HELE vs UTZ

Comparison between Helen of Troy Ltd (HELE, Company) and Utz Brands Inc - Class A (UTZ, Company).

Both HELE and UTZ are from the Consumer Defensive sector.

5-Year PerformanceUTZ has outperformed HELE, delivering a return of -7.4% compared to -34.3%

HELE vs UTZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HELE(COMPANY)	UTZ(COMPANY)
Market Cap	$653M	$655M
Max Drawdown	94.72%	77.36%
Sharpe Ratio	0.61	0.35
5Y Beta	1.10	0.31
Industry	Household & Personal Products	Packaged Foods
P/E Ratio	-1.56	350.68
Forward P/E	8.01	9.30
PEG Ratio	-0.07	N/A
Dividend Yield	N/A	4.13%
5Y Dividends CAGR	N/A	3.55%
Debt to Equity	84.90%	118.72%
Free Cash Flow Yield	17.17%	6.48%
P/S Ratio	0.37	0.45
P/B Ratio	0.78	0.93

Market Cap

HELE

$653M

Winner

UTZ

$655M

Max Drawdown

HELE

94.72%

Winner

UTZ

77.36%

Sharpe Ratio

Winner

HELE

0.61

UTZ

0.35

5Y Beta

HELE

1.10

Winner

UTZ

0.31

Industry

HELE

Household & Personal Products

UTZ

Packaged Foods

P/E Ratio

Winner

HELE

-1.56

UTZ

350.68

Forward P/E

Winner

HELE

8.01

UTZ

9.30

PEG Ratio

HELE

-0.07

UTZ

N/A

Dividend Yield

HELE

N/A

UTZ

4.13%

5Y Dividends CAGR

HELE

N/A

UTZ

3.55%

Debt to Equity

Winner

HELE

84.90%

UTZ

118.72%

Free Cash Flow Yield

Winner

HELE

17.17%

UTZ

6.48%

P/S Ratio

Winner

HELE

0.37

UTZ

0.45

P/B Ratio

Winner

HELE

0.78

UTZ

0.93

HELE vs UTZ - Historical Returns

Returns include dividend reinvestment.

Period	HELE	UTZ
1 month	+4.92%	+105.26%
3 months	+34.58%	+87.94%
6 months	+42.53%	+38.11%
1 year	+25.77%	+3.10%
5 years(CAGR)	-34.33%	-7.43%
10 years(CAGR)	-12.10%	N/A
Max(CAGR)	+4.21%	+6.44%

HELE

+4.92%

Winner

UTZ

+105.26%

HELE

+34.58%

Winner

UTZ

+87.94%

Winner

HELE

+42.53%

UTZ

+38.11%

Winner

HELE

+25.77%

UTZ

+3.10%

5Y(CAGR)

HELE

-34.33%

Winner

UTZ

-7.43%

10Y(CAGR)

HELE

-12.10%

UTZ

N/A

Max(CAGR)

HELE

+4.21%

Winner

UTZ

+6.44%

HELE vs UTZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HELE	UTZ
2026	+32.36%	+39.04%
2025	-64.30%	-30.04%
2024	-50.99%	-2.86%
2023	+9.05%	+1.78%
2022	-54.68%	-4.98%
2021	+11.02%	-26.22%
2020	+21.20%	+115.77%
2019	+37.99%	+6.53%
2018	+36.72%	+0.21%
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 UTZ 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 UTZ was -75.42%, occurring on Jun 4, 2026. This drawdown has not yet recovered.

The current HELE drawdown is -89.62%. The current UTZ drawdown is -48.70%.

Rank	HELE	UTZ
#1	-94.72% Jan 27, 2021 - Mar 27, 2026	-75.42% May 3, 2021 - Jun 4, 2026
#2	-76.82% Jul 2, 2004 - Feb 12, 2013	-12.83% Aug 31, 2020 - Nov 13, 2020
#3	-61.08% Nov 26, 1999 - Jul 12, 2001	-11.34% Feb 22, 2021 - Mar 17, 2021
#4	-45.07% Feb 11, 2020 - Jul 9, 2020	-9.79% Feb 4, 2020 - Jun 5, 2020
#5	-43.39% Jul 23, 2001 - Jan 8, 2002	-9.07% Mar 19, 2021 - Apr 23, 2021
#6	-42.94% Jan 15, 2002 - May 13, 2003	-7.27% Jun 23, 2020 - Aug 25, 2020
#7	-25.99% Jun 8, 2016 - Jul 9, 2018	-6.74% Nov 27, 2020 - Dec 15, 2020
#8	-25.43% Mar 18, 2014 - Jan 9, 2015	-6.00% Dec 22, 2020 - Jan 13, 2021
#9	-24.87% Sep 4, 2003 - Jan 13, 2004	-5.83% Jan 14, 2021 - Jan 20, 2021
#10	-24.59% Dec 3, 2018 - Jul 10, 2019	-4.75% Jan 27, 2021 - Feb 8, 2021
#11	-20.53% Dec 4, 2015 - Mar 29, 2016	-4.03% Mar 17, 2021 - Mar 19, 2021
#12	-17.30% Jun 25, 2015 - Oct 9, 2015	-3.69% Oct 24, 2019 - Jan 15, 2020
#13	-15.70% May 4, 2004 - Jun 30, 2004	-3.43% Jan 20, 2021 - Jan 26, 2021
#14	-12.61% Aug 24, 2020 - Dec 8, 2020	-3.29% Dec 17, 2020 - Dec 22, 2020
#15	-11.75% Mar 1, 2004 - Apr 6, 2004	-3.23% Jun 10, 2020 - Jun 23, 2020