -$732.84B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HELE REV | V REV | HELE GROSS % | V GROSS % | HELE FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.79B | $40.00B | 45.7% | — | $171.1M | $21.26B |
| FY 2024 | $1.91B | $35.93B | 47.9% | — | $113.2M | $18.33B |
| FY 2023 | $2.01B | $32.65B | — | — | $306.1M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HELE // BETA —
V // BETA 1.06