PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Harley-Davidson, Inc. (HOG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS4128221086
CUSIP412822108
SectorConsumer Cyclical
IndustryRecreational Vehicles
IPO DateNov 5, 1987

Highlights

Market Cap$4.05B
EPS (TTM)$4.49
PE Ratio7.09
PEG Ratio3.32
Total Revenue (TTM)$1.05B
Gross Profit (TTM)-$4.14B
EBITDA (TTM)$616.23M
Year Range$28.78 - $43.74
Target Price$38.38
Short %7.22%
Short Ratio4.67

Share Price Chart


Loading data...

Compare to other instruments

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


Popular comparisons: HOG vs. THO, HOG vs. SPY, HOG vs. QQQ, HOG vs. ^GSPC

Performance

Performance Chart

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


-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-8.99%
12.99%
HOG (Harley-Davidson, Inc.)
Benchmark (^GSPC)

Returns By Period

Harley-Davidson, Inc. had a return of -12.11% year-to-date (YTD) and 13.12% in the last 12 months. Over the past 10 years, Harley-Davidson, Inc. had an annualized return of -5.09%, while the S&P 500 had an annualized return of 11.39%, indicating that Harley-Davidson, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-12.11%25.48%
1 month-9.98%2.14%
6 months-11.08%12.76%
1 year13.12%33.14%
5 years (annualized)-1.68%13.96%
10 years (annualized)-5.09%11.39%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-11.92%11.77%21.17%-21.38%4.33%-6.06%11.81%-0.16%3.38%-17.08%-12.11%
202310.65%3.30%-19.87%-2.29%-16.15%13.78%9.66%-12.59%-1.56%-18.78%11.69%23.47%-9.76%
2022-8.28%19.94%-4.60%-7.49%-3.48%-9.60%19.43%2.01%-9.21%23.28%9.60%-11.43%12.13%
20219.24%-11.03%12.89%20.62%0.21%-5.17%-13.53%-0.23%-7.01%-0.33%0.38%3.30%4.29%
2020-10.19%-8.77%-37.06%15.32%-2.16%11.39%9.51%6.45%-11.38%33.98%22.54%-8.86%0.19%
20198.03%0.71%-2.94%4.40%-11.13%9.50%-0.14%-10.84%13.92%8.17%-6.50%3.24%13.62%
2018-4.76%-5.63%-5.51%-4.08%0.76%2.43%1.93%-0.63%7.18%-15.63%10.65%-18.48%-30.54%
2017-2.23%-0.52%7.31%-6.10%-6.04%1.91%-9.90%-3.41%3.35%-1.80%6.04%2.08%-10.29%
2016-11.87%8.93%18.90%-6.82%-2.24%-2.35%16.82%-0.42%0.46%8.42%6.79%-3.64%32.40%
2015-6.39%3.54%-4.45%-7.46%-4.30%5.35%3.46%-3.86%-1.49%-9.93%-1.07%-6.60%-29.54%
2014-10.90%7.54%0.83%11.00%-3.28%-1.95%-11.50%2.81%-8.05%12.89%6.06%-5.02%-3.23%
20137.35%0.80%1.27%2.53%0.17%0.51%3.56%5.65%7.46%-0.31%4.65%3.63%43.81%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HOG is 54, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of HOG is 5454
Combined Rank
The Sharpe Ratio Rank of HOG is 5757Sharpe Ratio Rank
The Sortino Ratio Rank of HOG is 5151Sortino Ratio Rank
The Omega Ratio Rank of HOG is 5050Omega Ratio Rank
The Calmar Ratio Rank of HOG is 5757Calmar Ratio Rank
The Martin Ratio Rank of HOG is 5454Martin 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 Harley-Davidson, Inc. (HOG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


HOG
Sharpe ratio
The chart of Sharpe ratio for HOG, currently valued at 0.53, compared to the broader market-4.00-2.000.002.004.000.53
Sortino ratio
The chart of Sortino ratio for HOG, currently valued at 0.97, compared to the broader market-4.00-2.000.002.004.006.000.97
Omega ratio
The chart of Omega ratio for HOG, currently valued at 1.13, compared to the broader market0.501.001.502.001.13
Calmar ratio
The chart of Calmar ratio for HOG, currently valued at 0.40, compared to the broader market0.002.004.006.000.40
Martin ratio
The chart of Martin ratio for HOG, currently valued at 1.32, compared to the broader market0.0010.0020.0030.001.32
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.91, compared to the broader market-4.00-2.000.002.004.002.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.88, compared to the broader market-4.00-2.000.002.004.006.003.88
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.501.001.502.001.55
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.20, compared to the broader market0.002.004.006.004.20
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.80, compared to the broader market0.0010.0020.0030.0018.80

Sharpe Ratio

The current Harley-Davidson, Inc. Sharpe ratio is 0.53. 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 Harley-Davidson, 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 Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.53
2.91
HOG (Harley-Davidson, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Harley-Davidson, Inc. provided a 2.14% dividend yield over the last twelve months, with an annual payout of $0.68 per share. The company has been increasing its dividends for 3 consecutive years.


1.00%1.50%2.00%2.50%3.00%3.50%4.00%4.50%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.68$0.66$0.63$0.60$0.44$1.50$1.48$1.46$1.40$1.24$1.10$0.84

Dividend yield

2.14%1.79%1.52%1.59%1.20%4.03%4.34%2.87%2.40%2.73%1.67%1.21%

Monthly Dividends

The table displays the monthly dividend distributions for Harley-Davidson, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.52
2023$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.66
2022$0.00$0.16$0.00$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.63
2021$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.60
2020$0.00$0.00$0.38$0.00$0.02$0.00$0.00$0.00$0.02$0.00$0.00$0.02$0.44
2019$0.00$0.00$0.38$0.00$0.38$0.00$0.00$0.00$0.38$0.00$0.00$0.38$1.50
2018$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.00$0.37$0.00$0.00$0.37$1.48
2017$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.00$0.37$0.00$0.00$0.37$1.46
2016$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.00$0.35$0.00$0.00$0.35$1.40
2015$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.00$0.31$0.00$0.00$0.31$1.24
2014$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.00$0.28$0.00$0.00$0.28$1.10
2013$0.21$0.00$0.00$0.21$0.00$0.00$0.00$0.21$0.00$0.00$0.21$0.84

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.1%
Harley-Davidson, Inc. has a dividend yield of 2.14%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%15.4%
Harley-Davidson, Inc. has a payout ratio of 15.41%, which is below the market average. This means Harley-Davidson, Inc. 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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-44.63%
-0.27%
HOG (Harley-Davidson, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Harley-Davidson, 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 Harley-Davidson, Inc. was 88.26%, occurring on Mar 5, 2009. Recovery took 1160 trading sessions.

The current Harley-Davidson, Inc. drawdown is 44.63%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.26%Nov 24, 2006572Mar 5, 20091160Oct 11, 20131732
-75.58%May 1, 20141493Apr 3, 2020
-59.41%Jul 16, 199082Nov 7, 1990110Apr 17, 1991192
-41.65%Oct 15, 199128Nov 21, 199183Mar 23, 1992111
-36.76%Feb 1, 2002275Mar 6, 2003279Apr 14, 2004554

Volatility

Volatility Chart

The current Harley-Davidson, Inc. volatility is 11.29%, 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%JuneJulyAugustSeptemberOctoberNovember
11.29%
3.75%
HOG (Harley-Davidson, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Harley-Davidson, Inc. 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 assessment of the market value of Harley-Davidson, Inc. compared to its peers in the Recreational Vehicles industry.


PE Ratio
50.0100.0150.0200.0250.07.1
The chart displays the price to earnings (P/E) ratio for HOG in comparison to other companies of the Recreational Vehicles industry. Currently, HOG has a PE value of 7.1. This PE ratio falls in the average range for the industry.
PEG Ratio
0.51.01.52.02.53.03.3
The chart displays the price to earnings to growth (PEG) ratio for HOG in comparison to other companies of the Recreational Vehicles industry. Currently, HOG has a PEG value of 3.3. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

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


Loading data...

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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