Helen Stock Buy Hold or Sell Recommendation

HELE
 Stock
  

USD 96.44  2.88  2.90%   

Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Helen Of Troy is 'Sell'. Macroaxis provides Helen Of buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Helen Of positions. The advice algorithm takes into account all of Helen Of's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Helen Of's buy-and-hold perspective. Please check Helen Of Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Helen and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Helen Of Troy.

Execute Helen Of Buy or Sell Advice

The Helen recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Helen Of Troy. Macroaxis does not own or have any residual interests in Helen Of Troy or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Helen Of's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Helen OfBuy Helen Of
Sell

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Details

Reporting Quality (M-Score)

Details
For the selected time horizon Helen Of Troy has a Mean Deviation of 1.96, Standard Deviation of 2.7 and Variance of 7.3
Macroaxis provides investment recommendation on Helen Of to complement and cross-verify current analyst consensus on Helen Of Troy. Our trade recommendations engine determines the entity's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Helen Of Troy is not overpriced, please check out all Helen Of fundamentals, including its number of shares shorted, ebitda, current ratio, as well as the relationship between the price to sales and cash per share . Given that Helen Of Troy has a number of shares shorted of 1.84 M, we strongly advise you to confirm Helen Of Troy market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your regular risk tolerance and investing horizon.

Helen Of Trading Alerts and Improvement Suggestions

Helen Of Troy generated a negative expected return over the last 90 days
Latest headline from simplywall.st: Helen of Troy Has More To Do To Multiply In Value Going Forward - Simply Wall St

Helen Of current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Helen analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Helen analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Mean Price202.75
Target Median Price204.50
Target High Price227.00
Recommendation Mean2.20
Number Of Analyst Opinions4
Target Low Price175.00
Average Consensus Hold
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

Helen Of Returns Distribution Density

The distribution of Helen Of's historical returns is an attempt to chart the uncertainty of Helen Of's future price movements. The chart of the probability distribution of Helen Of stock daily returns describes the distribution of returns around its average expected value. We use Helen Of Troy price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Helen Of returns is essential to provide solid investment advice for Helen Of.
Mean Return-0.72Value At Risk-6.24
Potential Upside2.65Standard Deviation2.70
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Helen Of historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Helen Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Helen Of is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Helen Of Troy backward and forwards among themselves. Helen Of's institutional investor refers to the entity that pools money to purchase Helen Of's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Blackrock IncCommon Shares2.6 M417.4 M
Vanguard Group IncCommon Shares2.3 M373 M
Fmr LlcCommon SharesM330.5 M
Capital International InvestorsCommon Shares1.7 M275.9 M
Cooke Bieler LpCommon Shares1.6 M254.1 M
Capital Research Global InvestorsCommon Shares1.5 M242.2 M
Jpmorgan Chase CoCommon Shares1.1 M177.2 M
Note, although Helen Of's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Helen Of Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Helen Of or Consumer Defensive sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Helen Of's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Helen stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.6
β
Beta against DOW1.12
σ
Overall volatility
2.69
Ir
Information ratio -0.23

Helen Of Volatility Alert

Helen Of Troy exhibits very low volatility with skewness of -1.3 and kurtosis of 2.75. However, we advise investors to further study Helen Of Troy technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Helen Of's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Helen Of's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Helen Of Fundamentals Vs Peers

Comparing Helen Of's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Helen Of's direct or indirect competition across all of the common fundamentals between Helen Of and the related equities. This way, we can detect undervalued stocks with similar characteristics as Helen Of or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Helen Of's fundamental indicators could also be used in its relative valuation, which is a method of valuing Helen Of by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Helen Of to competition
FundamentalsHelen OfPeer Average
Return On Equity14.96 %(0.31) %
Return On Asset5.59 %(0.14) %
Profit Margin8.74 %(1.27) %
Operating Margin11.22 %(5.51) %
Current Valuation4.31 B16.62 B
Shares Outstanding24.13 M571.82 M
Shares Owned by Insiders1.10 %10.09 %
Shares Owned by Institutions108.60 %39.21 %
Number of Shares Shorted1.84 M4.71 M
Price to Earning10.76 X28.72 X
Price to Book2.14 X9.51 X
Price to Sales1.19 X11.42 X
Revenue2.19 B9.43 B
Gross Profit953.19 M27.38 B
EBITDA283.42 M3.9 B
Net Income191.39 M570.98 M
Cash and Equivalents49.32 M2.7 B
Cash per Share2.06 X5.01 X
Total Debt1.15 B5.32 B
Debt to Equity0.85 %48.70 %
Current Ratio1.95 X2.16 X
Book Value Per Share50.78 X1.93 K
Cash Flow from Operations165.78 M971.22 M
Short Ratio5.15 X4.00 X
Earnings Per Share10.08 X3.12 X
Price to Earnings To Growth1.69 X4.89 X
Number of Employees2.15 K18.84 K
Beta0.76-0.15
Market Capitalization2.62 B19.03 B
Total Asset1.85 B29.47 B
Retained Earnings891.6 M9.33 B
Working Capital487.49 M1.48 B
Current Asset755.09 M9.34 B
   Acquisition by Gomez Sades Tabata Lorena of 196 shares of Helen Of subject to Rule 16b-3 [view details]

Helen Of Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Helen . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Helen Of Buy or Sell Advice

When is the right time to buy or sell Helen Of Troy? Buying financial instruments such as Helen Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Helen Of in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Music and Video Thematic Idea Now

Music and Video
Music and Video Theme
Companies specializing in music, video and movie production and distribution. The Music and Video theme has 1 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Music and Video Theme or any other thematic opportunities.
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Please check Helen Of Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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When running Helen Of Troy price analysis, check to measure Helen Of's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Helen Of is operating at the current time. Most of Helen Of's value examination focuses on studying past and present price action to predict the probability of Helen Of's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Helen Of's price. Additionally, you may evaluate how the addition of Helen Of to your portfolios can decrease your overall portfolio volatility.
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Is Helen Of's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Helen Of. If investors know Helen will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Helen Of listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Helen Of Troy is measured differently than its book value, which is the value of Helen that is recorded on the company's balance sheet. Investors also form their own opinion of Helen Of's value that differs from its market value or its book value, called intrinsic value, which is Helen Of's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Helen Of's market value can be influenced by many factors that don't directly affect Helen Of's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helen Of's value and its price as these two are different measures arrived at by different means. Investors typically determine Helen Of value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helen Of's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.