WallStSmart

Helen of Troy Ltd (HELE)vsProcter & Gamble Company (PG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Procter & Gamble Company generates 4631% more annual revenue ($85.26B vs $1.80B). PG leads profitability with a 19.3% profit margin vs -44.0%. HELE appears more attractively valued with a PEG of 0.97. HELE earns a higher WallStSmart Score of 58/100 (C).

HELE

Buy

58

out of 100

Grade: C

Growth: 4.0Profit: 4.0Value: 6.7Quality: 5.0

PG

Buy

55

out of 100

Grade: C

Growth: 3.3Profit: 9.0Value: 4.7Quality: 7.0
Piotroski: 4/9Altman Z: 3.01
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for HELE.

PGSignificantly Overvalued (-211.9%)

Margin of Safety

-211.9%

Fair Value

$45.90

Current Price

$143.92

$98.02 premium

UndervaluedFair: $45.90Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HELE3 strengths · Avg: 8.7/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

PEG RatioValuation
0.978/10

Growing faster than its price suggests

EPS GrowthGrowth
24.9%8/10

Earnings expanding 24.9% YoY

PG5 strengths · Avg: 9.2/10
Market CapQuality
$337.14B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
31.6%10/10

Every $100 of equity generates 32 in profit

Altman Z-ScoreHealth
3.0110/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
26.3%8/10

Strong operational efficiency at 26.3%

Free Cash FlowQuality
$3.81B8/10

Generating 3.8B in free cash flow

Areas to Watch

HELE4 concerns · Avg: 2.0/10
Market CapQuality
$348.62M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-63.9%2/10

ROE of -63.9% — below average capital efficiency

Revenue GrowthGrowth
-3.4%2/10

Revenue declined 3.4%

Profit MarginProfitability
-44.0%1/10

Currently unprofitable

PG3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
1.5%4/10

1.5% revenue growth

PEG RatioValuation
3.932/10

Expensive relative to growth rate

EPS GrowthGrowth
-5.4%2/10

Earnings declined 5.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : HELE

The strongest argument for HELE centers on Price/Book, PEG Ratio, EPS Growth. PEG of 0.97 suggests the stock is reasonably priced for its growth.

Bull Case : PG

The strongest argument for PG centers on Market Cap, Return on Equity, Altman Z-Score. Profitability is solid with margins at 19.3% and operating margin at 26.3%.

Bear Case : HELE

The primary concerns for HELE are Market Cap, Return on Equity, Revenue Growth.

Bear Case : PG

The primary concerns for PG are Revenue Growth, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

HELE profiles as a turnaround stock while PG is a value play — different risk/reward profiles.

HELE carries more volatility with a beta of 0.80 — expect wider price swings.

PG is growing revenue faster at 1.5% — sustainability is the question.

PG generates stronger free cash flow (3.8B), providing more financial flexibility.

Bottom Line

HELE scores higher overall (58/100 vs 55/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Helen of Troy Ltd

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Helen of Troy Limited designs, develops, imports, markets and distributes a portfolio of consumer products globally. The company is headquartered in El Paso, Texas.

Procter & Gamble Company

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

The Procter & Gamble Company (P&G) is an American multinational consumer goods corporation headquartered in Cincinnati, Ohio, founded in 1837 by William Procter and James Gamble. It specializes in a wide range of personal health, consumer health, personal care, and hygiene products; these products are organized into several segments including Beauty; Grooming; Health Care; Fabric & Home Care; and Baby, Feminine, & Family Care. Before the sale of Pringles to Kellogg's, its product portfolio also included food, snacks, and beverages.

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