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COST vs HELE

COST
Costco Wholesale Corporation
NEUTRAL
Price
$996.43
Market Cap
$442.28B
Sector
Consumer Defensive
AI Confidence
80%
HELE
Helen of Troy Limited
BEARISH
Price
$16.73
Market Cap
$386.0M
Sector
Consumer Defensive
AI Confidence
85%

Valuation

P/E Ratio
COST
51.82
HELE
--
Forward P/E
COST
44.4
HELE
4.99
P/B Ratio
COST
13.78
HELE
0.45
P/S Ratio
COST
1.55
HELE
0.21
EV/EBITDA
COST
32.11
HELE
6.51

Profitability

Gross Margin
COST
12.93%
HELE
46.72%
Operating Margin
COST
3.74%
HELE
11.41%
Profit Margin
COST
2.99%
HELE
-43.97%
ROE
COST
29.65%
HELE
-63.9%
ROA
COST
8.72%
HELE
3.44%

Growth

Revenue Growth
COST
9.2%
HELE
-3.4%
Earnings Growth
COST
13.9%
HELE
--

Financial Health

Debt/Equity
COST
0.26
HELE
1.11
Current Ratio
COST
1.06
HELE
1.81
Quick Ratio
COST
0.54
HELE
0.86

Dividends

Dividend Yield
COST
0.52%
HELE
--
Payout Ratio
COST
27.04%
HELE
0.0%

AI Verdict

COST NEUTRAL

COST shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Low debt with D/E ratio of 0.26
Strong ROE of 29.7%
Risks
High valuation with P/E of 51.8
Premium vs Graham Number ($176.89)
Low profit margin of 3.0%
HELE BEARISH

HELE exhibits severe financial distress, highlighted by a critical Piotroski F-Score of 2/9, indicating weak fundamental health. While valuation metrics like Price/Book (0.45) and Forward P/E (4.99) suggest the stock is undervalued, these are likely 'value traps' given the catastrophic 5-year price decline of 92.3% and a deeply negative ROE of -63.90%. The combination of shrinking revenue, negative profit margins, and a bearish technical trend suggests a company in a structural decline rather than a temporary dip.

Strengths
Extremely low Price-to-Book ratio (0.45)
Low Price-to-Sales ratio (0.21)
Healthy Gross Margin (46.72%)
Risks
Critical Piotroski F-Score (2/9) signaling fundamental deterioration
Severe negative Return on Equity (-63.90%)
Negative Profit Margin (-43.97%)

Compare Another Pair

COST vs HELE: Head-to-Head Comparison

This page compares Costco Wholesale Corporation (COST) and Helen of Troy Limited (HELE) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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