Helen Of TroyHELE +7.55%62 WACC % is 12.74% as of Jun. 24, 2026, which is 100% above its 10-year median of 6.36. GuruFocus rates HELE with a GF Score™ of 62/100 and a GF Value™ of $59.32 (Possible Value Trap). The stock has 6 warning signs investors should review. Among 2,036 Consumer Packaged Goods companies, Helen Of Troy ranks worse than 88.46% on this metric.
As of today (2026-06-24), Helen Of Troy's weighted average cost of capital is 12.74%%. Helen Of Troy's ROIC % is 5.13% (calculated using TTM income statement data).
Helen Of Troy earns returns that do not match up to its cost of capital. It will destroy value as it grows.
For a comprehensive WACC calculation, please access the WACC Calculator.
Helen Of Troy (NAS:HELE) WACC % Explanation
Because it costs money to raise capital. A firm that generates higher ROIC % than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.
As of today, Helen Of Troy's weighted average cost of capital is 12.74%%. Helen Of Troy's ROIC % is 5.13% (calculated using TTM income statement data).
Helen Of Troy earns returns that do not match up to its cost of capital. It will destroy value as it grows.
Be Aware
1. GuruFocus uses book value of debt (D) to do the calculation. It is simplified by adding latest one-year quarterly average Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation together.
For companies that report quarterly, GuruFocus combines all of the most recent year's quarterly debt data from the beginning of the year to the year-end and calculates the average.
For companies that report semi-annually, GuruFocus combines all of the most recent year's semi-annual debt data from the start of the year to the year-end and calculates the average.
For companies that report annually, GuruFocus combines the beginning and ending annual debt data from the most recent year and then calculates the average.
2. The WACC formula discussed above does not include Preferred Stock. Please adjust if preferred stock is considered.
3. (Expected Return of the Market - Risk-Free Rate of Return) is also called market premium. GuruFocus requires market premium to be 6%.
4. GuruFocus uses the latest TTM Interest Expense divided by the latest one-year quarterly average debt to get the simplified cost of debt.
Related Terms
Helen Of Troy WACC % Historical Data
* Premium members only.
The historical data trend for Helen Of Troy's WACC % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Household & Personal Products subindustry, Helen Of Troy's WACC %, along with its competitors' market caps and WACC % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Helen Of Troy WACC % vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, Helen Of Troy's WACC % distribution charts can be found below:
* The bar in red indicates where Helen Of Troy's WACC % falls into.
The weighted average cost of capital (WACC) is the rate that a company is expected to pay on average to all its security holders to finance its assets. The WACC is commonly referred to as the firm's cost of capital. Generally speaking, a company's assets are financed by debt and equity. WACC is the average of the costs of these sources of financing, each of which is weighted by its respective use in the given situation. By taking a weighted average, we can see how much interest the company has to pay for every dollar it finances.
WACC
=
E
/
(E + D)
*
Cost of Equity
+
D
/
(E + D)
*
Cost of Debt
*
(1 - Tax Rate)
1. Weights:
Generally speaking, a company's assets are financed by debt and equity. We need to calculate the weight of equity and the weight of debt.
The market value of equity (E) is also called "Market Cap". As of today, Helen Of Troy's market capitalization (E) is $649.590 Mil.
The market value of debt is typically difficult to calculate, therefore, GuruFocus uses book value of debt (D) to do the calculation. It is simplified by adding the latest one-year quarterly average Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation together. As of Feb. 2026, Helen Of Troy's latest one-year quarterly average Book Value of Debt (D) is $916.4226 Mil.
a) weight of equity = E / (E + D) = 649.590 / (649.590 + 916.4226) = 0.4148
b) weight of debt = D / (E + D) = 916.4226 / (649.590 + 916.4226) = 0.5852
2. Cost of Equity:
GuruFocus uses Capital Asset Pricing Model (CAPM) to calculate the required rate of return. The formula is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)
a) GuruFocus uses 10-Year Treasury Constant Maturity Rate as the risk-free rate. It is updated daily. The current risk-free rate is 4.398%. Please go to Economic Indicators page for more information. Please note that we use the 10-Year Treasury Constant Maturity Rate of the country/region where the company is headquartered. If the data for that country/region is not available, then we will use the 10-Year Treasury Constant Maturity Rate of the United States as default.
b) Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. Helen Of Troy's beta is 2.9044.
c) (Expected Return of the Market - Risk-Free Rate of Return) is also called market premium. GuruFocus requires market premium to be 6%.
Cost of Equity = 4.398% + 2.9044 * 6% = 21.8244%
3. Cost of Debt:
GuruFocus uses latest TTM Interest Expense divided by the latest one-year quarterly average debt to get the simplified cost of debt.
As of Feb. 2026, Helen Of Troy's interest expense (positive number) was $57.739 Mil. Its total Book Value of Debt (D) is $916.4226 Mil.
Cost of Debt = 57.739 / 916.4226 = 6.3005%.
4. Multiply by one minus TTM Tax Rate:
GuruFocus uses the most recent TTM Tax Expense divided by the most recent TTM Pre-Tax Income to calculate the tax rate. The calculated TTM tax rate is limited to between 0% and 100%. If the calculated tax rate is higher than 100%, it is set to 100%. If the calculated tax rate is less than 0%, it is set to 0%.
The latest calculated TTM Tax Rate = 60.144 / -838.838 = -7.17%, which is less than 0%. Therefore it's set to 0%.
Helen Of Troy's Weighted Average Cost Of Capital (WACC) for Today is calculated as:
WACC
=
E / (E + D)
*
Cost of Equity
+
D / (E + D)
*
Cost of Debt
*
(1 - Tax Rate)
=
0.4148
*
21.8244%
+
0.5852
*
6.3005%
*
(1 - 0%)
=
12.74%
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Helen Of Troy (HELE) has a WACC % of 12.74% as of Jun. 24, 2026. The weighted average cost of capital (WACC) is the average rate a company pays to finance assets. View historical data on Helen Of Troy and its competitors. This is 100% above median its historical median of 6.36. Over the past decade, Helen Of Troy's WACC % has ranged from 5.66 to 12.51. According to the industry distribution chart, Helen Of Troy ranks #1801 out of 2036 companies in the Consumer Packaged Goods industry, placing it in the top 88.5%.
Is Helen Of Troy's WACC % too high?
Helen Of Troy's current WACC % of 12.74% is 100% above median its 10-year median of 6.36. Over the past 10 years, this metric has ranged from a low of 5.66 to a high of 12.51. The Consumer Packaged Goods industry median WACC % is 7.78. Helen Of Troy's value of 12.74% is 63.9% above this industry median. Based on the distribution chart, Helen Of Troy ranks #1801 out of 2036 companies in the Consumer Packaged Goods industry, which is in the bottom quartile relative to peers. Overall, Helen Of Troy has a GF Score™ of 62/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Helen Of Troy's WACC % compare to ODD and EPC?
According to the Consumer Packaged Goods industry distribution chart, Helen Of Troy ranks #1801 out of 2036 companies for WACC %. This places Helen Of Troy in the lower half of its industry. The industry median WACC % is 7.78. Helen Of Troy's value of 12.74% is 63.9% above this benchmark. Historically, Helen Of Troy's own WACC % has ranged from 5.66 to 12.51 over the past decade. While the company's 10-year median is 6.36 vs. the industry median of 7.78, Helen Of Troy has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good WACC % for a Consumer Packaged Goods company?
The median WACC % among Consumer Packaged Goods companies is 7.78, based on 2,036 companies in the industry. Companies in the top quartile (top 25%) have a WACC % significantly above this median, while those in the bottom quartile fall well below. However, WACC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Helen Of Troy's current WACC % of 12.74% is 63.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high WACC % mean?
A high WACC % can signal that a stock is expensive relative to its fundamentals. The weighted average cost of capital (WACC) is the average rate a company pays to finance assets. View historical data on Helen Of Troy and its competitors. For the Consumer Packaged Goods industry, the median WACC % is 7.78 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helen Of Troy's current WACC % is 12.74%, which is 100% above median its own 10-year median of 6.36. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helen Of Troy stock overvalued right now?
Based on GuruFocus' analysis, Helen Of Troy (HELE) is currently considered Possible Value Trap. The stock's GF Value™ is $59.32, compared to a current price of $27.92 — trading 52.9% below its estimated fair value. The current WACC % is 12.74%, which is 100% above median its 10-year median of 6.36 and 63.9% above the Consumer Packaged Goods industry median of 7.78. Helen Of Troy's overall GF Score™ is 62/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is WACC % calculated?
WACC % is calculated from a company's financial statements. For Helen Of Troy (HELE), the current WACC % is 12.74% as of Jun. 24, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Helen Of Troy (HELE) Overvalued in 2026?
Based on GuruFocus' analysis, Helen Of Troy stock appears to be undervalued.
The current stock price of $27.92 is trading 52.9% below its estimated GF Value™ of $59.32.
GuruFocus considers Helen Of Troy to be Possible Value Trap.
Key valuation signals for HELE:
WACC %: 12.74% (100% above median its 10-year median of 6.36)
GF Value™: $59.32 vs. price of $27.92 (52.9% below fair value)
Industry Position: 63.9% above the Consumer Packaged Goods median (#1801 of 2036)
No single metric tells the full story. See the HELE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Helen Of Troy Ltd is a consumer products company offering creative products and solutions for its customers through a diversified portfolio of brands. It has two operating segments: Home and Outdoor segment provides a broad range of consumer products for home activities such as food preparation, cooking, cleaning, and organization; as well as products for outdoor and on-the-go activities such as hydration, food storage, backpacks, and travel gear, and The Beauty and Wellness segment provides beauty and wellness products including mass and prestige market beauty appliances, prestige market liquid-based hair and personal care products, and wellness devices including thermometers, water and air filtration systems, humidifiers, and fans.
62GF Score
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