YETI vs HELE Stock Comparison: AI Score, Valuation, Performance and Upside
YETI and HELE (Helen of Troy) both participate in the premium drinkware market but with fundamentally different structures — YETI is a pure-play premium outdoor lifestyle brand with singular brand focus and strong consumer desirability, while Helen of Troy is a diversified consumer brand holding company where Hydro Flask (a YETI competitor) is one of multiple brands alongside Vicks, OXO, Honeywell appliances, and beauty products. YETI is the focused premium brand; Helen of Troy is the diversified multi-brand portfolio.
YETI vs HELE is pure-play premium outdoor lifestyle brand (YETI's iconic cooler and drinkware brand with strong consumer loyalty, DTC channel growth, and international expansion opportunity) versus diversified consumer brand portfolio (Helen of Troy's multi-category brand management including Hydro Flask drinkware plus kitchen, health, and beauty brands) — focused brand versus diversified consumer conglomerate.
YETI holds the edge across 3 of 5 key metrics in this comparison. HELE leads on both 1-year return (+45.90%) and forward P/E quality (7.24x vs 12.31x for YETI), a relatively favorable combination of momentum and valuation. YETI leads on both revenue growth (8.50%) and operating margin (19.33%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for YETI (+31.56%) than for HELE (+7.01%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want pure-play exposure to the premium outdoor lifestyle brand category — YETI's brand loyalty and aspirational value create pricing power and consumer demand that follows YETI regardless of economic cycles for core enthusiast customers
- Value YETI's DTC channel expansion as a margin improvement vector alongside brand control — yeti.com and YETI retail stores offer higher margins and direct consumer relationships
- See international expansion (Australia, Europe, Asia) as a long runway for YETI's premium brand to replicate the U.S. success in markets where outdoor culture is growing
- Want diversified consumer brands exposure across multiple categories — Helen of Troy's portfolio provides revenue diversification across kitchen, health, outdoor, and beauty with Hydro Flask drinkware as the premium outdoor exposure
- Value the licensed brand relationships with P&G, Honeywell, and Bayer as providing established consumer recognition and brand equity without building consumer trust from scratch
- See potential value unlock from Helen of Troy's portfolio simplification strategy if the company successfully focuses on its strongest brands (Hydro Flask, OXO, Osprey)
| Metric | YETI | HELE |
|---|---|---|
| AI scorei | 38.6 | 25.6 |
| AI ranki | #1266 | #2689 |
| Latest closei | $43.07 | $28.99 |
| 1M returni | +6.21% | +6.50% |
| 3M returni | -15.63% | +3.17% |
| 6M returni | +4.62% | +53.71% |
| 1Y returni | +25.75% | +45.90% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | YETI | HELE |
|---|---|---|
| 1Y ago | $12.86K (+28.6%) started 2025-10-16 | $14.59K (+45.9%) started 2025-10-16 |
| 5Y ago | $4.86K (-51.4%) started 2021-10-18 | $1.26K (-87.4%) started 2021-10-18 |
| 10Y ago | $25.34K (+153.4%) started 2018-10-25 | $3.52K (-64.8%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | YETI | HELE |
|---|---|---|
| Market capi | $3.03B | $674.77M |
| Trailing P/Ei | 18.18 | N/A |
| Forward P/Ei | 12.31 | 7.24 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 1.66 | 0.78 |
| Analyst targeti | $54.53 | $31.00 |
| Target upsidei | +31.56% | +7.01% |
| Metric | YETI | HELE |
|---|---|---|
| Revenue growthi | 8.50% | 8.20% |
| Earnings growthi | 54.10% | N/A |
| EPS growthi | +54.10% | N/A |
| FCF margini | +6.58% | +4.68% |
| Operating margini | 19.33% | 15.13% |
| Profit margini | 9.24% | -22.71% |
| ROIC proxyi | 25.32% | -39.83% |
| Return on equityi | 25.32% | -39.83% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.72 | 1.30 |
| Debt/equityi | 41.52 | 91.44 |
| Current ratioi | 1.75 | 1.78 |
| Quick ratioi | 0.74 | 0.75 |
Over the past year, YETI and HELE have moved weakly in the same direction (correlation of 0.35), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | YETI | HELE |
|---|---|---|---|
| 1Y | Growthi | +28.57% | +45.90% |
| CAGRi | +28.61% | +45.94% | |
| Volatilityi | 39.53% | 54.53% | |
| Sharpe ratioi | 0.72 | 0.88 | |
| Sortino ratioi | 1.09 | 1.43 | |
| Max drawdowni | 30.08% | 36.79% | |
| Current drawdowni | 18.24% | 4.07% | |
| Avg drawdowni | 11.25% | 10.09% | |
| Ulcer Indexi | 14.92% | 13.43% | |
| Max daily dropi | 10.56% | 10.20% | |
| Max wkly dropi | 18.38% | 14.20% | |
| 5Y | Growthi | -51.39% | -87.36% |
| CAGRi | -13.45% | -33.91% | |
| Volatilityi | 48.84% | 52.97% | |
| Sharpe ratioi | -0.15 | -0.60 | |
| Sortino ratioi | -0.22 | -0.82 | |
| Max drawdowni | 74.99% | 94.55% | |
| Current drawdowni | 60.02% | 88.61% | |
| Avg drawdowni | 59.09% | 64.26% | |
| Ulcer Indexi | 60.41% | 68.93% | |
| Max daily dropi | 18.76% | 27.73% | |
| Max wkly dropi | 21.33% | 35.92% | |
| 10Y | Growthi | +153.35% | -64.80% |
| CAGRi | +12.36% | -9.92% | |
| Volatilityi | 52.59% | 44.73% | |
| Sharpe ratioi | 0.40 | -0.11 | |
| Sortino ratioi | 0.59 | -0.15 | |
| Max drawdowni | 74.99% | 94.72% | |
| Current drawdowni | 60.02% | 88.97% | |
| Avg drawdowni | 41.22% | 36.88% | |
| Ulcer Indexi | 48.77% | 49.91% | |
| Max daily dropi | 18.76% | 27.73% | |
| Max wkly dropi | 28.23% | 35.92% |
| Category | YETI | HELE |
|---|---|---|
| Company | YETI Holdings, Inc. | Helen of Troy Limited |
| Sector | Consumer Cyclical | Consumer Defensive |
| Industry | Leisure | Household & Personal Products |
| Core business | YETI is a premium outdoor lifestyle brand — known for its rotomolded hard coolers, soft coolers (Hopper), stainless steel drinkware (Rambler tumblers, bottles, mugs), and outdoor accessories. YETI's products are positioned as premium-priced but performance-validated (built for professional guides, ranch owners, and serious outdoor enthusiasts) with strong brand loyalty among a broad consumer base ranging from hunters and anglers to suburban tailgaters. | Helen of Troy is a diversified consumer products company managing a portfolio of consumer brands across three segments: Home & Outdoor (Hydro Flask premium drinkware, OXO kitchen tools, Osprey backpacks); Health & Wellness (Vicks health products licensed from P&G, Honeywell personal care products licensed from Honeywell, Dr. Scholl's foot care products licensed from Bayer); and Beauty (Revlon, Brut, Hot Tools hair appliances licensed or owned). |
| Investor focus | Investors track YETI's direct-to-consumer (DTC) channel growth (higher-margin than wholesale), drinkware versus coolers product mix, international expansion (particularly in Australia, Canada, and Europe), operating margins, and whether YETI can sustain premium pricing and brand desirability as competition from similar premium brands increases. | Investors track Helen of Troy's organic revenue growth by segment, brand portfolio simplification strategy (divesting non-core brands), Hydro Flask performance within the Home & Outdoor segment, operating margin improvement, and the value of its license agreements with major brands (Vicks, Honeywell, Revlon). |
- Iconic premium brand with aspirational value — YETI's brand is a genuine consumer desire object; YETI stickers, Rambler cups, and coolers serve as social signaling for outdoor identity; this aspirational brand value supports premium pricing well above functional commodity drinkware
- DTC channel growth improving margins — YETI's direct-to-consumer revenue (yeti.com and YETI retail stores) carries higher margins than wholesale through REI, Dick's Sporting Goods, and Amazon; as DTC share grows, YETI's overall gross and operating margins improve
- Product line expansion beyond coolers — YETI has successfully extended from coolers into drinkware (now the largest revenue segment), bags, apparel, and outdoor accessories, expanding the brand's addressable market beyond a single product category
- Hydro Flask premium drinkware brand within Home & Outdoor segment — Hydro Flask is a premium insulated bottle brand (acquired in 2016) competing directly with YETI Rambler in the outdoor enthusiast drinkware market, providing Helen of Troy exposure to the premium drinkware category
- Diversified brand portfolio reduces single-brand concentration risk — Helen of Troy's portfolio across kitchen, health, beauty, and outdoor reduces revenue concentration; poor performance in one category is offset by stability in others
- Licensed brand relationships with P&G, Honeywell, and Bayer provide established brands — licensing Vicks and Honeywell brand names for personal care products provides established consumer recognition without the cost of building new brands from scratch
- Premium consumer spending sensitivity — YETI's products are discretionary purchases at 2-5x the price of functional alternatives; economic downturns or consumer trading-down from premium brands affect YETI's volume
- Competition from RTIC, Hydro Flask, Stanley, and private label brands offering similar functionality at lower price points — YETI's premium depends on maintaining brand desirability relative to lower-cost alternatives
- International expansion execution — YETI's international markets (Australia, Japan, Europe) are earlier-stage and require marketing investment to build the brand recognition that drives organic U.S. demand
- Hydro Flask growth challenges amid YETI and Stanley competition — Hydro Flask has faced market share pressure from YETI and the viral growth of Stanley tumbler popularity; maintaining Hydro Flask's premium positioning requires marketing investment and product innovation
- License agreement dependencies and renewal risk — Helen of Troy's Health & Wellness segment depends on licenses from P&G, Honeywell, and Bayer; any license non-renewal would remove the associated brand revenue
- Portfolio complexity — managing brands across kitchen, health, beauty, and outdoor with different consumer targets, distribution channels, and competitive dynamics is operationally complex
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