Herbalife (HLF)
Market Price (12/28/2025): $13.32 | Market Cap: $1.4 BilSector: Consumer Staples | Industry: Packaged Foods & Meats
Herbalife (HLF)
Market Price (12/28/2025): $13.32Market Cap: $1.4 BilSector: Consumer StaplesIndustry: Packaged Foods & Meats
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 23%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 19%, FCF Yield is 16% | Weak multi-year price returns2Y Excs Rtn is -58%, 3Y Excs Rtn is -83% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 138% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends. Themes include Nutritional Supplements. | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.4% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 54% | ||
| Key risksHLF key risks include [1] persistent regulatory scrutiny and legal challenges to its multi-level marketing business model and [2] sustained declining sales volumes and revenue stagnation. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 23%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 19%, FCF Yield is 16% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends. Themes include Nutritional Supplements. |
| Weak multi-year price returns2Y Excs Rtn is -58%, 3Y Excs Rtn is -83% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 138% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.4% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 54% |
| Key risksHLF key risks include [1] persistent regulatory scrutiny and legal challenges to its multi-level marketing business model and [2] sustained declining sales volumes and revenue stagnation. |
Why The Stock Moved
Qualitative Assessment
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I am unable to provide information for the requested time period, as it is in the future.
Show moreStock Movement Drivers
Fundamental Drivers
The 50.3% change in HLF stock from 9/27/2025 to 12/27/2025 was primarily driven by a 53.1% change in the company's P/E Multiple.| 9272025 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 8.87 | 13.33 | 50.28% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4928.50 | 4961.90 | 0.68% |
| Net Income Margin (%) | 6.59% | 6.47% | -1.96% |
| P/E Multiple | 2.80 | 4.29 | 53.14% |
| Shares Outstanding (Mil) | 102.70 | 103.30 | -0.58% |
| Cumulative Contribution | 50.28% |
Market Drivers
9/27/2025 to 12/27/2025| Return | Correlation | |
|---|---|---|
| HLF | 50.3% | |
| Market (SPY) | 4.3% | 12.1% |
| Sector (XLP) | 0.3% | 30.5% |
Fundamental Drivers
The 52.7% change in HLF stock from 6/28/2025 to 12/27/2025 was primarily driven by a 35.8% change in the company's P/E Multiple.| 6282025 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 8.73 | 13.33 | 52.69% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4950.50 | 4961.90 | 0.23% |
| Net Income Margin (%) | 5.66% | 6.47% | 14.15% |
| P/E Multiple | 3.16 | 4.29 | 35.83% |
| Shares Outstanding (Mil) | 101.50 | 103.30 | -1.77% |
| Cumulative Contribution | 52.64% |
Market Drivers
6/28/2025 to 12/27/2025| Return | Correlation | |
|---|---|---|
| HLF | 52.7% | |
| Market (SPY) | 12.6% | 17.4% |
| Sector (XLP) | -2.2% | 30.6% |
Fundamental Drivers
The 99.0% change in HLF stock from 12/27/2024 to 12/27/2025 was primarily driven by a 273.3% change in the company's Net Income Margin (%).| 12272024 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 6.70 | 13.33 | 98.96% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 5000.70 | 4961.90 | -0.78% |
| Net Income Margin (%) | 1.73% | 6.47% | 273.34% |
| P/E Multiple | 7.81 | 4.29 | -45.01% |
| Shares Outstanding (Mil) | 100.90 | 103.30 | -2.38% |
| Cumulative Contribution | 98.84% |
Market Drivers
12/27/2024 to 12/27/2025| Return | Correlation | |
|---|---|---|
| HLF | 99.0% | |
| Market (SPY) | 17.0% | 21.6% |
| Sector (XLP) | 0.5% | 23.3% |
Fundamental Drivers
The -6.1% change in HLF stock from 12/28/2022 to 12/27/2025 was primarily driven by a -7.1% change in the company's Total Revenues ($ Mil).| 12282022 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 14.19 | 13.33 | -6.06% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 5341.60 | 4961.90 | -7.11% |
| Net Income Margin (%) | 5.71% | 6.47% | 13.19% |
| P/E Multiple | 4.56 | 4.29 | -5.83% |
| Shares Outstanding (Mil) | 98.00 | 103.30 | -5.41% |
| Cumulative Contribution | -6.34% |
Market Drivers
12/28/2023 to 12/27/2025| Return | Correlation | |
|---|---|---|
| HLF | -13.4% | |
| Market (SPY) | 48.0% | 19.2% |
| Sector (XLP) | 14.0% | 22.2% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| HLF Return | 1% | -15% | -64% | 3% | -56% | 112% | -70% |
| Peers Return | 16% | 38% | -12% | 21% | 26% | 16% | 150% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 114% |
Monthly Win Rates [3] | |||||||
| HLF Win Rate | 50% | 58% | 33% | 50% | 50% | 67% | |
| Peers Win Rate | 52% | 65% | 42% | 68% | 57% | 52% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| HLF Max Drawdown | -51% | -22% | -69% | -23% | -59% | -24% | |
| Peers Max Drawdown | -34% | -5% | -26% | -7% | -9% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See HLF Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)
How Low Can It Go
| Event | HLF | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -80.3% | -25.4% |
| % Gain to Breakeven | 407.4% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -51.0% | -33.9% |
| % Gain to Breakeven | 104.2% | 51.3% |
| Time to Breakeven | 118 days | 148 days |
| 2018 Correction | ||
| % Loss | -45.3% | -19.8% |
| % Gain to Breakeven | 82.7% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -75.4% | -56.8% |
| % Gain to Breakeven | 307.2% | 131.3% |
| Time to Breakeven | 493 days | 1,480 days |
Compare to HPQ, HPE, IBM, CSCO, AAPL
In The Past
Herbalife's stock fell -80.3% during the 2022 Inflation Shock from a high on 2/10/2021. A -80.3% loss requires a 407.4% gain to breakeven.
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AI Analysis | Feedback
Here are 1-2 brief analogies for Herbalife:
Amway for nutrition and weight management.
Mary Kay for diet and wellness products.
AI Analysis | Feedback
Herbalife's major products primarily fall into the following categories:
- Formula 1 Nutritional Shake Mix: A flagship meal replacement protein shake designed for weight management and daily nutritional intake.
- Targeted Nutrition Supplements: A diverse range of dietary supplements addressing specific health needs like heart health, digestive health, and immune support.
- Energy & Fitness Products: Supplements, hydration drinks, and protein products aimed at boosting energy, improving athletic performance, and aiding post-workout recovery.
- Outer Nutrition/Personal Care: Skincare, hair care, and body care products designed to support healthy skin and hair.
AI Analysis | Feedback
Herbalife (symbol: HLF) sells primarily to individuals through a direct selling model, leveraging a global network of independent distributors.
Categories of Customers:
-
1. Independent Distributors (Members)
These are individuals who sign up with Herbalife to purchase products directly from the company. They are Herbalife's direct customers in terms of product purchases. Distributors typically buy products for two main reasons:
- Personal Consumption: They consume the products themselves, often at a discounted price, for their own health and wellness goals.
- Resale and Business Building: They resell products to other individuals (retail customers) and may also build their own network of distributors, thus generating income through product sales and commissions.
Essentially, these distributors are both direct purchasers from Herbalife and the company's sales force.
-
2. Retail Customers (End Consumers)
These are individuals who purchase Herbalife products from the independent distributors for their personal consumption. While they do not purchase directly from Herbalife International, they are the ultimate consumers of the products. Their demand for Herbalife's nutrition, weight management, and personal care products drives the entire sales chain, as distributors purchase from Herbalife to fulfill the needs of these retail customers.
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Stephan Gratziani, President, Chief Executive Officer
Appointed CEO in January 2024, Stephan Gratziani is the first distributor since founder Mark Hughes to lead Herbalife.
John DeSimone, Chief Financial Officer
John DeSimone was reappointed Chief Financial Officer in 2024, a position he previously held at Herbalife from 2010 to 2018. He joined Herbalife in 2007. Prior to joining Herbalife, Mr. DeSimone held senior financial roles, including controller, vice president of finance, and chief financial officer, at Rexall Sundown Inc., a multinational supplement and sports nutrition company.
Michael O. Johnson, Executive Chairman, Chairman of the Board
Michael O. Johnson has served as CEO of Herbalife multiple times, including from 2003 to 2017, again from 2019 to early 2020, and from October 2022 to May 2025. Before his time at Herbalife, he was the president of several divisions at The Walt Disney Company, including Walt Disney International, Walt Disney Asia, and the Worldwide Home Entertainment division of Walt Disney Studios. During his leadership at Disney, he increased the company's international markets from 34 to 80.
Ibi Montesino, Managing Director, North America
Ibi Montesino is the Managing Director for Herbalife's North America region, where she is responsible for all business, strategy, sales, and marketing functions across the U.S., Canada, and Puerto Rico, and oversees worldwide events. She brings over 12 years of leadership and expertise to this role, having previously served in this capacity from 2011 to 2023.
Dr. Luigi Gratton, Vice President of the Office of Health and Wellness
Dr. Luigi Gratton is the Vice President of the Office of Health and Wellness at Herbalife, where he is responsible for ensuring that Herbalife Independent Distributors understand product benefits. He is also the chairman of the Herbalife Nutrition Advisory Board. Dr. Gratton is a physician specialist in family medicine and a clinical physician at the UCLA Center for Human Nutrition in the risk factor obesity program. He holds a medical degree from Mount Sinai Medical School of New York University and completed a postdoctoral fellowship in clinical nutrition at the David Geffen School of Medicine at UCLA.
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Herbalife (HLF) faces several significant risks to its business operations. The most prominent challenges are deeply rooted in its multi-level marketing (MLM) business model and its ongoing financial performance.Key Risks to Herbalife (HLF)
1. Regulatory Scrutiny and Challenges to Multi-Level Marketing (MLM) Business Model: Herbalife's MLM business model has consistently been a target of regulatory scrutiny and legal challenges globally. The company has faced investigations and settlements with regulatory bodies, including the Federal Trade Commission (FTC) and the Securities and Exchange Commission (SEC), regarding its business practices and how it differentiates between product consumption by end-users and recruitment of distributors. Changes in regulations concerning MLM practices in various markets pose an ongoing threat to its operational model and compliance costs. Furthermore, the MLM model often carries negative perceptions among consumers and potential recruits, which can hinder growth and trust.
2. Declining Sales Volumes and Revenue Stagnation: Herbalife has experienced a sustained period of weak sales volumes and pressure on earnings per share (EPS), contributing to a cautious outlook for growth. The company has reported a decade of revenue stagnation and shrinking margins since 2018, with average quarterly sales volumes contracting. Lower revenues are directly linked to decreased sales volumes and a reduction in the number of Sales Leaders and distributors. Economic downturns can further exacerbate this risk, as consumers may reduce discretionary spending on premium-priced products offered by Herbalife.
3. Dependence on Distributors and Related Disruptions: The success of Herbalife's business is heavily reliant on the performance and continued engagement of its extensive network of independent distributors. Challenges such as distributor struggles, recruitment slowdowns, or disruptions within this network can significantly imperil the company's future prospects. Additionally, Herbalife has limited control over how individual distributors market and sell products, which can lead to inconsistencies and potential compliance issues, as well as the risk of distributors accumulating excess inventory to meet sales quotas.
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1. Proliferation of E-commerce and Direct-to-Consumer (DTC) Health and Wellness Brands
The rise of sophisticated e-commerce platforms, subscription models, and a multitude of direct-to-consumer (DTC) health and wellness brands directly challenges Herbalife's traditional multi-level marketing distribution model. Consumers can now easily purchase similar nutritional supplements and weight management products directly online, often benefiting from perceived better transparency, competitive pricing, and convenience, without the need for an independent distributor. This trend threatens to erode Herbalife's customer base by offering alternative, often more modern and convenient, purchasing avenues. This is analogous to Netflix threatening Blockbuster, where a new, more efficient distribution model (online streaming) rendered the traditional physical distribution network less relevant.
2. Competition from Diverse Gig Economy Opportunities for Distributors
Herbalife's business relies heavily on recruiting individuals seeking flexible work and supplementary income to become distributors. The significant growth and diversification of the broader gig economy, encompassing platforms like ride-sharing, food delivery, online freelancing, and social media influencing, provide numerous alternative income-earning opportunities. These alternatives often present simpler, less capital-intensive, or more immediately remunerative options compared to the complexities of building a multi-level marketing business. This expanding landscape of flexible work directly competes for the same pool of potential distributors, making it increasingly challenging for Herbalife to recruit and retain its sales force. This is analogous to Uber threatening traditional taxicab businesses by offering an alternative, often more appealing and flexible, model for individuals to earn money.
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Herbalife (symbol: HLF) operates in several addressable markets for its main products and services, primarily focusing on nutrition, weight management, and personal care.
- Global Weight Loss Market: This market was valued at approximately $192.2 billion in 2023. Another estimate indicates the global weight loss market was USD 165.5 billion in 2023 and is projected to reach USD 399.3 billion by 2032.
-
Global Weight Loss Supplements Market: The market size for weight loss supplements globally was valued at USD 24.63 billion in 2023. It is projected to grow to USD 77.21 billion by 2032.
- U.S. Weight Loss Supplements Market: Within the global market, the U.S. weight loss supplements market is projected to reach USD 17.23 billion by 2032.
- Global Dietary Supplements Market: This market was estimated at USD 192.65 billion in 2024 and is projected to reach USD 414.52 billion by 2033.
- Global Wellness Market: While broader, Herbalife's products contribute to the global wellness market, which is projected to reach $7 trillion by 2025.
- Personal Care / Outer Nutrition Products: Herbalife offers a line of personal care and outer nutrition products including skincare and haircare. Market size for these specific products globally: null.
- Sports Nutrition Products: Herbalife provides sports nutrition products. Market size for these specific products globally: null.
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Herbalife (HLF) anticipates several key drivers for future revenue growth over the next 2-3 years, as outlined in recent earnings calls and releases:
- Enhanced Distributor Engagement and Recruitment: Herbalife is focusing on initiatives to energize its independent distributor network and attract new distributors. Efforts include new training programs like the Diamond Development Mastermind Program and the Herbalife Premier League, which are aimed at improving distributor performance, engagement, and retention. The company has observed a return to new distributor growth in regions like North America, marking a significant turnaround after previous declines. This renewed focus on distributor support and recruitment is expected to expand the sales force and subsequently drive revenue.
- Product Innovation and Expansion in Health and Wellness Trends: The company is capitalizing on growing health and wellness trends by launching new products and expanding existing lines. Examples include the introduction of the HL Skin skincare line, the MultiBurn weight loss product, and the Herbalife24 prolonged energy gel in various markets. Herbalife also plans to launch personalized supplements in 2026, further aligning with consumer demand for tailored nutrition. Investment in a new R&D and quality control facility in California underscores this commitment to product innovation.
- Digital Transformation and Personalized Nutrition Platforms: Herbalife is investing in technology and digital tools to enhance its business model and distributor capabilities. The expansion of the Pro2col app, a next-generation personalized digital health platform, is central to this strategy. This platform is designed to offer personalized nutrition at scale and support distributor growth through advanced digital experiences, which is expected to drive future sales.
- Strategic Pricing and Cost Savings Initiatives: The company has implemented strategic pricing actions that have positively contributed to gross profit margins and offset some headwinds. Alongside pricing, ongoing cost savings initiatives implemented in 2024 have also contributed to improved adjusted EBITDA and are expected to continue supporting profitability and, indirectly, revenue growth by allowing for greater investment in growth areas.
- Growth in Key Geographic Markets: Herbalife has reported a return to net sales growth in North America, its first quarterly increase since Q2 2021, and on a worldwide basis since Q1 2024, indicating stabilization and potential for continued growth in these crucial markets. Additionally, regions like Latin America and EMEA have shown consistent year-over-year sales growth, and markets such as India are outperforming. The focus on expanding the distributor and customer base in these regions, including emerging markets like China, is anticipated to be a significant revenue driver.
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Share Repurchases
- A three-year $1.5 billion share repurchase program was authorized on February 9, 2021, with approximately $985.5 million of authorized capacity remaining before it expired on February 9, 2024.
- Herbalife's annual share buybacks were $146.7 million in 2022 and $8.3 million in 2024.
- Share repurchases amounted to $4.6 million for the quarter ending June 30, 2025.
Share Issuance
- In the six months ended June 30, 2023, 1.5 million common shares were issued from the exercise of SARs, restricted stock units, and the employee stock purchase plan, totaling $1.5 million.
- Additional capital from share-based compensation was $22.0 million for the six months ended June 30, 2023.
- Shareholders approved the 2023 Stock Incentive Plan, allowing for the issuance of up to 8,500,000 common shares.
Outbound Investments
- In the first quarter of 2025, Herbalife completed three strategic acquisitions focused on personalized nutrition and wellness, investing $25.5 million in cash.
Capital Expenditures
- Capital expenditures for the year ended December 31, 2023, including investments in the Herbalife One digital technology platform, were approximately $135 million.
- For the full year 2024, expected capital expenditures are projected to be between $120 million and $150 million, plus an additional $20 million to $25 million for capitalized SaaS implementation costs.
- Anticipated capital expenditures for the full year 2025 are in the range of $90 million to $120 million. The primary focus of these expenditures includes the Herbalife One digital technology platform and the Transformation Program to optimize global processes.
Latest Trefis Analyses
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Trade Ideas
Select ideas related to HLF. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | BF-B | Brown-Forman | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -8.9% | -8.9% | -8.9% |
| 11302025 | CPB | Campbell's | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -7.6% | -7.6% | -9.2% |
| 11212025 | ENR | Energizer | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 13.1% | 13.1% | -5.3% |
| 11212025 | FLO | Flowers Foods | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 5.4% | 5.4% | -1.6% |
| 11142025 | CLX | Clorox | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -5.0% | -5.0% | -6.0% |
Research & Analysis
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Peer Comparisons for Herbalife
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 51.32 |
| Mkt Cap | 158.8 |
| Rev LTM | 56,496 |
| Op Inc LTM | 7,584 |
| FCF LTM | 7,327 |
| FCF 3Y Avg | 7,366 |
| CFO LTM | 8,590 |
| CFO 3Y Avg | 8,697 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.2% |
| Rev Chg 3Y Avg | 2.2% |
| Rev Chg Q | 8.3% |
| QoQ Delta Rev Chg LTM | 2.0% |
| Op Mgn LTM | 13.7% |
| Op Mgn 3Y Avg | 12.2% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 14.6% |
| CFO/Rev 3Y Avg | 17.1% |
| FCF/Rev LTM | 11.6% |
| FCF/Rev 3Y Avg | 12.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 158.8 |
| P/S | 2.7 |
| P/EBIT | 21.2 |
| P/E | 33.0 |
| P/CFO | 16.2 |
| Total Yield | 5.2% |
| Dividend Yield | 2.1% |
| FCF Yield 3Y Avg | 6.2% |
| D/E | 0.4 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 0.3% |
| 3M Rtn | 7.5% |
| 6M Rtn | 24.9% |
| 12M Rtn | 25.3% |
| 3Y Rtn | 76.2% |
| 1M Excs Rtn | -1.1% |
| 3M Excs Rtn | 3.2% |
| 6M Excs Rtn | 12.6% |
| 12M Excs Rtn | 9.6% |
| 3Y Excs Rtn | -6.2% |
Comparison Analyses
Price Behavior
| Market Price | $13.33 | |
| Market Cap ($ Bil) | 1.4 | |
| First Trading Date | 12/16/2004 | |
| Distance from 52W High | -10.5% | |
| 50 Days | 200 Days | |
| DMA Price | $10.86 | $9.05 |
| DMA Trend | up | up |
| Distance from DMA | 22.8% | 47.3% |
| 3M | 1YR | |
| Volatility | 72.6% | 75.7% |
| Downside Capture | 0.79 | 67.86 |
| Upside Capture | 197.01 | 125.81 |
| Correlation (SPY) | 12.1% | 21.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.80 | 0.75 | 0.69 | 1.39 | 0.81 | 0.99 |
| Up Beta | 2.03 | 0.54 | 1.55 | 2.93 | 0.75 | 0.75 |
| Down Beta | -3.16 | 0.37 | 0.23 | 0.23 | 0.76 | 0.95 |
| Up Capture | 596% | 275% | 131% | 205% | 123% | 93% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 12 | 22 | 30 | 60 | 116 | 364 |
| Down Capture | -153% | -24% | 6% | 89% | 82% | 107% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 8 | 20 | 33 | 64 | 130 | 374 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of HLF With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| HLF | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 105.7% | 0.5% | 17.8% | 72.1% | 8.6% | 4.4% | -8.2% |
| Annualized Volatility | 75.2% | 13.9% | 19.4% | 19.3% | 15.2% | 17.0% | 35.0% |
| Sharpe Ratio | 1.24 | -0.20 | 0.72 | 2.70 | 0.34 | 0.09 | -0.08 |
| Correlation With Other Assets | 23.3% | 21.3% | -7.3% | -0.6% | 28.9% | 8.4% | |
ETFs used for asset classes: Sector ETF = XLP, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of HLF With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| HLF | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -22.8% | 5.7% | 14.7% | 18.7% | 11.5% | 4.6% | 30.8% |
| Annualized Volatility | 59.1% | 13.0% | 17.1% | 15.5% | 18.7% | 18.9% | 48.6% |
| Sharpe Ratio | -0.20 | 0.23 | 0.70 | 0.97 | 0.50 | 0.16 | 0.57 |
| Correlation With Other Assets | 26.0% | 27.1% | 1.1% | 4.6% | 28.7% | 11.5% | |
ETFs used for asset classes: Sector ETF = XLP, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 10-Year Data
| Comparison of HLF With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| HLF | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -6.9% | 7.3% | 14.8% | 15.3% | 7.0% | 5.3% | 69.2% |
| Annualized Volatility | 49.3% | 14.7% | 18.0% | 14.7% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.05 | 0.37 | 0.71 | 0.86 | 0.32 | 0.22 | 0.90 |
| Correlation With Other Assets | 26.6% | 32.1% | -0.1% | 11.4% | 28.7% | 10.8% | |
ETFs used for asset classes: Sector ETF = XLP, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/5/2025 | 11.7% | 13.2% | 43.4% |
| 8/6/2025 | -6.8% | 5.4% | 6.6% |
| 4/30/2025 | -7.9% | -5.7% | 8.5% |
| 2/19/2025 | 42.7% | 53.4% | 42.2% |
| 10/30/2024 | 10.9% | 24.2% | 14.1% |
| 7/31/2024 | -8.6% | -25.6% | -30.9% |
| 5/1/2024 | 8.1% | 18.8% | 18.7% |
| 2/14/2024 | -31.7% | -27.7% | -23.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 10 | 12 |
| # Negative | 14 | 13 | 11 |
| Median Positive | 11.7% | 12.9% | 11.3% |
| Median Negative | -5.6% | -9.0% | -17.6% |
| Max Positive | 42.7% | 53.4% | 43.4% |
| Max Negative | -31.7% | -27.7% | -35.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 11052025 | 10-Q 9/30/2025 |
| 6302025 | 8062025 | 10-Q 6/30/2025 |
| 3312025 | 4302025 | 10-Q 3/31/2025 |
| 12312024 | 2192025 | 10-K 12/31/2024 |
| 9302024 | 10302024 | 10-Q 9/30/2024 |
| 6302024 | 7312024 | 10-Q 6/30/2024 |
| 3312024 | 5012024 | 10-Q 3/31/2024 |
| 12312023 | 2142024 | 10-K 12/31/2023 |
| 9302023 | 11012023 | 10-Q 9/30/2023 |
| 6302023 | 8022023 | 10-Q 6/30/2023 |
| 3312023 | 5022023 | 10-Q 3/31/2023 |
| 12312022 | 2142023 | 10-K 12/31/2022 |
| 9302022 | 10312022 | 10-Q 9/30/2022 |
| 6302022 | 8022022 | 10-Q 6/30/2022 |
| 3312022 | 5032022 | 10-Q 3/31/2022 |
| 12312021 | 2232022 | 10-K 12/31/2021 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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