WallStSmart

Helen of Troy Ltd (HELE)vsWalmart Inc. (WMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Walmart Inc. generates 40504% more annual revenue ($725.30B vs $1.79B). WMT leads profitability with a 3.1% profit margin vs -50.3%. HELE appears more attractively valued with a PEG of 0.97. HELE earns a higher WallStSmart Score of 56/100 (C).

HELE

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 3.5Value: 7.7Quality: 4.5
Piotroski: 4/9Altman Z: 0.47

WMT

Hold

49

out of 100

Grade: D+

Growth: 6.7Profit: 5.5Value: 3.7Quality: 6.0
Piotroski: 4/9Altman Z: 3.66
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HELEUndervalued (+71.6%)

Margin of Safety

+71.6%

Fair Value

$62.33

Current Price

$24.34

$37.99 discount

UndervaluedFair: $62.33Overvalued

Intrinsic value data unavailable for WMT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

WMT3 strengths · Avg: 9.7/10
Market CapQuality
$899.74B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.6610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
24.4%9/10

Every $100 of equity generates 24 in profit

Areas to Watch

HELE4 concerns · Avg: 2.5/10
Market CapQuality
$566.09M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.043/10

Elevated debt levels

Return on EquityProfitability
-112.6%2/10

ROE of -112.6% — below average capital efficiency

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

WMT4 concerns · Avg: 3.5/10
P/E RatioValuation
39.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.5x4/10

Trading at 9.5x book value

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Operating MarginProfitability
4.2%3/10

Operating margin of 4.2%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : WMT

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

Bear Case : HELE

The primary concerns for HELE are Market Cap, Debt/Equity, Return on Equity.

Bear Case : WMT

The primary concerns for WMT are P/E Ratio, Price/Book, Profit Margin. Thin 3.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

HELE carries more volatility with a beta of 1.33 — expect wider price swings.

WMT is growing revenue faster at 7.3% — sustainability is the question.

HELE generates stronger free cash flow (103M), providing more financial flexibility.

Bottom Line

HELE scores higher overall (56/100 vs 49/100). Both earn "Buy" and "Hold" 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.

Walmart Inc.

CONSUMER DEFENSIVE · DISCOUNT STORES · USA

Walmart Inc. is an American multinational retail corporation that operates a chain of hypermarkets, discount department stores, and grocery stores from the United States, headquartered in Bentonville, Arkansas. It also owns and operates Sam's Club retail warehouses.

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