Hamilton Beach Brands Stock Analysis

HBB Stock  USD 24.36  0.22  0.90%   
Hamilton Beach Brands is overvalued with Real Value of 22.66 and Target Price of 13.0. The main objective of Hamilton Beach stock analysis is to determine its intrinsic value, which is an estimate of what Hamilton Beach Brands is worth, separate from its market price. There are two main types of Hamilton Beach's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Hamilton Beach's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Hamilton Beach's stock to identify patterns and trends that may indicate its future price movements.
The Hamilton Beach stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Hamilton Beach is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Hamilton Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Hamilton Beach's ongoing operational relationships across important fundamental and technical indicators.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Hamilton Beach Brands. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics.

Hamilton Stock Analysis Notes

About 45.0% of the company shares are held by company insiders. The book value of Hamilton Beach was currently reported as 10.6. The company last dividend was issued on the 1st of March 2024. Hamilton Beach Brands Holding Company, together with its subsidiaries, designs, markets, and distributes small electric household and specialty housewares appliances in the United States and internationally. Hamilton Beach Brands Holding Company was founded in 1904 and is headquartered in Glen Allen, Virginia. Hamilton Beach operates under Furnishings, Fixtures Appliances classification in the United States and is traded on New York Stock Exchange. It employs 685 people. To learn more about Hamilton Beach Brands call Gregory Trepp at 804 273 9777 or check out https://www.hamiltonbeachbrands.com.

Hamilton Beach Quarterly Total Revenue

206.65 Million

Hamilton Beach Brands Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Hamilton Beach's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Hamilton Beach Brands or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Hamilton Beach appears to be risky and price may revert if volatility continues
About 45.0% of the company shares are held by company insiders
On 15th of March 2024 Hamilton Beach paid $ 0.11 per share dividend to its current shareholders
Latest headline from simplywall.st: Hamilton Beach Brands Holding Companys Stock On An Uptrend Could Fundamentals Be Driving The Momentum

Hamilton Beach Brands Upcoming and Recent Events

Earnings reports are used by Hamilton Beach to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Hamilton Beach previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
14th of March 2024
Upcoming Quarterly Report
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31st of December 2023
Next Fiscal Quarter End
View

Hamilton Largest EPS Surprises

Earnings surprises can significantly impact Hamilton Beach's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2021-05-05
2021-03-310.160.210.0531 
2019-04-25
2019-03-31-0.08-0.13-0.0562 
2022-11-02
2022-09-300.340.430.0926 
View All Earnings Estimates

Hamilton Beach Thematic Classifications

In addition to having Hamilton Beach stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Consumer Goods Idea
Consumer Goods
USA Equities from Consumer Goods industry as classified by Fama & French

Hamilton Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Hamilton Beach is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Hamilton Beach Brands backward and forwards among themselves. Hamilton Beach's institutional investor refers to the entity that pools money to purchase Hamilton Beach's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Bank Of New York Mellon Corp2023-12-31
70 K
Curbstone Financial Management Corporation2023-12-31
67.6 K
Millennium Management Llc2023-12-31
60.5 K
Mork Capital Management2023-12-31
60 K
Eam Investors, Llc2023-12-31
44.1 K
Susquehanna International Group, Llp2023-12-31
44 K
Bridgeway Capital Management, Llc2023-12-31
41.3 K
Acadian Asset Management Llc2023-12-31
33.7 K
Rbf Llc2023-12-31
33 K
Ameriprise Financial Inc2023-12-31
706.7 K
Vanguard Group Inc2023-12-31
460 K
Note, although Hamilton Beach's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Hamilton Market Capitalization

The company currently falls under 'Small-Cap' category with a total capitalization of 339.09 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Hamilton Beach's market, we take the total number of its shares issued and multiply it by Hamilton Beach's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Hamilton Profitablity

Hamilton Beach's profitability indicators refer to fundamental financial ratios that showcase Hamilton Beach's ability to generate income relative to its revenue or operating costs. If, let's say, Hamilton Beach is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Hamilton Beach's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Hamilton Beach's profitability requires more research than a typical breakdown of Hamilton Beach's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.04 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.12 %, which entails that for every 100 dollars of revenue, it generated $0.12 of operating income.
Last ReportedProjected for 2024
Return On Capital Employed 0.14  0.28 
Return On Assets 0.07  0.07 
Return On Equity 0.17  0.16 

Management Efficiency

Hamilton Beach Brands has Return on Asset of 0.0575 % which means that on every $100 spent on assets, it made $0.0575 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1857 %, implying that it generated $0.1857 on every 100 dollars invested. Hamilton Beach's management efficiency ratios could be used to measure how well Hamilton Beach manages its routine affairs as well as how well it operates its assets and liabilities. At present, Hamilton Beach's Return On Capital Employed is projected to slightly decrease based on the last few years of reporting. The current year's Return On Assets is expected to grow to 0.07, whereas Return On Equity is forecasted to decline to 0.16. At present, Hamilton Beach's Non Currrent Assets Other are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 13.1 M, whereas Total Assets are forecasted to decline to about 382.3 M.
Last ReportedProjected for 2024
Price Book Value Ratio 1.67  1.58 
Enterprise Value Multiple 8.32  9.89 
Price Fair Value 1.67  1.58 
The analysis of Hamilton Beach's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Hamilton Beach's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Hamilton Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0179
Forward Dividend Yield
0.0179
Forward Dividend Rate
0.44
Beta
0.843

Technical Drivers

As of the 29th of March, Hamilton Beach retains the Risk Adjusted Performance of 0.107, market risk adjusted performance of 2.55, and Downside Deviation of 3.12. Hamilton Beach technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Simply put, you can use this information to find out if the firm will indeed mirror its model of historical price patterns, or the prices will eventually revert. We have analyzed nineteen technical drivers for Hamilton Beach Brands, which can be compared to its competitors. Please check out Hamilton Beach Brands maximum drawdown, semi variance, and the relationship between the jensen alpha and potential upside to decide if Hamilton Beach is priced fairly, providing market reflects its last-minute price of 24.36 per share. Given that Hamilton Beach Brands has jensen alpha of 0.5914, we strongly advise you to confirm Hamilton Beach Brands's regular market performance to make sure the company can sustain itself at a future point.

Hamilton Beach Brands Price Movement Analysis

Execute Study
The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Hamilton Beach middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Hamilton Beach Brands. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Hamilton Beach Brands Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Hamilton Beach insiders, such as employees or executives, is commonly permitted as long as it does not rely on Hamilton Beach's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Hamilton Beach insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Hamilton Beach Predictive Daily Indicators

Hamilton Beach intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Hamilton Beach stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Hamilton Beach Corporate Filings

15th of March 2024
Other Reports
ViewVerify
F3
13th of March 2024
The schedule filed by any person or group who acquires beneficial ownership of more than 5% of a voting class of a company's equity securities registered under Section 12 of the Act
ViewVerify
F4
12th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
7th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10K
6th of March 2024
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
8K
22nd of February 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13A
14th of February 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify
13A
9th of February 2024
An amended filing to the original Schedule 13G
ViewVerify

Hamilton Beach Forecast Models

Hamilton Beach's time-series forecasting models are one of many Hamilton Beach's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Hamilton Beach's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Hamilton Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Hamilton Beach prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Hamilton shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Hamilton Beach. By using and applying Hamilton Stock analysis, traders can create a robust methodology for identifying Hamilton entry and exit points for their positions.
Last ReportedProjected for 2024
Pretax Profit Margin 0.05  0.04 
Operating Profit Margin 0.06  0.04 
Net Profit Margin 0.04  0.03 
Gross Profit Margin 0.23  0.25 

Current Hamilton Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Hamilton analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Hamilton analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
13.0Strong Sell0Odds
Hamilton Beach Brands current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Hamilton analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Hamilton stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Hamilton Beach Brands, talking to its executives and customers, or listening to Hamilton conference calls.
Hamilton Analyst Advice Details

Hamilton Stock Analysis Indicators

Hamilton Beach Brands stock analysis indicators help investors evaluate how Hamilton Beach stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Hamilton Beach shares will generate the highest return on investment. By understating and applying Hamilton Beach stock analysis, traders can identify Hamilton Beach position entry and exit signals to maximize returns.
Begin Period Cash Flow990 K
Long Term Debt50 M
Common Stock Shares Outstanding14.1 M
Total Stockholder Equity147.3 M
Tax Provision3.7 M
Quarterly Earnings Growth Y O Y1.744
Property Plant And Equipment Net66.8 M
Cash And Short Term Investments15.4 M
Cash15.4 M
Accounts Payable99.7 M
Net Debt82.7 M
50 Day M A19.5232
Total Current Liabilities139.6 M
Other Operating Expenses590.5 M
Non Current Assets Total97.9 M
Non Currrent Assets Other16.5 M
Stock Based Compensation5.4 M
When determining whether Hamilton Beach Brands offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Hamilton Beach's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Hamilton Beach Brands Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Hamilton Beach Brands Stock:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Hamilton Beach Brands. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics.
Note that the Hamilton Beach Brands information on this page should be used as a complementary analysis to other Hamilton Beach's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

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When running Hamilton Beach's price analysis, check to measure Hamilton Beach's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hamilton Beach is operating at the current time. Most of Hamilton Beach's value examination focuses on studying past and present price action to predict the probability of Hamilton Beach's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Hamilton Beach's price. Additionally, you may evaluate how the addition of Hamilton Beach to your portfolios can decrease your overall portfolio volatility.
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Is Hamilton Beach's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Hamilton Beach. If investors know Hamilton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Hamilton Beach listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
1.744
Dividend Share
0.435
Earnings Share
1.8
Revenue Per Share
44.573
Quarterly Revenue Growth
0.053
The market value of Hamilton Beach Brands is measured differently than its book value, which is the value of Hamilton that is recorded on the company's balance sheet. Investors also form their own opinion of Hamilton Beach's value that differs from its market value or its book value, called intrinsic value, which is Hamilton Beach's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Hamilton Beach's market value can be influenced by many factors that don't directly affect Hamilton Beach's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Hamilton Beach's value and its price as these two are different measures arrived at by different means. Investors typically determine if Hamilton Beach is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hamilton Beach's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.