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Upturn AI SWOT - About
NC 
NACCO Industries Inc (NC)
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Upturn Advisory Summary
10/15/2025: NC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -22.96% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 323.58M USD | Price to earnings Ratio 9.39 | 1Y Target Price 128 |
Price to earnings Ratio 9.39 | 1Y Target Price 128 | ||
Volume (30-day avg) - | Beta 0.61 | 52 Weeks Range 24.66 - 43.48 | Updated Date 06/29/2025 |
52 Weeks Range 24.66 - 43.48 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 2.32% | Basic EPS (TTM) 4.63 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.63% | Operating Margin (TTM) -13.5% |
Management Effectiveness
Return on Assets (TTM) -4.56% | Return on Equity (TTM) 8.62% |
Valuation
Trailing PE 9.39 | Forward PE - | Enterprise Value 366129811 | Price to Sales(TTM) 1.29 |
Enterprise Value 366129811 | Price to Sales(TTM) 1.29 | ||
Enterprise Value to Revenue 1.46 | Enterprise Value to EBITDA 9.15 | Shares Outstanding 5877180 | Shares Floating 4059384 |
Shares Outstanding 5877180 | Shares Floating 4059384 | ||
Percent Insiders 32.61 | Percent Institutions 35.57 |
Upturn AI SWOT
NACCO Industries Inc
Company Overview
History and Background
NACCO Industries, Inc. was founded in 1913 as the North American Coal Corporation. Over time, it diversified into various businesses, including mining and household products. In recent years, it has focused on its materials handling business.
Core Business Areas
- Hyster-Yale Materials Handling: Designs, engineers, manufactures, sells, and services lift trucks and aftermarket parts marketed globally primarily under the Hysteru00ae and Yaleu00ae brand names.
- NACCO Natural Resources: Manages and leases coal reserves, engages in lignite mining, and provides reclamation services.
- The Kitchen Collection: Operates a retail business selling housewares and small kitchen appliances through retail stores and online.
Leadership and Structure
The leadership team includes Alfred M. Rankin, Jr. (Chairman, President and CEO). The company operates with a divisional structure, with each business segment having its own management team.
Top Products and Market Share
Key Offerings
- Hyster Lift Trucks: Heavy-duty lift trucks for industrial applications. Hyster-Yale Group has an estimated 15% to 20% global market share in the Class 4 and 5 forklift market. Competitors include Toyota Industries, KION Group, and Crown Equipment Corporation.
- Yale Lift Trucks: Lift trucks for a wide range of applications, including warehousing and distribution. Hyster-Yale Group has an estimated 15% to 20% global market share in the Class 4 and 5 forklift market. Competitors include Toyota Industries, KION Group, and Crown Equipment Corporation.
- Lignite Mining Services: Provides services to surface coal mines to deliver coal to power plants. Competitors are other firms providing mining contracting and reclamation services such as Arch Resources, and Peabody Energy.
Market Dynamics
Industry Overview
The materials handling industry is influenced by global economic growth, manufacturing activity, and warehouse automation trends. The coal industry faces declining demand due to environmental concerns and the rise of renewable energy.
Positioning
NACCO Industries Inc positions itself as a leader in the materials handling equipment market with its Hyster and Yale brands. Its mining operations are more niche, serving specific energy needs.
Total Addressable Market (TAM)
The global materials handling equipment market is estimated at around $40 billion annually. The lignite mining market is significantly smaller and regionally focused. NACCO Industries Inc has a presence across the entire TAM spectrum.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Hyster and Yale)
- Global distribution network
- Diverse product portfolio in materials handling
- Established customer base
Weaknesses
- Exposure to cyclical industries
- Dependence on global economic conditions
- Coal mining business faces declining demand
- Profitability pressure from global competition
Opportunities
- Growth in e-commerce and warehouse automation
- Expansion into emerging markets
- Development of electric and automated lift trucks
- Acquisitions to expand product offerings
Threats
- Economic downturns
- Increased competition from low-cost manufacturers
- Rising raw material costs
- Stringent environmental regulations
- Technological disruption
Competitors and Market Share
Key Competitors
- TM
- KYNLF
- CROWN
Competitive Landscape
NACCO Industries Inc competes in a fragmented market with established global players. Its Hyster and Yale brands provide a competitive advantage, but it faces pressure from low-cost manufacturers and technological advancements.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends depend on past financial performance, which requires real-time data access.
Future Projections: Future growth projections are based on analyst estimates, which require financial data sources.
Recent Initiatives: Recent strategic initiatives include new product launches in the materials handling segment and operational efficiency improvements.
Summary
NACCO Industries faces headwinds with some industries while at the same time shows promise in others, leading to an uncertain outlook. The company has significant brand power in the materials handling market, however, faces challenges from cyclical demand and increasing competition. The company's lignite mining business is under pressure. Growth opportunities lie in emerging markets and new technology adoptions, but threats from economic downturns need to be managed.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates (unavailable in this response)
- Market research reports (unavailable in this response)
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share figures are estimates and may vary. Financial data and projections require access to real-time data sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About NACCO Industries Inc
Exchange NYSE | Headquaters Cleveland, OH, United States | ||
IPO Launch date 1977-06-17 | President, CEO & Non-Independent Director Mr. John C. Butler Jr. | ||
Sector Energy | Industry Thermal Coal | Full time employees 600 | Website https://nacco.com |
Full time employees 600 | Website https://nacco.com | ||
NACCO Industries, Inc., together with its subsidiaries, engages in the natural resources business. The company operates through three segments: Coal Mining, North American Mining, and Minerals Management. The Coal Mining segment operates surface coal mines under long-term contracts with power generation companies. Coal is surface mined in North Dakota and Mississippi. The North American Mining segment provides value-added contract mining and other services for producers of aggregates, activated carbon, lithium, and other industrial minerals; and contract mining services for independently owned mines and quarries in Florida, Texas, Arkansas, Virginia, and Nebraska. The Minerals Management segment is involved in the leasing of its royalty and mineral interests to third-party exploration and production companies, and other mining companies, which grants them the rights to explore, develop, mine, produce, market, and sell gas, oil, and coal. The company was founded in 1913 and is headquartered in Cleveland, Ohio.
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