Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Hamilton Beach Brands Holding Co Class A(HBB)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HBB
10/08/2026: HBB (4-star) is a STRONG-BUY. BUY for 14 days. Simulated Profits (9.96%). Updated daily EoD!
Hamilton Beach Brands Holding Co is a well-established player in the small kitchen appliance market, known for its affordable and reliable product offerings. The company maintains a leading position in retail distribution, which supports steady revenue, while recent shifts toward commercial equipment and digital health products offer promising growth paths. However, investors must monitor risks related to intense competition from private-label brands and vulnerability to global supply chain and freight costs. Given its history of consistent dividend payments, the stock may appeal to income-focused investors, though performance remains sensitive to consumer discretionary spending cycles. Success depends on balancing cost pressures with continued innovation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential rather than aggressive, high-velocity expansion. |
| Momentum investor | Weak fit | This is a slow-moving consumer goods company typically not driven by high momentum trading. |
| Value investor | Strong fit | The company often trades at valuations that appeal to value investors looking for steady, cash-flow-positive businesses. |
| Dividend investor | Strong fit | The consistent dividend payout history makes it attractive for income-focused portfolios. |
| Low-risk investor | Mixed fit | While the business is established, market volatility in consumer goods can impact stock performance. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can experience swings based on consumer spending sentiment and macroeconomic reports. |
| Valuation risk | Low | The company generally trades at moderate multiples, limiting downside risk from extreme overvaluation. |
| Competition risk (Commoditization) | High | Intense competition from low-cost brands puts constant pressure on margins. |
| Business quality | Medium | It is a well-managed operator in a tough, high-competition industry. |
| Dividend income | Medium | Dividend sustainability depends on consistent free cash flow generation. |
| Execution risk | Medium | Success depends on effectively navigating supply chain and retail distribution complexities. |
Price Behavior
Hockey-Stick Growth
The stock demonstrates a Hockey-Stick Growth price path pattern.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 74.47% | Avg. Invested days 44 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/08/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 466.05M USD | Price to earnings Ratio 8.18 | 1Y Target Price 13 |
Price to earnings Ratio 8.18 | 1Y Target Price 13 | ||
Volume (30-day avg) 88.5K shares | Beta 0.23 | 52 Weeks Range 13.42 - 39.99 | Updated Date 10/08/2026 |
52 Weeks Range 13.42 - 39.99 | Updated Date 10/08/2026 | ||
Dividends yield (FY) 1.35% | Basic EPS (TTM) 4.24 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Small Kitchen Appliances | Blenders, coffee makers, food processors, and other countertop appliances sold via major retailers. | Most revenue comes from selling affordable kitchen tools through large retailers like Walmart and Target. |
| Commercial and Specialty | High-performance equipment for the food service industry and consumer wellness products. | This segment serves professional kitchens and specialized health-conscious consumers. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 8.18 | Forward PE - | Enterprise Value 452.96M | Price to Sales(TTM) 0.76 |
Enterprise Value 452.96M | Price to Sales(TTM) 0.76 | ||
Enterprise Value to Revenue 0.74 | Enterprise Value to EBITDA 5.34 | Shares Outstanding 9.86M | Shares Floating 6.79M |
Shares Outstanding 9.86M | Shares Floating 6.79M | ||
Percent Insiders 27.93 | Percent Institutions 41.75 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.