Hyster-Yale Materials Handling, Inc. (HY)
Company Info
| ISIN | US4491721050 |
|---|---|
| CUSIP | 449172105 |
| Sector | Industrials |
| Industry | Farm & Heavy Construction Machinery |
| IPO Date | Oct 1, 2012 |
Highlights
| Market Cap | $924.08M |
|---|---|
| EPS (TTM) | $8.89 |
| PE Ratio | 5.94 |
| PEG Ratio | 1.61 |
| Total Revenue (TTM) | $4.27B |
| Gross Profit (TTM) | $928.90M |
| EBITDA (TTM) | $327.90M |
| Year Range | $45.21 - $83.97 |
| Target Price | $72.50 |
| Short % | 6.01% |
| Short Ratio | 9.82 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: HY vs. TM
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.
Returns By Period
Hyster-Yale Materials Handling, Inc. had a return of -13.76% year-to-date (YTD) and 20.34% in the last 12 months. Over the past 10 years, Hyster-Yale Materials Handling, Inc. had an annualized return of -1.58%, while the S&P 500 had an annualized return of 11.39%, indicating that Hyster-Yale Materials Handling, Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -13.76% | 25.45% |
| 1 month | -23.25% | 2.91% |
| 6 months | -29.91% | 14.05% |
| 1 year | 20.34% | 35.64% |
| 5 years (annualized) | 1.53% | 14.13% |
| 10 years (annualized) | -1.58% | 11.39% |
Monthly Returns
The table below presents the monthly returns of HY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.68% | -9.91% | 8.98% | -8.73% | 24.53% | -3.94% | 17.22% | -22.54% | 1.29% | -0.47% | -13.76% | ||
| 2023 | 28.13% | 21.18% | 28.22% | 5.55% | -10.60% | 19.42% | -14.47% | -3.69% | -2.39% | -10.25% | 19.96% | 30.46% | 153.37% |
| 2022 | 9.22% | -14.72% | -12.47% | -7.50% | 21.34% | -12.80% | 7.36% | -14.87% | -26.16% | 35.56% | 1.55% | -13.56% | -35.92% |
| 2021 | 50.65% | -4.27% | 1.84% | -7.20% | -6.11% | -3.45% | -1.84% | -17.74% | -14.25% | -4.42% | -17.61% | 4.69% | -29.47% |
| 2020 | -8.43% | -10.24% | -16.72% | -2.62% | -5.43% | 5.60% | -3.49% | 8.93% | -7.91% | 14.13% | 30.53% | 8.19% | 3.87% |
| 2019 | 12.31% | -2.35% | -7.83% | 6.83% | -33.51% | 25.65% | 11.91% | -11.26% | 0.33% | -7.33% | 17.39% | -0.46% | -2.66% |
| 2018 | -0.55% | -15.61% | -1.77% | 1.82% | -5.90% | -3.67% | 2.35% | -5.70% | -0.28% | -1.76% | 8.82% | -5.36% | -25.91% |
| 2017 | -3.53% | -0.54% | -7.39% | 6.60% | 24.67% | -5.87% | 0.87% | 0.90% | 7.39% | 2.68% | 8.46% | 0.39% | 35.83% |
| 2016 | -0.97% | 14.37% | 12.65% | -8.03% | 0.59% | -2.97% | 7.23% | -18.45% | 16.24% | -3.19% | 11.41% | -1.22% | 24.01% |
| 2015 | -14.41% | 5.89% | 10.93% | 0.07% | -2.87% | -2.37% | -2.32% | -9.79% | -4.82% | 1.19% | -0.69% | -9.30% | -27.07% |
| 2014 | -7.94% | 18.00% | -3.41% | -1.14% | -12.49% | 5.30% | -9.53% | -3.41% | -7.10% | 9.59% | -6.14% | -0.29% | -20.40% |
| 2013 | 2.83% | 2.61% | 11.44% | -8.58% | 18.89% | 1.60% | 3.54% | 16.72% | 18.60% | -12.52% | 6.59% | 11.76% | 93.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HY is 51, 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.
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.
Dividends
Dividend History
Hyster-Yale Materials Handling, Inc. provided a 2.56% dividend yield over the last twelve months, with an annual payout of $1.35 per share. The company has been increasing its dividends for 10 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.35 | $1.30 | $1.29 | $1.29 | $1.27 | $1.26 | $1.23 | $1.20 | $1.17 | $1.13 | $1.08 | $1.00 |
Dividend yield | 2.56% | 2.09% | 5.10% | 3.13% | 2.14% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.33 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $1.03 | |
| 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 | $1.30 |
| 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 | $1.29 |
| 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 | $1.29 |
| 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 | $1.27 |
| 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 | $1.26 |
| 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 | $1.23 |
| 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 | $1.20 |
| 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 | $1.17 |
| 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 | $1.13 |
| 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 | $1.08 |
| 2013 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 41.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.6% | Feb 17, 2021 | 415 | Oct 7, 2022 | — | — | — |
| -66.45% | Mar 7, 2014 | 1559 | May 14, 2020 | 175 | Jan 25, 2021 | 1734 |
| -18.1% | Sep 25, 2013 | 27 | Oct 31, 2013 | 75 | Feb 20, 2014 | 102 |
| -16.06% | Jun 19, 2013 | 4 | Jun 24, 2013 | 27 | Aug 1, 2013 | 31 |
| -12.3% | Mar 28, 2013 | 14 | Apr 17, 2013 | 14 | May 7, 2013 | 28 |
Volatility
Volatility Chart
The current Hyster-Yale Materials Handling, Inc. volatility is 18.19%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Hyster-Yale Materials Handling, Inc. compared to its peers in the Farm & Heavy Construction Machinery industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for HY in comparison to other companies of the Farm & Heavy Construction Machinery industry. Currently, HY has a PE value of 5.9. This PE value is considered to be low compared to the rest of the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for HY in comparison to other companies of the Farm & Heavy Construction Machinery industry. Currently, HY has a PEG value of 1.6. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Hyster-Yale Materials Handling, Inc..
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Income Statement
| TTM | |
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| 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 | — |