HELE vs BCAL

Comparison between Helen of Troy Ltd (HELE, Company) and Southern Calif Bancorp (BCAL, Company).

HELE is from the Consumer Defensive sector, while BCAL is from the Financial Services sector.

5-Year PerformanceBCAL has outperformed HELE, delivering a return of +7.5% compared to -33.4%

HELE vs BCAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HELE(COMPANY)	BCAL(COMPANY)
Market Cap	$635M	$636M
Max Drawdown	94.72%	52.35%
Sharpe Ratio	0.25	1.24
5Y Beta	1.10	0.78
Industry	Household & Personal Products	Banks - Regional
P/E Ratio	-0.70	10.67
Forward P/E	6.71	N/A
PEG Ratio	1.19	0.04
Dividend Yield	N/A	1.02%
Debt to Equity	97.82%	5.92%
Free Cash Flow Yield	26.94%	9.18%
P/S Ratio	0.35	3.44
P/B Ratio	0.71	1.09

Market Cap

HELE

$635M

Winner

BCAL

$636M

Max Drawdown

HELE

94.72%

Winner

BCAL

52.35%

Sharpe Ratio

HELE

0.25

Winner

BCAL

1.24

5Y Beta

HELE

1.10

Winner

BCAL

0.78

Industry

HELE

Household & Personal Products

BCAL

Banks - Regional

P/E Ratio

Winner

HELE

-0.70

BCAL

10.67

Forward P/E

HELE

6.71

BCAL

N/A

PEG Ratio

HELE

1.19

Winner

BCAL

0.04

Dividend Yield

HELE

N/A

BCAL

1.02%

Debt to Equity

HELE

97.82%

Winner

BCAL

5.92%

Free Cash Flow Yield

Winner

HELE

26.94%

BCAL

9.18%

P/S Ratio

Winner

HELE

0.35

BCAL

3.44

P/B Ratio

Winner

HELE

0.71

BCAL

1.09

HELE vs BCAL - Historical Returns

Returns include dividend reinvestment.

Period	HELE	BCAL
1 month	+24.57%	+5.67%
3 months	+78.16%	+13.36%
6 months	+42.19%	+1.05%
1 year	+6.68%	+34.41%
5 years(CAGR)	-33.39%	+7.45%
10 years(CAGR)	-11.52%	+9.26%
Max(CAGR)	+4.58%	+9.20%

Winner

HELE

+24.57%

BCAL

+5.67%

Winner

HELE

+78.16%

BCAL

+13.36%

Winner

HELE

+42.19%

BCAL

+1.05%

HELE

+6.68%

Winner

BCAL

+34.41%

5Y(CAGR)

HELE

-33.39%

Winner

BCAL

+7.45%

10Y(CAGR)

HELE

-11.52%

Winner

BCAL

+9.26%

Max(CAGR)

HELE

+4.58%

Winner

BCAL

+9.20%

HELE vs BCAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HELE	BCAL
2026	+44.88%	+7.19%
2025	-64.30%	+15.35%
2024	-50.99%	-3.84%
2023	+9.05%	+3.58%
2022	-54.68%	+12.35%
2021	+11.02%	+17.57%
2020	+21.20%	+0.00%
2019	+37.99%	-5.55%
2018	+36.72%	-10.51%
2017	+12.36%	+28.26%
2016	-6.11%	+38.55%
2015	+45.47%	+4.40%
2014	+33.92%	N/A
2013	+45.15%	N/A
2012	+5.86%	N/A
2011	+0.10%	N/A
2010	+23.40%	N/A
2009	+38.27%	N/A
2008	+5.53%	N/A
2007	-31.77%	N/A
2006	+49.57%	N/A
2005	-51.37%	N/A
2004	+45.81%	N/A
2003	+94.45%	N/A
2002	-5.98%	N/A
2001	+134.99%	N/A
2000	-32.76%	N/A
1999	-20.00%	N/A

HELE vs BCAL Drawdown Comparison

The maximum drawdown for HELE was -94.72%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for BCAL was -52.35%, occurring on Apr 15, 2020. Recovery took 1465 trading sessions.

The current HELE drawdown is -88.64%. The current BCAL drawdown is -0.71%.

Rank	HELE	BCAL
#1	-94.72% Jan 27, 2021 - Mar 27, 2026	-52.35% Feb 9, 2018 - Dec 19, 2023
#2	-76.82% Jul 2, 2004 - Feb 12, 2013	-32.26% Nov 25, 2024 - Oct 29, 2025
#3	-61.08% Nov 26, 1999 - Jul 12, 2001	-25.88% Dec 29, 2023 - Nov 12, 2024
#4	-45.07% Feb 11, 2020 - Jul 9, 2020	-20.97% May 3, 2017 - Jan 22, 2018
#5	-43.39% Jul 23, 2001 - Jan 8, 2002	-13.51% Dec 8, 2025 - Mar 20, 2026
#6	-42.94% Jan 15, 2002 - May 13, 2003	-9.26% Mar 15, 2017 - May 3, 2017
#7	-25.99% Jun 8, 2016 - Jul 9, 2018	-5.30% Dec 24, 2015 - Aug 23, 2016
#8	-25.43% Mar 18, 2014 - Jan 9, 2015	-4.30% Nov 11, 2025 - Nov 24, 2025
#9	-24.87% Sep 4, 2003 - Jan 13, 2004	-1.04% Nov 12, 2024 - Nov 21, 2024
#10	-24.59% Dec 3, 2018 - Jul 10, 2019	-0.62% Nov 25, 2025 - Dec 3, 2025
#11	-20.53% Dec 4, 2015 - Mar 29, 2016	-0.56% Dec 4, 2025 - Dec 8, 2025
#12	-17.30% Jun 25, 2015 - Oct 9, 2015	-0.37% Nov 5, 2025 - Nov 10, 2025
#13	-15.70% May 4, 2004 - Jun 30, 2004	-0.35% Dec 27, 2023 - Dec 29, 2023
#14	-12.61% Aug 24, 2020 - Dec 8, 2020	-0.12% Dec 22, 2023 - Dec 27, 2023
#15	-11.75% Mar 1, 2004 - Apr 6, 2004	N/A

Correlation

Correlation between HELE and BCAL is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

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