Stock Ratings / Consumer Discretionary / HELE

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Helen of Troy Limited (HELE) — RQD Stock Rating Cockpit

$29.71 +1.37% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $29.73

Helen of Troy Limited (HELE) carries a Roarable Rating of D- (Sell) with 43/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (43/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE D- • SELL / AVOID Cap $694.9M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $29.73 (+0.06%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 8/20 (D-) • 9.6% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (43/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows (-6.7% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D-

3-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D

Each axis scored 0–20

12M PRICE TARGET CONE-6.8% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for HELE)Realized 20D OHLCV Swing Band: ±12.4%

Deterministic 5-Pillar Attribution (43/100 Composite)

🔍 WHY HELE SCORES 43/100 (D-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+10/20 pts (23% of score)

FRED Regime × Technicals: 87% of 52W Range • RSI-14 at 52.9 (NEUTRAL RANGE)

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+9/20 pts (21% of score)

SEC Form 4 / 13F Thermometer: 45% Net Buy • Disciplined Float (-0.40% YoY Shares)

▼ #1 Drag / Risk Factor: SEC 10-K Forensic Risk8/20 pts (-12 pt drag)

Balance-sheet & 10-K footnote risk deducts 12 pts from forensic ceiling

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade E$26.51+9.4% Next Q

Q2 (-2Q)

Grade E$28.99-3.2% Next Q

Q3 (-1Q)

Grade D$28.07+5.8% Next Q

Current

Grade D-$29.71-6.7% Hist 90D α

Trajectory: E (35) → D- (43)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a HELE Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While HELE currently carries a cautious 43/100 (D-) rating due to SEC 10-K Forensic Risk (8/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Discretionary with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($28.14) and Max Pain ($31.20) forces dealer call-delta covering toward $33.58.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $HELE• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “HELE Beats Next Quarter EPS Consensus (Nov 28, 2026) & Holds Above 200D SMA”

YES 43%NO 57%Trade / Inspect Odds →

RSI-14 MOMENTUMNEUTRAL RANGE

52.930 Oversold · 70 Hot

ALTMAN-Z SHIELDDISTRESS RISK (<1.8)

0.45>3.0 Fortress Safe

PIOTROSKI F-SCORESOLID CORE (5–6)

6 / 99-Pt Accounting

52-WEEK LASER RANGE87% OF RANGE

L: $14$29.71H: $32

1. Money & Cash Health● WEAK

Are profits real cash in the bank?

Weak cash conversion or heavy valuation strain compared to actual cash earned.

Factor Grade: D-RQD 8 / 20

2. Big Money & Insiders● TRIMMING

Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: D-RQD 17 / 40

3. Hidden Risks & Market Weather● WARNING

SEC fine-print scan & interest-rate fit

High sensitivity to tight interest rates or new risk warnings added to recent SEC annual filings.

Factor Grade: DRQD 18 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

3-of-3 JEV AI Jury Bearish Warning on HELE

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

BEARISH (40)

-35.0% ROIC with 45.7% gross margin and 24.63% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

BEARISH (40)

Altman-Z 0.45 and Piotroski 6/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

BEARISH (45)

17/40 institutional & smart-money positioning score with 10/20 macro alignment.

Bull Case: Why Buyers Like HELE

✓Established market leader in Consumer Discretionary with deep daily trading liquidity.

Bear Case: What Could Go Wrong

!Company executives have done more routine share selling than personal cash buying lately.
!Sensitive to high interest rates and tighter Federal Reserve market liquidity.
!Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring HELE)

✓Walkthrough of HELE's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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Join Founding VIP Waitlist (No Card Required) →$100K Arena

HELE // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +28.34%📐 HORIZONTAL RANGE

2026-10-30O $29.85H $30.41L $28.51C $29.71VOL 392.4K

RES: $32.36SUP: $23.37SMA50: $28.14SMA200: $23.89

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

HELE Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 HELE Butterfly Map → + Track HELE →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. -6.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on HELE today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for HELE. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for HELE today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (HELE)

Consumer Discretionary Rank #779 of 1011 ⚔️ CODI vs HELE Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (HELE vs. CODI, XMAX, ETD, HBB)

Industry: Home Furnishings (20 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Helen of Troy Limited (HELE) ranks #779 by composite RQD confidence (43/100, grade D-) and #552 by equity capitalization ($694.9M). Within this direct 5-issuer industry benchmark cohort, ETD leads on earnings valuation at 9.9x trailing P/E, while HBB leads on capital efficiency and profitability with 21.3% ROIC and 25.7% gross margin. ETD currently holds the highest overall quantitative score in the immediate peer group at 70/100 (B-) compared with HELE at 43/100 (D-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
HELE ACTIVE Helen of Troy Limited	D-	43/100	—	45.7%	-35.0%	+1.37%	$694.9M	Benchmark Subject
CODI D/B/A Compass Diversified Holdings	D-	36/100	—	43.5%	0.4%	+4.74%	$848.7M	/codi-vs-hele →
XMAX XMAX Inc.	D-	42/100	—	25.0%	-5.8%	-0.98%	$524.8M	/xmax-vs-hele →
ETD Ethan Allen Interiors Inc.	B-	70/100	9.9x	60.5%	11.8%	+4.02%	$508.6M	/etd-vs-hele →
HBB Hamilton Beach Brands Holding Company (Class A)	C	63/100	16.5x	25.7%	21.3%	+3.21%	$437.0M	/hbb-vs-hele →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-02-28 • CIK 0000916789

In its most recent audited fiscal period (FY2025, filed 2026-02-28), Helen of Troy Limited (HELE) reported GAAP revenue of $1.79B (-6.4% vs. FY2024 revenue of $1.91B , and -10.9% cumulative change since FY2023) , GAAP net income of -$899.0M, operating cash flow of $171.1M, and free cash flow of $171.1M (+51.2% YoY). On the balance sheet, HELE closed FY2025 with $2.34B in total assets against $869.0M in total debt (Altman Z-Score: 0.45, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-02-28	$1.79B	-$899.0M	$171.1M	$171.1M	$2.34B	$869.0M
FY2024 (FY)	2025-02-28	$1.91B	$124.0M	$113.2M	$113.2M	$2.97B	$725.3M
FY2023 (FY)	2024-02-29	$2.01B	$169.0M	$306.1M	$306.1M	—	—

3. HELE Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is HELE stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Helen of Troy Limited (NASDAQ: HELE) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 43/100 at a spot price of $29.71 (+1.37% 1D, market cap $694.9M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 9/20. Across 1011 tracked Consumer Discretionary issuers, HELE ranks #779 in composite RQD confidence.

How does HELE compare to CODI and XMAX in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Home Furnishings), HELE carries a Roarable D- (43/100 RQD), trailing P/E of N/A, gross margin of 45.7%, and ROIC of -35.0%. By comparison, CODI (D/B/A Compass Diversified Holdings) holds a D- grade (36/100 RQD, P/E N/A, ROIC 0.4%, cap $848.7M) and XMAX (XMAX Inc.) posts a D- grade (42/100 RQD, P/E N/A, ROIC -5.8%, cap $524.8M). Among the 5-stock peer group, ETD leads on earnings multiple (9.9x) while HBB leads on capital efficiency (21.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for HELE?

Per HELE's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-02-28, CIK 0000916789), Helen of Troy Limited generated $1.79B in revenue (-6.4% YoY), -$899.0M in net income, and $171.1M in free cash flow against $2.34B in total assets and $869.0M in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is HELE trading relative to its 50-day, 200-day, and 52-week technical levels?

HELE last traded at $29.71 (+1.37% on volume of 358,122 shares), positioning the stock +5.58% above its 50-day simple moving average ($28.14) and +24.36% above its 200-day simple moving average ($23.89). Across its 52-week range of $13.85 to $31.98, HELE sits at the 87.5% percentile with a 14-day RSI of 52.9 (NEUTRAL RANGE) and an implied next-earnings move of ±12.4% ($26.03 to $33.39).

HELE Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell HELE stock right now?

Helen of Troy Limited (HELE) currently earns a Roarable Rating of D- (Sell — SELL) with 43/100 RQD Confidence. Stretched risk/reward at current multiples (-35% return on capital) under elevated 10-year interest-rate pressure.

What is HELE's 12-month price target and RQD AI Jury consensus?

HELE's 12-month base price target is $27.7 (range $21.61 to $33.58), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: HELE RQD Cockpit HELE 12M Forecast HELE Earnings & Move HELE Dividends & DRIP HELE Insiders & 13F HELE Whale Options HELE Profit Sankey HELE News & Why