Helen of Troy Limited (HT2) - Net Assets
Based on the latest financial reports, Helen of Troy Limited (HT2) has net assets worth €852.26 Million EUR (≈ $996.38 Million USD) as of November 2025. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (€2.34 Billion ≈ $2.74 Billion USD) and total liabilities (€1.49 Billion ≈ $1.74 Billion USD). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off. Read HT2 total liabilities for a breakdown of total debt and financial obligations.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | €852.26 Million |
| % of Total Assets | 36.41% |
| Annual Growth Rate | 4.57% |
| 5-Year Change | 35.83% |
| 10-Year Change | 81.01% |
| Growth Volatility | 7.51 |
Helen of Troy Limited - Net Assets Trend (2014–2025)
This chart illustrates how Helen of Troy Limited's net assets have evolved over time, based on quarterly financial data. Also explore Helen of Troy Limited total assets for the complete picture of this company's asset base.
Annual Net Assets for Helen of Troy Limited (2014–2025)
The table below shows the annual net assets of Helen of Troy Limited from 2014 to 2025. For live valuation and market cap data, see Helen of Troy Limited (HT2) market capitalisation.
| Year | Net Assets | Change |
|---|---|---|
| 2025-02-28 | €1.68 Billion ≈ $1.97 Billion |
+2.81% |
| 2024-02-29 | €1.64 Billion ≈ $1.91 Billion |
+9.98% |
| 2023-02-28 | €1.49 Billion ≈ $1.74 Billion |
+12.17% |
| 2022-02-28 | €1.33 Billion ≈ $1.55 Billion |
+7.10% |
| 2021-02-28 | €1.24 Billion ≈ $1.45 Billion |
+6.68% |
| 2020-02-29 | €1.16 Billion ≈ $1.36 Billion |
+16.56% |
| 2019-02-28 | €996.64 Million ≈ $1.17 Billion |
-1.76% |
| 2018-02-28 | €1.01 Billion ≈ $1.19 Billion |
-0.62% |
| 2017-02-28 | €1.02 Billion ≈ $1.19 Billion |
+9.75% |
| 2016-02-29 | €930.04 Million ≈ $1.09 Billion |
+2.82% |
| 2015-02-28 | €904.57 Million ≈ $1.06 Billion |
-12.13% |
| 2014-02-28 | €1.03 Billion ≈ $1.20 Billion |
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Equity Component Analysis
This analysis shows how different components contribute to Helen of Troy Limited's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have grown by 55.0% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (February 2025)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | €1.31 Billion | 77.92% |
| Other Components | €371.67 Million | 22.08% |
| Total Equity | €1.68 Billion | 100.00% |
Helen of Troy Limited Competitors by Market Cap
The table below lists competitors of Helen of Troy Limited ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Galatasaray Sportif Sinai ve Ticari Yatirimlar AS
IS:GSRAY
|
$353.77 Million |
|
Avidia Bancorp, Inc.
NYSE:AVBC
|
$353.93 Million |
|
Barem Ambalaj Sanayi ve Ticaret a.s.
IS:BARMA
|
$353.94 Million |
|
IndoStar Capital Finance Limited
NSE:INDOSTAR
|
$354.04 Million |
|
Hyliion Holdings Corp.
NYSE MKT:HYLN
|
$353.71 Million |
|
Shenzhen Institute of Building Research Co Ltd Class A
SHE:300675
|
$353.69 Million |
|
Innovative Solutions and Support
NASDAQ:ISSC
|
$353.61 Million |
|
Shoppers Stop Limited
NSE:SHOPERSTOP
|
$353.57 Million |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Helen of Troy Limited's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2024 to 2025, total equity changed from 1,637,442,000 to 1,683,439,000, a change of 45,997,000 (2.8%).
- Net income of 123,751,000 contributed positively to equity growth.
- Share repurchases of 103,188,000 reduced equity.
- Other factors increased equity by 25,434,000.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | €123.75 Million | +7.35% |
| Share Repurchases | €103.19 Million | -6.13% |
| Other Changes | €25.43 Million | +1.51% |
| Total Change | €- | 2.81% |
Book Value vs Market Value Analysis
This analysis compares Helen of Troy Limited's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 0.26x
- The company is trading below its book value, potentially indicating the market believes the assets are overvalued on the balance sheet or anticipates future losses.
- The price-to-book ratio has decreased from 0.52x to 0.26x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2017-02-28 | €37.77 | €19.50 | x |
| 2018-02-28 | €38.17 | €19.50 | x |
| 2019-02-28 | €39.95 | €19.50 | x |
| 2020-02-29 | €46.11 | €19.50 | x |
| 2021-02-28 | €50.78 | €19.50 | x |
| 2022-02-28 | €55.77 | €19.50 | x |
| 2023-02-28 | €62.05 | €19.50 | x |
| 2024-02-29 | €68.94 | €19.50 | x |
| 2025-02-28 | €73.65 | €19.50 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Helen of Troy Limited utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 7.35%
- The company has moderate efficiency in generating returns from equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 6.49%
- • Asset Turnover: 0.61x
- • Equity Multiplier: 1.86x
- Recent ROE (7.35%) is below the historical average (12.21%), suggesting potential challenges in capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2014 | 8.38% | 6.55% | 0.86x | 1.49x | €-16.70 Million |
| 2015 | 14.50% | 9.08% | 0.87x | 1.83x | €40.71 Million |
| 2016 | 10.88% | 7.27% | 0.75x | 1.99x | €8.22 Million |
| 2017 | 13.78% | 9.15% | 0.85x | 1.78x | €38.61 Million |
| 2018 | 4.38% | 2.98% | 0.92x | 1.60x | €-57.00 Million |
| 2019 | 16.91% | 10.78% | 0.95x | 1.66x | €68.88 Million |
| 2020 | 13.11% | 8.92% | 0.90x | 1.64x | €36.16 Million |
| 2021 | 20.49% | 12.10% | 0.93x | 1.83x | €130.01 Million |
| 2022 | 16.86% | 10.06% | 0.79x | 2.13x | €91.03 Million |
| 2023 | 9.62% | 6.91% | 0.71x | 1.96x | €-5.61 Million |
| 2024 | 10.30% | 8.41% | 0.71x | 1.73x | €4.85 Million |
| 2025 | 7.35% | 6.49% | 0.61x | 1.86x | €-44.59 Million |
Industry Comparison
This section compares Helen of Troy Limited's net assets metrics with peer companies in the Household & Personal Products industry.
Industry Context
- Industry: Household & Personal Products
- Average net assets among peers: $4,856,638,466
- Average return on equity (ROE) among peers: 10.75%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Helen of Troy Limited (HT2) | €852.26 Million | 8.38% | 1.75x | $353.75 Million |
| CHEERWIN GRP. -0000002 (1RQ) | $2.99 Billion | 6.80% | 0.27x | $339.41 Million |
| APOLLO GROUP-A (APO) | $-1.20 Million | 0.00% | 0.00x | $2.27 Million |
| Beiersdorf Aktiengesellschaft (BEI) | $6.26 Billion | 8.94% | 0.63x | $16.50 Billion |
| Beiersdorf Aktiengesellschaft (BEIA) | $8.62 Billion | 10.90% | 0.48x | $16.45 Billion |
| SOC.BIC UNS.ADR1/2/EO382 (BIF0) | $1.72 Billion | 18.23% | 0.45x | $2.30 Billion |
| edding AG (EDD3) | $63.87 Million | 11.03% | 0.75x | $18.92 Million |
| Henkel AG & Co. KGaA vz. (Pref Shares) (HEN3) | $2.81 Billion | 19.09% | 2.13x | $11.82 Billion |
| Hengan International Group Company Limited (HGNC) | $21.15 Billion | 10.87% | 0.88x | $3.58 Billion |
| Leifheit Aktiengesellschaft (LEI) | $94.72 Million | 10.85% | 1.15x | $142.42 Million |
About Helen of Troy Limited
Helen of Troy Limited provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates in two segments: Home & Outdoor and Beauty & Wellness. The Home & Outdoor segment offers food storage containers, kitchen utensils for cooking and preparing salads, fruits, vegetables and meats, graters, slicers and chopp… Read more