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Hamilton Beach Brands Holding Company (HBB)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS40701T1043
CUSIP40701T104
SectorConsumer Cyclical
IndustryFurnishings, Fixtures & Appliances

Highlights

Market Cap$300.53M
EPS$1.80
PE Ratio11.99
PEG Ratio0.45
Revenue (TTM)$625.63M
Gross Profit (TTM)$129.11M
EBITDA (TTM)$39.97M
Year Range$8.92 - $22.05
Target Price$13.00
Short %1.32%
Short Ratio3.44

Share Price Chart


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Hamilton Beach Brands Holding Company

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Hamilton Beach Brands Holding Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-50.00%0.00%50.00%100.00%OctoberNovemberDecember2024FebruaryMarch
-7.04%
110.21%
HBB (Hamilton Beach Brands Holding Company)
Benchmark (^GSPC)

S&P 500

Returns By Period

Hamilton Beach Brands Holding Company had a return of 41.42% year-to-date (YTD) and 159.63% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date41.42%10.04%
1 month30.18%3.53%
6 months101.73%22.79%
1 year159.63%32.16%
5 years (annualized)5.65%13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20245.43%-4.34%
202319.09%6.80%-0.73%26.15%13.35%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Hamilton Beach Brands Holding Company (HBB) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
HBB
Hamilton Beach Brands Holding Company
3.55
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Hamilton Beach Brands Holding Company Sharpe ratio is 3.55. A Sharpe ratio of 3.0 or higher is considered excellent.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00OctoberNovemberDecember2024FebruaryMarch
3.55
2.76
HBB (Hamilton Beach Brands Holding Company)
Benchmark (^GSPC)

Dividends

Dividend History

Hamilton Beach Brands Holding Company granted a 1.79% dividend yield in the last twelve months. The annual payout for that period amounted to $0.44 per share.


PeriodTTM2023202220212020201920182017
Dividend$0.44$0.44$0.42$0.40$0.37$0.36$0.34$0.09

Dividend yield

1.79%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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
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
2020$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.10$0.00$0.00$0.10$0.00
2019$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00
2018$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00
2017$0.09$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.8%
Hamilton Beach Brands Holding Company has a dividend yield of 1.79%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%24.3%
Hamilton Beach Brands Holding Company has a payout ratio of 24.32%, which is quite average when compared to the overall market. This suggests that Hamilton Beach Brands Holding Company strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-27.76%
0
HBB (Hamilton Beach Brands Holding Company)
Benchmark (^GSPC)

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 27.76%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.89%Oct 30, 2017602Mar 23, 2020
-8.67%Oct 2, 20171Oct 2, 20171Oct 3, 20172
-5.34%Sep 27, 20171Sep 27, 20171Sep 28, 20172
-4.22%Oct 10, 20171Oct 10, 20174Oct 16, 20175
-2.56%Oct 25, 20172Oct 26, 20171Oct 27, 20173

Volatility

Volatility Chart

The current Hamilton Beach Brands Holding Company volatility is 19.54%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%OctoberNovemberDecember2024FebruaryMarch
19.54%
2.82%
HBB (Hamilton Beach Brands Holding Company)
Benchmark (^GSPC)

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.

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Income Statement


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EBIT

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Earnings From Continuing Operations

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Other Non-Operating Income (Expenses)

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Values in undefined except per share items