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HNI Corporation (HNI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS4042511000
CUSIP404251100
SectorIndustrials
IndustryBusiness Equipment & Supplies

Highlights

Market Cap$2.13B
EPS$1.09
PE Ratio41.40
PEG Ratio1.29
Revenue (TTM)$2.43B
Gross Profit (TTM)$843.70M
EBITDA (TTM)$250.60M
Year Range$23.89 - $45.47
Target Price$52.33
Short %2.15%
Short Ratio1.73

Share Price Chart


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HNI Corporation

Popular comparisons: HNI vs. ^GSPC

Performance

Performance Chart

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


4,000.00%4,500.00%5,000.00%5,500.00%6,000.00%NovemberDecember2024FebruaryMarchApril
5,504.26%
4,849.95%
HNI (HNI Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

HNI Corporation had a return of 0.08% year-to-date (YTD) and 66.90% in the last 12 months. Over the past 10 years, HNI Corporation had an annualized return of 5.43%, while the S&P 500 had an annualized return of 10.53%, indicating that HNI Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date0.08%6.12%
1 month-4.96%-1.08%
6 months17.54%15.73%
1 year66.90%22.34%
5 years (annualized)5.45%11.82%
10 years (annualized)5.43%10.53%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.65%10.88%0.71%
20235.71%0.17%13.55%7.06%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of HNI is 93, placing it in the top 7% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of HNI is 9393
HNI Corporation(HNI)
The Sharpe Ratio Rank of HNI is 9494Sharpe Ratio Rank
The Sortino Ratio Rank of HNI is 9494Sortino Ratio Rank
The Omega Ratio Rank of HNI is 9191Omega Ratio Rank
The Calmar Ratio Rank of HNI is 8888Calmar Ratio Rank
The Martin Ratio Rank of HNI is 9898Martin 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 HNI Corporation (HNI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


HNI
Sharpe ratio
The chart of Sharpe ratio for HNI, currently valued at 2.27, compared to the broader market-2.00-1.000.001.002.003.002.27
Sortino ratio
The chart of Sortino ratio for HNI, currently valued at 3.35, compared to the broader market-4.00-2.000.002.004.006.003.35
Omega ratio
The chart of Omega ratio for HNI, currently valued at 1.40, compared to the broader market0.501.001.501.40
Calmar ratio
The chart of Calmar ratio for HNI, currently valued at 1.42, compared to the broader market0.001.002.003.004.005.001.42
Martin ratio
The chart of Martin ratio for HNI, currently valued at 20.22, compared to the broader market-10.000.0010.0020.0030.0020.22
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-2.00-1.000.001.002.003.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-4.00-2.000.002.004.006.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.001.002.003.004.005.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.65, compared to the broader market-10.000.0010.0020.0030.007.65

Sharpe Ratio

The current HNI Corporation Sharpe ratio is 2.27. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
2.27
1.89
HNI (HNI Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

HNI Corporation granted a 3.08% dividend yield in the last twelve months. The annual payout for that period amounted to $1.28 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.28$1.28$1.27$1.24$1.22$1.21$1.17$1.13$1.09$1.05$0.99$0.96

Dividend yield

3.08%3.06%4.47%2.94%3.54%3.23%3.30%2.93%1.95%2.90%1.94%2.47%

Monthly Dividends

The table displays the monthly dividend distributions for HNI Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.32$0.00
2023$0.00$0.32$0.00$0.00$0.00$0.32$0.00$0.32$0.00$0.00$0.32$0.00
2022$0.00$0.31$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00
2021$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2020$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2019$0.00$0.30$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2018$0.00$0.29$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00
2017$0.00$0.28$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00
2016$0.00$0.27$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00
2015$0.00$0.25$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00
2014$0.00$0.24$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00
2013$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.1%
HNI Corporation has a dividend yield of 3.08%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%49.4%
HNI Corporation has a payout ratio of 49.42%, which is quite average when compared to the overall market. This suggests that HNI Corporation 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-7.93%
-3.66%
HNI (HNI Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the HNI Corporation. 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 HNI Corporation was 86.09%, occurring on Mar 5, 2009. Recovery took 1426 trading sessions.

The current HNI Corporation drawdown is 7.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.09%Feb 9, 2006772Mar 5, 20091426Oct 31, 20142198
-64.36%Dec 28, 2016810Mar 18, 2020992Feb 29, 20241802
-55.26%Mar 27, 1998494Mar 10, 2000860Aug 14, 20031354
-51.02%Jun 16, 1981275Aug 9, 1982186May 5, 1983461
-45.39%Apr 23, 2015187Jan 19, 2016155Aug 29, 2016342

Volatility

Volatility Chart

The current HNI Corporation volatility is 5.75%, 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%NovemberDecember2024FebruaryMarchApril
5.75%
3.44%
HNI (HNI Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

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Income Statement


Income Statement
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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items