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Haverty Furniture Companies Inc (HVT-A)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS4195962000
CUSIP419596200
SectorConsumer Cyclical
IndustryHome Improvement Retail

Highlights

Market Cap$509.65M
EPS$3.36
PE Ratio9.66
PEG Ratio0.95
Revenue (TTM)$862.13M
Gross Profit (TTM)$604.23M
EBITDA (TTM)$85.88M
Year Range$24.70 - $39.66
Short %0.03%
Short Ratio1.42

Share Price Chart


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Haverty Furniture Companies Inc

Performance

Performance Chart

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


1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%December2024FebruaryMarchApril
1,960.06%
1,929.51%
HVT-A (Haverty Furniture Companies Inc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Haverty Furniture Companies Inc had a return of -8.01% year-to-date (YTD) and 15.06% in the last 12 months. Over the past 10 years, Haverty Furniture Companies Inc had an annualized return of 3.77%, while the S&P 500 had an annualized return of 10.33%, indicating that Haverty Furniture Companies Inc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-8.01%5.21%
1 month0.03%-4.30%
6 months29.12%18.42%
1 year15.06%21.82%
5 years (annualized)7.06%11.27%
10 years (annualized)3.77%10.33%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.63%1.97%-8.33%
2023-10.00%24.95%12.35%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HVT-A is 63, suggesting that the investment has average results relative to the market 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 HVT-A is 6363
Haverty Furniture Companies Inc(HVT-A)
The Sharpe Ratio Rank of HVT-A is 5858Sharpe Ratio Rank
The Sortino Ratio Rank of HVT-A is 5555Sortino Ratio Rank
The Omega Ratio Rank of HVT-A is 7979Omega Ratio Rank
The Calmar Ratio Rank of HVT-A is 5858Calmar Ratio Rank
The Martin Ratio Rank of HVT-A is 6767Martin 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 Haverty Furniture Companies Inc (HVT-A) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


HVT-A
Sharpe ratio
The chart of Sharpe ratio for HVT-A, currently valued at 0.25, compared to the broader market-2.00-1.000.001.002.003.004.000.25
Sortino ratio
The chart of Sortino ratio for HVT-A, currently valued at 0.71, compared to the broader market-4.00-2.000.002.004.006.000.71
Omega ratio
The chart of Omega ratio for HVT-A, currently valued at 1.24, compared to the broader market0.501.001.501.24
Calmar ratio
The chart of Calmar ratio for HVT-A, currently valued at 0.18, compared to the broader market0.002.004.006.000.18
Martin ratio
The chart of Martin ratio for HVT-A, currently valued at 1.63, compared to the broader market-10.000.0010.0020.0030.001.63
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.74, compared to the broader market-2.00-1.000.001.002.003.004.001.74
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.53, compared to the broader market-4.00-2.000.002.004.006.002.53
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.30, compared to the broader market0.501.001.501.30
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.002.004.006.001.33
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.79, compared to the broader market-10.000.0010.0020.0030.006.79

Sharpe Ratio

The current Haverty Furniture Companies Inc Sharpe ratio is 0.25. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Haverty Furniture Companies 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-1.000.001.002.003.00December2024FebruaryMarchApril
0.25
1.69
HVT-A (Haverty Furniture Companies Inc)
Benchmark (^GSPC)

Dividends

Dividend History

Haverty Furniture Companies Inc granted a 5.47% dividend yield in the last twelve months. The annual payout for that period amounted to $1.77 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.77$1.75$1.70$2.56$2.42$0.72$1.63$0.51$1.37$0.34$1.25$0.21

Dividend yield

5.47%4.91%5.54%8.44%8.34%3.56%8.86%2.18%5.78%1.58%5.70%0.65%

Monthly Dividends

The table displays the monthly dividend distributions for Haverty Furniture Companies Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.28
2023$0.00$0.00$0.25$0.00$0.00$0.27$0.00$0.27$0.00$0.00$0.95$0.00
2022$0.00$0.00$0.23$0.00$0.00$0.26$0.00$0.26$0.00$0.00$0.95$0.00
2021$0.00$0.00$0.20$0.00$0.23$0.00$0.00$0.23$0.00$0.00$1.90$0.00
2020$0.00$0.00$0.19$0.00$0.00$0.14$0.00$0.19$0.00$0.00$1.90$0.00
2019$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.19$0.00$0.00$0.19$0.00
2018$0.00$0.00$0.17$0.00$0.17$0.00$0.00$0.17$0.00$0.00$1.12$0.00
2017$0.00$0.00$0.11$0.00$0.11$0.00$0.00$0.14$0.00$0.00$0.14$0.00
2016$0.00$0.00$0.10$0.00$0.10$0.00$0.00$0.11$0.00$0.00$1.06$0.00
2015$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.00$0.10$0.00
2014$0.00$0.08$0.00$0.00$0.08$0.00$0.00$1.03$0.00$0.00$0.08$0.00
2013$0.03$0.00$0.00$0.03$0.00$0.00$0.08$0.00$0.00$0.08$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.5%
Haverty Furniture Companies Inc has a dividend yield of 5.47%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%52.9%
Haverty Furniture Companies Inc has a payout ratio of 52.85%, which is quite average when compared to the overall market. This suggests that Haverty Furniture Companies Inc 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.


-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchApril
-24.39%
-5.46%
HVT-A (Haverty Furniture Companies Inc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Haverty Furniture Companies 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 Haverty Furniture Companies Inc was 66.80%, occurring on Jan 9, 2008. Recovery took 993 trading sessions.

The current Haverty Furniture Companies Inc drawdown is 24.39%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.8%Dec 3, 2003690Jan 9, 2008993Mar 22, 20131683
-55.23%Jan 6, 2014531Apr 6, 202032Oct 8, 2020563
-53.39%Mar 5, 2002202Mar 12, 2003123Oct 14, 2003325
-51.02%Aug 17, 198746Dec 11, 1987400Dec 29, 1992446
-49.3%Mar 1, 199485Jun 23, 1995139Feb 18, 1998224

Volatility

Volatility Chart

The current Haverty Furniture Companies Inc volatility is 10.85%, 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%December2024FebruaryMarchApril
10.85%
2.89%
HVT-A (Haverty Furniture Companies Inc)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

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Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items