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HBB vs SPB vs WMT vs AMZN
Revenue, margins, valuation, and 5-year total return — side by side.
Household & Personal Products
Specialty Retail
Specialty Retail
HBB vs SPB vs WMT vs AMZN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Furnishings, Fixtures & Appliances | Household & Personal Products | Specialty Retail | Specialty Retail |
| Market Cap | $276M | $1.83B | $1.04T | $2.92T |
| Revenue (TTM) | $595M | $2.79B | $703.06B | $742.78B |
| Net Income (TTM) | $28M | $105M | $22.91B | $90.80B |
| Gross Margin | 26.8% | 36.6% | 24.9% | 50.6% |
| Operating Margin | 6.6% | 4.1% | 4.1% | 11.5% |
| Forward P/E | 12.8x | 14.8x | 44.7x | 34.8x |
| Total Debt | $42M | $654M | $67.09B | $152.99B |
| Cash & Equiv. | $47M | $124M | $10.73B | $86.81B |
HBB vs SPB vs WMT vs AMZN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Hamilton Beach Bran… (HBB) | 100 | 215.1 | +115.1% |
| Spectrum Brands Hol… (SPB) | 100 | 166.1 | +66.1% |
| Walmart Inc. (WMT) | 100 | 314.9 | +214.9% |
| Amazon.com, Inc. (AMZN) | 100 | 222.1 | +122.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HBB vs SPB vs WMT vs AMZN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HBB is the clearest fit if your priority is momentum.
- +50.9% vs SPB's +30.1%
SPB is the #2 pick in this set and the best alternative if sleep-well-at-night and valuation efficiency is your priority.
- Lower volatility, beta 0.82, Low D/E 34.3%, current ratio 2.26x
- PEG 1.15 vs WMT's 4.06
- Beta 0.82, yield 2.4%, current ratio 2.26x
- Lower P/E (14.8x vs 34.8x), PEG 1.15 vs 1.24
WMT is the clearest fit if your priority is income & stability.
- Dividend streak 37 yrs, beta 0.12, yield 0.7%
- Beta 0.12 vs HBB's 1.95
AMZN carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 12.4%, EPS growth 29.7%, 3Y rev CAGR 11.7%
- 7.0% 10Y total return vs WMT's 499.5%
- 12.4% revenue growth vs HBB's -7.3%
- 12.2% margin vs WMT's 3.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 12.4% revenue growth vs HBB's -7.3% | |
| Value | Lower P/E (14.8x vs 34.8x), PEG 1.15 vs 1.24 | |
| Quality / Margins | 12.2% margin vs WMT's 3.3% | |
| Stability / Safety | Beta 0.12 vs HBB's 1.95 | |
| Dividends | 2.4% yield, 1-year raise streak, vs WMT's 0.7%, (1 stock pays no dividend) | |
| Momentum (1Y) | +50.9% vs SPB's +30.1% | |
| Efficiency (ROA) | 11.5% ROA vs SPB's 3.0%, ROIC 14.7% vs 3.9% |
HBB vs SPB vs WMT vs AMZN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
HBB vs SPB vs WMT vs AMZN — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
AMZN leads in 1 of 6 categories
HBB leads 1 • WMT leads 1 • SPB leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
AMZN leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AMZN is the larger business by revenue, generating $742.8B annually — 1247.4x HBB's $595M. AMZN is the more profitable business, keeping 12.2% of every revenue dollar as net income compared to WMT's 3.3%. On growth, AMZN holds the edge at +16.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $595M | $2.8B | $703.1B | $742.8B |
| EBITDAEarnings before interest/tax | $44M | $214M | $42.8B | $155.9B |
| Net IncomeAfter-tax profit | $28M | $105M | $22.9B | $90.8B |
| Free Cash FlowCash after capex | $8M | $303M | $15.3B | -$2.5B |
| Gross MarginGross profit ÷ Revenue | +26.8% | +36.6% | +24.9% | +50.6% |
| Operating MarginEBIT ÷ Revenue | +6.6% | +4.1% | +4.1% | +11.5% |
| Net MarginNet income ÷ Revenue | +4.7% | +3.8% | +3.3% | +12.2% |
| FCF MarginFCF ÷ Revenue | +1.4% | +10.9% | +2.2% | -0.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.6% | -3.3% | +5.8% | +16.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +100.0% | +48.8% | +35.1% | +74.8% |
Valuation Metrics
HBB leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 10.5x trailing earnings, HBB trades at a 78% valuation discount to WMT's 47.7x P/E. Adjusting for growth (PEG ratio), AMZN offers better value at 1.35x vs WMT's 4.33x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $276M | $1.8B | $1.04T | $2.92T |
| Enterprise ValueMkt cap + debt − cash | $270M | $2.4B | $1.09T | $2.98T |
| Trailing P/EPrice ÷ TTM EPS | 10.53x | 20.37x | 47.69x | 37.82x |
| Forward P/EPrice ÷ next-FY EPS est. | 12.84x | 14.84x | 44.71x | 34.77x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.57x | 4.33x | 1.35x |
| EV / EBITDAEnterprise value multiple | 6.37x | 10.59x | 24.85x | 20.47x |
| Price / SalesMarket cap ÷ Revenue | 0.45x | 0.65x | 1.46x | 4.07x |
| Price / BookPrice ÷ Book value/share | 1.51x | 1.07x | 10.45x | 7.14x |
| Price / FCFMarket cap ÷ FCF | 24.99x | 11.04x | 24.97x | 378.98x |
Profitability & Efficiency
Evenly matched — HBB and AMZN each lead in 4 of 9 comparable metrics.
Profitability & Efficiency
AMZN delivers a 23.3% return on equity — every $100 of shareholder capital generates $23 in annual profit, vs $6 for SPB. HBB carries lower financial leverage with a 0.23x debt-to-equity ratio, signaling a more conservative balance sheet compared to WMT's 0.67x. On the Piotroski fundamental quality scale (0–9), SPB scores 6/9 vs HBB's 5/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +16.2% | +5.5% | +22.3% | +23.3% |
| ROA (TTM)Return on assets | +7.4% | +3.0% | +7.9% | +11.5% |
| ROICReturn on invested capital | +14.0% | +3.9% | +14.7% | +14.7% |
| ROCEReturn on capital employed | +13.7% | +4.2% | +17.5% | +15.3% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.23x | 0.34x | 0.67x | 0.37x |
| Net DebtTotal debt minus cash | -$5M | $531M | $56.4B | $66.2B |
| Cash & Equiv.Liquid assets | $47M | $124M | $10.7B | $86.8B |
| Total DebtShort + long-term debt | $42M | $654M | $67.1B | $153.0B |
| Interest CoverageEBIT ÷ Interest expense | 55.74x | 3.33x | 11.85x | 39.96x |
Total Returns (Dividends Reinvested)
WMT leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WMT five years ago would be worth $28,695 today (with dividends reinvested), compared to $9,219 for SPB. Over the past 12 months, HBB leads with a +50.9% total return vs SPB's +30.1%. The 3-year compound annual growth rate (CAGR) favors WMT at 37.6% vs SPB's 4.5% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +29.1% | +31.7% | +15.7% | +19.7% |
| 1-Year ReturnPast 12 months | +50.9% | +30.1% | +32.7% | +43.7% |
| 3-Year ReturnCumulative with dividends | +114.9% | +14.2% | +160.5% | +156.2% |
| 5-Year ReturnCumulative with dividends | +1.6% | -7.8% | +186.9% | +64.8% |
| 10-Year ReturnCumulative with dividends | -22.6% | +11.9% | +499.5% | +697.8% |
| CAGR (3Y)Annualised 3-year return | +29.0% | +4.5% | +37.6% | +36.8% |
Risk & Volatility
Evenly matched — WMT and AMZN each lead in 1 of 2 comparable metrics.
Risk & Volatility
WMT is the less volatile stock with a 0.12 beta — it tends to amplify market swings less than HBB's 1.95 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AMZN currently trades 97.3% from its 52-week high vs SPB's 90.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.95x | 0.82x | 0.12x | 1.51x |
| 52-Week HighHighest price in past year | $21.80 | $86.95 | $134.69 | $278.56 |
| 52-Week LowLowest price in past year | $12.72 | $49.99 | $91.89 | $185.01 |
| % of 52W HighCurrent price vs 52-week peak | +94.2% | +90.4% | +96.7% | +97.3% |
| RSI (14)Momentum oscillator 0–100 | 54.4 | 61.3 | 55.9 | 81.1 |
| Avg Volume (50D)Average daily shares traded | 25K | 318K | 17.2M | 45.5M |
Analyst Outlook
Evenly matched — SPB and WMT each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: HBB as "Hold", SPB as "Buy", WMT as "Buy", AMZN as "Buy". Consensus price targets imply 13.1% upside for AMZN (target: $307) vs 5.3% for WMT (target: $137). For income investors, SPB offers the higher dividend yield at 2.37% vs WMT's 0.72%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $85.00 | $137.04 | $306.77 |
| # AnalystsCovering analysts | 1 | 21 | 64 | 94 |
| Dividend YieldAnnual dividend ÷ price | +2.3% | +2.4% | +0.7% | — |
| Dividend StreakConsecutive years of raises | 7 | 1 | 37 | — |
| Dividend / ShareAnnual DPS | $0.48 | $1.86 | $0.94 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +3.3% | +17.8% | +0.8% | 0.0% |
AMZN leads in 1 of 6 categories (Income & Cash Flow). HBB leads in 1 (Valuation Metrics). 3 tied.
HBB vs SPB vs WMT vs AMZN: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is HBB or SPB or WMT or AMZN a better buy right now?
For growth investors, Amazon.
com, Inc. (AMZN) is the stronger pick with 12. 4% revenue growth year-over-year, versus -7. 3% for Hamilton Beach Brands Holding Company (HBB). Hamilton Beach Brands Holding Company (HBB) offers the better valuation at 10. 5x trailing P/E (12. 8x forward), making it the more compelling value choice. Analysts rate Spectrum Brands Holdings, Inc. (SPB) a "Buy" — based on 21 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — HBB or SPB or WMT or AMZN?
On trailing P/E, Hamilton Beach Brands Holding Company (HBB) is the cheapest at 10.
5x versus Walmart Inc. at 47. 7x. On forward P/E, Hamilton Beach Brands Holding Company is actually cheaper at 12. 8x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Spectrum Brands Holdings, Inc. wins at 1. 15x versus Walmart Inc. 's 4. 06x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — HBB or SPB or WMT or AMZN?
Over the past 5 years, Walmart Inc.
(WMT) delivered a total return of +186. 9%, compared to -7. 8% for Spectrum Brands Holdings, Inc. (SPB). Over 10 years, the gap is even starker: AMZN returned +697. 8% versus HBB's -22. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — HBB or SPB or WMT or AMZN?
By beta (market sensitivity over 5 years), Walmart Inc.
(WMT) is the lower-risk stock at 0. 12β versus Hamilton Beach Brands Holding Company's 1. 95β — meaning HBB is approximately 1567% more volatile than WMT relative to the S&P 500. On balance sheet safety, Hamilton Beach Brands Holding Company (HBB) carries a lower debt/equity ratio of 23% versus 67% for Walmart Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — HBB or SPB or WMT or AMZN?
By revenue growth (latest reported year), Amazon.
com, Inc. (AMZN) is pulling ahead at 12. 4% versus -7. 3% for Hamilton Beach Brands Holding Company (HBB). On earnings-per-share growth, the picture is similar: Amazon. com, Inc. grew EPS 29. 7% year-over-year, compared to -11. 4% for Hamilton Beach Brands Holding Company. Over a 3-year CAGR, AMZN leads at 11. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — HBB or SPB or WMT or AMZN?
Amazon.
com, Inc. (AMZN) is the more profitable company, earning 10. 8% net margin versus 3. 1% for Walmart Inc. — meaning it keeps 10. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AMZN leads at 11. 2% versus 4. 2% for WMT. At the gross margin level — before operating expenses — AMZN leads at 50. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is HBB or SPB or WMT or AMZN more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Spectrum Brands Holdings, Inc. (SPB) is the more undervalued stock at a PEG of 1. 15x versus Walmart Inc. 's 4. 06x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Hamilton Beach Brands Holding Company (HBB) trades at 12. 8x forward P/E versus 44. 7x for Walmart Inc. — 31. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AMZN: 13. 1% to $306. 77.
08Which pays a better dividend — HBB or SPB or WMT or AMZN?
In this comparison, SPB (2.
4% yield), HBB (2. 3% yield), WMT (0. 7% yield) pay a dividend. AMZN does not pay a meaningful dividend and should not be held primarily for income.
09Is HBB or SPB or WMT or AMZN better for a retirement portfolio?
For long-horizon retirement investors, Walmart Inc.
(WMT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 12), 0. 7% yield, +499. 5% 10Y return). Hamilton Beach Brands Holding Company (HBB) carries a higher beta of 1. 95 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (WMT: +499. 5%, HBB: -22. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between HBB and SPB and WMT and AMZN?
These companies operate in different sectors (HBB (Consumer Cyclical) and SPB (Consumer Defensive) and WMT (Consumer Defensive) and AMZN (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: HBB is a small-cap deep-value stock; SPB is a small-cap quality compounder stock; WMT is a mega-cap quality compounder stock; AMZN is a mega-cap quality compounder stock. HBB, SPB, WMT pay a dividend while AMZN does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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