Is Hamilton Beach Stock a Good Investment?
Hamilton Beach Investment Advice | HBB |
- Examine Hamilton Beach's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Hamilton Beach's leadership team and their track record. Good management can help Hamilton Beach navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Household Appliances space and any emerging trends that could impact Hamilton Beach's business and its evolving consumer preferences.
- Compare Hamilton Beach's performance and market position to its competitors. Analyze how Hamilton Beach is positioned in terms of product offerings, innovation, and market share.
- Check if Hamilton Beach pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Hamilton Beach's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Hamilton Beach Brands stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Hamilton Beach Brands is a good investment.
Sell | Buy |
Buy
Market Performance | OK | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Hamilton Beach Stock
Researching Hamilton Beach's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 38.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.63. Some equities with similar Price to Book (P/B) outperform the market in the long run. Hamilton Beach Brands last dividend was issued on the 3rd of September 2024.
To determine if Hamilton Beach is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Hamilton Beach's research are outlined below:
| Hamilton Beach had very high historical volatility over the last 90 days | |
| About 38.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: PNC Financial Services Group Inc. Buys 19,382 Shares of Hamilton Beach Brands Holding - MarketBeat |
Hamilton Beach Quarterly Liabilities And Stockholders Equity |
|
Hamilton Beach uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Hamilton Beach Brands. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Hamilton Beach's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 14th of March 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Earnings surprises can significantly impact Hamilton Beach's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Hamilton Beach's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2021-05-05 | 2021-03-31 | 0.16 | 0.21 | 0.05 | 31 | ||
2019-04-25 | 2019-03-31 | -0.08 | -0.13 | -0.05 | 62 | ||
2022-11-02 | 2022-09-30 | 0.34 | 0.43 | 0.09 | 26 | ||
2019-07-31 | 2019-06-30 | 0.03 | -0.07 | -0.1 | 333 | ||
2018-08-01 | 2018-06-30 | 0.07 | -0.06 | -0.13 | 185 | ||
2018-05-02 | 2018-03-31 | -0.16 | -0.03 | 0.13 | 81 | ||
2022-08-03 | 2022-06-30 | 0.22 | 0.36 | 0.14 | 63 | ||
2018-10-30 | 2018-09-30 | 0.43 | 0.59 | 0.16 | 37 |
Know Hamilton Beach's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Hamilton Beach is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Hamilton Beach Brands backward and forwards among themselves. Hamilton Beach's institutional investor refers to the entity that pools money to purchase Hamilton Beach's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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 Beach's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 265.74 M.Market Cap |
|
Hamilton Beach's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.08 | 0.08 | |
| Return On Capital Employed | 0.17 | 0.26 | |
| Return On Assets | 0.07 | 0.07 | |
| Return On Equity | 0.19 | 0.32 |
Determining Hamilton Beach's profitability involves analyzing its financial statements and using various financial metrics to determine if Hamilton Beach is a good buy. For example, gross profit margin measures Hamilton Beach's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Hamilton Beach's profitability and make more informed investment decisions.
Please note, the presentation of Hamilton Beach's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Hamilton Beach's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Hamilton Beach's management manipulating its earnings.
Evaluate Hamilton Beach's management efficiency
Hamilton Beach Brands has Return on Asset of 0.0723 % which means that on every $100 spent on assets, it made $0.0723 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1896 %, implying that it generated $0.1896 on every 100 dollars invested. Hamilton Beach's management efficiency ratios could be used to measure how well Hamilton Beach manages its routine affairs as well as how well it operates its assets and liabilities. At present, Hamilton Beach's Return On Tangible Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Capital Employed is expected to grow to 0.26, whereas Return On Assets are forecasted to decline to 0.07. At present, Hamilton Beach's Non Currrent Assets Other are projected to increase significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 312.1 M, whereas Total Assets are forecasted to decline to about 389.8 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 11.89 | 12.49 | |
| Tangible Book Value Per Share | 11.23 | 11.79 | |
| Enterprise Value Over EBITDA | 6.02 | 9.70 | |
| Price Book Value Ratio | 1.42 | 1.34 | |
| Enterprise Value Multiple | 6.02 | 9.70 | |
| Price Fair Value | 1.42 | 1.34 | |
| Enterprise Value | 210 M | 186.7 M |
Hamilton Beach's management has consistently demonstrated strong leadership, driving both financial growth and operational excellence. By analyzing current market trends and future growth opportunities, we assess the stock's true value and potential for investors.
Basic technical analysis of Hamilton Stock
As of the 25th of March, Hamilton Beach retains the Market Risk Adjusted Performance of 0.2272, risk adjusted performance of 0.0661, and Downside Deviation of 2.74. Hamilton Beach technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices.Hamilton Beach's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Hamilton Beach insiders, such as employees or executives, is commonly permitted as long as it does not rely on Hamilton Beach's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Hamilton Beach insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Hamilton Beach's Outstanding Corporate Bonds
Hamilton Beach issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Hamilton Beach Brands uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Hamilton bonds can be classified according to their maturity, which is the date when Hamilton Beach Brands has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View |
Understand Hamilton Beach's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Hamilton Beach's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0661 | |||
| Market Risk Adjusted Performance | 0.2272 | |||
| Mean Deviation | 2.24 | |||
| Semi Deviation | 2.53 | |||
| Downside Deviation | 2.74 | |||
| Coefficient Of Variation | 1529.42 | |||
| Standard Deviation | 3.09 | |||
| Variance | 9.52 | |||
| Information Ratio | 0.074 | |||
| Jensen Alpha | 0.2239 | |||
| Total Risk Alpha | 0.3165 | |||
| Sortino Ratio | 0.0833 | |||
| Treynor Ratio | 0.2172 | |||
| Maximum Drawdown | 17.62 | |||
| Value At Risk | (4.38) | |||
| Potential Upside | 5.34 | |||
| Downside Variance | 7.51 | |||
| Semi Variance | 6.42 | |||
| Expected Short fall | (2.37) | |||
| Skewness | 0.9513 | |||
| Kurtosis | 3.19 |
| Risk Adjusted Performance | 0.0661 | |||
| Market Risk Adjusted Performance | 0.2272 | |||
| Mean Deviation | 2.24 | |||
| Semi Deviation | 2.53 | |||
| Downside Deviation | 2.74 | |||
| Coefficient Of Variation | 1529.42 | |||
| Standard Deviation | 3.09 | |||
| Variance | 9.52 | |||
| Information Ratio | 0.074 | |||
| Jensen Alpha | 0.2239 | |||
| Total Risk Alpha | 0.3165 | |||
| Sortino Ratio | 0.0833 | |||
| Treynor Ratio | 0.2172 | |||
| Maximum Drawdown | 17.62 | |||
| Value At Risk | (4.38) | |||
| Potential Upside | 5.34 | |||
| Downside Variance | 7.51 | |||
| Semi Variance | 6.42 | |||
| Expected Short fall | (2.37) | |||
| Skewness | 0.9513 | |||
| Kurtosis | 3.19 |
Consider Hamilton Beach's intraday indicators
Hamilton Beach intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Hamilton Beach stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 1699.11 | |||
| Daily Balance Of Power | (0.38) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 19.54 | |||
| Day Typical Price | 19.57 | |||
| Price Action Indicator | (0.08) | |||
| Period Momentum Indicator | (0.35) |
Hamilton Beach Corporate Filings
8K | 19th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 27th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 10th of December 2024 An amendment to the original Schedule 13D filing | ViewVerify |
F3 | 21st of November 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Hamilton Stock media impact
Far too much social signal, news, headlines, and media speculation about Hamilton Beach that are available to investors today. That information is available publicly through Hamilton media outlets and privately through word of mouth or via Hamilton internal channels. However, regardless of the origin, that massive amount of Hamilton data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Hamilton Beach news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Hamilton Beach relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Hamilton Beach's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Hamilton Beach alpha.
Hamilton Beach Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Hamilton Beach can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Hamilton Beach Corporate Management
| Thomas Rankin | Director | Profile | |
| Derek Redmond | Assistant Secretary | Profile | |
| John Jumper | Independent Director | Profile | |
| Mark Belgya | Independent Director | Profile | |
| Michael Miller | Independent Director | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Hamilton Beach Brands. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
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 | 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.
In summary, please note that there is a difference between Hamilton Beach's value and its price, as these two are different measures arrived at by various 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.