HBB (Hamilton Beach Brands Holding Co) ROC (Joel Greenblatt) %: 9.63% (As of Mar. 2026) — 61% Below Median

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HBB Hamilton Beach Brands Holding Co HBB
70 GF Score
Price $22.58
GF Value $16.86
Valuation Significantly Overvalued
! 6 Warning Signs
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What is Hamilton Beach Brands Holding Co ROC (Joel Greenblatt) %?

Hamilton Beach Brands Holding Co HBB +4.49% 70 ROC (Joel Greenblatt) % is 9.63% as of Mar. 2026, which is 61% below its 10-year median of 24.49. GuruFocus rates HBB with a GF Score™ of 70/100 and a GF Value™ of $16.86 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 433 Furnishings, Fixtures & Appliances companies, Hamilton Beach Brands Holding Co ranks better than 69.28% on this metric.

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Hamilton Beach Brands Holding Co's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 9.63%.

The historical rank and industry rank for Hamilton Beach Brands Holding Co's ROC (Joel Greenblatt) % or its related term are showing as below:

HBB' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 14.93   Med: 24.49   Max: 53.32
Current: 18.79

During the past 11 years, Hamilton Beach Brands Holding Co's highest ROC (Joel Greenblatt) % was 53.32%. The lowest was 14.93%. And the median was 24.49%.

HBB's ROC (Joel Greenblatt) % is ranked better than
69.28% of 433 companies
in the Furnishings, Fixtures & Appliances industry
Industry Median: 9.37 vs HBB: 18.79

Hamilton Beach Brands Holding Co's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was -7.10% per year.


Hamilton Beach Brands Holding Co  (NYSE:HBB) ROC (Joel Greenblatt) % Explanation

The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.

Joel Greenblatt uses his definition of Return on Capital and Earnings Yield (Joel Greenblatt) % to rank companies.


Hamilton Beach Brands Holding Co ROC (Joel Greenblatt) % Related Terms


Hamilton Beach Brands Holding Co ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Hamilton Beach Brands Holding Co's ROC (Joel Greenblatt) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Hamilton Beach Brands Holding Co ROC (Joel Greenblatt) % Chart

Hamilton Beach Brands Holding Co Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 18.61 16.69 14.93 17.68 18.92

Hamilton Beach Brands Holding Co Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROC (Joel Greenblatt) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 5.09 11.80 4.16 48.88 9.63

HBB vs FLXS, LOVE, COOK: ROC (Joel Greenblatt) % Comparison

For the Furnishings, Fixtures & Appliances subindustry, Hamilton Beach Brands Holding Co's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Hamilton Beach Brands Holding Co ROC (Joel Greenblatt) % vs Furnishings, Fixtures & Appliances Industry

For the Furnishings, Fixtures & Appliances industry and Consumer Cyclical sector, Hamilton Beach Brands Holding Co's ROC (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Hamilton Beach Brands Holding Co's ROC (Joel Greenblatt) % falls into.


HBB
70GF Score
Hamilton Beach Brands Holding Co HBB
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Hamilton Beach Brands Holding Co ROC (Joel Greenblatt) % Calculation

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:

ROC (Joel Greenblatt) %=EBIT/Average of (Net fixed Assets + Net Working Capital)

EBIT stands for Earnings Before Interest and Taxes.

Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.

GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.

Working Capital(Q: Dec. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(110.535 + 133.833 + 13.052) - (94.251 + 0 + 23.485)
=139.684

Working Capital(Q: Mar. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(89.28 + 130.33 + 16.659) - (76.146 + 0 + 13.465)
=146.658

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of Hamilton Beach Brands Holding Co for the quarter that ended in Mar. 2026 can be restated as:

ROC (Joel Greenblatt) %(Q: Mar. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Dec. 2025  Q: Mar. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=19.872/( ( (64.867 + max(139.684, 0)) + (61.653 + max(146.658, 0)) )/ 2 )
=19.872/( ( 204.551 + 208.311 )/ 2 )
=19.872/206.431
=9.63 %

Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROC (Joel Greenblatt) % of 9.63% mean?
Hamilton Beach Brands Holding Co (HBB) has a ROC (Joel Greenblatt) % of 9.63% as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Hamilton Beach Brands Holding Co and its competitors. This is 61% below median its historical median of 24.49. Over the past decade, Hamilton Beach Brands Holding Co's ROC (Joel Greenblatt) % has ranged from 14.93 to 53.32. According to the industry distribution chart, Hamilton Beach Brands Holding Co ranks #133 out of 433 companies in the Furnishings, Fixtures & Appliances industry, placing it in the top 30.7%.
Is Hamilton Beach Brands Holding Co's ROC (Joel Greenblatt) % too high?
Hamilton Beach Brands Holding Co's current ROC (Joel Greenblatt) % of 9.63% is 61% below median its 10-year median of 24.49. Over the past 10 years, this metric has ranged from a low of 14.93 to a high of 53.32. The Furnishings, Fixtures & Appliances industry median ROC (Joel Greenblatt) % is 9.37. Hamilton Beach Brands Holding Co's value of 9.63% is 2.8% above this industry median. Based on the distribution chart, Hamilton Beach Brands Holding Co ranks #133 out of 433 companies in the Furnishings, Fixtures & Appliances industry, which is above the industry midpoint. Overall, Hamilton Beach Brands Holding Co has a GF Score™ of 70/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Hamilton Beach Brands Holding Co's ROC (Joel Greenblatt) % compare to FLXS and LOVE?
According to the Furnishings, Fixtures & Appliances industry distribution chart, Hamilton Beach Brands Holding Co ranks #133 out of 433 companies for ROC (Joel Greenblatt) %. This puts Hamilton Beach Brands Holding Co in the upper half of its industry. The industry median ROC (Joel Greenblatt) % is 9.37. Hamilton Beach Brands Holding Co's value of 9.63% is 2.8% above this benchmark. Historically, Hamilton Beach Brands Holding Co's own ROC (Joel Greenblatt) % has ranged from 14.93 to 53.32 over the past decade. While the company's 10-year median is 24.49 vs. the industry median of 9.37, Hamilton Beach Brands Holding Co has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for a Furnishings, Fixtures & Appliances company?
The median ROC (Joel Greenblatt) % among Furnishings, Fixtures & Appliances companies is 9.37, based on 433 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Hamilton Beach Brands Holding Co's current ROC (Joel Greenblatt) % of 9.63% is 2.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Hamilton Beach Brands Holding Co and its competitors. For the Furnishings, Fixtures & Appliances industry, the median ROC (Joel Greenblatt) % is 9.37 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Hamilton Beach Brands Holding Co's current ROC (Joel Greenblatt) % is 9.63%, which is 61% below median its own 10-year median of 24.49. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Hamilton Beach Brands Holding Co stock overvalued right now?
Based on GuruFocus' analysis, Hamilton Beach Brands Holding Co (HBB) is currently considered Significantly Overvalued. The stock's GF Value™ is $16.86, compared to a current price of $22.58 — trading 33.9% above its estimated fair value. The current ROC (Joel Greenblatt) % is 9.63%, which is 61% below median its 10-year median of 24.49 and 2.8% above the Furnishings, Fixtures & Appliances industry median of 9.37. Hamilton Beach Brands Holding Co's overall GF Score™ is 70/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Hamilton Beach Brands Holding Co (HBB), the current ROC (Joel Greenblatt) % is 9.63% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Hamilton Beach Brands Holding Co (HBB) Overvalued in 2026?

Based on GuruFocus' analysis, Hamilton Beach Brands Holding Co stock appears to be overvalued. The current stock price of $22.58 is trading 33.9% above its estimated GF Value™ of $16.86. GuruFocus considers Hamilton Beach Brands Holding Co to be Significantly Overvalued.

Key valuation signals for HBB:

  • ROC (Joel Greenblatt) %: 9.63% (61% below median its 10-year median of 24.49)
  • GF Value™: $16.86 vs. price of $22.58 (33.9% above fair value)
  • GF Score™: 70/100 with 6 warning signs
  • Industry Position: 2.8% above the Furnishings, Fixtures & Appliances median (#133 of 433)

No single metric tells the full story. See the HBB stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Hamilton Beach Brands Holding Co Business Description

Address 4421 Waterfront Drive, Glen Allen, VA, USA, 23060
Hamilton Beach Brands Holding Co, through its subsidiaries, is engaged in consumer, commercial, and specialty small appliances and specialty retail. It designs, markets, and distributes small branded electric household and specialty housewares small appliances, as well as commercial products for restaurants, bars, and hotels. It has two operating segments Home and Commercial Products segment includes consumer product revenue consisting of sales of small electric household and specialty housewares appliances whereas the health segment includes lease revenue associated with leases of connected devices to specialty pharmacy networks and pharmaceutical companies, as well as licensing revenue which grant customers the right to use software for healthcare management.
70GF Score

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ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$22.58
Price
$16.86
GF Value