Hyster-Yale Materials Handling, Inc. (HY)
Company Info
US4491721050
449172105
Oct 1, 2012
Highlights
$702.11M
$5.59
7.09
1.61
$4.16B
$837.50M
$202.90M
$34.13 - $82.90
$68.50
4.59%
5.96
Share Price Chart
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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. (HY) returned -21.64% year-to-date (YTD) and -48.64% over the past 12 months. Over the past 10 years, HY returned -3.76% annually, underperforming the S&P 500 benchmark at 10.45%.
HY
-21.64%
1.17%
-24.77%
-48.64%
4.12%
-3.76%
^GSPC (Benchmark)
-3.77%
3.72%
-5.60%
8.55%
14.11%
10.45%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.89% | -4.24% | -18.26% | -7.49% | 3.17% | -21.64% | |||||||
| 2024 | 5.68% | -9.91% | 8.98% | -8.73% | 24.53% | -3.94% | 17.22% | -22.54% | 1.29% | -0.47% | -10.84% | -9.44% | -16.27% |
| 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% | 153.38% |
| 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% | -29.46% |
| 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% | 3.88% |
| 2019 | 12.31% | -2.35% | -7.83% | 6.83% | -33.51% | 25.65% | 11.91% | -11.26% | 0.33% | -7.33% | 17.40% | -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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HY is 18, meaning it’s performing worse than 82% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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 3.53% dividend yield over the last twelve months, with an annual payout of $1.40 per share. The company has been increasing its dividends for 11 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.40 | $1.38 | $1.30 | $1.29 | $1.29 | $1.27 | $1.26 | $1.23 | $1.20 | $1.17 | $1.13 | $1.08 |
Dividend yield | 3.53% | 2.70% | 2.09% | 5.10% | 3.13% | 2.13% | 2.14% | 1.99% | 1.41% | 1.83% | 2.15% | 1.47% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.35 | |||||||
| 2024 | $0.00 | $0.33 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $1.38 |
| 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 | $0.25 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $1.08 |
Dividend Yield & Payout
Dividend Yield
Hyster-Yale Materials Handling, Inc. has a dividend yield of 3.53%, which is quite average when compared to the overall market.
Payout Ratio
Hyster-Yale Materials Handling, Inc. has a payout ratio of 21.54%, 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. 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 55.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.6% | Feb 17, 2021 | 415 | Oct 7, 2022 | — | — | — |
| -66.44% | 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 10.91%, 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
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Hyster-Yale Materials Handling, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -2.0%.
Valuation
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.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for HY, comparing it with other companies in the Farm & Heavy Construction Machinery industry. Currently, HY has a P/E ratio of 7.1. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for HY compared to other companies in the Farm & Heavy Construction Machinery industry. HY currently has a PEG ratio of 1.6. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for HY relative to other companies in the Farm & Heavy Construction Machinery industry. Currently, HY has a P/S ratio of 0.2. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for HY in comparison with other companies in the Farm & Heavy Construction Machinery industry. Currently, HY has a P/B value of 1.4. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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Minority Interest | — |
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Net Interest Income | — |