Helen of Troy Limited (HELE) vs Spectrum Brands Holdings Inc. (SPB)

Helen of Troy Limited and Spectrum Brands Holdings Inc. are both Household & Personal Products companies. Spectrum Brands Holdings Inc. is the larger, with a market value of $2.0B against $683.6M — 2.9× the size. Helen of Troy Limited has negative trailing earnings, so its P/E is not meaningful; Spectrum Brands Holdings Inc. trades at 25.7×. Spectrum Brands Holdings Inc. grew revenue faster over the last twelve months: 0.82% against −2.45%. Spectrum Brands Holdings Inc. has the higher net margin (2.76% vs −22.7%) and the higher return on invested capital (3.28% vs −12.8%). Across the 19 metrics below, Spectrum Brands Holdings Inc. leads on 14 and Helen of Troy Limited on 5.

Valuation

Metric HELE SPB Household & Personal Products median
P/E n/m 25.65 22.55
P/S 0.37 0.68 1.13
P/B 0.79 1.06 3.02
Price to free cash flow n/m 6.73 17.73
EV/EBITDA n/m 7.56 12.27
EV/Sales 0.75 0.81 1.26
Earnings yield (62.84%) 3.90% 0.27%
Free cash flow yield (21.90%) 14.87% 4.03%

Profitability

Metric HELE SPB Household & Personal Products median
Gross margin 45.44% 39.65% 46.28%
Operating margin (17.32%) 4.03% 0.79%
Net margin (22.71%) 2.76% 0.61%
Free cash flow margin 4.45% 10.15% 2.89%
Return on equity (39.83%) 4.24% 2.12%
Return on assets (17.43%) 2.23% 0.00%
Return on invested capital (12.79%) 3.28% 0.00%

Growth

Metric HELE SPB Household & Personal Products median
Revenue growth (TTM) (2.45%) 0.82% 2.93%
EPS growth (last fiscal year) (827.75%) (5.85%) —
Revenue growth, 5-year CAGR (4.31%) 1.39% 2.03%
Net income growth, 5-year CAGR 0.00% 0.43% 0.00%

Health

Metric HELE SPB Household & Personal Products median
Debt to equity 0.85 0.33 0.46
Current ratio 1.78 2.41 1.64
Net debt to EBITDA (1.05) 1.96 1.37

Dividend

Metric HELE SPB Household & Personal Products median
Dividend yield — 1.96% 1.96%
Payout ratio 0.00 4.80 0.49

Size

Metric HELE SPB Household & Personal Products median
Market cap 683.62m 1.95b 625.04m

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