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HBB

NEUTRAL
$21.11 Live
Hamilton Beach Brands Holding Company · NYSE
$12.72 52W Range $21.5

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 28, 2026
Market cap
$286.62M
P/E
10.83
ROE
15.2%
Profit margin
4.4%
Debt/Equity
0.5
Dividend yield
2.27%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
HBB presents a classic value-trap profile, characterized by a weak Piotroski F-Score of 3/9 indicating deteriorating financial health. While the stock trades below its Graham Number ($24.46), suggesting defensive value, it sits significantly above its growth-based intrinsic value ($13.65). This valuation gap is exacerbated by negative year-over-year revenue (-0.30%) and earnings growth (-21.20%). Despite strong short-term price momentum, the underlying fundamentals and a bearish technical trend score suggest limited long-term upside without a turnaround in growth.

Key Strengths

Attractive valuation multiples (P/E 10.83, P/S 0.47)
Strong liquidity position with a Current Ratio of 2.47
Sustainable dividend payout ratio at 24.36%
Healthy Return on Equity (ROE) of 15.17%
Trading below the Graham Number defensive fair value

Key Risks

Weak financial health as indicated by Piotroski F-Score (3/9)
Negative earnings growth (-21.20% YoY)
Stagnant to declining revenue growth
Thin net profit margins (4.36%)
Bearish technical trend baseline (10/100)
AI Fair Value Estimate
Based on comprehensive analysis
$17.5
-17.1% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
46
Moderate
Value
75
Future
20
Past
45
Health
30
Dividend
60
AI Verdict
Value Trap Risk
Key drivers: Low valuation multiples, Poor Piotroski health score, Negative growth trajectory, Strong liquidity
Confidence
90%
Value
75/100

Ref P/E 10.83, Graham Number $24.46

Positives
  • P/E is significantly lower than sector average
  • Price/Sales is very low at 0.47
  • Current price is below Graham Number
Watchpoints
  • Price is well above growth-based intrinsic value
Future
20/100

Ref Growth rates

Positives
  • Recent Q/Q EPS growth showed a slight recovery (+18.6%)
Watchpoints
  • Negative YoY Revenue growth
  • Significant YoY Earnings decline (-21.20%)
Past
45/100

Ref Historical trends

Positives
  • Strong 6-month price performance (+47%)
Watchpoints
  • Highly volatile earnings surprise history
  • Inconsistent quarterly EPS progression
Health
30/100

Ref Piotroski F-Score

Positives
  • Low Debt/Equity ratio (0.50)
  • High Current Ratio (2.47)
Watchpoints
  • Piotroski F-Score of 3/9 indicates weak financial health
Dividend
60/100

Ref Yield 2.27%, Payout 24.36%

Positives
  • Low payout ratio suggests high safety
Watchpoints
  • Low overall yield (2.27%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$21.11

Multi-Horizon Performance vs Peers

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

Updated 2026-04-27
HBB
Hamilton Beach Brands Holding Company
Primary
5Y
+20.9%
3Y
+129.6%
1Y
+9.8%
6M
+47.0%
1M
+19.7%
1W
+4.7%
EM
Smart Share Global Limited
Peer
5Y
-85.6%
3Y
+16.0%
1Y
+6.5%
6M
-14.9%
1M
+0.9%
1W
0.0%
FOS
Fossil Group, Inc.
Peer
5Y
-61.5%
3Y
+62.6%
1Y
+400.0%
6M
+116.3%
1M
+31.5%
1W
+14.0%
BNE
Barnes & Noble Education, Inc.
Peer
5Y
-98.3%
3Y
-95.9%
1Y
-17.0%
6M
-1.0%
1M
-3.6%
1W
+4.6%
FLX
Flexsteel Industries, Inc.
Peer
5Y
+36.1%
3Y
+177.0%
1Y
+37.7%
6M
+15.1%
1M
+4.3%
1W
+4.2%

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
10.83
Forward P/E
13.19
PEG Ratio
N/A
P/B Ratio
1.55
P/S Ratio
0.47
EV/Revenue
0.54
EV/EBITDA
7.7
Market Cap
$286.62M

Profitability

Profit margins and return metrics

Profit Margin 4.36%
Operating Margin 9.61%
Gross Margin 25.73%
ROE 15.17%
ROA 5.63%

Growth

Revenue and earnings growth rates

Revenue Growth -0.3%
Earnings Growth -21.2%
Q/Q Revenue Growth -0.27%
Q/Q Earnings Growth -22.7%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.5
Moderate
Current Ratio
2.47
Strong
Quick Ratio
1.29
Good
Cash/Share
$3.59

Financial Statement Flow

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

Revenue
$0.2B
Gross Margin
28.3%
Op. Margin
11.9%
Net Margin
8.7%
Total Assets
$0.4B
Liabilities
$0.2B
Equity
$0.2B
Debt/Equity
1.17x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
98%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-06
$N/A
2023-03-09
$0.51
-47.4% surprise
2022-11-02
$0.43
+26.5% surprise
2022-08-03
$0.36
+63.6% surprise

Consumer Cyclical Sector Comparison

Comparing HBB against 386 companies in the Consumer Cyclical sector (23 bullish, 133 neutral, 230 bearish)
P/E Ratio
10.83
This Stock
vs
33.98
Sector Avg
-68.1% (Discount)
Return on Equity (ROE)
15.17%
This Stock
vs
-43.92%
Sector Avg
-134.5% (Below Avg)
Profit Margin
4.36%
This Stock
vs
-5.4%
Sector Avg
-180.8% (Weaker)
Debt to Equity
0.5
This Stock
vs
1.51
Sector Avg
-66.8% (Less Debt)
Revenue Growth
-0.3%
This Stock
vs
28.42%
Sector Avg
-101.1% (Slower)
Current Ratio
2.47
This Stock
vs
2.46
Sector Avg
+0.7% (Better)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

LABARRE DENNIS W
Director
Stock Award
2026-04-01
1,581 shares
RATNER JAMES A
Director
Stock Award
2026-04-01
1,581 shares
BUTLER HELEN RANKIN
Beneficial Owner of more than 10% of a Class of Security
Stock Award
2026-04-01
1,581 shares
RANKIN VICTOIRE G
Beneficial Owner of more than 10% of a Class of Security
Stock Award
2026-04-01
2,062 shares
WILLIAMS DAVID B. H.
Beneficial Owner of more than 10% of a Class of Security
Stock Award
2026-04-01
1,581 shares
WILLIAMS CLARA T RANKIN
Director and Beneficial Owner of more than 10% of a Class of Security
Stock Award
2026-04-01
1,581 shares
RANKIN ALFRED M ET AL
Director and Beneficial Owner of more than 10% of a Class of Security
Stock Award
2026-04-01
2,062 shares
BUTLER JOHN C JR
Director and Beneficial Owner of more than 10% of a Class of Security
Stock Award
2026-04-01
1,581 shares
BELGYA MARK R
Director
Stock Award
2026-04-01
1,581 shares
RANKIN CORBIN K
Beneficial Owner of more than 10% of a Class of Security
Stock Award
2026-04-01
1,581 shares
RANKIN THOMAS T
Director and Beneficial Owner of more than 10% of a Class of Security
Stock Award
2026-04-01
1,581 shares
MILLER MICHAEL SIDNEY
Director
Stock Award
2026-04-01
1,581 shares
FURLOW PAUL DWINELLE
Director
Stock Award
2026-04-01
1,581 shares
MEHTA BELA S. MBA
Director
Stock Award
2026-04-01
1,581 shares
LANE APRIL L.
Director
Stock Award
2026-04-01
1,581 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
2026-03-25

HBB filed a definitive proxy statement (DEF 14A) on March 25, 2026, providing shareholders with information regarding matters to be voted on at the company's upcoming meeting.

10-K
10-K
2026-02-25

HBB filed its annual 10-K report on February 25, 2026. The provided excerpts do not contain specific financial metrics or detailed risk factors for analysis.

8-K
8-K
2026-02-25

HBB announced its annual financial results for the fiscal year ended December 31, 2025.

8-K
8-K
2026-01-12
10-Q
10-Q
2025-11-05

HBB's third-quarter 2025 revenue declined 15.2% to $132.8 million, primarily driven by lower unit volume and product mix, which contributed to a 72.9% drop in operating profit to $2.9 million. Net income decreased 14.6% to $1.7 million, while gross margins compressed from 28.0% to 21.1%. Key risks include significant revenue volatility tied to the fourth-quarter holiday season and a continuing decline in sales volumes.

8-K
8-K
2025-11-05

HBB filed an 8-K on November 5, 2025, likely to announce its third-quarter financial results.

10-Q
10-Q
2025-07-30

HBB's second-quarter 2025 revenue declined 18.2% to $127.8 million, primarily driven by lower unit volume and product mix, resulting in a 25.6% decrease in net income to $4.45 million. Despite the revenue drop, gross margins improved to 27.5% compared to 25.9% in the prior year. Key risks include significant declines in sales volume and inherent seasonal volatility within the small electric household appliance market.

8-K
8-K
2025-07-30

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

8-K
8-K
2025-05-12

HBB filed an 8-K on May 12, 2025, likely to report its first-quarter financial results.

10-Q
10-Q
2025-04-30
8-K
8-K
2025-04-30

HBB filed an 8-K on April 30, 2025, likely to announce its first-quarter financial results.

DEF 14A
DEF 14A
2025-03-28
8-K
8-K
2025-03-19
8-K
8-K
2025-02-26
10-K
10-K
2025-02-26
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning HBB from our newsroom.

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