HELE vs NCDL

Comparison between Helen of Troy Ltd (HELE, Company) and Nuveen Churchill Direct Lending Corp (NCDL, Company).

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

HELE vs NCDL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HELE(COMPANY)	NCDL(COMPANY)
Market Cap	$635M	$635M
Max Drawdown	94.72%	30.23%
Sharpe Ratio	0.25	-0.61
5Y Beta	1.10	0.49
Industry	Household & Personal Products	Asset Management
P/E Ratio	-0.70	10.71
Forward P/E	6.71	7.93
PEG Ratio	1.19	N/A
Debt to Equity	97.82%	131.86%
Free Cash Flow Yield	26.94%	29.82%
P/S Ratio	0.35	8.77
P/B Ratio	0.71	0.73

Market Cap

Winner

HELE

$635M

NCDL

$635M

Max Drawdown

HELE

94.72%

Winner

NCDL

30.23%

Sharpe Ratio

Winner

HELE

0.25

NCDL

-0.61

5Y Beta

HELE

1.10

Winner

NCDL

0.49

Industry

HELE

Household & Personal Products

NCDL

Asset Management

P/E Ratio

Winner

HELE

-0.70

NCDL

10.71

Forward P/E

Winner

HELE

6.71

NCDL

7.93

PEG Ratio

HELE

1.19

NCDL

N/A

Debt to Equity

Winner

HELE

97.82%

NCDL

131.86%

Free Cash Flow Yield

HELE

26.94%

Winner

NCDL

29.82%

P/S Ratio

Winner

HELE

0.35

NCDL

8.77

P/B Ratio

Winner

HELE

0.71

NCDL

0.73

HELE vs NCDL - Historical Returns

Returns include dividend reinvestment.

Period	HELE	NCDL
1 month	+24.57%	-4.63%
3 months	+78.16%	+0.32%
6 months	+42.19%	-5.45%
1 year	+6.68%	-11.29%
5 years(CAGR)	-33.39%	N/A
10 years(CAGR)	-11.52%	N/A
Max(CAGR)	+4.58%	-2.42%

Winner

HELE

+24.57%

NCDL

-4.63%

Winner

HELE

+78.16%

NCDL

+0.32%

Winner

HELE

+42.19%

NCDL

-5.45%

Winner

HELE

+6.68%

NCDL

-11.29%

5Y(CAGR)

HELE

-33.39%

NCDL

N/A

10Y(CAGR)

HELE

-11.52%

NCDL

N/A

Max(CAGR)

Winner

HELE

+4.58%

NCDL

-2.42%

HELE vs NCDL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HELE	NCDL
2026	+44.88%	-2.36%
2025	-64.30%	-9.74%
2024	-50.99%	+6.10%
2023	+9.05%	N/A
2022	-54.68%	N/A
2021	+11.02%	N/A
2020	+21.20%	N/A
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 NCDL 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 NCDL was -20.69%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current HELE drawdown is -88.64%. The current NCDL drawdown is -17.87%.

Rank	HELE	NCDL
#1	-94.72% Jan 27, 2021 - Mar 27, 2026	-20.69% Jul 17, 2025 - Mar 27, 2026
#2	-76.82% Jul 2, 2004 - Feb 12, 2013	-15.56% Feb 20, 2025 - Jul 10, 2025
#3	-61.08% Nov 26, 1999 - Jul 12, 2001	-10.15% Jan 30, 2024 - Mar 21, 2024
#4	-45.07% Feb 11, 2020 - Jul 9, 2020	-7.02% Jul 17, 2024 - Aug 29, 2024
#5	-43.39% Jul 23, 2001 - Jan 8, 2002	-5.76% Mar 28, 2024 - Jun 6, 2024
#6	-42.94% Jan 15, 2002 - May 13, 2003	-4.80% Oct 9, 2024 - Jan 24, 2025
#7	-25.99% Jun 8, 2016 - Jul 9, 2018	-3.06% Jun 7, 2024 - Jul 2, 2024
#8	-25.43% Mar 18, 2014 - Jan 9, 2015	-2.70% Aug 30, 2024 - Sep 13, 2024
#9	-24.87% Sep 4, 2003 - Jan 13, 2004	-2.17% Mar 21, 2024 - Mar 28, 2024
#10	-24.59% Dec 3, 2018 - Jul 10, 2019	-2.17% Sep 18, 2024 - Oct 9, 2024
#11	-20.53% Dec 4, 2015 - Mar 29, 2016	-1.91% Jul 2, 2024 - Jul 17, 2024
#12	-17.30% Jun 25, 2015 - Oct 9, 2015	-1.45% Jan 27, 2025 - Feb 3, 2025
#13	-15.70% May 4, 2004 - Jun 30, 2004	-1.17% Jul 11, 2025 - Jul 16, 2025
#14	-12.61% Aug 24, 2020 - Dec 8, 2020	-0.46% Feb 3, 2025 - Feb 11, 2025
#15	-11.75% Mar 1, 2004 - Apr 6, 2004	-0.28% Jan 25, 2024 - Jan 30, 2024