HBB (Hamilton Beach Brands Holding Co) ROE %: 7.70% (As of Mar. 2026) — 66% Below Median


HBB Hamilton Beach Brands Holding Co HBB
75 GF Score
Price $21.00
GF Value $16.87
Valuation Modestly Overvalued
! 6 Warning Signs
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What is Hamilton Beach Brands Holding Co ROE %?

Hamilton Beach Brands Holding Co HBB +5.95% 75 ROE % is 7.70% as of Mar. 2026, which is 66% below its 10-year median of 22.82. GuruFocus rates HBB with a GF Score™ of 75/100 and a GF Value™ of $16.87 (Modestly Overvalued). The stock has 6 warning signs investors should review. Among 428 Furnishings, Fixtures & Appliances companies, Hamilton Beach Brands Holding Co ranks better than 86.45% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Hamilton Beach Brands Holding Co's annualized net income for the quarter that ended in Mar. 2026 was $14.2 Mil. Hamilton Beach Brands Holding Co's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was $183.8 Mil. Therefore, Hamilton Beach Brands Holding Co's annualized ROE % for the quarter that ended in Mar. 2026 was 7.70%.

The historical rank and industry rank for Hamilton Beach Brands Holding Co's ROE % or its related term are showing as below:

HBB' s ROE % Range Over the Past 10 Years
Min: -29.02   Med: 22.82   Max: 79.5
Current: 16.41

During the past 11 years, Hamilton Beach Brands Holding Co's highest ROE % was 79.50%. The lowest was -29.02%. And the median was 22.82%.

HBB's ROE % is ranked better than
86.45% of 428 companies
in the Furnishings, Fixtures & Appliances industry
Industry Median: 4.6 vs HBB: 16.41

Hamilton Beach Brands Holding Co  (NYSE:HBB) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=14.156/183.807
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(14.156 / 487.852)*(487.852 / 383.878)*(383.878 / 183.807)
=Net Margin %*Asset Turnover*Equity Multiplier
=2.9 %*1.2709*2.0885
=ROA %*Equity Multiplier
=3.69 %*2.0885
=7.70 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=14.156/183.807
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (14.156 / 19.808) * (19.808 / 19.872) * (19.872 / 487.852) * (487.852 / 383.878) * (383.878 / 183.807)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7147 * 0.9968 * 4.07 % * 1.2709 * 2.0885
=7.70 %

Note: The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Hamilton Beach Brands Holding Co ROE % Related Terms


Hamilton Beach Brands Holding Co ROE % Historical Data

* Premium members only.

The historical data trend for Hamilton Beach Brands Holding Co's ROE % 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 ROE % Chart

Hamilton Beach Brands Holding Co Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 23.36 22.28 18.57 19.64 15.17

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
ROE % 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 4.39 10.89 4.03 42.77 7.70

HBB vs FLXS, LOVE, LCUT: ROE % Comparison

For the Furnishings, Fixtures & Appliances subindustry, Hamilton Beach Brands Holding Co's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Furnishings, Fixtures & Appliances Industry

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

* The bar in red indicates where Hamilton Beach Brands Holding Co's ROE % falls into.


HBB
75GF Score
Hamilton Beach Brands Holding Co HBB
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Hamilton Beach Brands Holding Co ROE % Calculation

Hamilton Beach Brands Holding Co's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=26.455/( (165.903+182.845)/ 2 )
=26.455/174.374
=15.17 %

Hamilton Beach Brands Holding Co's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=14.156/( (182.845+184.769)/ 2 )
=14.156/183.807
=7.70 %

* 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.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 7.70% mean?
Hamilton Beach Brands Holding Co (HBB) has a ROE % of 7.70% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Hamilton Beach Brands Holding Co and its competitors. This is 66% below median its historical median of 22.82. According to the industry distribution chart, Hamilton Beach Brands Holding Co ranks #58 out of 428 companies in the Furnishings, Fixtures & Appliances industry, placing it in the top 13.6%.
Is Hamilton Beach Brands Holding Co's ROE % too high?
Hamilton Beach Brands Holding Co's current ROE % of 7.70% is 66% below median its 10-year median of 22.82. The Furnishings, Fixtures & Appliances industry median ROE % is 4.60. Hamilton Beach Brands Holding Co's value of 7.70% is 67.4% above this industry median. Based on the distribution chart, Hamilton Beach Brands Holding Co ranks #58 out of 428 companies in the Furnishings, Fixtures & Appliances industry, which is in the top quartile — a strong position relative to peers. Overall, Hamilton Beach Brands Holding Co has a GF Score™ of 75/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Hamilton Beach Brands Holding Co's ROE % compare to FLXS and LOVE?
According to the Furnishings, Fixtures & Appliances industry distribution chart, Hamilton Beach Brands Holding Co ranks #58 out of 428 companies for ROE %. This places Hamilton Beach Brands Holding Co in the top 14% of its industry — outperforming the majority of peers. The industry median ROE % is 4.60. Hamilton Beach Brands Holding Co's value of 7.70% is 67.4% above this benchmark. While the company's 10-year median is 22.82 vs. the industry median of 4.60, 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 ROE % for a Furnishings, Fixtures & Appliances company?
The median ROE % among Furnishings, Fixtures & Appliances companies is 4.60, based on 428 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Hamilton Beach Brands Holding Co's current ROE % of 7.70% is 67.4% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Hamilton Beach Brands Holding Co and its competitors. For the Furnishings, Fixtures & Appliances industry, the median ROE % is 4.60 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Hamilton Beach Brands Holding Co's current ROE % is 7.70%, which is 66% below median its own 10-year median of 22.82. 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 Modestly Overvalued. The stock's GF Value™ is $16.87, compared to a current price of $21.00 — trading 24.5% above its estimated fair value. The current ROE % is 7.70%, which is 66% below median its 10-year median of 22.82 and 67.4% above the Furnishings, Fixtures & Appliances industry median of 4.60. Hamilton Beach Brands Holding Co's overall GF Score™ is 75/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Hamilton Beach Brands Holding Co (HBB), the current ROE % is 7.70% 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 $21.00 is trading 24.5% above its estimated GF Value™ of $16.87. GuruFocus considers Hamilton Beach Brands Holding Co to be Modestly Overvalued.

Key valuation signals for HBB:

  • ROE %: 7.70% (66% below median its 10-year median of 22.82)
  • GF Value™: $16.87 vs. price of $21.00 (24.5% above fair value)
  • GF Score™: 75/100 with 6 warning signs
  • Industry Position: 67.4% above the Furnishings, Fixtures & Appliances median (#58 of 428)

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.
75GF Score

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ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$21.00
Price
$16.87
GF Value