No connection

Search Results

HELE vs KO

HELE
Helen of Troy Limited
BEARISH
Price
$16.73
Market Cap
$386.0M
Sector
Consumer Defensive
AI Confidence
85%
KO
The Coca-Cola Company
NEUTRAL
Price
$75.97
Market Cap
$326.96B
Sector
Consumer Defensive
AI Confidence
90%

Valuation

P/E Ratio
HELE
--
KO
24.99
Forward P/E
HELE
4.99
KO
21.97
P/B Ratio
HELE
0.45
KO
10.16
P/S Ratio
HELE
0.21
KO
6.82
EV/EBITDA
HELE
6.51
KO
22.47

Profitability

Gross Margin
HELE
46.72%
KO
61.63%
Operating Margin
HELE
11.41%
KO
24.66%
Profit Margin
HELE
-43.97%
KO
27.34%
ROE
HELE
-63.9%
KO
43.32%
ROA
HELE
3.44%
KO
9.15%

Growth

Revenue Growth
HELE
-3.4%
KO
2.4%
Earnings Growth
HELE
--
KO
3.6%

Financial Health

Debt/Equity
HELE
1.11
KO
1.4
Current Ratio
HELE
1.81
KO
1.46
Quick Ratio
HELE
0.86
KO
0.89

Dividends

Dividend Yield
HELE
--
KO
2.71%
Payout Ratio
HELE
0.0%
KO
67.11%

AI Verdict

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%)
KO NEUTRAL

KO shows neutral fundamentals based on deterministic rules. Financial strength is weak (F-Score 3/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (27.3% margin)
Strong ROE of 43.3%
Risks
Premium vs Graham Number ($22.62)
Weak financial trend (Piotroski F-Score: 3/9)

Compare Another Pair

HELE vs KO: Head-to-Head Comparison

This page compares Helen of Troy Limited (HELE) and The Coca-Cola Company (KO) 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.

Home
Terminal
AI
Markets
Profile