Hand of the Market Screener
Quality checklist

5 of 6 checks passed · quarter ending 2026-06-28

  • ROIC at least 10%17.9%passed
  • Operating margin up over 3 years−4.7 ppfailed
  • Free cash flow at least 80% of net income149.6%passed
  • Share count up at most 5% in 3 years-2.0%passed
  • Net debt at most 3× EBITDA1.8×passed
  • Revenue grew over 3 years3.9%passed
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Active managers
+$192.61M +0.6 pp of the company
5 buying · 0 selling · 5 holding
Mutual funds & ETFs
−$313.16M −0.6 pp of the company
2 buying · 2 selling · 5 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity
HSYSector12 quartersMarket cap$35.3B$13.1BEnterprise value$40.12B$17.22BAvg daily $ volume$280.92M$184.62MDaily turnover0.8%1.1%
Growth
HSYSector12 quartersRevenue CAGR 3y3.9%2.7%8.2% → 3.9%Revenue CAGR 5y7.0%4.9%Revenue growth YoY6.6%4.1%11.1% → 6.6%Revenue acceleration−4.0 pp−0.6 pp+6.1 pp → −4.0 ppFCF growth YoY34.8%8.9%-6.1% → 34.8%FCF conversion149.6%114.9%85.1% → 149.6%Forward growth (HoM est.)5.2%4.0%
Valuation
HSYSector12 quartersP/E (trailing)23.7×24.7×P/E (forward, HoM est.)22.5×23.8×P/E vs. sector1.0×1.0×PEG (HoM est.)4.314.44EV/EBITDA14.9×13.9×EV/Sales3.3×1.3×FCF yield5.5%4.3%Dividend yield0.0%1.9%Shareholder yield1.2%3.1%
Quality
HSYSector12 quartersQuality checks passed54ROIC17.9%9.9%26.9% → 17.9%Gross profitability33.4%33.4%42.1% → 33.4%Gross margin38.4%33.6%45.0% → 38.4%Gross margin Δ 3y−5.5 pp+1.4 pp−0.9 pp → −5.5 ppOperating margin17.8%7.2%23.5% → 17.8%Operating margin Δ 3y−4.7 pp−0.2 pp−0.2 pp → −4.7 ppDebt/equity1.2×0.8×1.2× → 1.2×Net debt/EBITDA1.8×2.3×1.5× → 1.8×Interest coverage9.5×5.7×16.6× → 9.5×Share count Δ 3y-2.0%-1.5%-1.8% → -2.0%Stock compensation / revenue0.6%0.5%0.6% → 0.6%Accruals ratio-8.5%-5.7%-3.7% → -8.5%
Earnings & estimates
HSYSector12 quartersDays to next report713
Ownership & positioning
HSYSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)$0$0Institutional ownership64.7%87.6%Institutional Δ QoQ+2.8 pp+1.4 ppConviction funds net buying—+0.0 ppActive managers net buying+0.6 pp−0.0 ppActive funds net buying−0.6 pp+0.0 ppDays to cover5.614.44Short % of shares out4.5%5.1%Short interest Δ−0.1 pp+0.0 pp

Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Terms of use

Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.