Hamilton Stock Performance

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HBB -- USA Stock  

Report: 29th of July 2020  

On a scale of 0 to 100, Hamilton Beach holds a performance score of 4. The company retains a Market Volatility (i.e. Beta) of 1.786, which attests to somewhat significant risk relative to the market. Let's try to break down what Hamilton's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Hamilton Beach will likely underperform. Although it is vital to follow to Hamilton Beach Brands current price history, it is good to be conservative about what you can do with the information regarding equity current price movements. The philosophy towards determining future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating Hamilton Beach Brands technical indicators, you can presently evaluate if the expected return of 0.37% will be sustainable into the future. Please utilizes Hamilton Beach maximum drawdown, semi variance, and the relationship between the sortino ratio and potential upside to make a quick decision on whether Hamilton Beach Brands current trending patterns will revert.

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Hamilton Beach Risk-Adjusted Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Hamilton Beach Brands are ranked lower than 4 (%) of all global equities and portfolios over the last 30 days. Despite somewhat sluggish basic indicators, Hamilton Beach sustained solid returns over the last few months and may actually be approaching a breakup point.
Quick Ratio0.58
Fifty Two Week Low6.68
Target High Price15.00
Fifty Two Week High21.22
Payout Ratio19.40%
Trailing Annual Dividend Yield3.10%
Target Low Price15.00

Hamilton Beach Relative Risk vs. Return Landscape

If you would invest  999.00  in Hamilton Beach Brands on June 6, 2020 and sell it today you would earn a total of  120.00  from holding Hamilton Beach Brands or generate 12.01% return on investment over 30 days. Hamilton Beach Brands is generating 0.3652% of daily returns assuming volatility of 6.1489% on return distribution over 30 days investment horizon. In other words, 53% of equities are less volatile than the company and above 94% of equities are expected to generate higher returns over the next 30 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering the 30-days investment horizon, Hamilton Beach is expected to generate 3.32 times more return on investment than the market. However, the company is 3.32 times more volatile than its market benchmark. It trades about 0.06 of its potential returns per unit of risk. The DOW is currently generating roughly 0.13 per unit of risk.

Hamilton Beach Market Risk Analysis

Sharpe Ratio = 0.0594
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Hamilton Beach Stock Performance Indicators

Estimated Market Risk
 6.15
  actual daily
 
 53 %
of total potential
 
5353
Expected Return
 0.37
  actual daily
 
 6 %
of total potential
 
66
Risk-Adjusted Return
 0.06
  actual daily
 
 4 %
of total potential
 
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Based on monthly moving average Hamilton Beach is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Hamilton Beach by adding it to a well-diversified portfolio.

About Hamilton Beach Performance

To evaluate Hamilton Beach Brands Stock as a possible investment, you need to clearly understand its upside, downside potential, and overall future performance outlook. You may be satisfied when Hamilton Beach generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Hamilton's stock performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Hamilton Beach Brands stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Hamilton's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2020
Effect of Exchange Rate Changes on Cash-765 K-785.1 K
Return on Investment 32.68  36.99 
Return on Average Assets(0.011) (0.011289) 
Return on Average Equity(0.06) (0.06) 
Return on Invested Capital 0.049  0.05 
Return on Sales 0.014  0.0144 
Hamilton Beach Brands Holding Company, together with its subsidiaries, designs, markets, and distributes small electric household and specialty housewares appliances. Hamilton Beach Brands Holding Company was founded in 1904 and is headquartered in Glen Allen, Virginia. Hamilton Beach operates under Consumer Electronics classification in the United States and is traded on BATS Exchange. It employs 680 people.

Hamilton Beach Alerts

Equity Alerts and Improvement Suggestions

Hamilton Beach has very high historical volatility over the last 30 days
About 57.0% of the company shares are owned by institutional investors
On 29th of May 2020 Hamilton Beach paid $ 0.09 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Acquisition by Paul Furlow of 2301 shares of Hamilton Beach subject to Rule 16b-3

Hamilton Beach Dividends

Hamilton Beach Brands Dividends Analysis

Check Hamilton Beach Brands dividend payout schedule and payment analysis over time. Analyze past dividends calendar and estimate annual dividend income
Check Dividends  
Please check Risk vs Return Analysis. Please also try Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page