Hamilton Beach Brands Holding Company stock still looks undervalued after a 43.9% rally. Click for this HBB earnings preview and see why I remain bullish.
Why HBB Stock advanced +1.36% Today — RQD Quant Desk Flash
Hamilton Beach Brands Holding Company (Class A) (HBB) carries a Roarable Rating of C- (Hold) with 60/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is HBB stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Hamilton Beach Brands Holding Company (Class A) (NYSE: HBB) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 60/100 at a spot price of $32.91 (+1.36% 1D, market cap $436.5M). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 14/20. Across 1009 tracked Consumer Discretionary issuers, HBB ranks #332 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does HBB compare to XMAX and ETD in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (Home Furnishings), HBB carries a Roarable C- (60/100 RQD), trailing P/E of 16.5x, gross margin of 25.7%, and ROIC of 21.3%. By comparison, XMAX (XMAX Inc.) holds a E grade (32/100 RQD, P/E N/A, ROIC -5.8%, cap $416.2M) and ETD (Ethan Allen Interiors Inc.) posts a D+ grade (58/100 RQD, P/E 9.9x, ROIC 11.8%, cap $513.1M). Among the 5-stock peer group, ETD leads on earnings multiple (9.9x) while HBB leads on capital efficiency (21.3% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for HBB?
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Per HBB's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001709164), Hamilton Beach Brands Holding Company (Class A) generated $606.9M in revenue (-7.3% YoY), $26.5M in net income, and $11.0M in free cash flow against $397.6M in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 4.10 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 5/9
SEC Form 4 / 13F Thermometer: 70% Net Buy • Cannibal Buyback (-1.80% YoY Shares)
Put hedging (50% put share) caps near-term gamma upside (-11 pts vs max)
⚔️ Adversarial Opposing Case: Why the HBB Bull Thesis Could Fail
Even with a 60/100 (C-) score, HBB faces multiple-compression risk if 16.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Broader market pullbacks can still drag down strong stocks in the short run.
Dilution & Margin Drag: Cannibal Buyback (-1.80% YoY Shares) — any gross margin slip below 23.2% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($33.41) or 200D SMA ($24.05) invalidates the momentum regime and cuts Target Base ($33.21) toward Bear Floor ($25.90).
Why HBB Stock advanced +1.36% Today — RQD Quant Desk Flash
Hamilton Beach Brands Holding Company (Class A) (HBB) advanced +1.36% to $32.91, trading at 73% of its 52-week range ($13.75 – $39.99). Solid 25.7% gross margin (21% return on capital), mixed timing at 17x P/E—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 73% of its 52-week range ($13.75 – $39.99) with RSI-14 at 43.1 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±8.5% around $32.91 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable C- (Hold) backed by 25.7% gross margin and $11.0M annual free cash flow.
Hamilton Beach Brands Holding Company (NYSE: HBB) announced today that it will release its 2026 third quarter financial results and file its 10-Q for the quarter ended September 30, 2026, after the market close on Wednes
Egg Boiler Market Expands on Urban Convenience, Commercial Kitchen Demand, E-Commerce Growth and Smart, Energy-Efficient DesignsDublin, Oct. 02, 2026 (GLOBE NEWSWIRE) -- "Egg Boiler Market Opportunity, Growth Drivers, In
Hamilton Beach Brands (HBB) demonstrates strong technical momentum, recently hitting a new 5-year high. Shares are up more than 150% over just the past year. HBB maintains a 100% “Buy” opinion from Barchart. Despite limi
Download the Complete Report Here Hamilton Beach Brands (HBB) Core Recovery, Premiumization and Adjacent Growth Strengthen HBB’s Growth Outlook and Re-Rating Potential Scaled asset-light appliance platform extending into
Hamilton Beach Brands Holding Company (NYSE: HBB) (the Company) today announced that the Board of Directors declared a regular quarterly cash dividend of $0.125 per share. The dividend is payable on both Class A and Clas
Tariff refunds boosted margins as revenue climbed 11.6% and net income hit $33.7 million.
HBB's Q2 revenues rise 11.6% y/y as tariff refunds boost earnings and margins, prompting an improved 2026 profit outlook.
Hamilton Beach Brands Holding Company (NYSE: HBB) (The Company) today announced results for the second quarter of 2026.
Hamilton Beach doubles Q1 operating profit y/y on strong margin gains despite weaker sales and cautious consumer spending.
Scheduled RQD Strong Buys & Whale Accumulation Briefing (HBB Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
HBB Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -7.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on HBB today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for HBB. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (HBB)
1. Head-to-Head Consumer Discretionary Peer Comparison (HBB vs. XMAX, ETD, FLXS, HELE)
Industry: Home Furnishings (20 Tracked Issuers)Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Hamilton Beach Brands Holding Company (Class A) (HBB) ranks #332 by composite RQD confidence (60/100, grade C-) and #598 by equity capitalization ($436.5M). Within this direct 5-issuer industry benchmark cohort, ETD leads on earnings valuation at 9.9x trailing P/E, while HBB leads on capital efficiency and profitability with 21.3% ROIC and 25.7% gross margin. FLXS currently holds the highest overall quantitative score in the immediate peer group at 72/100 (B) compared with HBB at 60/100 (C-).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| HBB
ACTIVE
Hamilton Beach Brands Holding Company (Class A) | C- | 60/100 | 16.5x | 25.7% | 21.3% | +1.36% | $436.5M | Benchmark Subject |
| XMAX XMAX Inc. | E | 32/100 | — | 25.0% | -5.8% | -37.49% | $416.2M | /xmax-vs-hbb → |
| ETD Ethan Allen Interiors Inc. | D+ | 58/100 | 9.9x | 60.5% | 11.8% | +3.68% | $513.1M | /etd-vs-hbb → |
| FLXS Flexsteel Industries Inc. | B | 72/100 | 15.6x | 22.2% | 14.8% | -1.55% | $306.5M | /flxs-vs-hbb → |
| HELE Helen of Troy Limited | D | 49/100 | — | 45.7% | -35.0% | +4.67% | $675.8M | /hele-vs-hbb → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001709164 ↗In its most recent audited fiscal period (FY2025, filed 2025-12-31), Hamilton Beach Brands Holding Company (Class A) (HBB) reported GAAP revenue of $606.9M (-7.3% vs. FY2024 revenue of $654.7M , and -3.0% cumulative change since FY2023) , GAAP net income of $26.5M, operating cash flow of $13.8M, and free cash flow of $11.0M (-82.3% YoY). On the balance sheet, HBB closed FY2025 with $397.6M in total assets against $0 in total debt (Altman Z-Score: 4.10, Piotroski F-Score: 5/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $606.9M | $26.5M | $13.8M | $11.0M | $397.6M | — |
| FY2024 (FY) | 2024-12-31 | $654.7M | $30.8M | $65.4M | $62.2M | $415.1M | — |
| FY2023 (FY) | 2023-12-31 | $625.6M | $25.2M | $88.6M | $88.6M | — | — |
3. HBB Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs HBB stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Hamilton Beach Brands Holding Company (Class A) (NYSE: HBB) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 60/100 at a spot price of $32.91 (+1.36% 1D, market cap $436.5M). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 14/20. Across 1009 tracked Consumer Discretionary issuers, HBB ranks #332 in composite RQD confidence.
How does HBB compare to XMAX and ETD in the Consumer Discretionary sector?
Within the Consumer Discretionary sector (Home Furnishings), HBB carries a Roarable C- (60/100 RQD), trailing P/E of 16.5x, gross margin of 25.7%, and ROIC of 21.3%. By comparison, XMAX (XMAX Inc.) holds a E grade (32/100 RQD, P/E N/A, ROIC -5.8%, cap $416.2M) and ETD (Ethan Allen Interiors Inc.) posts a D+ grade (58/100 RQD, P/E 9.9x, ROIC 11.8%, cap $513.1M). Among the 5-stock peer group, ETD leads on earnings multiple (9.9x) while HBB leads on capital efficiency (21.3% ROIC).
What are the biggest fundamental strengths and SEC risk factors for HBB?
Per HBB's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001709164), Hamilton Beach Brands Holding Company (Class A) generated $606.9M in revenue (-7.3% YoY), $26.5M in net income, and $11.0M in free cash flow against $397.6M in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.
Where is HBB trading relative to its 50-day, 200-day, and 52-week technical levels?
HBB last traded at $32.91 (+1.36% on volume of 51,558 shares), positioning the stock -1.50% below its 50-day simple moving average ($33.41) and +36.84% above its 200-day simple moving average ($24.05). Across its 52-week range of $13.75 to $39.99, HBB sits at the 73.0% percentile with a 14-day RSI of 43.1 (NEUTRAL RANGE) and an implied next-earnings move of ±8.5% ($30.11 to $35.71).
HBB — Hamilton Beach Brands Holding Company (Class A): What the Facts Mean to a Prospective Investor
1. Roarable Rating Brief: What This Means to a Prospective Investor
Hamilton Beach Brands Holding Company (Class A) (HBB) earns a live Roarable RQD composite score of 60/100, corresponding to a C- letter grade (Roarable Hold) at a spot price of $32.91 (+1.36% 1D, market capitalization $436.5M).
- Fundamental Cash Engine (12/20): Anchored by return on invested capital (ROIC) of 21.3%, gross margin of 25.7%, operating margin of 6.0%, and free cash flow yield of 2.53%.
- Whale 13F & Options Flow (9/20) + Insider Conviction (14/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (11/20) + Forensic Balance Sheet (14/20): Incorporates a 1.00x equity beta, Altman Z-Score of 4.10, Piotroski F-Score of 5/9, and Debt/Equity of N/A.
2. Business Model, Unit Margins & SEC Financial Trajectory
Hamilton Beach Brands Holding Company (Class A) is a NYSE-listed issuer in the Consumer Discretionary sector, Home Furnishings industry, per the SEC profile. Per the market data, the company reports a gross margin of 25.7%, an operating margin of 6%, and a net margin of 4.4%. — for further detail on how it makes money.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Hamilton Beach Brands Holding Company (Class A) (HBB) reported $606.9M in annual revenue (up from $654.7M in FY2024, -7.3% YoY) and $26.5M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($625.6M revenue, $25.2M net income) through FY2025, HBB scaled operating cash flow to $13.8M and free cash flow to $11.0M, backed by $397.6M in total assets against $0 in total debt.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (C- • RQD 60/100): Company leadership has skin in the game with net positive insider conviction. Free cash flow yield of 2.53% and institutional whale pillar of 9/20. With Fundamental Cash Engine at 12/20 and Institutional Whale Flow at 9/20, sustained execution supports upside toward the upper end of the $13.75 – $39.99 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 16.5x trailing P/E and 10.0x EV/EBITDA against 6.0% operating margins and a 1.00x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
— for upstream or downstream dependencies, sector correlations, or second-order bottlenecks.
- Key Question #1: Can HBB sustain or expand its 6.0% operating margin and 21.3% ROIC against Home Furnishings peers over the next 4 quarters?
- Key Question #2: Following FY2025 revenue of $606.9M and free cash flow of $11.0M, how will capital allocation balance growth reinvestment against $0 in total debt?
- Key Question #3: How sensitive is HBB's 15.3x forward P/E multiple to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?
HBB Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Hamilton Beach Brands Holding Company (Class A) (HBB) • Click "Debate This Headline" to argue it in the Roar Pit below
Hamilton Beach Brands Holding Company stock still looks undervalued after a 43.9% rally. Click for this HBB earnings preview and see why I remain bullish.
Hamilton Beach Brands Holding Company (NYSE: HBB) announced today that it will release its 2026 third quarter financial results and file its 10-Q for the quarter ended September 30, 2026, after the market close on Wednes
Egg Boiler Market Expands on Urban Convenience, Commercial Kitchen Demand, E-Commerce Growth and Smart, Energy-Efficient DesignsDublin, Oct. 02, 2026 (GLOBE NEWSWIRE) -- "Egg Boiler Market Opportunity, Growth Drivers, In
Hamilton Beach Brands (HBB) demonstrates strong technical momentum, recently hitting a new 5-year high. Shares are up more than 150% over just the past year. HBB maintains a 100% “Buy” opinion from Barchart. Despite limi
Download the Complete Report Here Hamilton Beach Brands (HBB) Core Recovery, Premiumization and Adjacent Growth Strengthen HBB’s Growth Outlook and Re-Rating Potential Scaled asset-light appliance platform extending into
Hamilton Beach Brands Holding Company (NYSE: HBB) (the Company) today announced that the Board of Directors declared a regular quarterly cash dividend of $0.125 per share. The dividend is payable on both Class A and Clas
Tariff refunds boosted margins as revenue climbed 11.6% and net income hit $33.7 million.
HBB's Q2 revenues rise 11.6% y/y as tariff refunds boost earnings and margins, prompting an improved 2026 profit outlook.
HBB Bull vs. Bear Conversation Board — What's Your Call at $32.91?
ROIC of 21.3% and an Altman Z-Score of 4.1 indicate efficient capital use and a financially sound balance sheet at a P/E of 16.5.
ROIC of 21.3% and an Altman Z-Score of 4.1 indicate efficient capital use and a financially sound balance sheet at a P/E of 16.5.. When you look under the hood at HBB, Fundamental Cash Engine is 12/20 with 25.7% gross margins and 21.3% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (9/20) has been quietly accumulating below $39.99. My 12M target is $37.34.
Both sides have a point here — HBB's 14/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.
Revenue fell from $654.7M to $606.9M and free cash flow dropped from $62.2M to $11.0M, with a thin 2.53% FCF yield.
Revenue fell from $654.7M to $606.9M and free cash flow dropped from $62.2M to $11.0M, with a thin 2.53% FCF yield.. Look at the math on HBB: paying 16.5x trailing P/E for 21.3% ROIC and 6.0% operating margins leaves zero margin of safety if Home Furnishings demand softens. I'd wait for a retest of $28.57 before getting long.