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Holley Inc(HLLY)
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 HLLY
11/10/2026: HLLY (1-star) is a SELL. SELL for 4 days. Simulated Profits (-26.21%). Updated daily EoD!
Holley Inc is a well-known provider of high-performance automotive parts and systems, catering to car and truck enthusiasts. The company has a leading position in the enthusiast niche, bolstered by a portfolio of iconic brands and strong direct-to-consumer channels. Its main growth story centers on pivoting toward modern electronic fuel injection and digital tuning systems. However, the company faces risks related to discretionary consumer spending, high debt levels, and the industry-wide shift toward electric vehicles. Holley may suit investors interested in the automotive aftermarket who can tolerate volatility, though it is not a fit for those seeking dividend income or lower-risk profiles.
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 | Growth is largely dependent on the company's ability to successfully innovate in the electronics space and manage its acquisition-heavy model. |
| Momentum investor | Mixed fit | Momentum is highly conditional on positive sentiment toward discretionary spending and the automotive aftermarket sector. |
| Value investor | Mixed fit | Valuation may appear attractive to some, but the company's debt profile requires careful scrutiny of free cash flow. |
| Dividend investor | Weak fit | The company does not currently offer a dividend, focusing its capital on debt repayment and growth. |
| Low-risk investor | Weak fit | High exposure to discretionary spending and past volatility makes this a higher-risk profile investment. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock has experienced significant price swings characteristic of small-cap discretionary consumer stocks. |
| Valuation risk | Medium | Future performance depends on meeting margin targets to justify current market valuations. |
| Competition risk (Automotive Aftermarket) | Medium | Intense competition from both niche brands and large retailers puts pressure on margins. |
| Business quality | Medium | While the brand portfolio is strong, the business requires ongoing operational execution across many acquired entities. |
| Dividend income | Low / none | There is no dividend income available for investors seeking yield. |
| Execution risk | Medium / high | The success of the business model relies heavily on integrating acquisitions and managing supply chains effectively. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Highly Choppy
The stock has experienced frequent, large price swings that make its near-term movement less predictable.
Analysis of Past Performance
Type Stock | Historic Profit -65.38% | Avg. Invested days 18 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/10/2026 |
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 317.50M USD | Price to earnings Ratio 17.4 | 1Y Target Price 4.01 |
Price to earnings Ratio 17.4 | 1Y Target Price 4.01 | ||
Volume (30-day avg) 1.3M shares | Beta 1.47 | 52 Weeks Range 2.05 - 4.48 | Updated Date 11/10/2026 |
52 Weeks Range 2.05 - 4.48 | Updated Date 11/10/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.15 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Performance Parts Sales | Carburetors, exhaust systems, ignition, and fuel systems. | The company makes money primarily by selling parts that automotive enthusiasts buy to improve vehicle power and performance. |
| Electronics & Digital Tuning | EFI systems and digital performance tuners. | This is a higher-margin area as cars become more computerized and owners want better digital control over their engines. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-05 | When Before Market | Estimate 0.07 | Actual 0.06 |
Profitability
Profit Margin 3.08% | Operating Margin (TTM) 16.04% |
Management Effectiveness
Return on Assets (TTM) 4.6% | Return on Equity (TTM) 4.22% |
Valuation
Trailing PE 17.4 | Forward PE 4.57 | Enterprise Value 713.25M | Price to Sales(TTM) 0.52 |
Enterprise Value 713.25M | Price to Sales(TTM) 0.52 | ||
Enterprise Value to Revenue 1.16 | Enterprise Value to EBITDA 7.51 | Shares Outstanding 121.65M | Shares Floating 80.34M |
Shares Outstanding 121.65M | Shares Floating 80.34M | ||
Percent Insiders 5.35 | Percent Institutions 88.11 |
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.
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