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HAYW

BULLISH
$15.79 Live
Hayward Holdings, Inc. · NYSE
Target $17.36 (+9.9%)
$12.94 52W Range $17.73

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 28, 2026
Market cap
$3.44B
P/E
23.22
ROE
10.0%
Profit margin
13.5%
Debt/Equity
0.64
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
75%
HAYW exhibits strong fundamental health with a Piotroski F-Score of 7/9 and a robust liquidity profile (Current Ratio 2.94). While the current price of $15.79 is above the Graham Number ($10.59), it remains well below the growth-based intrinsic value of $20.06. The company demonstrates exceptional earnings consistency, beating estimates in 3 of the last 4 quarters with strong operating margins of 25.02%. However, bullish fundamentals are currently offset by bearish insider activity and technical trends.

Key Strengths

Strong Piotroski F-Score (7/9) indicating high financial health
Excellent earnings track record with consistent beats over 21 quarters
High operating margins (25.02%) and gross margins (48.00%)
Conservative leverage (Debt/Equity 0.64) compared to sector average (2.68)
Strong liquidity with a Current Ratio of 2.94 and Quick Ratio of 2.10

Key Risks

Bearish insider sentiment with recent sales by both CEO and CFO
Bearish technical trend (0/100 score)
Modest top-line revenue growth (6.80% YoY) compared to earnings growth
Lack of dividend yield for income-seeking investors
Exposure to industrial sector cyclicality
AI Fair Value Estimate
Based on comprehensive analysis
$17.5
+10.8% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
62
Strong
Value
65
Future
72
Past
90
Health
85
Dividend
0
AI Verdict
Strong fundamentals hampered by poor sentiment
Key drivers: Piotroski F-Score, Earnings Surprise History, Insider Selling, Intrinsic Value Gap
Confidence
80%
Value
65/100

Ref P/E, PEG, Graham Number

Positives
  • Price below intrinsic value ($20.06)
  • Forward P/E (16.84) is attractive
Watchpoints
  • Trading at a premium to Graham Number ($10.59)
  • P/S ratio of 3.06 is moderate
Future
72/100

Ref Growth rates

Positives
  • Strong earnings growth (24.10% YoY)
  • Positive analyst target price ($17.36)
Watchpoints
  • Slow revenue growth (6.80%)
  • Bearish technical trend
Past
90/100

Ref Historical trends

Positives
  • Consistent earnings beats over 21 quarters
  • Strong historical surprise percentages
Watchpoints
  • 5-year price change is negative (-17.8%)
Health
85/100

Ref Altman Z-Score, Piotroski F-Score

Positives
  • Piotroski F-Score 7/9
  • Low Debt/Equity ratio
  • High Current Ratio
Watchpoints
  • Altman Z-Score not provided
Dividend
0/100

Ref Yield, Payout

Positives
No standout positives identified.
Watchpoints
  • No dividend payments
  • 0% payout ratio

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$15.79
Analyst Target
$17.36
Upside/Downside
+9.9%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for HAYW and closest competitors.

Updated 2026-04-27
HAY
Hayward Holdings, Inc.
Primary
5Y
-17.8%
3Y
+31.1%
1Y
+20.0%
6M
+2.3%
1M
+19.4%
1W
+3.1%
EXP
Exponent, Inc.
Peer
5Y
-29.9%
3Y
-29.6%
1Y
-10.4%
6M
+1.1%
1M
-7.1%
1W
+2.6%
OTT
Otter Tail Corporation
Peer
5Y
+105.2%
3Y
+26.2%
1Y
+10.6%
6M
+11.2%
1M
-1.3%
1W
-5.2%
BET
BETA Technologies, Inc.
Peer
5Y
-57.3%
3Y
-57.3%
1Y
-57.3%
6M
-57.3%
1M
-15.4%
1W
+3.2%
AZZ
AZZ Inc.
Peer
5Y
+172.2%
3Y
+204.5%
1Y
+41.4%
6M
+12.9%
1M
+11.0%
1W
+0.2%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
23.22
Forward P/E
16.84
PEG Ratio
1.73
P/B Ratio
2.15
P/S Ratio
3.06
EV/Revenue
3.61
EV/EBITDA
13.75
Market Cap
$3.44B

Profitability

Profit margins and return metrics

Profit Margin 13.51%
Operating Margin 25.02%
Gross Margin 48.0%
ROE 10.05%
ROA 4.83%

Growth

Revenue and earnings growth rates

Revenue Growth +6.8%
Earnings Growth +24.1%
Q/Q Revenue Growth +6.82%
Q/Q Earnings Growth +25.0%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.64
Moderate
Current Ratio
2.94
Strong
Quick Ratio
2.1
Excellent
Cash/Share
$1.84

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.3B
Gross Margin
40.7%
Op. Margin
25.0%
Net Margin
19.6%
Total Assets
$3.2B
Liabilities
$1.6B
Equity
$1.6B
Debt/Equity
0.98x
Operating CF
$-0.0B
CapEx
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
134%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-29
$N/A
2026-02-25
$0.31
+25.3% surprise
2025-10-29
$0.14
+15.8% surprise
2025-07-30
$0.24
+6.0% surprise

Industrials Sector Comparison

Comparing HAYW against 469 companies in the Industrials sector (39 bullish, 174 neutral, 256 bearish)
P/E Ratio
23.22
This Stock
vs
98.24
Sector Avg
-76.4% (Discount)
Return on Equity (ROE)
10.05%
This Stock
vs
-19.38%
Sector Avg
-151.8% (Below Avg)
Profit Margin
13.51%
This Stock
vs
6.65%
Sector Avg
+103.0% (Superior)
Debt to Equity
0.64
This Stock
vs
2.63
Sector Avg
-75.7% (Less Debt)
Revenue Growth
6.8%
This Stock
vs
71.29%
Sector Avg
-90.5% (Slower)
Current Ratio
2.94
This Stock
vs
3.09
Sector Avg
-4.8% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

HOLLERAN KEVIN P.
Chief Executive Officer
Sell
2026-04-01
52,389 shares · $703,149
HOLLERAN KEVIN P.
Chief Executive Officer
Option Exercise
2026-04-01
52,389 shares · $73,345
JONES EIFION
Chief Financial Officer
Sell
2026-03-09
15,000 shares · $218,550
JONES EIFION
Chief Financial Officer
Option Exercise
2026-03-09
15,000 shares · $21,000
CANNING SUSAN M
Officer
Stock Award
2026-03-02
3,109 shares
JONES EIFION
Chief Financial Officer
Stock Award
2026-03-02
5,030 shares
HOLLERAN KEVIN P.
Chief Executive Officer
Stock Award
2026-03-02
17,232 shares
HOLLERAN KEVIN P.
Chief Executive Officer
Sell
2026-03-02
52,389 shares · $824,021
HOLLERAN KEVIN P.
Chief Executive Officer
Option Exercise
2026-03-02
52,389 shares · $73,345
COLLINS JOHN ALEC
Officer
Stock Award
2026-03-02
2,591 shares
FELICE STEPHEN J
Director
Stock Award
2026-02-27
1,954 shares
KEATING RONALD C
Director
Stock Award
2026-02-27
1,329 shares
SOUCY ARTHUR L
Director
Stock Award
2026-02-27
1,329 shares
LEWIS RAYMOND H JR
Officer
Stock Award
2026-02-27
15,625 shares
CANNING SUSAN M
Officer
Stock Award
2026-02-27
22,657 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-04-02

HAYW filed a definitive proxy statement on April 2, 2026, providing shareholders with necessary information to vote on matters at the company's annual meeting.

10-K
10-K
2026-02-25

HAYW filed its annual 10-K report on February 25, 2026, which includes comprehensive disclosures regarding its business operations, risk factors, and financial condition. While specific financial metrics were not provided in the excerpts, the filing contains the full Management's Discussion and Analysis and a detailed assessment of operational risks.

8-K
8-K
2026-02-25

HAYW filed an 8-K on February 25, 2026, likely to announce its financial results for the preceding fiscal period.

10-Q
10-Q
2025-10-29

HAYW's 10-Q filing emphasizes risks associated with the deployment of artificial intelligence technologies, noting that these investments may not enhance profitability or product efficiency. Key concerns include potential design flaws, reliance on poor-quality data, and cybersecurity threats that could adversely impact business performance and reputation.

8-K
8-K
2025-10-29

HAYW filed an 8-K on October 29, 2025, likely to announce its third-quarter financial results.

10-Q
10-Q
2025-07-30

The provided filing for HAYW emphasizes significant risks associated with the deployment of artificial intelligence technologies, noting that poor implementation, biased data, or technical failures could negatively impact profitability and corporate reputation. No specific financial highlights were included in the excerpt, which refers investors to the Annual Report for a comprehensive discussion of general risk factors.

8-K
8-K
2025-07-30

HAYW filed an 8-K on July 30, 2025, likely to announce its second-quarter financial results.

8-K
8-K
2025-06-20
8-K
8-K
2025-05-23
10-Q
10-Q
2025-05-01
8-K
8-K
2025-05-01

HAYW filed an 8-K on May 1, 2025, likely to announce its first-quarter financial results.

DEF 14A
DEF 14A
2025-04-04
8-K
8-K
2025-03-20
10-K
10-K
2025-02-27
8-K
8-K
2025-02-27
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
7 analysts
B of A Securities
2026-04-20
Maintains
Buy Buy
Stifel
2026-02-26
reit
Buy Buy

Past News Coverage

Recent headlines mentioning HAYW from our newsroom.

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