Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- AI Summary
- About
HY 
Hyster-Yale Materials Handling Inc (HY)
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
01/14/2025: HY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -7.84% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 907.45M USD | Price to earnings Ratio 5.83 | 1Y Target Price 72.5 |
Price to earnings Ratio 5.83 | 1Y Target Price 72.5 | ||
Volume (30-day avg) 88605 | Beta 1.31 | 52 Weeks Range 48.43 - 83.44 | Updated Date 01/14/2025 |
52 Weeks Range 48.43 - 83.44 | Updated Date 01/14/2025 | ||
Dividends yield (FY) 2.73% | Basic EPS (TTM) 8.89 |
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.68% | Operating Margin (TTM) 3.15% |
Management Effectiveness
Return on Assets (TTM) 7.63% | Return on Equity (TTM) 36.62% |
Valuation
Trailing PE 5.83 | Forward PE 9.63 | Enterprise Value 1289845033 | Price to Sales(TTM) 0.21 |
Enterprise Value 1289845033 | Price to Sales(TTM) 0.21 | ||
Enterprise Value to Revenue 0.3 | Enterprise Value to EBITDA 4.04 | Shares Outstanding 14051400 | Shares Floating 9698325 |
Shares Outstanding 14051400 | Shares Floating 9698325 | ||
Percent Insiders 16.71 | Percent Institutions 63.03 |
AI Summary
Hyster-Yale Materials Handling Inc.: A Comprehensive Overview
Company Profile:
History: Founded in 1929, Hyster-Yale Materials Handling Inc. (NYSE: HY) is a global leader in the design, manufacture, and sale of lift trucks and other materials handling equipment. Originally known as Hyster, the company acquired Yale Materials Handling Corporation in 1986, forming the current entity. Hyster-Yale boasts a rich history of innovation, including the development of the first forklift truck with pneumatic tires in 1932.
Business Areas:
- Lift Trucks: Hyster-Yale offers a broad range of lift trucks, including internal combustion, electric, and specialized models for various applications.
- Warehousing Solutions: The company provides integrated solutions for warehouse automation, including racking, conveyors, and software.
- Parts and Services: Hyster-Yale has a global network of dealerships offering parts and maintenance services to ensure optimal equipment uptime.
Leadership:
- President and CEO: Kevin McGeary
- Chief Financial Officer: Peter A. Sharpe
- Chief Technology Officer: Tom Degnan
Top Products and Market Share:
- Lift Trucks: Hyster-Yale offers a diverse range of lift trucks, including the popular H2.5-3.5XT series and the Yale MX electric truck.
- Warehousing Solutions: The company's warehouse automation solutions are known for their efficiency and scalability.
- Market Share: Hyster-Yale holds a significant market share in both the global and US materials handling equipment markets. The company is the second-largest forklift manufacturer globally, with a market share of approximately 13%.
Total Addressable Market: The global materials handling equipment market is estimated to be worth over $90 billion. The US market represents a significant portion of this, valued at over $25 billion.
Financial Performance:
- Revenue: In 2022, Hyster-Yale reported revenue of $3.3 billion.
- Net Income: The company's net income for 2022 was $173 million.
- EPS: Earnings per share for 2022 were $3.28.
- Financials: Hyster-Yale demonstrates strong financial health with healthy cash flow and a solid balance sheet.
Dividends and Shareholder Returns:
- Dividend History: Hyster-Yale has a consistent dividend payout history, with a current annual dividend yield of 1.6%.
- Shareholder Returns: Over the past five years, Hyster-Yale stock has delivered a total return of over 50%.
Growth Trajectory:
- Historical Growth: Hyster-Yale has experienced steady growth over the past decade, with revenue increasing at a compound annual growth rate (CAGR) of 4.5%.
- Future Growth: The company is well-positioned for continued growth, driven by increasing demand for e-commerce fulfillment and rising automation in warehouses.
Market Dynamics:
- Industry Trends: The materials handling equipment industry is witnessing accelerated growth due to the rise of e-commerce and the need for increased efficiency in warehousing operations.
- Technological Advancements: Automation and electrification are key trends driving innovation in the industry.
- Hyster-Yale Positioning: The company is embracing these trends with its diverse product portfolio and focus on intelligent warehousing solutions.
Competitors:
- Key Competitors:
- Toyota Industries Corporation (TM)
- Kion Group AG (KION.DE)
- Jungheinrich AG (JUNG.DE)
- Market Share: Toyota Industries holds the largest market share with approximately 20%, followed by Kion Group with 14% and Hyster-Yale with 13%.
- Competitive Advantages: Hyster-Yale offers a broad range of products, a strong global presence, and a reputation for reliability and innovation.
Potential Challenges and Opportunities:
- Challenges: Hyster-Yale faces challenges like supply chain disruptions, rising raw material costs, and intense competition.
- Opportunities: The company has opportunities for growth by expanding into emerging markets, developing innovative products, and leveraging its strong dealer network.
Recent Acquisitions:
- 2020: Nuvera Fuel Cells, a manufacturer of hydrogen fuel cell power systems for electric vehicles. This acquisition aligns with Hyster-Yale's commitment to developing environmentally friendly solutions.
- 2021: BHS Intralogistics, a leading provider of warehouse automation solutions. This acquisition strengthens Hyster-Yale's position in the growing warehouse automation market.
AI-Based Fundamental Rating:
Hypothetical AI Rating: 7.5/10
Justification: Hyster-Yale exhibits strong financial performance, a leading market position, and promising growth prospects. The company's focus on innovation and its global presence are key strengths. However, challenges like supply chain disruptions and intense competition need to be addressed.
Sources and Disclaimer:
- Sources: Company website, SEC filings, industry reports, and financial news sources.
- Disclaimer: This information is provided for educational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions.
About NVIDIA Corporation
Exchange NYSE | Headquaters Cleveland, OH, United States | ||
IPO Launch date 2012-10-01 | President, CEO & Director Mr. Rajiv K. Prasad | ||
Sector Industrials | Industry Farm & Heavy Construction Machinery | Full time employees 8600 | Website https://www.hyster-yale.com |
Full time employees 8600 | Website https://www.hyster-yale.com | ||
Hyster-Yale, Inc., through its subsidiaries, designs, engineers, manufactures, sells, and services a line of lift trucks, attachments, and aftermarket parts worldwide. The company manufactures components, such as frames, masts, and transmissions; and assembles lift trucks. It markets its products primarily under the Hyster and Yale brand names to independent Hyster and Yale retail dealerships. The company also sells aftermarket parts under the Hyster and Yale, as well as UNISOURCE and PREMIER brands to Hyster and Yale dealers for the service of competitor lift trucks. In addition, it produces and distributes attachments, forks, and lift tables under the Bolzoni, Auramo, and Meyer brand names; and designs and produces products in the port equipment and rough terrain forklift markets. Further, the company designs, manufactures, and sells hydrogen fuel-cell stacks and engines. It serves light and heavy manufacturers, trucking and automotive companies, rental companies, building materials and paper suppliers, lumber, metal products, warehouses, retailers, food distributors, container handling companies, and U.S. and non-U.S. governmental agencies. The company was formerly known as Hyster-Yale Materials Handling, Inc. and changed its name to Hyster-Yale, Inc. in June 2024. Hyster-Yale, Inc. was incorporated in 1991 and is headquartered in Cleveland, Ohio.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.