Hyster-Yale Materials Handling, Inc. (HY)

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Hyster-Yale Materials Handling, Inc. (HY) is up 32.3% since the beginning of the year. At $39 per share, HY is trading 13.5% below its 52-week high of $45. Investors who bought $1,000 worth of HY shares 5 years ago would now be looking at an investment worth $633.

Hyster-Yale Materials Handling, Inc. (HY) has returned 32.29% so far this year and 4.39% over the past 12 months. Over the last ten years, HY has returned -1.54% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Oct 1, 2012, HY's average daily return is +0.05%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 years.

Historically, 45% of months were positive and 55% were negative. The best month was Jan 2021 with a return of +50.7%, while the worst month was May 2019 at -33.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 8 months.

On a daily basis, HY closed higher 50% of trading days. The best single day was May 8, 2024 with a return of +23.6%, while the worst single day was Feb 28, 2024 at -16.8%.

Hyster-Yale Materials Handling, Inc. has an annualized alpha of -5.56%, beta of 1.27, and R2 of 0.24 versus S&P 500 Index. Calculated based on daily prices since October 01, 2012.

• This stock participated in 136.82% of S&P 500 Index downside but only 86.14% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.24 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HY ranks 44 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Hyster-Yale Materials Handling, Inc. provided a 3.75% dividend yield over the last twelve months, with an annual payout of $1.45 per share. The company has been increasing its dividends for 12 consecutive years.

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.

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.

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 77.61%, occurring on Oct 7, 2022. The portfolio has not yet recovered.

The current Hyster-Yale Materials Handling, Inc. drawdown is 54.44%.

The chart below shows the rolling one-month volatility.

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.

The Valuation section provides an overview of how Hyster-Yale Materials Handling, Inc. is priced in the market compared to other companies in the Farm & Heavy Construction Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.