Helen of Troy Ltd (HELE)vsThe Coca-Cola Company (KO)
HELE
Helen of Troy Ltd
$29.31
+0.38%
CONSUMER DEFENSIVE · Cap: $677.39M
KO
The Coca-Cola Company
$91.88
+0.60%
CONSUMER DEFENSIVE · Cap: $404.01B
Smart Verdict
WallStSmart Research — data-driven comparison
The Coca-Cola Company generates 2645% more annual revenue ($50.13B vs $1.83B). KO leads profitability with a 28.6% profit margin vs -5.4%. HELE appears more attractively valued with a PEG of 0.97. KO earns a higher WallStSmart Score of 61/100 (C+).
HELE
Buy57
out of 100
Grade: C
KO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.2%
Fair Value
$61.43
Current Price
$29.31
$32.12 discount
Margin of Safety
-46.5%
Fair Value
$63.26
Current Price
$91.88
$28.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 24.9% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 40 in profit
Strong operational efficiency at 34.9%
Keeps 29 of every $100 in revenue as profit
Generating 5.1B in free cash flow
Areas to Watch
2.1% revenue growth
Smaller company, higher risk/reward
Operating margin of 0.5%
ROE of -11.6% — below average capital efficiency
Moderate valuation
Trading at 10.9x book value
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : KO
The strongest argument for KO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 28.6% and operating margin at 34.9%.
Bear Case : HELE
The primary concerns for HELE are Revenue Growth, Market Cap, Operating Margin.
Bear Case : KO
The primary concerns for KO are P/E Ratio, Price/Book, Debt/Equity.
Key Dynamics to Monitor
HELE profiles as a turnaround stock while KO is a mature play — different risk/reward profiles.
HELE carries more volatility with a beta of 1.34 — expect wider price swings.
KO is growing revenue faster at 6.7% — sustainability is the question.
KO generates stronger free cash flow (5.1B), providing more financial flexibility.
Bottom Line
KO scores higher overall (61/100 vs 57/100), backed by strong 28.6% margins. HELE offers better value entry with a 71.2% margin of safety. 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.
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.
The Coca-Cola Company
CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA
The Coca-Cola Company is an American multinational beverage corporation incorporated under Delaware's General Corporation Law and headquartered in Atlanta, Georgia. The Coca-Cola Company has interests in the manufacturing, retailing, and marketing of nonalcoholic beverage concentrates and syrups.
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