IBTA vs HELE
Comparison between Ibotta Inc - Class A (IBTA, Company) and Helen of Troy Ltd (HELE, Company).
IBTA is from the Technology sector, while HELE is from the Consumer Defensive sector.
IBTA vs HELE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
IBTA
$659M
HELE
$656M
Max Drawdown
Winner
IBTA
82.48%
HELE
94.72%
Sharpe Ratio
IBTA
-0.28
Winner
HELE
0.45
5Y Beta
Winner
IBTA
1.08
HELE
1.11
Industry
IBTA
Software - Application
HELE
Household & Personal Products
P/E Ratio
Winner
IBTA
-102.10
HELE
-1.57
Forward P/E
IBTA
24.69
Winner
HELE
7.82
PEG Ratio
IBTA
N/A
HELE
-0.07
Debt to Equity
Winner
IBTA
0.00%
HELE
84.90%
Free Cash Flow Yield
IBTA
12.80%
Winner
HELE
17.09%
P/S Ratio
IBTA
1.87
Winner
HELE
0.36
P/B Ratio
IBTA
2.72
Winner
HELE
0.75
IBTA vs HELE - Historical Returns
Returns include dividend reinvestment.
1M
IBTA
-14.70%
Winner
HELE
+3.31%
3M
IBTA
-26.42%
Winner
HELE
+12.68%
6M
IBTA
+10.23%
Winner
HELE
+46.67%
1Y
IBTA
-34.46%
Winner
HELE
+9.82%
5Y(CAGR)
IBTA
N/A
HELE
-34.64%
10Y(CAGR)
IBTA
N/A
HELE
-12.33%
Max(CAGR)
IBTA
-45.39%
Winner
HELE
+4.15%
IBTA vs HELE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IBTA | HELE |
|---|---|---|
| 2026 | +14.80% | +30.23% |
| 2025 | -65.89% | -64.30% |
| 2024 | -36.97% | -50.99% |
| 2023 | N/A | +9.05% |
| 2022 | N/A | -54.68% |
| 2021 | N/A | +11.02% |
| 2020 | N/A | +21.20% |
| 2019 | N/A | +37.99% |
| 2018 | N/A | +36.72% |
| 2017 | N/A | +12.36% |
| 2016 | N/A | -6.11% |
| 2015 | N/A | +45.47% |
| 2014 | N/A | +33.92% |
| 2013 | N/A | +45.15% |
| 2012 | N/A | +5.86% |
| 2011 | N/A | +0.10% |
| 2010 | N/A | +23.40% |
| 2009 | N/A | +38.27% |
| 2008 | N/A | +5.53% |
| 2007 | N/A | -31.77% |
| 2006 | N/A | +49.57% |
| 2005 | N/A | -51.37% |
| 2004 | N/A | +45.81% |
| 2003 | N/A | +94.45% |
| 2002 | N/A | -5.98% |
| 2001 | N/A | +134.99% |
| 2000 | N/A | -32.76% |
| 1999 | N/A | -20.00% |
IBTA vs HELE Drawdown Comparison
The maximum drawdown for IBTA was -82.48%, occurring on Feb 5, 2026. This drawdown has not yet recovered.
The maximum drawdown for HELE was -94.72%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current IBTA drawdown is -76.08%. The current HELE drawdown is -89.79%.
| Rank | IBTA | HELE |
|---|---|---|
| #1 | -82.48% Apr 23, 2024 - Feb 5, 2026 | -94.72% Jan 27, 2021 - Mar 27, 2026 |
| #2 | -5.08% Apr 18, 2024 - Apr 23, 2024 | -76.82% Jul 2, 2004 - Feb 12, 2013 |
| #3 | N/A | -61.08% Nov 26, 1999 - Jul 12, 2001 |
| #4 | N/A | -45.07% Feb 11, 2020 - Jul 9, 2020 |
| #5 | N/A | -43.39% Jul 23, 2001 - Jan 8, 2002 |
| #6 | N/A | -42.94% Jan 15, 2002 - May 13, 2003 |
| #7 | N/A | -25.99% Jun 8, 2016 - Jul 9, 2018 |
| #8 | N/A | -25.43% Mar 18, 2014 - Jan 9, 2015 |
| #9 | N/A | -24.87% Sep 4, 2003 - Jan 13, 2004 |
| #10 | N/A | -24.59% Dec 3, 2018 - Jul 10, 2019 |
| #11 | N/A | -20.53% Dec 4, 2015 - Mar 29, 2016 |
| #12 | N/A | -17.30% Jun 25, 2015 - Oct 9, 2015 |
| #13 | N/A | -15.70% May 4, 2004 - Jun 30, 2004 |
| #14 | N/A | -12.61% Aug 24, 2020 - Dec 8, 2020 |
| #15 | N/A | -11.75% Mar 1, 2004 - Apr 6, 2004 |
Correlation
Correlation between IBTA and HELE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
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