HBB (Hamilton Beach Brands Holding Co) 3-Year ROIIC % : 4.82% (As of Dec. 2025) — Near Median

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HBB Hamilton Beach Brands Holding Co HBB
74 GF Score
Price $21.61
GF Value $16.86
Valuation Modestly Overvalued
! 6 Warning Signs
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What is Hamilton Beach Brands Holding Co 3-Year ROIIC %?

Hamilton Beach Brands Holding Co HBB -0.51% 74 3-Year ROIIC % is 4.82 as of Dec. 2025, which is at its 10-year median of 4.82. GuruFocus rates HBB with a GF Score™ of 74/100 and a GF Value™ of $16.86 (Modestly Overvalued). The stock has 6 warning signs investors should review. Among 407 Furnishings, Fixtures & Appliances companies, Hamilton Beach Brands Holding Co ranks better than 54.79% on this metric.

3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year. Hamilton Beach Brands Holding Co's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 4.82%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Hamilton Beach Brands Holding Co's 3-Year ROIIC % or its related term are showing as below:

HBB's 3-Year ROIIC % is ranked better than
54.79% of 407 companies
in the Furnishings, Fixtures & Appliances industry
Industry Median: 1.66 vs HBB: 4.82

Hamilton Beach Brands Holding Co  (NYSE:HBB) 3-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Hamilton Beach Brands Holding Co 3-Year ROIIC % Related Terms


Hamilton Beach Brands Holding Co 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Hamilton Beach Brands Holding Co's 3-Year ROIIC % 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 3-Year ROIIC % Chart

Hamilton Beach Brands Holding Co Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -3.72 8.78 3.65 115.76 4.82

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
3-Year ROIIC % 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 0.00 0.00 0.00 4.82 0.00

HBB vs FLXS, LOVE, COOK: 3-Year ROIIC % Comparison

For the Furnishings, Fixtures & Appliances subindustry, Hamilton Beach Brands Holding Co's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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 3-Year ROIIC % vs Furnishings, Fixtures & Appliances Industry

For the Furnishings, Fixtures & Appliances industry and Consumer Cyclical sector, Hamilton Beach Brands Holding Co's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Hamilton Beach Brands Holding Co's 3-Year ROIIC % falls into.


HBB
74GF Score
Hamilton Beach Brands Holding Co HBB
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Hamilton Beach Brands Holding Co 3-Year ROIIC % Calculation

Hamilton Beach Brands Holding Co's 3-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 27.1525917 (Dec. 2025) - 30.2244054 (Dec. 2022) )/( 256.06 (Dec. 2025) - 319.789 (Dec. 2022) )
=-3.0718137/-63.729
=4.82%***

* 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.

** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.

Frequently Asked Questions Learn more about 3-Year ROIIC % →
What does a 3-Year ROIIC % of 4.82 mean?
Hamilton Beach Brands Holding Co (HBB) has a 3-Year ROIIC % of 4.82 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Hamilton Beach Brands Holding Co and its competitors. This is near median its historical median of 4.82. According to the industry distribution chart, Hamilton Beach Brands Holding Co ranks #184 out of 407 companies in the Furnishings, Fixtures & Appliances industry, placing it in the top 45.2%.
Is Hamilton Beach Brands Holding Co's 3-Year ROIIC % too high?
Hamilton Beach Brands Holding Co's current 3-Year ROIIC % of 4.82 is near median its 10-year median of 4.82. The Furnishings, Fixtures & Appliances industry median 3-Year ROIIC % is 1.66. Hamilton Beach Brands Holding Co's value of 4.82 is 190.4% above this industry median. Based on the distribution chart, Hamilton Beach Brands Holding Co ranks #184 out of 407 companies in the Furnishings, Fixtures & Appliances industry, which is above the industry midpoint. Overall, Hamilton Beach Brands Holding Co has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Hamilton Beach Brands Holding Co's 3-Year ROIIC % compare to FLXS and LOVE?
According to the Furnishings, Fixtures & Appliances industry distribution chart, Hamilton Beach Brands Holding Co ranks #184 out of 407 companies for 3-Year ROIIC %. This puts Hamilton Beach Brands Holding Co in the upper half of its industry. The industry median 3-Year ROIIC % is 1.66. Hamilton Beach Brands Holding Co's value of 4.82 is 190.4% above this benchmark. While the company's 10-year median is 4.82 vs. the industry median of 1.66, 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 3-Year ROIIC % for a Furnishings, Fixtures & Appliances company?
The median 3-Year ROIIC % among Furnishings, Fixtures & Appliances companies is 1.66, based on 407 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Hamilton Beach Brands Holding Co's current 3-Year ROIIC % of 4.82 is 190.4% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Hamilton Beach Brands Holding Co and its competitors. For the Furnishings, Fixtures & Appliances industry, the median 3-Year ROIIC % is 1.66 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Hamilton Beach Brands Holding Co's current 3-Year ROIIC % is 4.82, which is near median its own 10-year median of 4.82. 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 $16.86, compared to a current price of $21.61 — trading 28.2% above its estimated fair value. The current 3-Year ROIIC % is 4.82, which is near median its 10-year median of 4.82 and 190.4% above the Furnishings, Fixtures & Appliances industry median of 1.66. Hamilton Beach Brands Holding Co's overall GF Score™ is 74/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Hamilton Beach Brands Holding Co (HBB), the current 3-Year ROIIC % is 4.82 as of Dec. 2025. 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 $21.61 is trading 28.2% above its estimated GF Value™ of $16.86. GuruFocus considers Hamilton Beach Brands Holding Co to be Modestly Overvalued.

Key valuation signals for HBB:

  • 3-Year ROIIC %: 4.82 (near median its 10-year median of 4.82)
  • GF Value™: $16.86 vs. price of $21.61 (28.2% above fair value)
  • GF Score™: 74/100 with 6 warning signs
  • Industry Position: 190.4% above the Furnishings, Fixtures & Appliances median (#184 of 407)

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.
74GF Score

Get the complete analysis for HBB

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

$21.61
Price
$16.86
GF Value