Is Harley Davidson Stock a Good Investment?
Harley Davidson Investment Advice | HOG |
- Examine Harley Davidson'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 Harley Davidson's leadership team and their track record. Good management can help Harley Davidson navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Motorcycle Manufacturers space and any emerging trends that could impact Harley Davidson's business and its evolving consumer preferences.
- Compare Harley Davidson's performance and market position to its competitors. Analyze how Harley Davidson is positioned in terms of product offerings, innovation, and market share.
- Check if Harley Davidson pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Harley Davidson'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 Harley Davidson 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 Harley Davidson is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Harley Davidson Stock
Researching Harley Davidson'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 96.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.28. Some equities with similar Price to Book (P/B) outperform the market in the long run. Harley Davidson last dividend was issued on the 16th of September 2024. The entity had 2:1 split on the 10th of April 2000.
To determine if Harley Davidson 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 Harley Davidson's research are outlined below:
| Harley Davidson generated a negative expected return over the last 90 days | |
| Over 96.0% of the company shares are owned by institutional investors | |
| Latest headline from bizjournals.com: Disposition of 6234 shares by Luke Mansfield of Harley Davidson subject to Rule 16b-3 |
Harley Davidson Quarterly Gross Profit |
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Harley Davidson 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 Harley Davidson. 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 Harley Davidson'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.
| 8th of February 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 8th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Harley Davidson'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 Harley Davidson's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
1996-04-16 | 1996-03-31 | 0.1 | 0.11 | 0.01 | 10 | ||
1999-04-12 | 1999-03-31 | 0.18 | 0.2 | 0.02 | 11 | ||
1999-01-19 | 1998-12-31 | 0.18 | 0.2 | 0.02 | 11 | ||
2016-01-28 | 2015-12-31 | 0.19 | 0.22 | 0.03 | 15 | ||
2017-01-31 | 2016-12-31 | 0.31 | 0.27 | -0.04 | 12 | ||
2010-10-19 | 2010-09-30 | 0.35 | 0.4 | 0.05 | 14 | ||
2003-10-15 | 2003-09-30 | 0.56 | 0.62 | 0.06 | 10 | ||
2010-04-20 | 2010-03-31 | 0.22 | 0.29 | 0.07 | 31 |
Know Harley Davidson's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Harley Davidson is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Harley Davidson backward and forwards among themselves. Harley Davidson's institutional investor refers to the entity that pools money to purchase Harley Davidson'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 | Jupiter Asset Management Limited | 2024-09-30 | 2.4 M | Geode Capital Management, Llc | 2024-09-30 | 2.1 M | Brown Advisory Holdings Inc | 2024-09-30 | 1.5 M | Bank Of New York Mellon Corp | 2024-06-30 | 1.4 M | Charles Schwab Investment Management Inc | 2024-09-30 | 1.3 M | Norges Bank | 2024-06-30 | 1.1 M | Millennium Management Llc | 2024-06-30 | 1 M | Amvescap Plc. | 2024-06-30 | 948.4 K | Northern Trust Corp | 2024-09-30 | 885.5 K | Vanguard Group Inc | 2024-09-30 | 13.1 M | H Partners Management, Llc | 2024-09-30 | 11.3 M |
Harley Davidson's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 4.26 B.Market Cap |
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Harley Davidson's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.06 | 0.10 | |
| Return On Capital Employed | 0.09 | 0.08 | |
| Return On Assets | 0.06 | 0.10 | |
| Return On Equity | 0.22 | 0.19 |
Determining Harley Davidson's profitability involves analyzing its financial statements and using various financial metrics to determine if Harley Davidson is a good buy. For example, gross profit margin measures Harley Davidson'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 Harley Davidson's profitability and make more informed investment decisions.
Evaluate Harley Davidson's management efficiency
Harley Davidson has Return on Asset of 0.0322 % which means that on every $100 spent on assets, it made $0.0322 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1742 %, implying that it generated $0.1742 on every 100 dollars invested. Harley Davidson's management efficiency ratios could be used to measure how well Harley Davidson manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Harley Davidson's Return On Tangible Assets are most likely to increase slightly in the upcoming years. The Harley Davidson's current Return On Assets is estimated to increase to 0.1, while Return On Capital Employed is projected to decrease to 0.08. At this time, Harley Davidson's Non Currrent Assets Other are most likely to increase significantly in the upcoming years. The Harley Davidson's current Other Assets is estimated to increase to about 1.7 B, while Total Current Assets are projected to decrease to roughly 2.8 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 22.84 | 23.98 | |
| Tangible Book Value Per Share | 22.35 | 23.47 | |
| Enterprise Value Over EBITDA | 10.33 | 10.46 | |
| Price Book Value Ratio | 1.61 | 1.53 | |
| Enterprise Value Multiple | 10.33 | 10.46 | |
| Price Fair Value | 1.61 | 1.53 | |
| Enterprise Value | 18.1 B | 19 B |
The management team at Harley Davidson has a track record of steering the company towards sustained growth. Evaluating their strategies helps in understanding the stock's long-term potential.
Dividend Yield 0.02 | Forward Dividend Yield 0.02 | Forward Dividend Rate 0.69 | Beta 1.476 |
Basic technical analysis of Harley Stock
As of the 28th of November, Harley Davidson retains the Market Risk Adjusted Performance of (0.11), risk adjusted performance of (0.05), and Standard Deviation of 2.19. Harley Davidson 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. Please check out Harley Davidson market risk adjusted performance, variance, as well as the relationship between the Variance and value at risk to decide if Harley Davidson is priced fairly, providing market reflects its last-minute price of 33.74 per share. Given that Harley Davidson has information ratio of (0.14), we strongly advise you to confirm Harley Davidson's regular market performance to make sure the company can sustain itself at a future point.Harley Davidson'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 Harley Davidson insiders, such as employees or executives, is commonly permitted as long as it does not rely on Harley Davidson'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 Harley Davidson 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.
Harley Davidson's Outstanding Corporate Bonds
Harley Davidson 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. Harley Davidson 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 Harley bonds can be classified according to their maturity, which is the date when Harley Davidson 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.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| US41283LAY11 Corp BondUS41283LAY11 | View | |
| HOG 305 14 FEB 27 Corp BondUS41283LBA26 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| HOG 65 10 MAR 28 Corp BondUS41284VAC63 | View | |
| HARLEY DAVIDSON INC Corp BondUS412822AD08 | View | |
| HARLEY DAVIDSON INC Corp BondUS412822AE80 | View |
Understand Harley Davidson's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Harley Davidson'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 | (0.05) | |||
| Market Risk Adjusted Performance | (0.11) | |||
| Mean Deviation | 1.58 | |||
| Coefficient Of Variation | (1,320) | |||
| Standard Deviation | 2.19 | |||
| Variance | 4.8 | |||
| Information Ratio | (0.14) | |||
| Jensen Alpha | (0.35) | |||
| Total Risk Alpha | (0.52) | |||
| Treynor Ratio | (0.12) | |||
| Maximum Drawdown | 13.61 | |||
| Value At Risk | (3.75) | |||
| Potential Upside | 3.17 | |||
| Skewness | (0.07) | |||
| Kurtosis | 1.55 |
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | (0.11) | |||
| Mean Deviation | 1.58 | |||
| Coefficient Of Variation | (1,320) | |||
| Standard Deviation | 2.19 | |||
| Variance | 4.8 | |||
| Information Ratio | (0.14) | |||
| Jensen Alpha | (0.35) | |||
| Total Risk Alpha | (0.52) | |||
| Treynor Ratio | (0.12) | |||
| Maximum Drawdown | 13.61 | |||
| Value At Risk | (3.75) | |||
| Potential Upside | 3.17 | |||
| Skewness | (0.07) | |||
| Kurtosis | 1.55 |
Consider Harley Davidson's intraday indicators
Harley Davidson 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 Harley Davidson 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.
Harley Davidson Corporate Filings
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 6th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
F4 | 1st of November 2024 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 |
8K | 24th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Harley Stock media impact
Far too much social signal, news, headlines, and media speculation about Harley Davidson that are available to investors today. That information is available publicly through Harley media outlets and privately through word of mouth or via Harley internal channels. However, regardless of the origin, that massive amount of Harley 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 Harley Davidson 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 Harley Davidson 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 Harley Davidson's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Harley Davidson alpha.
Harley Davidson Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Harley Davidson 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.
Harley Davidson Historical Investor Sentiment
Investor biases related to Harley Davidson's public news can be used to forecast risks associated with an investment in Harley. The trend in average sentiment can be used to explain how an investor holding Harley can time the market purely based on public headlines and social activities around Harley Davidson. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Harley Davidson's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Harley Davidson and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Harley Davidson news discussions. The higher the estimate score, the more favorable the investor's outlook on Harley Davidson.
Harley Davidson Corporate Directors
| Troy Alstead | Independent Director | Profile | |
| Allan Golston | Independent Director | Profile | |
| Brian Niccol | Independent Director | Profile | |
| Sara Levinson | Independent Director | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Harley Davidson. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons. For more detail on how to invest in Harley Stock please use our How to Invest in Harley Davidson guide.You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Is Motorcycle Manufacturers 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 Harley Davidson. If investors know Harley 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 Harley Davidson 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 (0.34) | Dividend Share 0.683 | Earnings Share 4.49 | Revenue Per Share 41.279 | Quarterly Revenue Growth (0.26) |
The market value of Harley Davidson is measured differently than its book value, which is the value of Harley that is recorded on the company's balance sheet. Investors also form their own opinion of Harley Davidson's value that differs from its market value or its book value, called intrinsic value, which is Harley Davidson'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 Harley Davidson's market value can be influenced by many factors that don't directly affect Harley Davidson'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 Harley Davidson's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Harley Davidson is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Harley Davidson'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.