Helen of Troy Ltd (HELE)
Return on equity (ROE)
| Feb 28, 2025 | Nov 30, 2024 | Aug 31, 2024 | May 31, 2024 | Feb 29, 2024 | Nov 30, 2023 | Aug 31, 2023 | May 31, 2023 | Feb 28, 2023 | Nov 30, 2022 | Aug 31, 2022 | May 31, 2022 | Feb 28, 2022 | Nov 30, 2021 | Aug 31, 2021 | May 31, 2021 | Feb 28, 2021 | Nov 30, 2020 | Aug 31, 2020 | May 31, 2020 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income (ttm) | US$ in thousands | 123,751 | 115,568 | 141,850 | 152,217 | 168,594 | 162,040 | 137,968 | 141,259 | 143,273 | 146,887 | 170,744 | 191,387 | 223,764 | 206,142 | 214,614 | 250,632 | 253,946 | 228,619 | 213,163 | 171,925 |
| Total stockholders’ equity | US$ in thousands | 1,683,440 | 1,628,180 | 1,567,580 | 1,549,500 | 1,637,440 | 1,586,280 | 1,501,880 | 1,514,910 | 1,488,810 | 1,457,070 | 1,398,350 | 1,356,420 | 1,327,340 | 1,354,960 | 1,267,820 | 1,202,080 | 1,239,350 | 1,210,440 | 1,308,530 | 1,221,750 |
| ROE | 7.35% | 7.10% | 9.05% | 9.82% | 10.30% | 10.22% | 9.19% | 9.32% | 9.62% | 10.08% | 12.21% | 14.11% | 16.86% | 15.21% | 16.93% | 20.85% | 20.49% | 18.89% | 16.29% | 14.07% |
February 28, 2025 calculation
ROE = Net income (ttm) ÷ Total stockholders’ equity
= $123,751K ÷ $1,683,440K
= 7.35%
Helen of Troy Ltd's return on equity (ROE) has exhibited fluctuations over the periods under review. The ROE was 14.07% as of May 31, 2020, and saw a gradual increase to 20.85% by May 31, 2021. However, there was a slight decline to 16.93% as of August 31, 2021. The ROE peaked at 20.49% on February 28, 2021, but then started to decrease steadily.
Subsequently, there was a decline in ROE to 9.32% as of May 31, 2023, followed by a slight increase to 10.22% on November 30, 2023. However, the trend reversed with a decrease in ROE to 7.10% on November 30, 2024, and a further decline to 7.35% on February 28, 2025.
Overall, the trend indicates some volatility in Helen of Troy Ltd's ROE performance, with periods of growth followed by periods of decline. This suggests potential challenges in effectively utilizing shareholder equity to generate profits over the periods analyzed. Further investigation into the company's profitability and efficiency metrics may be warranted to better understand the factors contributing to these fluctuations in ROE.