HELE NASDAQ
Helen of Troy Limited
1W: -0.8%
1M: +0.1%
3M: +3.7%
YTD: +41.7%
1Y: +43.1%
3Y: -71.8%
5Y: -87.2%
$29.20
+0.68 (+2.37%)
Weekly Expected Move ±6.8%
$24
$26
$28
$30
$32
Credit Risk of going bust: higher than 76% of companies Debt: 51.5% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.42 (down 92%), Helen of Troy Limited would be worth roughly what it owes.
Total debt $725.4M against a stock market value of $683.0M.
Distance to default 2.90 (Merton model): prices to 2026-10-27, balance sheet 2026-08-31, debt counted $348.8M (short-term plus half of long-term), stock volatility 53.7%; Altman Z 1.74. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $2.42 (down 92%), Helen of Troy Limited would be worth roughly what it owes.
Total debt $725.4M against a stock market value of $683.0M.
Distance to default 2.90 (Merton model): prices to 2026-10-27, balance sheet 2026-08-31, debt counted $348.8M (short-term plus half of long-term), stock volatility 53.7%; Altman Z 1.74. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
ETF Exposure
101
ETFs Holding
Total ETF Value
2.30%
Max Weight
0.102%
Avg Weight
ETF Holdings by Value
ETFs Holding HELE
| # | ETF | Weight | Value | Holdings | Top 10 Wt | P/E | Div Yield | Sector Mix |
|---|---|---|---|---|---|---|---|---|
| 1 |
AFTY
Pacer CSOP FTSE China A50 ETF
|
0.7400% | 2,175 | 297.2% | 42.9 | 0.02% | ||
| 2 | VITSX | 0.0009% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 3 |
VTI
Vanguard Morningstar Total Stock Market ETF
|
0.0009% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 4 | VSMPX | 0.0009% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 5 | VTSAX | 0.0009% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 6 |
AVUV
Avantis U.S. Small Cap Value ETF
|
0.0600% | 786 | 7.9% | 11.4 | 0.02% | ||
| 7 |
IWM
iShares Russell 2000 ETF
|
0.0219% | 1,965 | 3.3% | 9.3 | 0.02% | ||
| 8 | NJM | 0.0172% | 1,897 | 8.0% | 11.8 | 0.01% | ||
| 9 | CSVYX | 0.5200% | 217 | 11.2% | 10.1 | 0.03% | ||
| 10 |
FNDA
Schwab Fundamental U.S. Small Company Index ETF
|
0.1254% | 907 | 3.7% | 38.3 | 0.02% | ||
| 11 | VEVFX | 0.5171% | 172 | 13.8% | 29.0 | 0.02% | ||
| 12 |
VXF
Vanguard Extended Market ETF
|
0.0077% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 13 | VEMPX | 0.0077% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 14 | VIEIX | 0.0077% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 15 | VEXAX | 0.0077% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 16 | FSSNX | 0.0210% | 1,952 | 3.2% | 7.5 | 0.02% | ||
| 17 |
DFSV
U.S. Small Cap Value Portfolio ETF Class Shares
|
0.0245% | 1,054 | 7.2% | 21.4 | 0.02% | ||
| 18 |
IWN
iShares Russell 2000 Value ETF
|
0.0400% | 1,396 | 5.4% | 19.1 | 0.03% | ||
| 19 | NAJ | 0.0364% | 1,376 | 6.9% | 8.4 | 0.02% | ||
| 20 |
SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
0.1100% | 2,456 | 393.3% | 67.7 | 0.02% | ||
| 21 |
VIRS
Pacer BioThreat Strategy ETF
|
0.1100% | 2,456 | 393.3% | 67.7 | 0.02% | ||
| 22 |
DFAT
Dimensional - US Targeted Value ETF
|
0.0129% | 1,219 | 7.0% | 20.1 | 0.02% | ||
| 23 |
TCV
Towle Small-Cap Value ETF
|
1.8800% | 50 | 27.5% | 2.6 | 0.01% | ||
| 24 |
VTWO
Vanguard Russell 2000 ETF
|
0.0210% | 1,992 | 3.3% | 8.8 | 0.01% | ||
| 25 | FSMAX | 0.0090% | 3,181 | 8.8% | 12.6 | 0.01% | ||
| 26 |
SCHA
Schwab U.S. Small-Cap ETF
|
0.0158% | 1,743 | 2.8% | 15.7 | 0.02% | ||
| 27 |
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
0.1200% | 629 | 7.7% | 5.3 | 0.02% | ||
| 28 |
DFAS
Dimensional - US Small Cap ETF
|
0.0079% | 2,090 | 2.6% | 15.2 | 0.01% | ||
| 29 | VCDAX | 0.0393% | 283 | 60.0% | 93.0 | 0.01% | ||
| 30 |
VCR
Vanguard Consumer Discretionary ETF
|
0.0393% | 277 | 56.5% | 84.1 | 0.01% | ||
| 31 |
FESM
Fidelity Enhanced Small Cap ETF
|
0.0400% | 866 | 7.1% | 13.4 | 0.01% | ||
| 32 |
VFVA
Vanguard U.S. Value Factor ETF
|
0.2475% | 666 | 7.9% | 15.4 | 0.02% | ||
| 33 |
DFAC
Dimensional - US Core Equity 2 ETF
|
0.0021% | 2,537 | 26.7% | 27.5 | 0.01% | ||
| 34 |
FSCC
Federated Hermes MDT Small Cap Core ETF
|
0.4052% | 309 | 12.6% | 10.2 | 0.01% | ||
| 35 |
DFMC
U.S. Micro Cap Portfolio ETF
|
0.0216% | 1,732 | 3.7% | 24.8 | 0.02% | ||
| 36 |
PRF
Invesco RAFI US 1000 ETF
|
0.0136% | 992 | 23.4% | 25.7 | 0.02% | ||
| 37 | FSKAX | 0.0010% | 3,600 | 34.8% | 51.6 | 0.01% | ||
| 38 |
AVSC
Avantis U.S. Small Cap Equity ETF
|
0.0400% | 1,515 | 3.3% | 24.0 | 0.01% | ||
| 39 | MDSKX | 0.0218% | 1,567 | 3.2% | -1.8 | 0.01% | ||
| 40 | MASKX | 0.0218% | 1,567 | 3.2% | -1.8 | 0.01% | ||
| 41 | VSTCX | 0.0342% | 652 | 7.2% | 14.4 | 0.01% | ||
| 42 | FISVX | 0.0420% | 1,399 | 5.5% | 11.8 | 0.02% | ||
| 43 |
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
0.0009% | 2,420 | 33.8% | 62.4 | 0.01% | ||
| 44 |
SMLF
iShares U.S. Small-Cap Equity Factor ETF
|
0.0200% | 932 | 6.2% | 18.8 | 0.13% | ||
| 45 |
DFUV
Dimensional - US Marketwide Value ETF
|
0.0044% | 1,310 | 26.3% | 17.8 | 0.02% | ||
| 46 |
ISMD
Inspire Small/Mid Cap ETF
|
0.2033% | 499 | 2.7% | 13.9 | 0.02% | ||
| 47 |
VFQY
Vanguard U.S. Quality Factor ETF
|
0.1385% | 439 | 15.0% | 31.0 | 0.01% | ||
| 48 |
VTWV
Vanguard Russell 2000 Value ETF
|
0.0432% | 1,426 | 5.4% | 18.4 | 0.02% | ||
| 49 |
DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
|
0.0013% | 2,518 | 27.9% | 32.6 | 0.01% | ||
| 50 |
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
|
0.0400% | 1,372 | 3.6% | 0.7 | 0.01% | ||
| 51 |
AVUS
Avantis U.S. Equity ETF
|
—% | 1,919 | 29.9% | 39.4 | 0.01% | ||
| 52 |
SCHB
Schwab U.S. Broad Market ETF
|
0.0009% | 2,380 | 33.9% | 62.5 | 0.01% | ||
| 53 | FZROX | 0.0010% | 2,631 | 33.4% | 51.3 | 0.01% | ||
| 54 |
SMMD
iShares Russell 2500 ETF
|
0.0089% | 2,474 | 3.1% | 19.4 | 0.02% | ||
| 55 |
AIMS
Acuitas Small Cap Active ETF
|
0.4200% | 282 | 11.8% | 30.1 | 0.01% | ||
| 56 | VBAIX | 0.0006% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 57 | VBIAX | 0.0006% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 58 | VBINX | 0.0006% | 3,219 | 19.6% | 52.8 | 0.01% | ||
| 59 |
RSSL
Global X - Russell 2000 ETF
|
0.0200% | 1,967 | 3.3% | 7.7 | 0.02% | ||
| 60 |
DXUV
U.S. Vector Equity Portfolio ETF Class Shares
|
0.0050% | 2,258 | 23.9% | 22.8 | 0.01% | ||
| 61 | VITNX | 0.0009% | 3,134 | 32.0% | 52.7 | 0.01% | ||
| 62 | VITPX | 0.0009% | 3,015 | 34.6% | 62.4 | 0.01% | ||
| 63 |
NIXT
Research Affiliates Deletions ETF
|
0.5400% | 202 | 10.4% | 24.6 | 0.02% | ||
| 64 | FNCMX | 0.0010% | 2,781 | 57.5% | 72.7 | 0.27% | ||
| 65 |
DMRM
DeltaShares S&P 400 Managed Risk ETF
|
0.2200% | 402 | 5.7% | 20.0 | 0.02% | ||
| 66 |
SFGV
Sequoia Global Value ETF
|
0.0200% | 522 | 44.6% | 24.6 | 0.02% | ||
| 67 |
FNDB
Schwab Fundamental U.S. Broad Market Index ETF
|
0.0130% | 1,613 | 20.8% | 23.8 | 0.02% | ||
| 68 |
DFUS
Dimensional U.S. Equity ETF
|
0.0009% | 2,210 | 34.6% | 64.3 | 0.01% | ||
| 69 |
IWV
iShares Russell 3000 ETF
|
0.0009% | 2,579 | 33.7% | 62.4 | 0.01% | ||
| 70 | NMV | 0.0008% | 2,552 | 34.3% | 54.6 | 0.01% | ||
| 71 |
DFAU
Dimensional - US Core Equity Market ETF
|
0.0013% | 2,154 | 34.0% | 42.9 | 0.01% | ||
| 72 | FZIPX | 0.0060% | 2,126 | 3.3% | 18.3 | 0.02% | ||
| 73 |
RUSC
Russell Investments Exchange Traded Funds - Russell Investments US Small Cap Equity ETF
|
0.1734% | 498 | 4.9% | -1.0 | 0.02% | ||
| 74 | BSMAX | 0.0092% | 1,910 | 4.1% | 12.6 | 0.01% | ||
| 75 |
QQQS
Invesco NASDAQ Future Gen 200 ETF
|
0.5304% | 200 | 8.2% | -6.1 | 0.01% | ||
| 76 |
AFSM
First Trust Active Factor Small Cap ETF
|
0.0800% | 320 | 8.6% | 11.4 | 0.02% | ||
| 77 |
JHMC
John Hancock Multifactor Consumer Discretionary ETF
|
0.3000% | 114 | 34.0% | 44.4 | 0.01% | ||
| 78 |
DFSU
Dimensional - US Sustainability Core 1 ETF
|
0.0032% | 1,967 | 30.7% | 39.3 | 0.01% | ||
| 79 | VQNPX | 0.0003% | 827 | 32.9% | 50.0 | 0.01% | ||
| 80 | VGIAX | 0.0003% | 829 | 32.0% | 50.7 | 0.01% | ||
| 81 |
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
|
0.0204% | 1,100 | 11.2% | 17.1 | 0.02% | ||
| 82 |
VTHR
Vanguard Russell 3000 ETF
|
0.0008% | 2,980 | 34.7% | 63.1 | 0.01% | ||
| 83 |
BRSM
MFS Blended Research Small-Mid Cap ETF
|
0.1700% | 329 | 10.0% | 4.1 | 0.01% | ||
| 84 |
MFUS
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
0.0100% | 913 | 16.0% | 54.4 | 0.02% | ||
| 85 | AVSCX | 0.0300% | 1,108 | 3.7% | 10.0 | 0.01% | ||
| 86 | BASMX | 0.0008% | 1,985 | 19.9% | 91.7 | 0.01% | ||
| 87 |
ITWO
ProShares Russell 2000 High Income ETF
|
0.0210% | 1,961 | 3.1% | 9.2 | 0.02% | ||
| 88 | FLXSX | 0.0080% | 1,623 | 3.6% | 11.2 | 0.01% | ||
| 89 |
GLAM
Corgi ETF Trust I - Corgi Beauty, Skincare & Aesthetics ETF
|
2.3000% | 24 | 61.6% | 42.5 | 0.01% | ||
| 90 |
URTY
LEV
ProShares - UltraPro Russell2000
|
0.0107% | 1,964 | 22.8% | 9.2 | 0.02% | ||
| 91 |
AVSU
Avantis Responsible U.S. Equity ETF
|
—% | 1,353 | 32.6% | 42.1 | 0.01% | ||
| 92 |
TXS
Texas Capital Texas Equity Index ETF
|
0.0532% | 243 | 41.6% | 588.6 | 0.01% | ||
| 93 |
UWM
LEV
ProShares - Ultra Russell2000
|
0.0090% | 1,963 | 39.1% | 9.2 | 0.02% | ||
| 94 |
STSB
iShares Factors US Small Blend Style ETF
|
0.2500% | 840 | 6.2% | -0.4 | 0.04% | ||
| 95 |
FSEV
Fidelity Enhanced Small Cap Value ETF
|
0.1900% | 422 | 8.2% | 32.5 | 0.02% | ||
| 96 |
IWMW
iShares Russell 2000 BuyWrite ETF
|
0.0220% | 1,963 | 3.3% | 9.3 | 0.02% | ||
| 97 | AVUSX | —% | 1,611 | 27.2% | 30.3 | 0.01% | ||
| 98 |
FEAC
Fidelity Covington Trust - Fidelity Enhanced U.S. All-Cap Equity ETF
|
0.0500% | 419 | 35.6% | 97.9 | 0.01% | ||
| 99 |
RESM
Columbia Research Enhanced Small Cap ETF
|
0.0300% | 1,007 | 4.8% | -6.1 | 0.01% | ||
| 100 |
HDG
ProShares - Hedge Replication ETF
|
0.0035% | 1,960 | 0.5% | 9.2 | 0.02% | ||
| 101 |
ITDF
iShares LifePath Target Date 2050 ETF
|
0.0006% | 7,948 | 19.6% | 47.8 | 0.02% | ||
| 102 |
ITDE
iShares LifePath Target Date 2045 ETF
|
0.0005% | 7,963 | 17.8% | 47.8 | 0.02% | ||
| 103 |
ITDD
iShares LifePath Target Date 2040 ETF
|
0.0004% | 7,963 | 15.8% | 47.9 | 0.02% | ||
| 104 |
ITDG
iShares LifePath Target Date 2055 ETF
|
0.0007% | 7,948 | 20.8% | 47.5 | 0.02% | ||
| 105 |
ITDH
iShares LifePath Target Date 2060 ETF
|
0.0007% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 106 |
ITDC
iShares LifePath Target Date 2035 ETF
|
0.0003% | 7,963 | 13.9% | 48.2 | 0.02% | ||
| 107 |
RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
|
0.0193% | 1,953 | 2.9% | 8.9 | 0.02% | ||
| 108 |
ITDI
iShares LifePath Target Date 2065 ETF
|
0.0007% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 109 |
ITDJ
iShares LifePath Target Date 2070 ETF
|
0.0007% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 110 |
ITDB
iShares LifePath Target Date 2030 ETF
|
0.0001% | 7,963 | 11.3% | 48.8 | 0.02% | ||
| 111 |
IRTR
iShares LifePath Retirement ETF
|
0.0001% | 7,963 | 8.6% | 48.8 | 0.02% | ||
| 112 |
CBLS
Clough Hedged Equity ETF
|
-1.1100% | 67 | 29.2% | 539.6 | 0.00% |
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