No connection

Search Results

HELE vs OTLY

HELE
Helen of Troy Limited
BEARISH
Price
$16.73
Market Cap
$386.0M
Sector
Consumer Defensive
AI Confidence
85%
OTLY
Oatly Group AB
BEARISH
Price
$12.92
Market Cap
$403.4M
Sector
Consumer Defensive
AI Confidence
95%

Valuation

P/E Ratio
HELE
--
OTLY
--
Forward P/E
HELE
4.99
OTLY
-6.35
P/B Ratio
HELE
0.45
OTLY
21.75
P/S Ratio
HELE
0.21
OTLY
0.47
EV/EBITDA
HELE
6.51
OTLY
-328.03

Profitability

Gross Margin
HELE
46.72%
OTLY
32.12%
Operating Margin
HELE
11.41%
OTLY
-4.33%
Profit Margin
HELE
-43.97%
OTLY
-17.71%
ROE
HELE
-63.9%
OTLY
-243.44%
ROA
HELE
3.44%
OTLY
-4.78%

Growth

Revenue Growth
HELE
-3.4%
OTLY
9.1%
Earnings Growth
HELE
--
OTLY
--

Financial Health

Debt/Equity
HELE
1.11
OTLY
28.48
Current Ratio
HELE
1.81
OTLY
0.48
Quick Ratio
HELE
0.86
OTLY
0.33

Dividends

Dividend Yield
HELE
--
OTLY
--
Payout Ratio
HELE
0.0%
OTLY
0.0%

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%)
OTLY BEARISH

OTLY exhibits critical financial instability, highlighted by a weak Piotroski F-Score of 2/9 and a catastrophic ROE of -243.44%. The company is facing a severe liquidity crisis with a current ratio of 0.48 and an extreme Debt/Equity ratio of 28.48, signaling high insolvency risk. While revenue shows modest growth (9.10%) and the Price/Sales ratio is low (0.47), these are overshadowed by chronic unprofitability and a 96.8% loss in value over five years. The deterministic health markers suggest a company in distress despite recent short-term price volatility.

Strengths
Positive revenue growth of 9.10% YoY
Low Price-to-Sales ratio (0.47) suggesting low valuation relative to top-line
Positive Gross Margin (32.12%) indicating viable product pricing
Risks
Severe liquidity risk with a Current Ratio of 0.48 (below 1.0)
Extreme leverage with a Debt/Equity ratio of 28.48
Chronic net losses with a Profit Margin of -17.71%

Compare Another Pair

HELE vs OTLY: Head-to-Head Comparison

This page compares Helen of Troy Limited (HELE) and Oatly Group AB (OTLY) 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