Hamilton Beach Brands Stock Z Score

HBB Stock

USD 19.59 0.14 0.71%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Hamilton Beach Piotroski F Score and Hamilton Beach Valuation analysis.

At present, Hamilton Beach's Capital Stock is projected to increase significantly based on the last few years of reporting. The current year's Change In Working Capital is expected to grow to about 17.7 M, whereas Capital Surpluse is forecasted to decline to about 48.9 M. The current year's Discontinued Operations is expected to grow to about 26.8 M, whereas Tax Provision is forecasted to decline to about 2.5 M.

Hamilton Beach Brands Company Z Score Analysis

Hamilton Beach's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Hamilton Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Hamilton Beach is extremely important. It helps to project a fair market value of Hamilton Stock properly, considering its historical fundamentals such as Z Score. Since Hamilton Beach's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Hamilton Beach's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Hamilton Beach's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Net Debt	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Good Will	Short Term Investments	Long Term Debt Total	Capital Surpluse	Total Liab	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Total Current Assets	Short Term Debt	Intangible Assets	Property Plant Equipment	Current Deferred Revenue	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.9	0.75	0.55	0.88	-0.09	0.65	0.78	0.58	0.64	0.88	-0.49	0.62	0.87	0.63	0.67	0.89	-0.43	-0.85	0.9	-0.94	-0.84	0.96	0.95	0.83
Total Stockholder Equity	0.9		0.74	0.58	0.84	-0.15	0.42	0.66	0.54	0.66	0.81	-0.47	0.43	0.89	0.76	0.71	0.69	-0.25	-0.88	0.94	-0.85	-0.85	0.91	0.89	0.78
Net Tangible Assets	0.75	0.74		0.3	0.73	-0.5	0.6	0.32	0.42	0.29	0.92	0.12	-0.02	0.54	0.16	0.26	0.46	-0.61	-0.47	0.65	-0.69	-0.49	0.79	0.75	0.59
Net Debt	0.55	0.58	0.3		0.27	0.03	0.61	0.59	-0.23	0.76	0.49	-0.39	0.59	0.72	0.68	0.65	0.52	0.0	-0.78	0.66	-0.62	-0.67	0.67	0.72	0.23
Retained Earnings	0.88	0.84	0.73	0.27		-0.38	0.44	0.61	0.78	0.46	0.77	-0.43	0.34	0.69	0.45	0.5	0.68	-0.36	-0.71	0.79	-0.84	-0.78	0.86	0.82	0.97
Accounts Payable	-0.09	-0.15	-0.5	0.03	-0.38		-0.28	0.25	-0.21	0.07	-0.33	-0.37	0.49	0.1	0.34	0.24	0.24	0.17	-0.04	-0.06	0.16	0.1	-0.28	-0.21	-0.33
Long Term Debt	0.65	0.42	0.6	0.61	0.44	-0.28		0.46	0.06	0.55	0.75	-0.02	0.45	0.53	0.14	0.25	0.67	-0.61	-0.53	0.54	-0.71	-0.55	0.74	0.76	0.38
Net Receivables	0.78	0.66	0.32	0.59	0.61	0.25	0.46		0.27	0.65	0.59	-0.61	0.76	0.73	0.65	0.68	0.86	-0.25	-0.83	0.69	-0.81	-0.77	0.7	0.74	0.63
Good Will	0.58	0.54	0.42	-0.23	0.78	-0.21	0.06	0.27		0.14	0.4	-0.4	0.21	0.39	0.29	0.31	0.44	-0.16	-0.34	0.47	-0.48	-0.44	0.47	0.4	0.8
Short Term Investments	0.64	0.66	0.29	0.76	0.46	0.07	0.55	0.65	0.14		0.55	-0.61	0.62	0.77	0.7	0.59	0.68	-0.18	-0.88	0.8	-0.65	-0.9	0.71	0.76	0.41
Long Term Debt Total	0.88	0.81	0.92	0.49	0.77	-0.33	0.75	0.59	0.4	0.55		-0.1	0.26	0.72	0.33	0.46	0.7	-0.62	-0.7	0.8	-0.86	-0.71	0.91	0.89	0.65
Capital Surpluse	-0.49	-0.47	0.12	-0.39	-0.43	-0.37	-0.02	-0.61	-0.4	-0.61	-0.1		-0.77	-0.61	-0.76	-0.75	-0.57	-0.38	0.68	-0.58	0.43	0.65	-0.4	-0.42	-0.48
Total Liab	0.62	0.43	-0.02	0.59	0.34	0.49	0.45	0.76	0.21	0.62	0.26	-0.77		0.67	0.71	0.68	0.83	0.0	-0.69	0.55	-0.59	-0.6	0.52	0.57	0.41
Deferred Long Term Liab	0.87	0.89	0.54	0.72	0.69	0.1	0.53	0.73	0.39	0.77	0.72	-0.61	0.67		0.83	0.86	0.81	-0.16	-0.94	0.97	-0.89	-0.88	0.88	0.89	0.67
Long Term Investments	0.63	0.76	0.16	0.68	0.45	0.34	0.14	0.65	0.29	0.7	0.33	-0.76	0.71	0.83		0.84	0.6	0.21	-0.84	0.76	-0.6	-0.73	0.61	0.63	0.48
Short Long Term Debt	0.67	0.71	0.26	0.65	0.5	0.24	0.25	0.68	0.31	0.59	0.46	-0.75	0.68	0.86	0.84		0.62	0.28	-0.82	0.79	-0.71	-0.69	0.66	0.64	0.51
Total Current Assets	0.89	0.69	0.46	0.52	0.68	0.24	0.67	0.86	0.44	0.68	0.7	-0.57	0.83	0.81	0.6	0.62		-0.46	-0.8	0.77	-0.85	-0.78	0.8	0.83	0.67
Short Term Debt	-0.43	-0.25	-0.61	0.0	-0.36	0.17	-0.61	-0.25	-0.16	-0.18	-0.62	-0.38	0.0	-0.16	0.21	0.28	-0.46		0.14	-0.23	0.38	0.23	-0.4	-0.42	-0.27
Intangible Assets	-0.85	-0.88	-0.47	-0.78	-0.71	-0.04	-0.53	-0.83	-0.34	-0.88	-0.7	0.68	-0.69	-0.94	-0.84	-0.82	-0.8	0.14		-0.95	0.88	0.97	-0.88	-0.9	-0.69
Property Plant Equipment	0.9	0.94	0.65	0.66	0.79	-0.06	0.54	0.69	0.47	0.8	0.8	-0.58	0.55	0.97	0.76	0.79	0.77	-0.23	-0.95		-0.89	-0.93	0.92	0.92	0.73
Current Deferred Revenue	-0.94	-0.85	-0.69	-0.62	-0.84	0.16	-0.71	-0.81	-0.48	-0.65	-0.86	0.43	-0.59	-0.89	-0.6	-0.71	-0.85	0.38	0.88	-0.89		0.86	-0.96	-0.95	-0.82
Cash And Equivalents	-0.84	-0.85	-0.49	-0.67	-0.78	0.1	-0.55	-0.77	-0.44	-0.9	-0.71	0.65	-0.6	-0.88	-0.73	-0.69	-0.78	0.23	0.97	-0.93	0.86		-0.88	-0.89	-0.76
Net Invested Capital	0.96	0.91	0.79	0.67	0.86	-0.28	0.74	0.7	0.47	0.71	0.91	-0.4	0.52	0.88	0.61	0.66	0.8	-0.4	-0.88	0.92	-0.96	-0.88		0.99	0.8
Net Working Capital	0.95	0.89	0.75	0.72	0.82	-0.21	0.76	0.74	0.4	0.76	0.89	-0.42	0.57	0.89	0.63	0.64	0.83	-0.42	-0.9	0.92	-0.95	-0.89	0.99		0.76
Capital Stock	0.83	0.78	0.59	0.23	0.97	-0.33	0.38	0.63	0.8	0.41	0.65	-0.48	0.41	0.67	0.48	0.51	0.67	-0.27	-0.69	0.73	-0.82	-0.76	0.8	0.76

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Hamilton Beach

According to the company's disclosures, Hamilton Beach Brands has a Z Score of 0.0. This is 100.0% lower than that of the Household Durables sector and about the same as Consumer Discretionary (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

Hamilton Beach ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Hamilton Beach's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Hamilton Beach's managers, analysts, and investors.

Environmental

Governance

Social

Hamilton Beach Institutional Holders

Institutional Holdings refers to the ownership stake in Hamilton Beach that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Hamilton Beach's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Hamilton Beach's value.

		Shares
Bridgeway Capital Management, Llc	2024-12-31	107.1 K
State Street Corp	2024-12-31	99.9 K
O'shaughnessy Asset Management Llc	2024-12-31	73.1 K
Northern Trust Corp	2024-12-31	66.7 K
Mork Capital Management	2024-12-31	60 K
Cwm, Llc Duplicate	2024-12-31	55 K
Pnc Financial Services Group Inc	2024-12-31	48.9 K
Renaissance Technologies Corp	2024-12-31	46.9 K
Arrowstreet Capital Limited Partnership	2024-12-31	44.5 K
Blackrock Inc	2024-12-31	589.4 K
Ameriprise Financial Inc	2024-12-31	432.1 K

Hamilton Fundamentals

	Return On Equity	0.19
	Return On Asset	0.0723
	Profit Margin	0.04 %
	Operating Margin	0.06 %
	Current Valuation	301.69 M
	Shares Outstanding	10.1 M
	Shares Owned By Insiders	38.00 %
	Shares Owned By Institutions	50.77 %
	Number Of Shares Shorted	270.41 K
	Price To Earning	4.06 X
	Price To Book	1.53 X
	Price To Sales	0.39 X
	Revenue	654.69 M
	Gross Profit	129.11 M
	EBITDA	38.79 M
	Net Income	30.76 M
	Cash And Equivalents	928 K
	Cash Per Share	0.10 X
	Total Debt	44.2 M
	Debt To Equity	1.09 %
	Current Ratio	2.32 X
	Book Value Per Share	10.93 X
	Cash Flow From Operations	65.42 M
	Short Ratio	5.72 X
	Earnings Per Share	1.88 X
	Target Price	13.0
	Number Of Employees	679
	Beta	0.94
	Market Capitalization	265.74 M
	Total Asset	415.07 M
	Retained Earnings	123.86 M
	Working Capital	149.6 M
	Current Asset	306.37 M
	Current Liabilities	203.23 M
	Annual Yield	0.02 %
	Net Asset	415.07 M
	Last Dividend Paid	0.45

About Hamilton Beach Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Hamilton Beach Brands's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Hamilton Beach using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Hamilton Beach Brands based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

V	Visa Class A
CRM	Salesforce
CRM	Salesforce

When determining whether Hamilton Beach Brands offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Hamilton Beach's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Hamilton Beach Brands Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Hamilton Beach Brands Stock:

How To Invest In Hamilton

Details

Is Hamilton Stock a good investment?

Details

What is Hamilton Beach's Net Worth?

Details

Largest Household Appliances Companies

View

Largest Furnishings, Fixtures & Appliances Companies

View

Check out Hamilton Beach Piotroski F Score and Hamilton Beach Valuation analysis.

You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

Is Household Appliances space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Hamilton Beach. If investors know Hamilton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Hamilton Beach listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

(0.81)

Dividend Share

0.45

Earnings Share

1.88

Revenue Per Share

46.2

Quarterly Revenue Growth

0.02

The market value of Hamilton Beach Brands is measured differently than its book value, which is the value of Hamilton that is recorded on the company's balance sheet. Investors also form their own opinion of Hamilton Beach's value that differs from its market value or its book value, called intrinsic value, which is Hamilton Beach's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Hamilton Beach's market value can be influenced by many factors that don't directly affect Hamilton Beach's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Hamilton Beach's value and its price as these two are different measures arrived at by different means. Investors typically determine if Hamilton Beach is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hamilton Beach's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

Hamilton Beach Brands Stock Z Score

Hamilton Beach Brands Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Hamilton Z Score Driver Correlations

Hamilton Beach ESG Sustainability

Hamilton Beach Institutional Holders

Hamilton Fundamentals

About Hamilton Beach Fundamental Analysis

Also Currently Popular

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY