HY:NYE-Hyster-Yale Materials Handling Inc. Class A (USD)

EQUITY | Farm & Heavy Construction Machinery | New York Stock Exchange

Last Closing

USD 75.48

Change

+1.61 (+2.18)%

Market Cap

USD 1.09B

Volume

0.06M

Analyst Target

USD 38.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Hyster-Yale Materials Handling Inc is a designer, engineer, manufacturer, seller and servicer of a comprehensive line of lift trucks and aftermarket parts marketed globally primarily under the Hyster and Yale brand names.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-24 )

Largest Industry Peers for Farm & Heavy Construction Machinery

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AGCO AGCO Corporation

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OSK Oshkosh Corporation

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TEX Terex Corporation

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ALG Alamo Group Inc

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REVG Rev Group Inc

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USD 1.45B
LNN Lindsay Corporation

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USD 1.27B

ETFs Containing HY

HYCN:XETRA Global X Hydrogen UCITS E.. 3.00 % 0.00 %

N/A

USD 4.13M
HYGN:SW Global X Hydrogen UCITS E.. 2.85 % 0.00 %

N/A

USD 5.77M
ROSC Hartford Multifactor Smal.. 0.00 % 0.00 %

N/A

USD 0.03B
HYDR:CA 0.00 % 0.00 %

N/A

N/A
HYGG:LSE Global X Hydrogen UCITS E.. 0.00 % 0.00 %

N/A

USD 6.07M
HYGN:LSE Global X Hydrogen UCITS E.. 0.00 % 0.00 %

N/A

USD 5.77M

Market Performance

  Market Performance vs. Industry/Classification (Farm & Heavy Construction Machinery) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 21.37% 88% B+ 91% A-
Dividend Return 0.52% 33% F 26% F
Total Return 21.89% 88% B+ 90% A-
Trailing 12 Months  
Capital Gain 54.01% 81% B- 92% A
Dividend Return 2.65% 67% D+ 38% F
Total Return 56.66% 81% B- 92% A
Trailing 5 Years  
Capital Gain 68.93% 57% F 77% C+
Dividend Return 14.37% 58% F 54% F
Total Return 83.30% 50% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 16.60% 38% F 81% B-
Dividend Return 19.51% 44% F 82% B
Total Return 2.91% 85% B 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 59.10% 31% F 14% F
Risk Adjusted Return 33.02% 19% F 54% F
Market Capitalization 1.09B 44% F 59% D-

Key Financial Ratios

  Ratio vs. Industry/Classification (Farm & Heavy Construction Machinery) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 22.30 63% 79%
Price/Book Ratio 2.78 20% 31%
Price / Cash Flow Ratio 9.01 63% 42%
Price/Free Cash Flow Ratio 5.68 80% 62%
Management Effectiveness  
Return on Equity 43.53% 81% 96%
Return on Invested Capital 24.54% 81% 91%
Return on Assets 7.32% 53% 85%
Debt to Equity Ratio 61.89% 50% 54%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.