Holley Inc.
Rank #312ValueHLLY · NYSE · Consumer Cyclical
Holley Inc. (HLLY) — Rank #312 by gross profitability (GP/assets 0.23) · ROE 4.3% · Piotroski F-Score 6 / 9.
As-of 2026-09-15 · CIK 0001822928 · all metrics point-in-time as of the filing date.
About
Holley Inc. designs, manufactures, and distributes automotive aftermarket products to car and truck enthusiasts in the United States, Canada, and Europe.
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Its performance automotive products include carburetors, fuel pumps, fuel injection systems, nitrous oxide injection systems, superchargers, exhaust headers, mufflers, distributors, ignition components, engine tuners, and automotive performance plumbing products; and exhaust products, as well as shifters, converters, transmission kits, transmissions, tuners, and automotive software. The company sells its products under the Holley EFI, Holley, MSD, Simpson, EDGE, Accel, Flowmaster, Cataclean, and other brands through DTC, E-tailer, warehouse distributor, traditional retailer, automotive platforms, and jobber/installer channels.
The company was founded in 1903 and is headquartered in Nashville, Tennessee.
- Industry
- Auto Parts
- Sector
- Consumer Cyclical
- State
- DE
- Filer Category
- Accelerated filerSmaller reporting company
- Fiscal Year End
- December 31
- Website
- holley.com
Price History
Company Snapshot
P/E and dividend yield are the primary valuation lenses for mature businesses.
Market Cap
$319.45M
P/E (annual)
16.5
P/S (annual)
0.5
P/B
0.7
P/OCF (annual)
6.9
Shareholder Yield
-1.4%
Employees
1,407
Industry
Auto Parts
Exchange
NYSE
Signal Flags
Quality Profile
Profitability
1/1 passSafety
1/1 passCash Flow
3/3 passGrowth
2/2 passTerry Smith quality gate
Passes 1/5 Terry Smith thresholds1 of 5 threshold not computable from filed data.
What Growth Is Priced In
Implied revenue growth (10Y)
-2.8%
The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).
Dilution drag: 1.4% — per-share value needs a total required return of -1.5% once share-count change is priced in.
vs. own 6-year median revenue growth: 0.6%
within its own historyCost-of-equity sensitivity (implied growth at different discount rates)
r = 8%
-6.5%
r = 10% (base)
-2.8%
r = 12%
0.3%
Net debt / market cap: 144.7%— material leverage inflates the implied growth read.
Valuation History
Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.
P / E
Price / diluted EPS
P / S
Price / revenue per share
P / B
Price / book value per share
P / GP
Price / gross profit per share
P / FCF
Price / free cash flow per share
Disclosure regression check
A previously-disclosed line item is no longer reported. Worth checking the filing for why.
Dividend yield and payout ratio are the primary reads at this stage (trailing P/E — see valuation above).
Profitability
Gross profitability (GP / assets)
0.23
Primary signal (Novy-Marx).
6th of 12 SIC 3714 peers
Return on equity
4.3%
Gross margin
43.4%
1st of 12 SIC 3714 peers
Revenue growth (YoY)
1.9%
Gross margin improving
Margin trend vs prior year.
Operating Leverage
| 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|
| Revenue vs COGS | ||||
| Revenue vs OpEx | ||||
| Op. Income vs Revenue |
Growth
Revenue CAGR (3Y)
-3.8%
Revenue CAGR (5Y)
4.0%
Earnings CAGR (3Y)
-36.2%
FCF CAGR (3Y)
—
Anti-fragile safety
Balance-sheet safety
Composite anti-fragile check.
Debt / equity
1.58
9th of 11 SIC 3714 peers (best = lowest)
Current ratio
3.06×
1st of 12 SIC 3714 peers
Quick ratio
1.11×
Net cash
-$457.79M
Cash & equivalents minus total debt.
Cash-flow health
Free cash flow
$33.90M
Operating cash flow minus capex.
Positive free cash flow
FCF / net income
0.77
Cash-backing of earnings.
FCF/NI divergence
Unfavorable divergence (yellow flag).
Accruals healthy
Cash-backed earnings.
SBC / revenue
—
Stock-based comp intensity.
Piotroski F-Score
F-Score
6 / 9
Fundamental-strength score (0-9).