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Hyster-Yale Materials Handling, Inc. (HY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS4491721050
CUSIP449172105
SectorIndustrials
IndustryFarm & Heavy Construction Machinery

Highlights

Market Cap$1.05B
EPS$7.24
PE Ratio8.26
PEG Ratio1.61
Revenue (TTM)$4.12B
Gross Profit (TTM)$433.90M
EBITDA (TTM)$251.00M
Year Range$38.03 - $72.00
Target Price$82.50
Short %4.14%
Short Ratio3.49

Share Price Chart


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Hyster-Yale Materials Handling, Inc.

Performance

Performance Chart

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


0.00%20.00%40.00%60.00%80.00%NovemberDecember2024FebruaryMarchApril
53.53%
21.13%
HY (Hyster-Yale Materials Handling, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Hyster-Yale Materials Handling, Inc. had a return of -1.62% year-to-date (YTD) and 25.08% in the last 12 months. Over the past 10 years, Hyster-Yale Materials Handling, Inc. had an annualized return of -2.37%, while the S&P 500 had an annualized return of 10.55%, indicating that Hyster-Yale Materials Handling, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-1.62%6.33%
1 month2.15%-2.81%
6 months53.54%21.13%
1 year25.08%24.56%
5 years (annualized)1.77%11.55%
10 years (annualized)-2.37%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20245.68%-9.91%8.98%
2023-2.39%-10.25%19.96%30.46%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HY is 62, 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 HY is 6262
Hyster-Yale Materials Handling, Inc.(HY)
The Sharpe Ratio Rank of HY is 6464Sharpe Ratio Rank
The Sortino Ratio Rank of HY is 5959Sortino Ratio Rank
The Omega Ratio Rank of HY is 6060Omega Ratio Rank
The Calmar Ratio Rank of HY is 6464Calmar Ratio Rank
The Martin Ratio Rank of HY is 6363Martin 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 Hyster-Yale Materials Handling, Inc. (HY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


HY
Sharpe ratio
The chart of Sharpe ratio for HY, currently valued at 0.40, compared to the broader market-2.00-1.000.001.002.003.000.40
Sortino ratio
The chart of Sortino ratio for HY, currently valued at 0.83, compared to the broader market-4.00-2.000.002.004.006.000.83
Omega ratio
The chart of Omega ratio for HY, currently valued at 1.11, compared to the broader market0.501.001.501.11
Calmar ratio
The chart of Calmar ratio for HY, currently valued at 0.31, compared to the broader market0.002.004.006.000.31
Martin ratio
The chart of Martin ratio for HY, currently valued at 1.14, compared to the broader market0.0010.0020.0030.001.14
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-2.00-1.000.001.002.003.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.006.002.77
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 1.46, compared to the broader market0.002.004.006.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.007.61

Sharpe Ratio

The current Hyster-Yale Materials Handling, Inc. Sharpe ratio is 0.40. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50NovemberDecember2024FebruaryMarchApril
0.40
1.91
HY (Hyster-Yale Materials Handling, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Hyster-Yale Materials Handling, Inc. granted a 2.14% dividend yield in the last twelve months. The annual payout for that period amounted to $1.30 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.30$1.30$1.29$1.29$1.27$1.26$1.23$1.20$1.17$1.13$1.08$1.00

Dividend yield

2.14%2.09%5.10%3.13%2.13%2.14%1.99%1.41%1.83%2.15%1.47%1.07%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.33$0.00
2023$0.00$0.32$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00
2022$0.00$0.00$0.32$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00
2021$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00
2020$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00
2019$0.00$0.31$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00
2018$0.00$0.30$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2017$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00
2016$0.00$0.29$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00
2015$0.00$0.28$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00
2014$0.00$0.25$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00
2013$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.1%
Hyster-Yale Materials Handling, Inc. has a dividend yield of 2.14%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%17.9%
Hyster-Yale Materials Handling, Inc. has a payout ratio of 17.93%, which is below the market average. This means Hyster-Yale Materials Handling, 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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-33.16%
-3.48%
HY (Hyster-Yale Materials Handling, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Hyster-Yale Materials Handling, 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 Hyster-Yale Materials Handling, Inc. was 77.60%, occurring on Oct 7, 2022. The portfolio has not yet recovered.

The current Hyster-Yale Materials Handling, Inc. drawdown is 33.16%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.6%Feb 17, 2021415Oct 7, 2022
-66.45%Mar 7, 20141559May 14, 2020175Jan 25, 20211734
-18.1%Sep 25, 201327Oct 31, 201375Feb 20, 2014102
-16.06%Jun 19, 20134Jun 24, 201327Aug 1, 201331
-12.3%Mar 28, 201314Apr 17, 201314May 7, 201328

Volatility

Volatility Chart

The current Hyster-Yale Materials Handling, Inc. volatility is 9.01%, 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%NovemberDecember2024FebruaryMarchApril
9.01%
3.59%
HY (Hyster-Yale Materials Handling, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Hyster-Yale Materials Handling, 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

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

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