HY
Hyster-Yale, Inc. Industrials - Farm & Heavy Construction Machinery Investor Relations →
Hyster-Yale, Inc. (HY) closed at $33.54 as of 2026-09-18, trading 22.4% below its 200-week moving average of $43.25. This places HY in the extreme value zone. The stock is currently moving closer to the line, down from -22.2% last week. The 14-week RSI sits at 43, indicating neutral momentum.
Trading volume is running at 1.5x of its 14-week average, which is in the normal range. The balance between buying and selling volume (0.96 ratio) is neutral — neither side is clearly dominating.
Over the past 680 weeks of data, HY has crossed below its 200-week moving average 16 times. On average, these episodes lasted 25 weeks. The average one-year return after crossing below was -7.9%, suggesting these dips have not historically been reliable buying opportunities for this stock.
With a market cap of $601 million, HY is a small-cap stock. The company generates a free cash flow yield of 7.2%, which is healthy. Return on equity stands at -23.6%. The stock trades at 1.5x book value.
Share count has increased 4.7% over three years, indicating dilution. This stock also meets the Yartseva multibagger criteria as a small-cap with strong free cash flow yield and reasonable book value.
Over the past 13.1 years, a hypothetical investment of $100 in HY would have grown to $52, compared to $564 for the S&P 500. HY has returned -4.9% annualized vs 14.1% for the index, underperforming the broader market over this period.
Free cash flow has been growing at a 26% compound annual rate, with 4 consecutive years of positive cash generation. A business generating more cash every year while trading below its 200-week moving average is exactly the kind of disconnect value investors look for.
Business Health
Annual financials — how the underlying business has performed over the past several years.
Cash Flow Free cash flow & net income ($M)
Revenue Annual revenue ($M) — business growth proxy
Total Debt Balance sheet debt ($M)
ROIC Return on invested capital (%)
FCF Yield Free cash flow / market cap (%) — Yartseva signal
Gross Margin Pricing power & competitive moat (%)
Shares Outstanding Buybacks vs dilution (millions)
Growth of $100: HY vs S&P 500
Monthly data normalized to $100 at start. Vertical dashed lines mark 200-week MA touches.
What Happens After HY Crosses Below the Line?
Across 16 historical episodes, buying HY when it crossed below its 200-week moving average produced an average return of -10.9% after 12 months (median -11.0%), compared to +10.2% for the S&P 500 over the same periods. 12% of those episodes were profitable after one year. After 24 months, the average return was -3.5% vs +29.3% for the index.
Each line shows $100 invested at the moment HY crossed below its 200-week MA. Bold blue = stock average. Gray dashed = S&P 500 average over same periods.
Bean Score Experimental
The Bean Score measures how far a stock's free cash flow yield has deviated from its own quarterly baseline, normalized by the stock's historical behavior. Between earnings dates, FCF is constant — so the score is purely a function of stock price. The levels below show at what prices HY would reach each dislocation threshold.
Dislocation Price Levels
Prices where HY's Bean Score would hit each σ threshold. Valid until next earnings report: 2026-11-09.
| Level | σ | Price | Signal |
|---|---|---|---|
| Deep Value | +2σ | $29.47 | Unusually cheap — analysis point |
| Value | +1σ | $32.86 | Cheap vs. own history |
| Fair Value | +0σ | $37.12 | Historical mean behavior |
| Expensive | -1σ | $42.65 | Expensive vs. own history |
| Deep Expensive | -2σ | $50.12 | Unusually expensive — analysis point |
Quarterly FCF & Yield Trailing twelve-month free cash flow and yield at each quarter end
Recent Earnings
| Date | EPS Est. | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $-1.13 | $-1.64 | -45.1% |
| 2026-05-05 | $-1.80 | $-1.64 | +8.9% |
| 2026-03-03 | $-1.23 | $-2.06 | -67.5% |
| 2025-11-04 | $-0.14 | $-0.09 | +35.7% |
Signal Accuracy Collecting Data
The Bean Score system is accumulating weekly data to validate signal accuracy. After 13+ weeks of history, this section will display win rates and average returns for each σ threshold crossing — answering the question: "When this score says cheap or expensive, does the price subsequently move in the expected direction?"
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Theoretical framework — not backtested or forward-tested. The Bean Score uses trailing twelve-month free cash flow yield as a dislocation identifier. It measures whether the market has pushed a stock's yield unusually far from its own baseline behavior. These levels are analysis points: prices at which the yield deviation becomes unusual enough to justify the work. FCF values update quarterly with earnings; between reports, all movement is price-driven.
Dislocation Scores Experimental
Each score measures deviation from HY's own historical baseline — the same idea as the Bean Score, applied to different fundamentals. Positive means cheaper or more dislocated than this stock's norm. Scores marked σ are normalized by the stock's own variability; pp values are simple deltas from its recent baseline.
Theoretical framework — not backtested. These scores describe how unusual today's readings are for this specific company. Each one is an analysis point, a reason to open the filings. Annual-statement scores (buyback, accruals, FCF vs history) rest on only ~4 yearly data points and are deltas, not sigmas.
Historical Touches
HY has crossed below its 200-week MA 16 times with an average 1-year return of +-7.9% after recovery.
| Crossed Below | Recovered | Weeks | Max Depth | 1-Year Return | Return Since Touch |
|---|---|---|---|---|---|
| Oct 2014 | Oct 2014 | 1 | 4.8% | -6.2% | -33.1% |
| Jan 2015 | Mar 2015 | 10 | 12.5% | -27.0% | -33.3% |
| May 2015 | Jun 2015 | 2 | 1.1% | -13.1% | -36.4% |
| Jun 2015 | Apr 2016 | 41 | 31.6% | -11.2% | -34.1% |
| Apr 2016 | May 2017 | 53 | 28.6% | +0.1% | -27.4% |
| Jul 2017 | Aug 2017 | 1 | 4.0% | -2.5% | -33.1% |
| Jun 2018 | Sep 2018 | 12 | 8.9% | -15.2% | -34.0% |
| Sep 2018 | Oct 2018 | 5 | 7.5% | -8.5% | -30.9% |
| Nov 2018 | Nov 2018 | 1 | 0.4% | -8.2% | -33.3% |
| Dec 2018 | Dec 2018 | 4 | 8.8% | +2.2% | -30.2% |
| Mar 2019 | Apr 2019 | 3 | 3.9% | -33.8% | -32.9% |
| Apr 2019 | Dec 2020 | 86 | 45.2% | -36.2% | -27.9% |
| Aug 2021 | Feb 2023 | 80 | 56.7% | -42.0% | -31.0% |
| Mar 2023 | Mar 2023 | 2 | 6.6% | +41.1% | -11.6% |
| Aug 2023 | Nov 2023 | 11 | 12.6% | +42.3% | -16.2% |
| Mar 2025 | Ongoing | 81+ | 35.9% | Ongoing | -19.9% |
| Average | 25 | — | +-7.9% | — |
Frequently Asked Questions
Is HY below its 200-week moving average?
Yes. As of 2026-09-18, Hyster-Yale, Inc. (HY) is trading 22.4% below its 200-week moving average of $43.25. The current price is $33.54.
What is HY's 200-week moving average price?
Hyster-Yale, Inc.'s 200-week moving average is $43.25 as of 2026-09-18. This is the average weekly closing price over roughly the last 4 years, and it acts as a long-term trend line. When a stock drops below this level, it can signal that the price has fallen far enough from the long-term trend to attract value-oriented investors.
What happens when HY drops below its 200-week moving average?
HY has crossed below its 200-week moving average 16 times in our data. The average one-year return after these crossings was -7.9%, meaning the dips were not reliable buying signals for this particular stock. These episodes lasted 25 weeks on average.
Is HY a good value right now?
Here's what our data says about HY as of 2026-09-18: The stock is below its 200-week moving average, which is the starting point for our analysis. The 14-week RSI is 43. Free cash flow yield is 7.2%. Return on equity is -23.6%. Price-to-book is 1.5x. This is not a buy or sell recommendation — always do your own research.
How does HY compare to the S&P 500?
Over the past 13.1 years, $100 invested in HY would have grown to $52, compared to $564 for the S&P 500. That's -4.9% annualized vs 14.1% for the index. HY has underperformed the broader market over this period.
Does HY pay a dividend?
Yes. Hyster-Yale, Inc. currently pays a dividend yield of 432.00%.
Not financial advice. This is an educational tool. Past performance does not guarantee future results. Do your own research before making investment decisions.
Data as of week of 2026-09-18