WallStSmart

Colgate-Palmolive Company (CL)vsHelen of Troy Ltd (HELE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Colgate-Palmolive Company generates 1058% more annual revenue ($21.05B vs $1.82B). CL leads profitability with a 9.7% profit margin vs -22.7%. HELE appears more attractively valued with a PEG of 0.97. HELE earns a higher WallStSmart Score of 64/100 (C+).

CL

Buy

54

out of 100

Grade: C-

Growth: 3.3Profit: 8.5Value: 4.7Quality: 5.5
Piotroski: 4/9Altman Z: 4.21

HELE

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 4.5Value: 7.7Quality: 5.0
Piotroski: 4/9Altman Z: 0.47
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CLUndervalued (+12.6%)

Margin of Safety

+12.6%

Fair Value

$99.34

Current Price

$86.80

$12.54 discount

UndervaluedFair: $99.34Overvalued
HELEUndervalued (+71.4%)

Margin of Safety

+71.4%

Fair Value

$61.95

Current Price

$26.81

$35.14 discount

UndervaluedFair: $61.95Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CL4 strengths · Avg: 9.3/10
Return on EquityProfitability
863.1%10/10

Every $100 of equity generates 863 in profit

Altman Z-ScoreHealth
4.2110/10

Safe zone — low bankruptcy risk

Market CapQuality
$69.19B9/10

Large-cap with strong market position

Operating MarginProfitability
21.0%8/10

Strong operational efficiency at 21.0%

HELE3 strengths · Avg: 8.7/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

PEG RatioValuation
0.978/10

Growing faster than its price suggests

EPS GrowthGrowth
24.9%8/10

Earnings expanding 24.9% YoY

Areas to Watch

CL4 concerns · Avg: 3.5/10
PEG RatioValuation
1.604/10

Expensive relative to growth rate

P/E RatioValuation
34.6x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.9%4/10

4.9% revenue growth

Price/BookValuation
289.3x2/10

Trading at 289.3x book value

HELE4 concerns · Avg: 2.3/10
Market CapQuality
$665.92M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-48.9%2/10

ROE of -48.9% — below average capital efficiency

Free Cash FlowQuality
$-6.44M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.472/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CL

The strongest argument for CL centers on Return on Equity, Altman Z-Score, Market Cap.

Bull Case : HELE

The strongest argument for HELE centers on Price/Book, PEG Ratio, EPS Growth. PEG of 0.97 suggests the stock is reasonably priced for its growth.

Bear Case : CL

The primary concerns for CL are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 33.29 is elevated, increasing financial risk.

Bear Case : HELE

The primary concerns for HELE are Market Cap, Return on Equity, Free Cash Flow.

Key Dynamics to Monitor

CL profiles as a value stock while HELE is a turnaround play — different risk/reward profiles.

HELE carries more volatility with a beta of 1.30 — expect wider price swings.

HELE is growing revenue faster at 8.2% — sustainability is the question.

CL generates stronger free cash flow (867M), providing more financial flexibility.

Bottom Line

HELE scores higher overall (64/100 vs 54/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Colgate-Palmolive Company

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Colgate-Palmolive Company is an American multinational consumer products company headquartered on Park Avenue in Midtown Manhattan, New York City. It specializes in the production, distribution and provision of household, health care, personal care and veterinary products.

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Helen of Troy Ltd

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Helen of Troy Limited designs, develops, imports, markets and distributes a portfolio of consumer products globally. The company is headquartered in El Paso, Texas.

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