Hamilton Beach Brands Stock Z Score

HBB Stock

USD 22.87 0.24 1.04%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Hamilton Beach Piotroski F Score and Hamilton Beach Valuation analysis.

At present, Hamilton Beach's Capital Stock is projected to increase significantly based on the last few years of reporting. The current year's Change In Working Capital is expected to grow to about 57.6 M, whereas Capital Surpluse is forecasted to decline to about 48.9 M. At present, Hamilton Beach's Net Income From Continuing Ops is projected to decrease significantly based on the last few years of reporting. The current year's Net Income is expected to grow to about 25.2 M, whereas Tax Provision is forecasted to decline to about 3.5 M.

Hamilton Beach Brands Company Z Score Analysis

Hamilton Beach's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Hamilton Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Hamilton Beach is extremely important. It helps to project a fair market value of Hamilton Stock properly, considering its historical fundamentals such as Z Score. Since Hamilton Beach's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Hamilton Beach's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Hamilton Beach's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Net Debt	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Good Will	Short Term Investments	Long Term Debt Total	Capital Surpluse	Total Liab	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Total Current Assets	Short Term Debt	Intangible Assets	Property Plant Equipment	Current Deferred Revenue	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.87	0.67	0.86	0.86	-0.04	0.75	0.85	-0.48	0.79	0.84	-0.51	0.71	0.86	0.61	0.65	0.9	-0.48	-0.87	0.87	-0.74	-0.83	0.95	0.96	0.77
Total Stockholder Equity	0.87		0.66	0.89	0.81	-0.1	0.49	0.74	-0.43	0.82	0.77	-0.53	0.51	0.91	0.79	0.72	0.66	-0.27	-0.9	0.95	-0.74	-0.85	0.9	0.9	0.71
Net Tangible Assets	0.67	0.66		0.46	0.73	-0.51	0.63	0.38	-0.29	0.37	0.91	0.13	-0.02	0.49	0.09	0.2	0.38	-0.67	-0.41	0.6	-0.49	-0.43	0.74	0.72	0.51
Net Debt	0.86	0.89	0.46		0.69	-0.05	0.65	0.72	-0.25	0.82	0.67	-0.6	0.71	0.9	0.81	0.78	0.72	-0.17	-0.92	0.88	-0.77	-0.87	0.91	0.91	0.62
Retained Earnings	0.86	0.81	0.73	0.69		-0.4	0.56	0.7	-0.76	0.78	0.79	-0.45	0.4	0.71	0.43	0.48	0.66	-0.42	-0.79	0.81	-0.69	-0.8	0.87	0.85	0.94
Accounts Payable	-0.04	-0.1	-0.51	-0.05	-0.4		-0.28	0.26	0.25	-0.03	-0.32	-0.37	0.49	0.13	0.36	0.27	0.29	0.26	-0.04	-0.04	0.11	0.08	-0.25	-0.18	-0.32
Long Term Debt	0.75	0.49	0.63	0.65	0.56	-0.28		0.46	-0.05	0.5	0.79	-0.01	0.45	0.54	0.14	0.24	0.7	-0.72	-0.53	0.54	-0.55	-0.57	0.8	0.8	0.43
Net Receivables	0.85	0.74	0.38	0.72	0.7	0.26	0.46		-0.51	0.79	0.66	-0.67	0.77	0.79	0.68	0.72	0.88	-0.25	-0.85	0.77	-0.75	-0.79	0.73	0.76	0.68
Good Will	-0.48	-0.43	-0.29	-0.25	-0.76	0.25	-0.05	-0.51		-0.49	-0.29	0.45	-0.27	-0.33	-0.26	-0.25	-0.38	0.1	0.48	-0.4	0.39	0.47	-0.4	-0.38	-0.89
Short Term Investments	0.79	0.82	0.37	0.82	0.78	-0.03	0.5	0.79	-0.49		0.62	-0.71	0.64	0.81	0.72	0.62	0.75	-0.24	-0.95	0.88	-0.68	-0.99	0.8	0.83	0.73
Long Term Debt Total	0.84	0.77	0.91	0.67	0.79	-0.32	0.79	0.66	-0.29	0.62		-0.11	0.28	0.7	0.29	0.42	0.65	-0.68	-0.66	0.78	-0.71	-0.68	0.89	0.88	0.6
Capital Surpluse	-0.51	-0.53	0.13	-0.6	-0.45	-0.37	-0.01	-0.67	0.45	-0.71	-0.11		-0.75	-0.63	-0.78	-0.77	-0.57	-0.38	0.75	-0.62	0.46	0.68	-0.41	-0.44	-0.51
Total Liab	0.71	0.51	-0.02	0.71	0.4	0.49	0.45	0.77	-0.27	0.64	0.28	-0.75		0.69	0.72	0.68	0.87	-0.04	-0.74	0.57	-0.5	-0.64	0.57	0.61	0.47
Deferred Long Term Liab	0.86	0.91	0.49	0.9	0.71	0.13	0.54	0.79	-0.33	0.81	0.7	-0.63	0.69		0.82	0.85	0.78	-0.18	-0.93	0.97	-0.85	-0.87	0.87	0.88	0.65
Long Term Investments	0.61	0.79	0.09	0.81	0.43	0.36	0.14	0.68	-0.26	0.72	0.29	-0.78	0.72	0.82		0.84	0.57	0.2	-0.83	0.76	-0.58	-0.72	0.58	0.61	0.45
Short Long Term Debt	0.65	0.72	0.2	0.78	0.48	0.27	0.24	0.72	-0.25	0.62	0.42	-0.77	0.68	0.85	0.84		0.58	0.28	-0.8	0.78	-0.8	-0.67	0.63	0.62	0.48
Total Current Assets	0.9	0.66	0.38	0.72	0.66	0.29	0.7	0.88	-0.38	0.75	0.65	-0.57	0.87	0.78	0.57	0.58		-0.47	-0.81	0.73	-0.63	-0.76	0.78	0.82	0.63
Short Term Debt	-0.48	-0.27	-0.67	-0.17	-0.42	0.26	-0.72	-0.25	0.1	-0.24	-0.68	-0.38	-0.04	-0.18	0.2	0.28	-0.47		0.17	-0.25	0.14	0.26	-0.48	-0.5	-0.27
Intangible Assets	-0.87	-0.9	-0.41	-0.92	-0.79	-0.04	-0.53	-0.85	0.48	-0.95	-0.66	0.75	-0.74	-0.93	-0.83	-0.8	-0.81	0.17		-0.94	0.81	0.97	-0.88	-0.89	-0.76
Property Plant Equipment	0.87	0.95	0.6	0.88	0.81	-0.04	0.54	0.77	-0.4	0.88	0.78	-0.62	0.57	0.97	0.76	0.78	0.73	-0.25	-0.94		-0.82	-0.92	0.9	0.91	0.7
Current Deferred Revenue	-0.74	-0.74	-0.49	-0.77	-0.69	0.11	-0.55	-0.75	0.39	-0.68	-0.71	0.46	-0.5	-0.85	-0.58	-0.8	-0.63	0.14	0.81	-0.82		0.77	-0.8	-0.77	-0.68
Cash And Equivalents	-0.83	-0.85	-0.43	-0.87	-0.8	0.08	-0.57	-0.79	0.47	-0.99	-0.68	0.68	-0.64	-0.87	-0.72	-0.67	-0.76	0.26	0.97	-0.92	0.77		-0.86	-0.88	-0.74
Net Invested Capital	0.95	0.9	0.74	0.91	0.87	-0.25	0.8	0.73	-0.4	0.8	0.89	-0.41	0.57	0.87	0.58	0.63	0.78	-0.48	-0.88	0.9	-0.8	-0.86		0.99	0.75
Net Working Capital	0.96	0.9	0.72	0.91	0.85	-0.18	0.8	0.76	-0.38	0.83	0.88	-0.44	0.61	0.88	0.61	0.62	0.82	-0.5	-0.89	0.91	-0.77	-0.88	0.99		0.73
Capital Stock	0.77	0.71	0.51	0.62	0.94	-0.32	0.43	0.68	-0.89	0.73	0.6	-0.51	0.47	0.65	0.45	0.48	0.63	-0.27	-0.76	0.7	-0.68	-0.74	0.75	0.73

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Hamilton Beach

According to the company's disclosures, Hamilton Beach Brands has a Z Score of 0.0. This is 100.0% lower than that of the Household Durables sector and about the same as Consumer Discretionary (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

Hamilton Beach Institutional Holders

Institutional Holdings refers to the ownership stake in Hamilton Beach that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Hamilton Beach's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Hamilton Beach's value.

		Shares
Bank Of New York Mellon Corp	2023-12-31	70 K
Curbstone Financial Management Corporation	2023-12-31	67.6 K
Millennium Management Llc	2023-12-31	60.5 K
Mork Capital Management	2023-12-31	60 K
Eam Investors, Llc	2023-12-31	44.1 K
Susquehanna International Group, Llp	2023-12-31	44 K
Bridgeway Capital Management, Llc	2023-12-31	41.3 K
Jane Street Group, Llc	2023-12-31	40.7 K
Acadian Asset Management Llc	2023-12-31	33.7 K
Ameriprise Financial Inc	2023-12-31	706.7 K
Vanguard Group Inc	2023-12-31	460 K

Hamilton Fundamentals

	Return On Equity	0.19
	Return On Asset	0.0575
	Profit Margin	0.04 %
	Operating Margin	0.12 %
	Current Valuation	403.9 M
	Shares Outstanding	10.52 M
	Shares Owned By Insiders	37.28 %
	Shares Owned By Institutions	42.14 %
	Number Of Shares Shorted	115.09 K
	Price To Earning	4.06 X
	Price To Book	2.22 X
	Price To Sales	0.52 X
	Revenue	625.62 M
	Gross Profit	129.11 M
	EBITDA	39.44 M
	Net Income	25.24 M
	Cash And Equivalents	928 K
	Cash Per Share	0.10 X
	Total Debt	98.09 M
	Debt To Equity	1.09 %
	Current Ratio	2.32 X
	Book Value Per Share	10.60 X
	Cash Flow From Operations	88.64 M
	Short Ratio	2.04 X
	Earnings Per Share	1.80 X
	Target Price	13.0
	Number Of Employees	686
	Beta	0.92
	Market Capitalization	323.19 M
	Total Asset	384.7 M
	Retained Earnings	99.4 M
	Working Capital	147.23 M
	Current Asset	306.37 M
	Current Liabilities	203.23 M
	Annual Yield	0.02 %
	Net Asset	384.7 M
	Last Dividend Paid	0.44

About Hamilton Beach Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Hamilton Beach Brands's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Hamilton Beach using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Hamilton Beach Brands based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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When determining whether Hamilton Beach Brands offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Hamilton Beach's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Hamilton Beach Brands Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Hamilton Beach Brands Stock:

How To Invest In Hamilton

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Is Hamilton Stock a good investment?

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What is Hamilton Beach's Net Worth?

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Check out Hamilton Beach Piotroski F Score and Hamilton Beach Valuation analysis.

Note that the Hamilton Beach Brands information on this page should be used as a complementary analysis to other Hamilton Beach's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

Complementary Tools for Hamilton Stock analysis

When running Hamilton Beach's price analysis, check to measure Hamilton Beach's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hamilton Beach is operating at the current time. Most of Hamilton Beach's value examination focuses on studying past and present price action to predict the probability of Hamilton Beach's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Hamilton Beach's price. Additionally, you may evaluate how the addition of Hamilton Beach to your portfolios can decrease your overall portfolio volatility.

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Is Hamilton Beach's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Hamilton Beach. If investors know Hamilton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Hamilton Beach listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

1.744

Dividend Share

0.435

Earnings Share

1.8

Revenue Per Share

44.573

Quarterly Revenue Growth

0.053

The market value of Hamilton Beach Brands is measured differently than its book value, which is the value of Hamilton that is recorded on the company's balance sheet. Investors also form their own opinion of Hamilton Beach's value that differs from its market value or its book value, called intrinsic value, which is Hamilton Beach's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Hamilton Beach's market value can be influenced by many factors that don't directly affect Hamilton Beach's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Hamilton Beach's value and its price as these two are different measures arrived at by different means. Investors typically determine if Hamilton Beach is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hamilton Beach's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Hamilton Beach Brands Stock Z Score

Hamilton Beach Brands Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Hamilton Z Score Driver Correlations

Hamilton Beach Institutional Holders

Hamilton Fundamentals

About Hamilton Beach Fundamental Analysis

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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