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Holley Inc. (HLLY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US43538H1032

CUSIP

43538H103

Sector

Consumer Cyclical

Industry

Auto Parts

IPO Date

Nov 27, 2020

Highlights

Market Cap

$319.31M

EPS (TTM)

$0.13

PE Ratio

20.69

Total Revenue (TTM)

$462.17M

Gross Profit (TTM)

$167.79M

EBITDA (TTM)

$67.71M

Year Range

$2.29 - $4.87

Target Price

$4.56

Short %

3.99%

Short Ratio

5.83

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.


Popular comparisons:
HLLY vs. SPY
Popular comparisons:
HLLY vs. SPY

Performance

Performance Chart

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


-15.00%-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-14.61%
9.31%
HLLY (Holley Inc.)
Benchmark (^GSPC)

Returns By Period

Holley Inc. had a return of -10.93% year-to-date (YTD) and -38.72% in the last 12 months.


HLLY

YTD

-10.93%

1M

-13.78%

6M

-14.60%

1Y

-38.72%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.99%-10.93%
2024-2.05%-10.06%3.96%-9.87%-4.48%-6.77%10.06%-18.02%-8.67%-12.20%9.65%6.34%-37.99%
202356.13%-34.14%25.69%-12.04%22.82%38.18%54.77%-9.95%-12.46%-14.83%-2.82%17.92%129.72%
2022-8.85%9.54%7.25%-24.23%-0.47%0.10%-23.90%-29.04%-28.57%-1.73%-31.16%-22.63%-83.68%
20213.30%-2.80%-0.70%0.10%0.70%-0.50%17.68%-0.68%2.05%-8.71%12.02%6.39%29.77%
20200.00%2.67%2.67%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HLLY is 6, meaning it’s performing worse than 94% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HLLY is 66
Overall Rank
The Sharpe Ratio Rank of HLLY is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of HLLY is 33
Sortino Ratio Rank
The Omega Ratio Rank of HLLY is 55
Omega Ratio Rank
The Calmar Ratio Rank of HLLY is 1212
Calmar Ratio Rank
The Martin Ratio Rank of HLLY is 66
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 Holley Inc. (HLLY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for HLLY, currently valued at -1.13, compared to the broader market-2.000.002.00-1.131.74
The chart of Sortino ratio for HLLY, currently valued at -1.69, compared to the broader market-4.00-2.000.002.004.006.00-1.692.35
The chart of Omega ratio for HLLY, currently valued at 0.80, compared to the broader market0.501.001.502.000.801.32
The chart of Calmar ratio for HLLY, currently valued at -0.59, compared to the broader market0.002.004.006.00-0.592.61
The chart of Martin ratio for HLLY, currently valued at -1.46, compared to the broader market0.0010.0020.0030.00-1.4610.66
HLLY
^GSPC

The current Holley Inc. Sharpe ratio is -1.13. 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 Holley Inc. 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 Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-1.13
1.74
HLLY (Holley Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Holley Inc. doesn't pay dividends

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.


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-81.47%
0
HLLY (Holley Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Holley Inc.. 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 Holley Inc. was 86.85%, occurring on Dec 28, 2022. The portfolio has not yet recovered.

The current Holley Inc. drawdown is 81.47%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.85%Mar 17, 2022198Dec 28, 2022
-17.77%Nov 18, 202148Jan 27, 202224Mar 3, 202272
-13.31%Sep 28, 202122Oct 27, 202110Nov 10, 202132
-10.58%Jul 26, 202118Aug 18, 20214Aug 24, 202122
-10.05%Feb 2, 2021117Jul 20, 20212Jul 22, 2021119

Volatility

Volatility Chart

The current Holley Inc. volatility is 13.89%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
13.89%
3.07%
HLLY (Holley Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Holley Inc..


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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