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HY vs RTX

HY
Hyster-Yale, Inc.
BEARISH
Price
$39.37
Market Cap
$704.7M
Sector
Industrials
AI Confidence
90%
RTX
RTX Corporation
NEUTRAL
Price
$195.79
Market Cap
$263.53B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
HY
--
RTX
39.39
Forward P/E
HY
40.59
RTX
26.01
P/B Ratio
HY
1.48
RTX
4.03
P/S Ratio
HY
0.19
RTX
2.97
EV/EBITDA
HY
21.18
RTX
20.17

Profitability

Gross Margin
HY
16.79%
RTX
20.08%
Operating Margin
HY
-1.75%
RTX
11.02%
Profit Margin
HY
-1.59%
RTX
7.6%
ROE
HY
-11.76%
RTX
10.95%
ROA
HY
0.4%
RTX
3.88%

Growth

Revenue Growth
HY
-13.5%
RTX
12.1%
Earnings Growth
HY
--
RTX
8.3%

Financial Health

Debt/Equity
HY
1.3
RTX
0.6
Current Ratio
HY
1.34
RTX
1.03
Quick Ratio
HY
0.61
RTX
0.67

Dividends

Dividend Yield
HY
3.66%
RTX
1.39%
Payout Ratio
HY
1014.29%
RTX
53.83%

AI Verdict

HY BEARISH

Hyster-Yale (HY) exhibits severe financial distress, highlighted by a weak Piotroski F-Score of 2/9 and a catastrophic dividend payout ratio of 1014.29%. The company is currently unprofitable with negative profit margins and a declining revenue trend (-13.50% YoY). While the stock has seen a recent short-term price spike, the underlying fundamentals—including negative ROE and crashing EPS growth—suggest a value trap. The current valuation is disconnected from operational reality, as evidenced by a high forward P/E of 40.59 despite negative earnings.

Strengths
Low Price-to-Sales ratio (0.19) suggests low valuation relative to top-line revenue
Current ratio of 1.34 indicates adequate short-term liquidity
Recent 1-month price momentum (+22.1%) shows short-term speculative interest
Risks
Extreme dividend instability with a payout ratio exceeding 1000%
Severe financial deterioration indicated by a Piotroski F-Score of 2/9
Negative revenue growth (-13.50%) and crashing quarterly EPS
RTX NEUTRAL

RTX exhibits stable financial health with a Piotroski F-Score of 5/9, yet it is trading at a severe premium compared to its Graham Number ($73.73) and Intrinsic Value ($96.67). While the company boasts an exceptional track record of earnings beats over 25 quarters and solid revenue growth, the valuation is stretched with a PEG ratio of 2.75. This fundamental overvaluation is compounded by bearish insider sentiment and a weak technical trend, suggesting that while the business is strong, the stock price is currently decoupled from its deterministic value.

Strengths
Exceptional earnings track record with consistent beats over 25 quarters
Strong revenue growth of 12.10% YoY
Conservative Debt/Equity ratio of 0.60
Risks
Significant overvaluation relative to Graham and Intrinsic value models
Bearish insider activity with $32.68M in sales by top executives
High PEG ratio (2.75) indicating price growth exceeds earnings growth

Compare Another Pair

HY vs RTX: Head-to-Head Comparison

This page compares Hyster-Yale, Inc. (HY) and RTX Corporation (RTX) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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