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HELE vs CSV

Comparison between Helen of Troy Ltd (HELE, Company) and Carriage Services Inc (CSV, Company).

HELE is from the Consumer Defensive sector, while CSV is from the Consumer Cyclical sector.

5-Year PerformanceCSV has outperformed HELE, delivering a return of +2.4% compared to -33.4%

HELE vs CSV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
HELE
$635M
CSV
$635M
Max Drawdown
HELE
94.72%
Winner
CSV
87.05%
Sharpe Ratio
Winner
HELE
0.25
CSV
-0.52
5Y Beta
HELE
1.10
Winner
CSV
0.45
Industry
HELE
Household & Personal Products
CSV
Personal Services
P/E Ratio
Winner
HELE
-0.70
CSV
14.32
Forward P/E
Winner
HELE
6.71
CSV
11.11
PEG Ratio
HELE
1.19
Winner
CSV
0.83
Dividend Yield
HELE
N/A
CSV
1.19%
5Y Dividends CAGR
HELE
N/A
CSV
9.18%
5Y EPS CAGR
HELE
N/A
CSV
8.61%
Debt to Equity
HELE
97.82%
Winner
CSV
2.33%
Free Cash Flow Yield
Winner
HELE
26.94%
CSV
6.37%
P/S Ratio
Winner
HELE
0.35
CSV
1.47
P/B Ratio
Winner
HELE
0.71
CSV
2.29

HELE vs CSV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HELE
+24.57%
CSV
-7.06%
3M
Winner
HELE
+78.16%
CSV
-3.50%
6M
Winner
HELE
+42.19%
CSV
-7.74%
1Y
Winner
HELE
+6.68%
CSV
-9.42%
5Y(CAGR)
HELE
-33.39%
Winner
CSV
+2.38%
10Y(CAGR)
HELE
-11.52%
Winner
CSV
+7.27%
Max(CAGR)
HELE
+4.58%
Winner
CSV
+7.64%

HELE vs CSV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHELECSV
2026+44.88%-2.38%
2025-64.30%+9.56%
2024-50.99%+61.21%
2023+9.05%-11.02%
2022-54.68%-54.82%
2021+11.02%+110.24%
2020+21.20%+25.86%
2019+37.99%+66.54%
2018+36.72%-39.49%
2017+12.36%-9.09%
2016-6.11%+23.02%
2015+45.47%+20.06%
2014+33.92%+3.77%
2013+45.15%+46.28%
2012+5.86%+118.16%
2011+0.10%+17.49%
2010+23.40%+22.47%
2009+38.27%+83.64%
2008+5.53%-77.59%
2007-31.77%+73.23%
2006+49.57%+2.21%
2005-51.37%+0.40%
2004+45.81%+29.66%
2003+94.45%-9.09%
2002-5.98%-24.05%
2001+134.99%+266.48%
2000-32.76%-72.21%
1999-20.00%-12.03%

HELE vs CSV 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 CSV was -87.05%, occurring on Mar 19, 2009. Recovery took 1238 trading sessions.

The current HELE drawdown is -88.64%. The current CSV drawdown is -35.06%.

RankHELECSV
#1-94.72%
Jan 27, 2021 - Mar 27, 2026
-87.05%
Nov 27, 2007 - Oct 24, 2012
#2-76.82%
Jul 2, 2004 - Feb 12, 2013
-83.61%
Nov 9, 1999 - Aug 1, 2001
#3-61.08%
Nov 26, 1999 - Jul 12, 2001
-68.54%
Dec 29, 2021 - Nov 13, 2023
#4-45.07%
Feb 11, 2020 - Jul 9, 2020
-65.53%
Aug 15, 2001 - Apr 16, 2007
#5-43.39%
Jul 23, 2001 - Jan 8, 2002
-51.01%
Dec 13, 2019 - Nov 13, 2020
#6-42.94%
Jan 15, 2002 - May 13, 2003
-48.75%
Dec 27, 2016 - Dec 13, 2019
#7-25.99%
Jun 8, 2016 - Jul 9, 2018
-28.66%
Jan 22, 2014 - Jan 23, 2015
#8-25.43%
Mar 18, 2014 - Jan 9, 2015
-23.14%
Apr 10, 2013 - Jan 14, 2014
#9-24.87%
Sep 4, 2003 - Jan 13, 2004
-21.51%
Dec 4, 2015 - Nov 11, 2016
#10-24.59%
Dec 3, 2018 - Jul 10, 2019
-18.66%
May 21, 2015 - Dec 2, 2015
#11-20.53%
Dec 4, 2015 - Mar 29, 2016
-15.39%
Jul 23, 2007 - Oct 22, 2007
#12-17.30%
Jun 25, 2015 - Oct 9, 2015
-14.43%
May 10, 2007 - Jul 16, 2007
#13-15.70%
May 4, 2004 - Jun 30, 2004
-13.88%
Nov 1, 1999 - Nov 9, 1999
#14-12.61%
Aug 24, 2020 - Dec 8, 2020
-11.57%
Sep 3, 2021 - Oct 28, 2021
#15-11.75%
Mar 1, 2004 - Apr 6, 2004
-10.75%
Jun 1, 2021 - Aug 11, 2021

Correlation

Correlation between HELE and CSV is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

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