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HLLY

NEUTRAL
$3.37 Live
Holley Inc. · NYSE
Target $5.17 (+53.3%)
$1.6 52W Range $4.48

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 28, 2026
Market cap
$403.89M
P/E
21.06
ROE
4.4%
Profit margin
3.1%
Debt/Equity
1.25
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
80%
HLLY presents a complex profile where strong defensive valuation metrics clash with poor operational execution. The Piotroski F-Score of 4/9 indicates stable but mediocre financial health, while the current price of $3.37 sits comfortably below the Graham Number ($3.69) but significantly above the growth-based Intrinsic Value ($1.12). While the company outperforms its sector in profitability and maintains a strong current ratio, a disastrous earnings track record (0/4 beats in the last year) and negative YoY EPS growth (-63.6%) create significant headwinds. The stock appears undervalued on a book and sales basis, but lacks the fundamental momentum to justify a bullish rating.

Key Strengths

Trading below book value (P/B 0.89)
Strong gross margins (43.40%)
High liquidity with a current ratio of 2.75
Low PEG ratio (0.30) suggesting potential undervaluation relative to growth
Outperforming sector averages for profit margin and ROE

Key Risks

Severe earnings inconsistency with 0/4 beats in the last 4 quarters
Significant YoY EPS decline of -63.6%
Large discrepancy between current price and intrinsic value ($1.12)
Bearish technical trend (0/100) and weak insider sentiment (40/100)
Moderate debt load (Debt/Equity 1.25) paired with low ROE (4.41%)
AI Fair Value Estimate
Based on comprehensive analysis
$2.4
-28.8% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
39
Weak
Value
75
Future
40
Past
30
Health
50
Dividend
0
AI Verdict
Speculative Value Trap
Key drivers: Low P/B and P/S ratios, Consistent earnings misses, Poor long-term price performance
Confidence
85%
Value
75/100

Strong defensive value based on assets, but weak based on cash-flow growth.

Positives
  • P/B < 1.0
  • P/S < 1.0
  • Price below Graham Number
Watchpoints
  • Price significantly above Intrinsic Value
Future
40/100

Revenue is growing, but the company is struggling to convert that growth into bottom-line earnings.

Positives
  • 11% YoY Revenue growth
  • Low Forward P/E (8.02)
Watchpoints
  • Negative YoY EPS growth
  • Poor earnings surprise trend (-29.76% avg)
Past
30/100

Long-term destruction of shareholder value despite short-term bounces.

Positives
  • Recent 1Y price recovery (+61.2%)
Watchpoints
  • 5Y change of -66.1%
  • Chronic failure to meet analyst estimates
Health
50/100

Liquidity is high, but a significant portion is tied up in inventory; financial health is mediocre.

Positives
  • Current Ratio 2.75
  • Piotroski Score 4/9 (Stable)
Watchpoints
  • Debt/Equity 1.25
  • Quick Ratio < 1.0 (0.83)
Dividend
0/100

Non-dividend paying growth/turnaround play.

Positives
No standout positives identified.
Watchpoints
  • No dividend paid
  • 0/100 strength score

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$3.37
Analyst Target
$5.17
Upside/Downside
+53.3%

Multi-Horizon Performance vs Peers

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

Updated 2026-04-27
HLL
Holley Inc.
Primary
5Y
-66.1%
3Y
+39.8%
1Y
+61.2%
6M
+17.8%
1M
+15.8%
1W
-0.6%
DBI
Designer Brands Inc.
Peer
5Y
-47.0%
3Y
+9.9%
1Y
+203.8%
6M
+124.8%
1M
+50.7%
1W
+5.5%
LOC
El Pollo Loco Holdings, Inc.
Peer
5Y
-5.8%
3Y
+51.8%
1Y
+40.4%
6M
+46.5%
1M
+9.0%
1W
-3.1%
NAT
Nathan's Famous, Inc.
Peer
5Y
+82.5%
3Y
+50.1%
1Y
+14.2%
6M
-3.8%
1M
+0.6%
1W
+0.6%
ZUM
Zumiez Inc.
Peer
5Y
-42.7%
3Y
+40.0%
1Y
+108.1%
6M
+11.6%
1M
+12.7%
1W
+1.3%

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
21.06
Forward P/E
8.02
PEG Ratio
0.3
P/B Ratio
0.89
P/S Ratio
0.66
EV/Revenue
1.51
EV/EBITDA
8.52
Market Cap
$403.89M

Profitability

Profit margins and return metrics

Profit Margin 3.12%
Operating Margin 13.18%
Gross Margin 43.4%
ROE 4.41%
ROA 4.65%

Growth

Revenue and earnings growth rates

Revenue Growth +11.0%
Earnings Growth N/A
Q/Q Revenue Growth +10.98%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.25
Moderate
Current Ratio
2.75
Strong
Quick Ratio
0.83
Poor
Cash/Share
$0.31

Financial Statement Flow

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

Revenue
$0.2B
Gross Margin
46.8%
Op. Margin
13.2%
Net Margin
4.1%
Total Assets
$1.2B
Liabilities
$0.7B
Equity
$0.4B
Debt/Equity
1.59x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
3%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-06
$N/A
2026-03-04
$0.04
-50.0% surprise
2025-11-07
$0.03
-35.7% surprise
2025-08-06
$0.09
-3.6% surprise

Consumer Cyclical Sector Comparison

Comparing HLLY against 386 companies in the Consumer Cyclical sector (23 bullish, 133 neutral, 230 bearish)
P/E Ratio
21.06
This Stock
vs
33.98
Sector Avg
-38.0% (Discount)
Return on Equity (ROE)
4.41%
This Stock
vs
-43.92%
Sector Avg
-110.0% (Below Avg)
Profit Margin
3.12%
This Stock
vs
-5.4%
Sector Avg
-157.9% (Weaker)
Debt to Equity
1.25
This Stock
vs
1.51
Sector Avg
-17.5% (Lower)
Revenue Growth
11.0%
This Stock
vs
28.42%
Sector Avg
-61.3% (Slower)
Current Ratio
2.75
This Stock
vs
2.46
Sector Avg
+11.8% (Better)

Similar Companies

Peer comparison within the same industry

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
6 analysts
Telsey Advisory Group
2026-03-05
Maintains
Outperform Outperform
Telsey Advisory Group
2026-02-24
Maintains
Outperform Outperform
Canaccord Genuity
2026-02-18
Maintains
Buy Buy
DA Davidson
2025-11-10
Maintains
Neutral Neutral
Canaccord Genuity
2025-11-10
Maintains
Buy Buy
Benchmark
2025-11-10
Maintains
Buy Buy
Telsey Advisory Group
2025-11-07
Maintains
Outperform Outperform
Telsey Advisory Group
2025-10-31
Maintains
Outperform Outperform

Past News Coverage

Recent headlines mentioning HLLY from our newsroom.

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