Hamilton Beach Brands Holding Co

HBBdata completeness 100%11 fiscal years on file
The thesis, from the filings

Hamilton Beach Brands Holding Co earns about 17% on invested capital, comfortably above its ~9% cost of capital, and has bought back 3% of its shares over 5 years — the marks of a durable business run for its owners. The estimate methods put fair value between $19.29 and $88.07 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$658.4M1$640.9M1$625.6M1$654.7M2$606.9M2
Net income$21.3M3$25.3M4$25.2M5$30.8M5$26.5M5
Operating cash flow$17.9M6−$3.42M7$88.6M8$65.4M8$13.8M8
Capital expenditure$11.8M9$2.28M10$3.42M11$3.19M11$2.78M11
Free cash flow (derived)$6.01M6−$5.7M7$85.2M8$62.2M8$11M8
Total debt$110.9M12$50M13$50M14$50M14
Cash & equivalents$1.13M15$928,00016$15.4M17$45.6M17$47.3M17
Diluted shares13.9M14.0M14.1M14.0M13.6M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$134.73
your share of equity
Profit it earned you last year
$19.49
Free cash flow it threw off
$8.13
Debt you’d be carrying
$36.84

10 shares is a claim on $134.73 of net worth that earned you $19.49 and generated $8.13 of cash last year, against $36.84 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
17% avg · 5y
FY21 23%FY22 12%FY23 15%FY24 18%FY25 14%

It earned about 17% on invested capital against a ~9% cost of capital — comfortably above the cost of funding, a moderate advantage.

seeing a moat in the numbers →
Management signal · capital allocation
−3% shares · 5y

Share count is down 3% over 5 years — management has been buying back stock, quietly handing owners a bigger slice. Total debt has fallen 55% — deleveraging.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 3 estimate methods that apply put fair value between $19.29 and $88.07 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$88.07
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth5.0%
  • fcfBase$62.2M
DCF · Growth Exit 5Y
$81.17
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth5.0%
  • fcfBase$62.2M
Earnings Power Value
$19.29
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$25.3M
  • growthAssumed0.0%
Graham Number
$24.31
assumptions (1)
  • grahamMultiplier2250.0%

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years5.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $81.17
The three cases
Bear0.0%$65.31
Base5.0%$81.17
Bull10.0%$100.14

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 5.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 10-K · period ending 2021-12-31 · accession 0001709164-24-000011 (RevenueFromContractWithCustomerExcludingAssessedTax)
  2. 10-K · period ending 2024-12-31 · accession 0001709164-26-000037 (Revenues)
  3. 10-K · period ending 2021-12-31 · accession 0001709164-24-000011 (NetIncomeLoss)
  4. 10-K · period ending 2022-12-31 · accession 0001709164-25-000008 (NetIncomeLoss)
  5. 10-K · period ending 2023-12-31 · accession 0001709164-26-000037 (NetIncomeLoss)
  6. 10-K · period ending 2021-12-31 · accession 0001709164-24-000011 (NetCashProvidedByUsedInOperatingActivities)
  7. 10-K · period ending 2022-12-31 · accession 0001709164-25-000008 (NetCashProvidedByUsedInOperatingActivities)
  8. 10-K · period ending 2023-12-31 · accession 0001709164-26-000037 (NetCashProvidedByUsedInOperatingActivities)
  9. 10-K · period ending 2021-12-31 · accession 0001709164-24-000011 (PaymentsToAcquirePropertyPlantAndEquipment)
  10. 10-K · period ending 2022-12-31 · accession 0001709164-25-000008 (PaymentsToAcquirePropertyPlantAndEquipment)
  11. 10-K · period ending 2023-12-31 · accession 0001709164-26-000037 (PaymentsToAcquirePropertyPlantAndEquipment)
  12. 10-K · period ending 2022-12-31 · accession 0001709164-24-000011 (LongTermDebt)
  13. 10-K · period ending 2023-12-31 · accession 0001709164-25-000008 (LongTermDebt)
  14. 10-K · period ending 2024-12-31 · accession 0001709164-26-000037 (LongTermDebt)
  15. 10-K · period ending 2021-12-31 · accession 0001709164-24-000011 (CashAndCashEquivalentsAtCarryingValue)
  16. 10-K · period ending 2022-12-31 · accession 0001709164-25-000008 (CashAndCashEquivalentsAtCarryingValue)
  17. 10-K · period ending 2023-12-31 · accession 0001709164-26-000037 (CashAndCashEquivalentsAtCarryingValue)