UTZ vs HELE

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

Both UTZ and HELE are from the Consumer Defensive sector.

5-Year PerformanceUTZ has outperformed HELE, delivering a return of -7.7% compared to -34.6%

UTZ vs HELE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UTZ(COMPANY)	HELE(COMPANY)
Market Cap	$1.24B	$656M
Max Drawdown	77.36%	94.72%
Sharpe Ratio	0.32	0.45
5Y Beta	0.31	1.11
Industry	Packaged Foods	Household & Personal Products
P/E Ratio	665.39	-1.57
Forward P/E	18.15	7.82
PEG Ratio	N/A	-0.07
Dividend Yield	2.20%	N/A
5Y Dividends CAGR	3.55%	N/A
Debt to Equity	118.72%	84.90%
Free Cash Flow Yield	3.41%	17.09%
P/S Ratio	0.86	0.36
P/B Ratio	1.75	0.75

Market Cap

Winner

UTZ

$1.24B

HELE

$656M

Max Drawdown

Winner

UTZ

77.36%

HELE

94.72%

Sharpe Ratio

UTZ

0.32

Winner

HELE

0.45

5Y Beta

Winner

UTZ

0.31

HELE

1.11

Industry

UTZ

Packaged Foods

HELE

Household & Personal Products

P/E Ratio

UTZ

665.39

Winner

HELE

-1.57

Forward P/E

UTZ

18.15

Winner

HELE

7.82

PEG Ratio

UTZ

N/A

HELE

-0.07

Dividend Yield

UTZ

2.20%

HELE

N/A

5Y Dividends CAGR

UTZ

3.55%

HELE

N/A

Debt to Equity

UTZ

118.72%

Winner

HELE

84.90%

Free Cash Flow Yield

UTZ

3.41%

Winner

HELE

17.09%

P/S Ratio

UTZ

0.86

Winner

HELE

0.36

P/B Ratio

UTZ

1.75

Winner

HELE

0.75

UTZ vs HELE - Historical Returns

Returns include dividend reinvestment.

Period	UTZ	HELE
1 month	+99.86%	+3.31%
3 months	+87.84%	+12.68%
6 months	+37.60%	+46.67%
1 year	+0.04%	+9.82%
5 years(CAGR)	-7.67%	-34.64%
10 years(CAGR)	N/A	-12.33%
Max(CAGR)	+6.46%	+4.15%

Winner

UTZ

+99.86%

HELE

+3.31%

Winner

UTZ

+87.84%

HELE

+12.68%

UTZ

+37.60%

Winner

HELE

+46.67%

UTZ

+0.04%

Winner

HELE

+9.82%

5Y(CAGR)

Winner

UTZ

-7.67%

HELE

-34.64%

10Y(CAGR)

UTZ

N/A

HELE

-12.33%

Max(CAGR)

Winner

UTZ

+6.46%

HELE

+4.15%

UTZ vs HELE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UTZ	HELE
2026	+39.34%	+30.23%
2025	-30.04%	-64.30%
2024	-2.86%	-50.99%
2023	+1.78%	+9.05%
2022	-4.98%	-54.68%
2021	-26.22%	+11.02%
2020	+115.77%	+21.20%
2019	+6.53%	+37.99%
2018	+0.21%	+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%

UTZ vs HELE Drawdown Comparison

The maximum drawdown for UTZ was -75.42%, occurring on Jun 4, 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 UTZ drawdown is -48.59%. The current HELE drawdown is -89.79%.

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