HLLY RSI Chart
Last 7 days
-3.5%
Last 30 days
-6.3%
Last 90 days
-21.9%
Trailing 12 Months
9.4%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 646.1M | 0 | 0 | 0 |
2023 | 660.6M | 656.4M | 658.2M | 659.7M |
2022 | 732.6M | 718.9M | 714.1M | 688.4M |
2021 | 557.4M | 625.1M | 651.5M | 692.8M |
2020 | 0 | 413.8M | 459.0M | 504.2M |
2019 | 0 | 0 | 0 | 368.7M |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 15, 2024 | clempson graham | bought | 172,933 | 4.2257 | 40,924 | - |
Mar 14, 2024 | clempson graham | bought | 247,168 | 4.1839 | 59,076 | - |
Mar 08, 2024 | weaver jesse | acquired | - | - | 57,120 | chief financial officer |
Mar 08, 2024 | kennedy carly | sold (taxes) | -139,319 | 4.06 | -34,315 | evp & general counsel |
Mar 08, 2024 | weaver jesse | sold (taxes) | -227,713 | 4.06 | -56,087 | chief financial officer |
Mar 08, 2024 | kennedy carly | acquired | - | - | 42,020 | evp & general counsel |
Mar 07, 2024 | appelgate brian | sold (taxes) | -2,792 | 4.07 | -686 | interm chief operating officer |
Mar 04, 2024 | weaver jesse | acquired | 326,248 | 4.22 | 77,310 | chief financial officer |
Mar 04, 2024 | kennedy carly | acquired | 246,001 | 4.22 | 58,294 | evp & general counsel |
Nov 22, 2023 | stevenson matthew | bought | 56,241 | 4.0599 | 13,853 | president and ceo |
Which funds bought or sold HLLY recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 16, 2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -4.89 | -35,238 | 238,008 | -% |
May 16, 2024 | JANE STREET GROUP, LLC | added | 117 | 133,434 | 267,885 | -% |
May 16, 2024 | JANE STREET GROUP, LLC | reduced | -0.13 | -13,277 | 23,162 | -% |
May 15, 2024 | TWO SIGMA ADVISERS, LP | reduced | -30.43 | -314,753 | 552,594 | -% |
May 15, 2024 | CLEARLAKE CAPITAL GROUP, L.P. | unchanged | - | -1,127,500 | 12,265,000 | 0.97% |
May 15, 2024 | Numerai GP LLC | sold off | -100 | -50,151 | - | -% |
May 15, 2024 | ALGERT GLOBAL LLC | new | - | 71,000 | 71,000 | -% |
May 15, 2024 | Graham Capital Management, L.P. | reduced | -63.8 | -120,306 | 59,670 | -% |
May 15, 2024 | OXFORD ASSET MANAGEMENT LLP | new | - | 54,274 | 54,274 | 0.07% |
May 15, 2024 | Mariner, LLC | added | 50.94 | 24,391 | 88,183 | -% |
Unveiling Holley Inc.'s Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Holley Inc.)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
TSLA | 566.3B | 94.7B | 41.6 | 5.98 | ||||
GM | 52.9B | 174.9B | 4.95 | 0.3 | ||||
F | 48.9B | 177.5B | 12.43 | 0.28 | ||||
APTV | 22.3B | 20.1B | 7.46 | 1.11 | ||||
KMX | 11.5B | 26.5B | 23.91 | 0.43 | ||||
MID-CAP | ||||||||
BWA | 8.4B | 14.4B | 13.76 | 0.59 | ||||
ALSN | 6.6B | 3.1B | 9.78 | 2.13 | ||||
ABG | 4.9B | 15.4B | 8.56 | 0.32 | ||||
GT | 3.7B | 19.7B | -5.7 | 0.19 | ||||
ADNT | 2.6B | 15.2B | 16.55 | 0.17 | ||||
SMALL-CAP | ||||||||
BLBD | 1.7B | 1.3B | 21.39 | 1.36 | ||||
AXL | 933.4M | 6.2B | -116.67 | 0.15 | ||||
CAAS | 105.6M | 573.5M | 2.7 | 0.18 | ||||
WKHS | 75.6M | 13.1M | -0.61 | 5.77 | ||||
AYRO | 5.7M | 444.2K | -0.18 | 12.82 |
Holley Inc. News
Income Statement (Quarterly) | ||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2019Q4 |
Revenue | 1.9% | 159 | 156 | 157 | 175 | 172 | 154 | 155 | 179 | 200 | 180 | 160 | 193 | 160 | 138 | 133 | 125 | - |
Cost Of Revenue | 11.7% | 107 | 95.00 | 98.00 | 106 | 104 | 107 | 106 | 104 | 117 | 105 | 94.00 | 112 | 95.00 | 84.00 | 78.00 | 70.00 | - |
Gross Profit | -13.6% | 52.00 | 60.00 | 58.00 | 70.00 | 68.00 | 47.00 | 48.00 | 75.00 | 83.00 | 75.00 | 65.00 | 81.00 | 66.00 | 55.00 | 56.00 | 55.00 | - |
Operating Expenses | 0.9% | 42.00 | 41.00 | 39.00 | 40.00 | 42.00 | 61.00 | 45.00 | 50.00 | 47.00 | 52.00 | 63.00 | 41.00 | 53.00 | 0.00 | 27.00 | 28.00 | - |
S&GA Expenses | 2.3% | 33.00 | 32.00 | 29.00 | 29.00 | 30.00 | 48.00 | 32.00 | 36.00 | 34.00 | 38.00 | 29.00 | 26.00 | 24.00 | 22.00 | 17.00 | 16.00 | - |
R&D Expenses | -2.0% | 5.00 | 5.00 | 6.00 | 6.00 | 7.00 | 7.00 | 6.00 | 8.00 | 8.00 | 8.00 | 7.00 | 7.00 | 6.00 | 6.00 | 6.00 | 6.00 | - |
EBITDA Margin | -8.5% | 0.14* | 0.15* | 0.11* | 0.15* | 0.18* | 0.19* | 0.18* | 0.09* | 0.07* | 0.05* | 0.08* | 0.16* | 0.16* | - | - | - | - |
Interest Expenses | -41.6% | 11.00 | 19.00 | 14.00 | 10.00 | 18.00 | 13.00 | 10.00 | 9.00 | 7.00 | 8.00 | 10.00 | 11.00 | 10.00 | 12.00 | 9.00 | 11.00 | - |
Income Taxes | -238.6% | -0.89 | 1.00 | 2.00 | 4.00 | 2.00 | -4.37 | -1.34 | 3.00 | 7.00 | 3.00 | -3.30 | 6.00 | 5.00 | -0.83 | 6.00 | 3.00 | - |
Earnings Before Taxes | 53.9% | 3.00 | 2.00 | 3.00 | 17.00 | 6.00 | -19.60 | 30.00 | 44.00 | 24.00 | -14.81 | -33.50 | 29.00 | 3.00 | 1.00 | 19.00 | 15.00 | - |
EBT Margin | -8.9% | 0.04* | 0.04* | 0.01* | 0.05* | 0.09* | 0.11* | 0.12* | 0.03* | 0.01* | -0.02* | 0.00* | 0.08* | 0.07* | - | - | - | - |
Net Income | 210.3% | 4.00 | 1.00 | 1.00 | 13.00 | 4.00 | -15.23 | 32.00 | 41.00 | 17.00 | -17.98 | -30.20 | 23.00 | -2.06 | -4.44 | 14.00 | 13.00 | - |
Net Income Margin | -0.7% | 0.03* | 0.03* | 0.00* | 0.05* | 0.09* | 0.11* | 0.10* | 0.01* | -0.01* | -0.04* | -0.02* | 0.05* | 0.04* | - | - | - | - |
Free Cashflow | -40.8% | 18.00 | 30.00 | 21.00 | 29.00 | 3.00 | -1.70 | -10.80 | -1.39 | 13.00 | -8.10 | -24.81 | 23.00 | 16.00 | - | - | - | - |
Balance Sheet | |||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2019Q4 |
Assets | -1.0% | 1,192 | 1,203 | 1,219 | 1,251 | 1,242 | 1,250 | 1,257 | 1,261 | 1,249 | 1,193 | 1,137 | 251 | 251 | 1,065 | 947 | 829 |
Current Assets | -2.5% | 290 | 297 | 305 | 333 | 324 | 325 | 325 | 321 | 314 | 292 | 283 | 1.00 | 1.00 | 258 | - | 165 |
Cash Equivalents | 0.1% | 41.00 | 41.00 | 37.00 | 43.00 | 21.00 | 26.00 | 17.00 | 31.00 | 44.00 | 36.00 | 54.00 | 1.00 | 87.00 | 72.00 | 55.00 | 8.00 |
Inventory | -4.3% | 184 | 192 | 207 | 218 | 229 | 234 | 231 | 215 | 191 | 185 | 164 | 135 | - | 134 | - | 122 |
Net PPE | -1.8% | 46.00 | 47.00 | 48.00 | 50.00 | 51.00 | 52.00 | 55.00 | 56.00 | 55.00 | 51.00 | 50.00 | 50.00 | - | 44.00 | - | 34.00 |
Goodwill | 0% | 419 | 419 | 419 | 419 | 418 | 418 | 417 | 417 | 412 | 411 | 382 | 377 | 17.00 | 359 | - | 298 |
Liabilities | -2.0% | 747 | 762 | 781 | 815 | 822 | 834 | 839 | 876 | 909 | 889 | 817 | 820 | 822 | 825 | - | 624 |
Current Liabilities | 8.5% | 102 | 94.00 | 89.00 | 103 | 96.00 | 101 | 96.00 | 91.00 | 97.00 | 92.00 | 102 | 107 | - | 82.00 | 0.00 | 47.00 |
Long Term Debt | -2.9% | 560 | 577 | 604 | 629 | 636 | 644 | 636 | 637 | 636 | 638 | 564 | 650 | - | 649 | - | 503 |
LT Debt, Non Current | -100.0% | - | 577 | 604 | 629 | 636 | 644 | 636 | 637 | 636 | 638 | 564 | 650 | - | 649 | - | 503 |
Shareholder's Equity | 0.9% | 445 | 441 | 438 | 435 | 420 | 416 | 418 | 384 | 339 | 304 | 320 | 262 | 238 | 240 | 237 | 205 |
Retained Earnings | 5.5% | 72.00 | 68.00 | 67.00 | 66.00 | 53.00 | 49.00 | 64.00 | 32.00 | -8.12 | -24.97 | -6.99 | -40.54 | -27.68 | 2.00 | 0.00 | -30.69 |
Additional Paid-In Capital | 0.1% | 374 | 374 | 372 | 370 | 368 | 368 | 353 | 351 | 348 | 330 | 327 | - | - | 239 | 0.00 | 236 |
Shares Outstanding | 0.5% | 118 | 118 | 117 | 117 | 117 | 117 | 117 | 117 | 116 | 90.00 | 81.00 | 68.00 | 68.00 | - | - | - |
Float | - | - | - | - | 215 | - | - | - | 560 | - | - | - | 250,250 | - | 250 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2018Q4 |
Cashflow From Operations | -39.7% | 18,843 | 31,229 | 22,480 | 30,744 | 3,639 | 148 | -8,667 | 2,482 | 18,349 | -3,334 | -21,480 | 27,441 | 18,956 | -474 | 32,155 | - | - | - | - |
Share Based Compensation | - | - | - | - | - | - | - | - | - | 3,162 | 3,401 | 2,486 | 131 | 131 | 131 | 121 | 114 | 121 | - | - |
Cashflow From Investing | 17.8% | -1,091 | -1,328 | -743 | -1,699 | -683 | 312 | -1,907 | -16,238 | -7,204 | -62,158 | -11,064 | -57,763 | -3,104 | -250,000 | -3,218 | - | - | - | - |
Cashflow From Financing | 32.1% | -17,669 | -26,010 | -27,426 | -7,137 | -8,435 | 8,307 | -2,741 | 572 | -3,288 | 47,890 | 30,806 | -1,475 | -64.00 | 251,555 | -48,950 | - | - | - | - |
Condensed Consolidated Statements of Comprehensive Income (Unaudited) - USD ($) $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Apr. 02, 2023 | |
Net sales | $ 158,636 | $ 172,205 |
Cost of goods sold | 106,577 | 104,492 |
Gross profit | 52,059 | 67,713 |
Selling, general, and administrative | 32,996 | 30,017 |
Research and development costs | 4,812 | 6,653 |
Amortization of intangible assets | 3,436 | 3,679 |
Restructuring costs | 615 | 1,339 |
Other operating expense (income) | (8) | 51 |
Total operating expense | 41,851 | 41,739 |
Operating income | 10,208 | 25,974 |
Fair value adjustments to warrant liability | (3,127) | 1,435 |
Fair value adjustments to earn-out liability | (649) | 428 |
Loss on early extinguishment of long-term debt | 141 | 0 |
Interest expense, net | (11,004) | (18,298) |
Total non-operating expense | 7,369 | 20,161 |
Income before income taxes | 2,839 | 5,813 |
Income tax expense (benefit) | (891) | 1,566 |
Net income | 3,730 | 4,247 |
Comprehensive income: | ||
Foreign currency translation adjustment | (186) | (199) |
Total comprehensive income | $ 3,544 | $ 4,048 |
Common Share Data: | ||
Weighted average common shares outstanding - basic (in shares) | 117,871,829 | 117,153,525 |
Weighted average common shares outstanding - diluted (in shares) | 119,505,330 | 117,244,762 |
Basic net income per share (in dollars per share) | $ 0.03 | $ 0.04 |
Diluted net income per share (in dollars per share) | $ 0.03 | $ 0.04 |
Condensed Consolidated Balance Sheets (Unaudited) - USD ($) $ in Thousands | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
ASSETS | ||
Cash and cash equivalents | $ 41,127 | $ 41,081 |
Accounts receivable, less allowance for credit losses of $1,368 and $1,577 respectively | 48,721 | 48,360 |
Inventory | 184,016 | 192,260 |
Prepaids and other current assets | 15,944 | 15,665 |
Total current assets | 289,808 | 297,366 |
Property, plant, and equipment, net | 46,376 | 47,206 |
Goodwill | 419,056 | 419,056 |
Other intangibles assets, net | 406,896 | 410,465 |
Right-of-use assets | 28,481 | 29,250 |
Other noncurrent assets | 1,117 | 0 |
Total assets | 1,191,734 | 1,203,343 |
LIABILITIES AND STOCKHOLDERS' EQUITY | ||
Accounts payable | 50,258 | 43,692 |
Accrued interest | 442 | 455 |
Accrued liabilities | 43,580 | 42,129 |
Current portion of long-term debt | 7,444 | 7,461 |
Total current liabilities | 101,724 | 93,737 |
Long-term debt, net of current portion | 560,112 | 576,710 |
Warrant liability | 5,256 | 8,383 |
Earn-out liability | 2,830 | 3,479 |
Deferred taxes | 51,631 | 53,542 |
Other noncurrent liabilities | 25,266 | 26,341 |
Total liabilities | 746,819 | 762,192 |
Commitments and contingencies (Refer to Note 15 - Commitments and Contingencies) | ||
Stockholders' equity: | ||
Preferred stock, $0.0001 par value, 5,000,000 shares authorized, none issued and outstanding on March 31, 2024 and December 31, 2023 | 0 | 0 |
Common stock, $0.0001 par value, 550,000,000 shares authorized, 118,311,341 and 117,707,280 shares issued and outstanding on March 31, 2024 and December 31, 2023, respectively | 12 | 12 |
Additional paid-in capital | 374,089 | 373,869 |
Accumulated other comprehensive loss | (896) | (710) |
Retained earnings | 71,710 | 67,980 |
Total stockholders' equity | 444,915 | 441,151 |
Total liabilities and stockholders' equity | $ 1,191,734 | $ 1,203,343 |
 | Mr. Matthew J. Stevenson |
---|---|
 | holley.com |
 | Autos |
 | 1622 |