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Holley Inc.

Rank #300ValueWatchlistCompare with other stocks

HLLY · NYSE · Consumer Cyclical

Holley Inc. (HLLY) — Rank #300 by gross profitability (GP/assets 0.23) · ROE 4.3% · Piotroski F-Score 6 / 9.

As-of 2026-10-30 · 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.

Show more

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

Company Snapshot

P/E and dividend yield are the primary valuation lenses for mature businesses.

Market Cap

—

P/E (annual)

—

P/S (annual)

—

P/B

—

P/OCF (annual)

—

Shareholder Yield

—

Employees

1,407

Industry

Auto Parts

Exchange

NYSE

10/11

Flags passed

HLLY passes 10/11 quality flags

1 caution to review

  • CAUTION
    Disclosure regression

    A previously-disclosed line item is no longer reported — worth checking the filing for why

  • PASS
    Gross margin holding
  • PASS
    Dilution within 2%
  • PASS
    FCF not negative from investment
  • PASS
    Revenue not declining
  • PASS
    Operating margin holding
  • PASS
    Free cash flow intact
  • PASS
    Passes safety gate
  • PASS
    Balance sheet stable
  • PASS
    No competitive retreat
  • PASS
    No valuation convergence

Strengths Revenue growth accelerating · Operating leverage expanding

No data SBC and margin — not counted as a pass.

A count of the 12 warning flags that could be evaluated. Unweighted: colour follows the worst flag.

Quality Profile

Profitability

1/1 pass
GP / assets
0.23
Return on equity
4.3%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
1.58
Current ratio
3.06×
Net cash
-$457.79M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
—

Growth

2/2 pass
Revenue growth
1.9%
Piotroski F-Score
6 / 9
Share dilution
1.4%

Dividend yield and payout ratio are the primary reads at this stage (trailing P/E — see valuation above).

Profitability

Does it make money well?

No warning flags · GP/assets 0.23

Gross profitability (GP / assets)

0.23

Primary signal (Novy-Marx).

6th of 11 SIC 3714 peers

Return on equity

4.3%

Gross margin

43.4%

1st of 11 SIC 3714 peers

Revenue growth (YoY)

1.9%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
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)

—

Cash Flow Health

Is the cash real?

No warning flags · FCF 77% above net income

Free cash flow

$33.90M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF vs net income

76.8%

(FCF − net income) ÷ |net income|. Positive: cash above earnings. Negative: below.

FCF not below net income

Fails when free cash flow is below net income (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

—

Stock-based comp intensity.

Balance Sheet Strength

Can it survive a storm?

No warning flags · net debt $457.79M, F-Score 6/9

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

1.58

8th of 10 SIC 3714 peers (best = lowest)

Current ratio

3.06×

1st of 11 SIC 3714 peers

Quick ratio

1.11×

Net cash

-$457.79M

Cash & equivalents minus total debt.

Piotroski F-Score

6 / 9

Fundamental-strength score (0-9).

Valuation

Is the price reasonable?

No warning flags

Capital allocation quality

Composite score

2.7 / 5

Fair
Share count trend
1.4%2/5 Fair
Buyback timing
N/AN/A
Dividend growth consistency(non-payer or broken streak)
0 yr3/5 Good
Net debt trajectory(deleveraging)
1.0%3/5 Good

Lifecycle Phase History

20202025
Hypergrowth
Value
Decline

Price History

HLLY-78.0% · -26.1% CAGRSPY+82.9% · +12.8% CAGR

View full financial statements →

Source filings on SEC EDGAR: 10-K annual reports · 10-Q quarterly reports