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

Company Info

ISIN

US40701T1043

CUSIP

40701T104

IPO Date

Oct 2, 2017

Highlights

Market Cap

$199.08M

EPS (TTM)

$2.41

PE Ratio

6.03

Total Revenue (TTM)

$659.79M

Gross Profit (TTM)

$172.78M

EBITDA (TTM)

$42.01M

Year Range

$13.25 - $31.40

Target Price

$13.00

Short %

3.49%

Short Ratio

5.55

Share Price Chart


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Compare to other instruments

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


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%150.00%December2025FebruaryMarchAprilMay
-42.67%
121.69%
HBB (Hamilton Beach Brands Holding Company)
Benchmark (^GSPC)

Returns By Period

Hamilton Beach Brands Holding Company (HBB) returned -13.57% year-to-date (YTD) and -37.14% over the past 12 months.


HBB

YTD

-13.57%

1M

-21.67%

6M

-29.24%

1Y

-37.14%

5Y*

8.26%

10Y*

N/A

^GSPC (Benchmark)

YTD

-4.67%

1M

10.50%

6M

-3.04%

1Y

8.23%

5Y*

14.30%

10Y*

10.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of HBB, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.66%13.91%0.28%1.90%-26.97%-13.57%
20245.43%-4.34%38.96%-16.50%-5.27%-10.23%13.61%49.97%4.32%-9.14%-29.95%-12.59%-1.59%
20234.52%0.39%-20.59%-2.25%-5.90%3.76%1.97%19.09%6.80%-0.72%26.15%13.35%46.40%
2022-3.48%8.95%-22.42%-19.52%11.39%20.25%-4.59%5.18%-5.51%0.94%21.45%-12.75%-10.81%
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%
2020-17.28%-26.08%-18.02%38.70%-26.96%24.61%27.73%44.41%-10.98%13.37%-14.42%-6.76%-6.01%
201911.42%-6.84%-11.58%-15.66%-2.91%8.92%-13.86%-13.08%14.11%15.34%5.90%-2.85%-17.00%
20180.08%-3.32%-14.33%4.85%26.36%3.64%-12.56%-8.55%-5.23%5.83%-2.06%3.58%-7.40%
201728.25%-26.06%-10.11%-14.76%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HBB is 27, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HBB is 2727
Overall Rank
The Sharpe Ratio Rank of HBB is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of HBB is 3030
Sortino Ratio Rank
The Omega Ratio Rank of HBB is 2929
Omega Ratio Rank
The Calmar Ratio Rank of HBB is 1919
Calmar Ratio Rank
The Martin Ratio Rank of HBB is 3030
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Hamilton Beach Brands Holding Company (HBB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Hamilton Beach Brands Holding Company Sharpe ratio is -0.44. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Hamilton Beach Brands Holding Company with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
-0.44
0.55
HBB (Hamilton Beach Brands Holding Company)
Benchmark (^GSPC)

Dividends

Dividend History

Hamilton Beach Brands Holding Company provided a 3.18% dividend yield over the last twelve months, with an annual payout of $0.46 per share. The company has been increasing its dividends for 7 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$0.5020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$0.46$0.46$0.44$0.42$0.40$0.37$0.36$0.34$0.09

Dividend yield

3.18%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
2025$0.00$0.00$0.12$0.00$0.00$0.12
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
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$0.37
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$0.36
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$0.34
2017$0.09$0.00$0.09

Dividend Yield & Payout


Dividend Yield

Hamilton Beach Brands Holding Company has a dividend yield of 3.18%, which is quite average when compared to the overall market.

Payout Ratio

Hamilton Beach Brands Holding Company has a payout ratio of 19.85%, 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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-56.55%
-8.74%
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 56.55%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.89%Oct 30, 2017602Mar 23, 2020
-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 30.48%, 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%25.00%30.00%35.00%December2025FebruaryMarchAprilMay
30.48%
11.45%
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.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Hamilton Beach Brands Holding Company, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 72.8% positive surprise.


0.000.501.001.5020212022202320242025
0.13
0.81
Actual
Estimate

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 6.0. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

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 0.3. 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 1.2. 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