PortfoliosLab logoPortfoliosLab logo
ISIN
US40701T1043
CUSIP
40701T104
IPO Date
Oct 2, 2017

Highlights

Market Cap
$277.08M
Enterprise Value
$275.82M
EPS (TTM)
$2.08
PE Ratio
9.78
PEG Ratio
1.41
Total Revenue (TTM)
$595.44M
Gross Profit (TTM)
$159.57M
EBITDA (TTM)
$43.51M
Year Range
$12.72 - $21.84
ROA (TTM)
7.62%
ROE (TTM)
15.26%

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

HBB Performance Chart

Hamilton Beach Brands Holding Company (HBB) is up 25.5% since the beginning of the year. At $20 per share, HBB is trading 6.6% below its 52-week high of $22. Investors who bought $1,000 worth of HBB shares 5 years ago would now be looking at an investment worth $1,019.


Loading charts...

S&P 500 Index

Returns By Period

Hamilton Beach Brands Holding Company (HBB) has returned 25.51% so far this year and 24.77% over the past 12 months.


Hamilton Beach Brands Holding Company

1D
-0.20%
1M
4.62%
YTD
25.51%
6M
31.01%
1Y
24.77%
3Y*
28.81%
5Y*
0.38%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HBB Monthly Returns History

Based on dividend-adjusted daily data since Oct 2, 2017, HBB's average daily return is +0.05%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.

Historically, 49% of months were positive and 51% were negative. The best month was Aug 2024 with a return of +50.0%, while the worst month was Nov 2024 at -30.0%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HBB closed higher 48% of trading days. The best single day was Jul 24, 2020 with a return of +40.9%, while the worst single day was May 1, 2025 at -23.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202616.05%-0.26%0.16%9.82%-2.45%1.07%25.51%
20251.66%13.91%0.28%1.90%-7.13%-2.08%-12.97%-5.33%-1.71%-2.09%13.36%3.92%0.52%
20245.43%-4.34%38.96%-16.50%-5.27%-10.23%13.61%49.97%4.30%-9.14%-29.95%-12.59%-1.60%
20234.52%0.39%-20.59%-2.25%-5.90%3.76%1.97%19.09%6.80%-0.73%26.15%13.35%46.40%
2022-3.48%8.95%-22.42%-19.52%11.32%20.25%-4.59%5.17%-5.51%0.94%21.45%-12.75%-10.86%
20219.59%-8.44%3.77%7.56%29.76%-11.63%-16.08%-8.50%-7.82%-4.28%0.64%-4.27%-16.17%

Benchmark Metrics

Hamilton Beach Brands Holding Company has an annualized alpha of 1.17%, beta of 0.85, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since October 02, 2017.

  • This stock participated in 74.00% of S&P 500 Index downside but only 25.21% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.08 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
1.17%
Beta
0.85
0.08
Upside Capture
25.21%
Downside Capture
74.00%

Return for Risk

Risk / Return Rank

HBB ranks 57 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


HBB Risk / Return Rank: 5757
Overall Rank
HBB Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
HBB Sortino Ratio Rank: 5656
Sortino Ratio Rank
HBB Omega Ratio Rank: 5555
Omega Ratio Rank
HBB Calmar Ratio Rank: 5858
Calmar Ratio Rank
HBB Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Hamilton Beach Brands Holding Company (HBB) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HBBBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.56

Sortino ratioReturn per unit of downside risk

-1.72

Omega ratioGain probability vs. loss probability

1.13

1.37

-0.24

Calmar ratioReturn relative to maximum drawdown

0.72

2.78

-2.07

Martin ratioReturn relative to average drawdown

1.37

12.44

-11.07

Dividends

Dividend History

Hamilton Beach Brands Holding Company provided a 2.38% dividend yield over the last twelve months, with an annual payout of $0.49 per share. The company has been increasing its dividends for 8 consecutive years.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%$0.00$0.10$0.20$0.30$0.40$0.50201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.49$0.48$0.46$0.44$0.42$0.40$0.37$0.36$0.34$0.09

Dividend yield

2.38%2.89%2.70%2.49%3.35%2.75%2.11%1.86%1.45%0.33%

Monthly Dividends

The table displays the monthly dividend distributions for Hamilton Beach Brands Holding Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.12$0.00$0.00$0.13$0.25
2025$0.00$0.00$0.12$0.00$0.12$0.00$0.00$0.00$0.12$0.00$0.00$0.12$0.48
2024$0.00$0.00$0.11$0.00$0.12$0.00$0.00$0.00$0.12$0.00$0.00$0.12$0.46
2023$0.00$0.00$0.11$0.00$0.11$0.00$0.00$0.00$0.11$0.00$0.11$0.00$0.44
2022$0.00$0.00$0.10$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.42
2021$0.00$0.00$0.10$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40

Dividend Yield & Payout


Dividend Yield

Hamilton Beach Brands Holding Company has a dividend yield of 2.38%, which is quite average when compared to the overall market.

Payout Ratio

Hamilton Beach Brands Holding Company has a payout ratio of 22.97%, which is below the market average. This means Hamilton Beach Brands Holding Company returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Hamilton Beach Brands Holding Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Hamilton Beach Brands Holding Company was 81.89%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current Hamilton Beach Brands Holding Company drawdown is 36.62%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-81.89%Mar 2020
2y 4mo
8y 7moOct 2017 - now
2017 pullback2017
-8.00%Oct 2017
0s1d
1dOct 2017 - Oct 2017
2017 pullback2017
-4.22%Oct 2017
0s6d
6dOct 2017 - Oct 2017
2017 pullback2017
-2.56%Oct 2017
1d1d
2dOct 2017 - Oct 2017

Drawdown Indicators


HBBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-81.89%

-56.78%

-25.11%

Max Drawdown (1Y)

Largest decline over 1 year

-34.70%

-9.10%

-25.60%

Max Drawdown (3Y)

Largest decline over 3 years

-57.65%

-18.90%

-38.75%

Max Drawdown (5Y)

Largest decline over 5 years

-58.51%

-25.43%

-33.08%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-36.62%

-1.80%

-34.82%

Average Drawdown

Average peak-to-trough decline

-50.55%

-10.71%

-39.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.15%

2.03%

+16.12%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Hamilton Beach Brands Holding Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Hamilton Beach Brands Holding Company is priced in the market compared to other companies in the Furnishings, Fixtures & Appliances industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for HBB, comparing it with other companies in the Furnishings, Fixtures & Appliances industry. Currently, HBB has a P/E ratio of 9.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for HBB compared to other companies in the Furnishings, Fixtures & Appliances industry. HBB currently has a PEG ratio of 1.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for HBB relative to other companies in the Furnishings, Fixtures & Appliances industry. Currently, HBB has a P/S ratio of 0.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for HBB in comparison with other companies in the Furnishings, Fixtures & Appliances industry. Currently, HBB has a P/B value of 1.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

Build a portfolio with HBB

Add Hamilton Beach Brands Holding Company to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with HBB