HELE vs IVA

Comparison between Helen of Troy Ltd (HELE, Company) and Inventiva (IVA, Company).

HELE is from the Consumer Defensive sector, while IVA is from the Healthcare sector.

5-Year PerformanceIVA has outperformed HELE, delivering a return of -20.1% compared to -34.6%

HELE vs IVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HELE(COMPANY)	IVA(COMPANY)
Market Cap	$656M	$655M
Max Drawdown	94.72%	91.32%
Sharpe Ratio	0.45	0.75
5Y Beta	1.11	0.77
Industry	Household & Personal Products	Biotechnology
P/E Ratio	-1.57	-0.89
Forward P/E	7.82	N/A
PEG Ratio	-0.07	-0.02
5Y EPS CAGR	N/A	24.75%
Debt to Equity	84.90%	-611.30%
Free Cash Flow Yield	17.09%	-24.18%
P/S Ratio	0.36	73.66
P/B Ratio	0.75	2.10

Market Cap

Winner

HELE

$656M

IVA

$655M

Max Drawdown

HELE

94.72%

Winner

IVA

91.32%

Sharpe Ratio

HELE

0.45

Winner

IVA

0.75

5Y Beta

HELE

1.11

Winner

IVA

0.77

Industry

HELE

Household & Personal Products

IVA

Biotechnology

P/E Ratio

Winner

HELE

-1.57

IVA

-0.89

Forward P/E

HELE

7.82

IVA

N/A

PEG Ratio

Winner

HELE

-0.07

IVA

-0.02

5Y EPS CAGR

HELE

N/A

IVA

24.75%

Debt to Equity

HELE

84.90%

Winner

IVA

-611.30%

Free Cash Flow Yield

Winner

HELE

17.09%

IVA

-24.18%

P/S Ratio

Winner

HELE

0.36

IVA

73.66

P/B Ratio

Winner

HELE

0.75

IVA

2.10

HELE vs IVA - Historical Returns

Returns include dividend reinvestment.

Period	HELE	IVA
1 month	+3.31%	+21.56%
3 months	+12.68%	-13.44%
6 months	+46.67%	-36.92%
1 year	+9.82%	+35.84%
5 years(CAGR)	-34.64%	-20.11%
10 years(CAGR)	-12.33%	N/A
Max(CAGR)	+4.15%	-16.53%

HELE

+3.31%

Winner

IVA

+21.56%

Winner

HELE

+12.68%

IVA

-13.44%

Winner

HELE

+46.67%

IVA

-36.92%

HELE

+9.82%

Winner

IVA

+35.84%

5Y(CAGR)

HELE

-34.64%

Winner

IVA

-20.11%

10Y(CAGR)

HELE

-12.33%

IVA

N/A

Max(CAGR)

Winner

HELE

+4.15%

IVA

-16.53%

HELE vs IVA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HELE	IVA
2026	+30.23%	-5.25%
2025	-64.30%	+117.29%
2024	-50.99%	-54.41%
2023	+9.05%	-9.13%
2022	-54.68%	-67.35%
2021	+11.02%	-5.20%
2020	+21.20%	+8.05%
2019	+37.99%	N/A
2018	+36.72%	N/A
2017	+12.36%	N/A
2016	-6.11%	N/A
2015	+45.47%	N/A
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 IVA 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 IVA was -91.32%, occurring on Oct 9, 2024. This drawdown has not yet recovered.

The current HELE drawdown is -89.79%. The current IVA drawdown is -76.26%.

Rank	HELE	IVA
#1	-94.72% Jan 27, 2021 - Mar 27, 2026	-91.32% Jan 20, 2021 - Oct 9, 2024
#2	-76.82% Jul 2, 2004 - Feb 12, 2013	-26.45% Jul 10, 2020 - Oct 12, 2020
#3	-61.08% Nov 26, 1999 - Jul 12, 2001	-21.72% Oct 21, 2020 - Jan 5, 2021
#4	-45.07% Feb 11, 2020 - Jul 9, 2020	-5.76% Jan 13, 2021 - Jan 19, 2021
#5	-43.39% Jul 23, 2001 - Jan 8, 2002	-4.66% Oct 16, 2020 - Oct 21, 2020
#6	-42.94% Jan 15, 2002 - May 13, 2003	-1.89% Jan 6, 2021 - Jan 8, 2021
#7	-25.99% Jun 8, 2016 - Jul 9, 2018	N/A
#8	-25.43% Mar 18, 2014 - Jan 9, 2015	N/A
#9	-24.87% Sep 4, 2003 - Jan 13, 2004	N/A
#10	-24.59% Dec 3, 2018 - Jul 10, 2019	N/A
#11	-20.53% Dec 4, 2015 - Mar 29, 2016	N/A
#12	-17.30% Jun 25, 2015 - Oct 9, 2015	N/A
#13	-15.70% May 4, 2004 - Jun 30, 2004	N/A
#14	-12.61% Aug 24, 2020 - Dec 8, 2020	N/A
#15	-11.75% Mar 1, 2004 - Apr 6, 2004	N/A