Is Hyster Yale Stock a Good Investment?
Hyster Yale Investment Advice | HY |
- Examine Hyster Yale'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 Hyster Yale's leadership team and their track record. Good management can help Hyster Yale navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Industrial Machinery & Supplies & Components space and any emerging trends that could impact Hyster Yale's business and its evolving consumer preferences.
- Compare Hyster Yale's performance and market position to its competitors. Analyze how Hyster Yale is positioned in terms of product offerings, innovation, and market share.
- Check if Hyster Yale pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Hyster Yale'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 Hyster Yale Materials Handling 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 Hyster Yale Materials Handling 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 Small | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Hyster Yale Stock
Researching Hyster Yale'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 17.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.66. Some equities with similar Price to Book (P/B) outperform the market in the long run. Hyster Yale Materials has Price/Earnings To Growth (PEG) ratio of 1.61. The entity recorded earning per share (EPS) of 8.04. The firm last dividend was issued on the 28th of February 2025.
To determine if Hyster Yale 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 Hyster Yale's research are outlined below:
| Hyster Yale generated a negative expected return over the last 90 days | |
| Hyster Yale is unlikely to experience financial distress in the next 2 years | |
| About 62.0% of the company shares are owned by institutional investors | |
| Latest headline from insidermonkey.com: Hyster-Yale, Inc. A Bull Case Theory |
Hyster Yale 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 Hyster Yale Materials Handling. 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 Hyster Yale'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.
| 26th of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 26th 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 Hyster Yale'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 Hyster Yale's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2016-08-08 | 2016-06-30 | 0.85 | 0.73 | -0.12 | 14 | ||
2015-04-29 | 2015-03-31 | 0.97 | 0.85 | -0.12 | 12 | ||
2017-02-28 | 2016-12-31 | 0.87 | 0.74 | -0.13 | 14 | ||
2019-04-30 | 2019-03-31 | 0.06 | 0.2 | 0.14 | 233 | ||
2014-02-19 | 2013-12-31 | 1.37 | 1.53 | 0.16 | 11 | ||
2013-02-19 | 2012-12-31 | 1.17 | 1.34 | 0.17 | 14 | ||
2018-10-30 | 2018-09-30 | 0.6 | 0.79 | 0.19 | 31 | ||
2018-07-31 | 2018-06-30 | 0.53 | 0.34 | -0.19 | 35 |
Know Hyster Yale's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Hyster Yale is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Hyster Yale Materials Handling backward and forwards among themselves. Hyster Yale's institutional investor refers to the entity that pools money to purchase Hyster Yale'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 | Federated Hermes Inc | 2024-12-31 | 140.9 K | Northern Trust Corp | 2024-12-31 | 114.8 K | Charles Schwab Investment Management Inc | 2024-12-31 | 113 K | Bank Of New York Mellon Corp | 2024-12-31 | 109.2 K | Jacobs Levy Equity Management, Inc. | 2024-12-31 | 105.3 K | Millennium Management Llc | 2024-12-31 | 99.3 K | Citadel Advisors Llc | 2024-12-31 | 95.8 K | Goldman Sachs Group Inc | 2024-12-31 | 85.5 K | Prudential Financial Inc | 2024-12-31 | 82.4 K | Vanguard Group Inc | 2024-12-31 | 1.1 M | Blackrock Inc | 2024-12-31 | 876.7 K |
Hyster Yale's market capitalization trends
The company currently falls under 'Small-Cap' category with a market capitalization of 740.81 M.Market Cap |
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Hyster Yale's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.07 | 0.04 | |
| Return On Capital Employed | 0.25 | 0.26 | |
| Return On Assets | 0.07 | 0.04 | |
| Return On Equity | 0.30 | 0.31 |
Determining Hyster Yale's profitability involves analyzing its financial statements and using various financial metrics to determine if Hyster Yale is a good buy. For example, gross profit margin measures Hyster Yale'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 Hyster Yale's profitability and make more informed investment decisions.
Hyster Yale's Earnings Breakdown by Geography
Please note, the imprecision that can be found in Hyster Yale's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Hyster Yale Materials Handling. Check Hyster Yale's Beneish M Score to see the likelihood of Hyster Yale's management manipulating its earnings.
Evaluate Hyster Yale's management efficiency
Hyster Yale Materials has Return on Asset (ROA) of 0.0803 % which means that for every $100 of assets, it generated a profit of $0.0803. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.3201 %, which means that it produced $0.3201 on every 100 dollars invested by current stockholders. Hyster Yale's management efficiency ratios could be used to measure how well Hyster Yale manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Hyster Yale's Return On Capital Employed is fairly stable compared to the past year. Return On Equity is likely to rise to 0.31 in 2025, whereas Return On Tangible Assets are likely to drop 0.04 in 2025. Total Assets is likely to drop to about 1.6 B in 2025. Non Current Assets Total is likely to drop to about 553.1 M in 2025| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 28.25 | 16.44 | |
| Tangible Book Value Per Share | 23.24 | 24.40 | |
| Enterprise Value Over EBITDA | 3.93 | 3.73 | |
| Price Book Value Ratio | 1.87 | 2.55 | |
| Enterprise Value Multiple | 3.93 | 3.73 | |
| Price Fair Value | 1.87 | 2.55 | |
| Enterprise Value | 1 B | 780.6 M |
The strategic vision of Hyster Yale Materials Handling management plays a critical role in its financial performance. By evaluating this vision, we provide insights into the stock's growth potential.
Basic technical analysis of Hyster Stock
As of the 29th of March, Hyster Yale retains the Risk Adjusted Performance of (0.04), market risk adjusted performance of (0.32), and Standard Deviation of 2.3. Hyster Yale 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.Hyster Yale'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 Hyster Yale insiders, such as employees or executives, is commonly permitted as long as it does not rely on Hyster Yale'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 Hyster Yale 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.
Hyster Yale's Outstanding Corporate Bonds
Hyster Yale 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. Hyster Yale Materials 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 Hyster bonds can be classified according to their maturity, which is the date when Hyster Yale Materials Handling 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.
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| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
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Understand Hyster Yale's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Hyster Yale'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 | (0.04) | |||
| Market Risk Adjusted Performance | (0.32) | |||
| Mean Deviation | 1.55 | |||
| Coefficient Of Variation | (1,719) | |||
| Standard Deviation | 2.3 | |||
| Variance | 5.29 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | 4.0E-4 | |||
| Treynor Ratio | (0.33) | |||
| Maximum Drawdown | 15.44 | |||
| Value At Risk | (2.80) | |||
| Potential Upside | 2.75 | |||
| Skewness | (2.59) | |||
| Kurtosis | 12.29 |
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.32) | |||
| Mean Deviation | 1.55 | |||
| Coefficient Of Variation | (1,719) | |||
| Standard Deviation | 2.3 | |||
| Variance | 5.29 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | 4.0E-4 | |||
| Treynor Ratio | (0.33) | |||
| Maximum Drawdown | 15.44 | |||
| Value At Risk | (2.80) | |||
| Potential Upside | 2.75 | |||
| Skewness | (2.59) | |||
| Kurtosis | 12.29 |
Consider Hyster Yale's intraday indicators
Hyster Yale 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 Hyster Yale 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.
Hyster Yale Corporate Filings
| 25th of March 2025 Other Reports | ViewVerify | |
F4 | 14th of March 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 | 7th of March 2025 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 |
10K | 25th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
Hyster Stock media impact
Far too much social signal, news, headlines, and media speculation about Hyster Yale that are available to investors today. That information is available publicly through Hyster media outlets and privately through word of mouth or via Hyster internal channels. However, regardless of the origin, that massive amount of Hyster 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 Hyster Yale 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 Hyster Yale 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 Hyster Yale's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Hyster Yale alpha.
Hyster Yale Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Hyster Yale 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.
Hyster Yale Materials Historical Investor Sentiment
Investor biases related to Hyster Yale's public news can be used to forecast risks associated with an investment in Hyster. The trend in average sentiment can be used to explain how an investor holding Hyster can time the market purely based on public headlines and social activities around Hyster Yale Materials Handling. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Hyster Yale'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 Hyster Yale 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 Hyster Yale news discussions. The higher the estimate score, the more favorable the investor's outlook on Hyster Yale.
Hyster Yale Corporate Directors
| Eugene Wong | Independent Director | Profile | |
| Britton Taplin | Independent Director | Profile | |
| James Bemowski | Independent Director | Profile | |
| Carolyn Corvi | Independent Director | Profile |
Additional Tools for Hyster Stock Analysis
When running Hyster Yale's price analysis, check to measure Hyster Yale's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hyster Yale is operating at the current time. Most of Hyster Yale's value examination focuses on studying past and present price action to predict the probability of Hyster Yale's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Hyster Yale's price. Additionally, you may evaluate how the addition of Hyster Yale to your portfolios can decrease your overall portfolio volatility.