WallStSmart

Helen of Troy Ltd (HELE)vsWalmart Inc. (WMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Walmart Inc. generates 39824% more annual revenue ($713.16B vs $1.79B). WMT leads profitability with a 3.1% profit margin vs -50.3%. HELE appears more attractively valued with a PEG of 0.97. HELE earns a higher WallStSmart Score of 56/100 (C).

HELE

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 3.5Value: 7.7Quality: 5.0

WMT

Hold

43

out of 100

Grade: D

Growth: 4.7Profit: 5.5Value: 3.7Quality: 6.0
Piotroski: 4/9Altman Z: 3.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HELEUndervalued (+78.2%)

Margin of Safety

+78.2%

Fair Value

$81.28

Current Price

$23.82

$57.46 discount

UndervaluedFair: $81.28Overvalued

Intrinsic value data unavailable for WMT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HELE3 strengths · Avg: 8.7/10
Price/BookValuation
0.7x10/10

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

WMT4 strengths · Avg: 9.3/10
Market CapQuality
$1.02T10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.6210/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
21.8%9/10

Every $100 of equity generates 22 in profit

Free Cash FlowQuality
$6.10B8/10

Generating 6.1B in free cash flow

Areas to Watch

HELE4 concerns · Avg: 2.0/10
Market CapQuality
$544.00M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-72.5%2/10

ROE of -72.5% — below average capital efficiency

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Profit MarginProfitability
-50.3%1/10

Currently unprofitable

WMT4 concerns · Avg: 3.0/10
Price/BookValuation
10.6x4/10

Trading at 10.6x book value

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Operating MarginProfitability
4.6%3/10

Operating margin of 4.6%

PEG RatioValuation
4.782/10

Expensive relative to growth rate

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 : WMT

The strongest argument for WMT centers on Market Cap, Altman Z-Score, Return on Equity.

Bear Case : HELE

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

Bear Case : WMT

The primary concerns for WMT are Price/Book, Profit Margin, Operating Margin. A P/E of 46.9x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

HELE carries more volatility with a beta of 0.86 — expect wider price swings.

WMT is growing revenue faster at 5.6% — sustainability is the question.

WMT generates stronger free cash flow (6.1B), providing more financial flexibility.

Bottom Line

HELE scores higher overall (56/100 vs 43/100). Both earn "Buy" and "Hold" 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.

Walmart Inc.

CONSUMER DEFENSIVE · DISCOUNT STORES · USA

Walmart Inc. is an American multinational retail corporation that operates a chain of hypermarkets, discount department stores, and grocery stores from the United States, headquartered in Bentonville, Arkansas. It also owns and operates Sam's Club retail warehouses.

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