Edgewell Personal [EPC] vs Helen of Troy [HELE] Detailed Stock Comparison

TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: Edgewell Personal wins in 9 metrics, Helen of Troy wins in 10 metrics, with 0 ties. Helen of Troy appears stronger overall.

View Metrics Details

Vital Metrics Comparison

MetricEdgewell PersonalHelen of TroyBetter
P/E Ratio (TTM)17.334.46Helen of Troy
Price-to-Book Ratio0.690.48Helen of Troy
Debt-to-Equity Ratio90.0674.29Helen of Troy
PEG Ratio-0.460.00Edgewell Personal
EV/EBITDA7.626.04Helen of Troy
Profit Margin (TTM)2.94%-17.89%Edgewell Personal
Operating Margin (TTM)11.45%1.52%Edgewell Personal
EBITDA Margin (TTM)11.45%1.52%Edgewell Personal
Return on Equity4.12%-23.99%Edgewell Personal
Return on Assets (TTM)3.65%4.30%Helen of Troy
Free Cash Flow (TTM)$174.50M$83.14MEdgewell Personal
Dividend Yield1.96%N/AN/A
1-Year Return-38.61%-53.36%Edgewell Personal
Price-to-Sales Ratio (TTM)0.490.32Helen of Troy
Enterprise Value$2.30B$1.47BEdgewell Personal
EV/Revenue Ratio1.040.79Helen of Troy
Gross Profit Margin (TTM)42.81%47.09%Helen of Troy
Revenue per Share (TTM)$46$81Helen of Troy
Earnings per Share (Diluted)$1.35$-14.54Edgewell Personal
Beta (Stock Volatility)0.860.84Helen of Troy
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends

Edgewell Personal vs Helen of Troy Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Edgewell Personal-3.29%-2.58%15.33%-12.52%-24.44%-30.11%
Helen of Troy-3.99%4.15%12.40%-8.48%-53.59%-57.05%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Edgewell Personal-38.61%-40.49%-17.78%-72.29%-52.77%-49.48%
Helen of Troy-53.36%-79.00%-87.01%-70.78%4.50%14.87%

News Based Sentiment Overview

Edgewell Personal

News based Sentiment: mixed

Key Insights:

Edgewell experienced a disappointing quarter with lowered analyst targets, but is actively responding with a significant operational restructuring and a continued commitment to shareholder returns. This combination of negative short-term performance and proactive strategic moves creates a mixed investment narrative.

View Edgewell Personal News Sentiment Analysis

Helen of Troy

News based Sentiment: mixed

Key Insights:

The month featured a significant shift in investor sentiment with a major short position being closed, coupled with a new CEO appointment. However, analyst opinions remain divided, and the company's performance still needs to be validated by the upcoming earnings report, creating a mixed investment picture.

View Helen of Troy News Sentiment Analysis

Performance & Financial Health Analysis: Edgewell Personal vs Helen of Troy

MetricEPCHELE
Market Information
Market Cap i$1.09B$605.08M
Market Cap CategorySmall capSmall cap
10 Day Avg. Volume i559,020684,770
90 Day Avg. Volume i833,893651,513
Last Close$22.63$24.55
52 Week Range$19.13 - $38.45$20.02 - $77.95
% from 52W High-41.14%-68.51%
All-Time High$107.45 (May 04, 2015)$265.97 (Jan 25, 2021)
% from All-Time High-78.94%-90.77%
Growth Metrics
Quarterly Revenue Growth-0.03%-0.11%
Quarterly Earnings Growth-0.41%-0.11%
Financial Health
Profit Margin (TTM) i0.03%-0.18%
Operating Margin (TTM) i0.11%0.02%
Return on Equity (TTM) i0.04%-0.24%
Debt to Equity (MRQ) i90.0674.29
Cash & Liquidity
Book Value per Share (MRQ)$33.75$53.51
Cash per Share (MRQ)$4.30$1.17
Operating Cash Flow (TTM) i$118.00M$146.23M
Levered Free Cash Flow (TTM) i$97.74M$168.35M
Dividends
Last 12-Month Dividend Yield i1.96%N/A
Last 12-Month Dividend i$0.45N/A

Valuation & Enterprise Metrics Analysis: Edgewell Personal vs Helen of Troy

MetricEPCHELE
Price Ratios
P/E Ratio (TTM) i17.334.46
Forward P/E i6.723.24
PEG Ratio i-0.460.00
Price to Sales (TTM) i0.490.32
Price to Book (MRQ) i0.690.48
Market Capitalization
Market Capitalization i$1.09B$605.08M
Enterprise Value i$2.30B$1.47B
Enterprise Value Metrics
Enterprise to Revenue i1.040.79
Enterprise to EBITDA i7.626.04
Risk & Other Metrics
Beta i0.860.84
Book Value per Share (MRQ) i$33.75$53.51

Financial Statements Comparison: Edgewell Personal vs Helen of Troy

Financial Metrics

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Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

Metric (MRQ)EPCHELE
Revenue/Sales i$580.70M$371.66M
Cost of Goods Sold i$324.50M$196.64M
Gross Profit i$256.20M$175.01M
Research & Development i$13.90MN/A
Operating Income (EBIT) i$71.10MN/A
EBITDA i$95.50M$21.74M
Pre-Tax Income i$41.30M$-420.54M
Income Tax i$12.30M$30.18M
Net Income (Profit) i$29.00M$-450.72M

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)EPCHELE
Cash & Equivalents i$170.10M$22.67M
Total Current Assets i$1.01B$855.42M
Total Current Liabilities i$536.30M$504.51M
Long-Term Debt i$1.43B$891.70M
Total Shareholders Equity i$1.51B$1.23B
Retained Earnings i$1.10B$861.05M
Property, Plant & Equipment i$0$576.16M

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)EPCHELE
Operating Cash Flow i$44.80M$-413.83M
Capital Expenditures iN/A$46,000
Free Cash Flow i$28.00M$44.98M
Debt Repayment i$-244.00M$-426.54M
Common Stock Repurchase i$-35.40M$-1.33M

Short Interest & Institutional Ownership Analysis

MetricEPCHELE
Shares Short i2.66M3.13M
Short Ratio i2.783.50
Short % of Float i0.08%0.22%
Average Daily Volume (10 Day) i559,020684,770
Average Daily Volume (90 Day) i833,893651,513
Shares Outstanding i48.92M22.86M
Float Shares i45.77M22.35M
% Held by Insiders i0.03%0.01%
% Held by Institutions i1.05%1.06%

Dividend Analysis & Yield Comparison: Edgewell Personal vs Helen of Troy

MetricEPCHELE
Last 12-Month Dividend i$0.45N/A
Last 12-Month Dividend Yield i1.96%N/A
3-Year Avg Annual Dividend i$0.50N/A
3-Year Avg Dividend Yield i0.40%N/A
3-Year Total Dividends i$1.50N/A
Ex-Dividend DateMar 05, 2025N/A