Hyster-Yale, Inc (HY) Fair Value & Analysis
Industrials · US · Market cap $704M
Hyster-Yale, Inc
HY · US
Fair value as of: Jul 5, 2026
From 12 valuation models · updated 36 days ago
Fair value updated Jul 5, 2026, revised from $21.85 to $25.87 (+18.4%) since Jun 24, 2026. Share price +16.2% over the past month.
Below-average quality, and screening another 30% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($25.87). The favourable scenario is already priced in.
- Weak quality (33/100) and above fair value at the same time, the margin of safety is missing on both counts.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 5, 2026.
How to read this chart
60‑month range $18.94 – $76.31 · fair‑value band $19.30 – $25.87 · the $37.09 price screens above the $25.87 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 5, 2026.
Analysis
Hyster-Yale, Inc (HY) currently trades at $37.09, while our model-based Fair Value estimate is $25.87, implying the stock looks roughly 30.3% overvalued today. The Quality Score stands at 33/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Hyster-Yale, Inc generated revenue of $3.7B at a net margin of -2.7%. Revenue declined 12.7% year over year. It earns a return on equity of -19.8%. Net debt stands at $262M. Fundamentals as of Jul 5, 2026
Our scenario range runs from $19.30 (bear case) to $25.87 (bull case); at $37.09, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 13% below its 52-week high and 45% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at 12% fair-value upside, at -30%, HY screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 12 models by family
Widest divergence: Asset-Based ($17.85) versus Growth DCF ($9.28). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 35 · Market factors (momentum, volatility) 32
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Hyster-Yale, Inc., through its subsidiaries, provides lift trucks, attachments, parts, fleet management services, and technology and energy solutions worldwide. The company manufactures components, such as frames, masts, and transmissions; and assembles lift trucks.
Full company description
Hyster-Yale, Inc., through its subsidiaries, provides lift trucks, attachments, parts, fleet management services, and technology and energy solutions worldwide. The company manufactures components, such as frames, masts, and transmissions; and assembles lift trucks. It markets its products primarily under the Hyster, Yale, and Nuvera brands to independent Hyster and Yale retail dealerships. The company also offers lift truck attachments, forks, masts, and lift tables under the Bolzoni, Auramo, and Meyer brands, as well as parts under the UNISOURCE brand. In addition, it designs and produces specialized products in the port equipment and rough terrain forklift markets. 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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Hyster-Yale, Inc reported revenue of $3.8B in FY2025 versus $3.1B in FY2021, a compound +5.2%/yr. Reported net income was −$60.1M in FY2025.
HY screens 30% overvalued. Compare with Caterpillar Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Here's Why Hyster-Yale (HY) Fell More Than Broader Market
- Hyster-Yale (HY) Stock Moves -1.16%: What You Should Know
- Hyster-Yale (HY) Ascends While Market Falls: Some Facts to Note
- 3 Reasons to Avoid HY and 1 Stock to Buy Instead
Peer Group
Farm & Heavy Construction Machinery · 148 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Farm & Heavy Construction Machinery median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Farm & Heavy Construction Machinery stocks, each showing price versus our Fair Value estimate (as of Jul 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Caterpillar Inc CAT | $952.41 | $307.83 | -68% |
| Deere & Company DE | $597.24 | $187.86 | -69% |
| AB Volvo (publ), VOLVA | kr 336.60 | kr 288.08 | -14% |
| PACCAR Inc PCAR | $126.20 | $94.80 | -25% |
| Epiroc AB EPIA | kr 251.90 | kr 144.14 | -43% |
| Exor N.V EXO | €69.40 | €219.41 | +216% |
| Sany Heavy Industry Co 600031 | ¥18.65 | ¥20.84 | +12% |
| XCMG Construction Machinery Co 000425 | ¥8.39 | ¥11.79 | +41% |
| Sinotruk (Hong Kong) Limited 3808 | HK$41.00 | HK$53.51 | +31% |
| Yutong Bus Co 600066 | ¥32.29 | ¥42.00 | +30% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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