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HVT-A Stock Analysis 2026 - HAVERTY FURNITURE COMPANIES INC AI Rating

HVT-A NYSE Retail-Furniture Stores MD CIK: 0000216085
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
HOLD
55% Conf
Pending
Analysis scheduled

📊 HVT-A Key Takeaways

Revenue: $759.0M
Net Margin: 2.6%
Free Cash Flow: $33.0M
Current Ratio: 1.87x
Debt/Equity: 0.00x
EPS: $0.77
AI Rating: HOLD with 55% confidence

Is HVT-A a Good Investment? Thesis Analysis

Claude

Haverty demonstrates financial stability with zero debt and strong free cash flow generation ($33M), but fundamental business challenges are evident: net income declined 1.1% YoY despite 5% revenue growth, revealing severe margin compression. Operating margin of just 3.5% on a 60.7% gross margin indicates substantial operational inefficiency, resulting in poor returns on equity (6.4%) and assets (3.0%) that fail to justify capital investment.

Why Buy HVT-A? Key Strengths

Claude
  • + Zero long-term debt and conservative capital structure with 47% equity ratio
  • + Strong liquidity position: $125.3M cash, 1.87x current ratio, and $33M positive free cash flow
  • + Healthy gross margin of 60.7% demonstrating product pricing power in furniture retail

HVT-A Investment Risks to Consider

Claude
  • ! Net income declining while revenue grows—margin compression trend indicates deteriorating operational performance
  • ! Extremely low operating margin (3.5%) and net margin (2.6%) suggest inability to control costs in mature retail environment
  • ! Poor capital returns (6.4% ROE, 3.0% ROA) indicate business generates insufficient profit from shareholders' capital
  • ! Cyclical furniture retail sector exposed to economic sensitivity and consumer discretionary spending weakness

Key Metrics to Watch

Claude
  • * Operating margin trend—critical to assess if cost structure is being addressed
  • * Net income trajectory relative to revenue growth—watch for stabilization or further deterioration
  • * Free cash flow sustainability—monitor if $33M FCF can be maintained amid low profitability

HVT-A Financial Metrics

Revenue
$759.0M
Net Income
$19.7M
EPS (Diluted)
$0.77
Free Cash Flow
$33.0M
Total Assets
$649.1M
Cash Position
$125.3M

💡 AI Analyst Insight

The relatively thin 4.3% FCF margin may limit capital allocation flexibility.

HVT-A Profitability Ratios

Gross Margin 60.7%
Operating Margin 3.5%
Net Margin 2.6%
ROE 6.4%
ROA 3.0%
FCF Margin 4.3%

HVT-A vs Consumer Sector

How HAVERTY FURNITURE COMPANIES INC compares to Consumer sector averages

Net Margin
HVT-A 2.6%
vs
Sector Avg 8.0%
HVT-A Sector
ROE
HVT-A 6.4%
vs
Sector Avg 18.0%
HVT-A Sector
Current Ratio
HVT-A 1.9x
vs
Sector Avg 1.5x
HVT-A Sector
Debt/Equity
HVT-A 0.0x
vs
Sector Avg 0.8x
HVT-A Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is HVT-A Overvalued or Undervalued?

Based on fundamental analysis, HAVERTY FURNITURE COMPANIES INC has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
6.4%
Sector avg: 18%
Net Profit Margin
2.6%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

HVT-A Balance Sheet & Liquidity

Current Ratio
1.87x
Quick Ratio
1.15x
Debt/Equity
0.00x
Debt/Assets
52.6%
Interest Coverage
N/A
Long-term Debt
$0.0

HVT-A 5-Year Financial Trend & Growth Analysis

HVT-A 5-year financial data: Year 2021: Revenue $1.0B, Net Income $21.9M, EPS N/A. Year 2022: Revenue $1.0B, Net Income $59.1M, EPS N/A. Year 2023: Revenue $1.0B, Net Income $90.8M, EPS N/A. Year 2024: Revenue $1.0B, Net Income $89.4M, EPS N/A. Year 2025: Revenue $862.1M, Net Income $56.3M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: HAVERTY FURNITURE COMPANIES INC's revenue has declined by 15% over the 5-year period, indicating business contraction.

HVT-A Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
4.3%
Free cash flow / Revenue

HVT-A Quarterly Performance

Quarterly financial performance data for HAVERTY FURNITURE COMPANIES INC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $175.9M $4.7M N/A
Q2 2025 $178.6M $2.7M N/A
Q1 2025 $181.6M $2.4M N/A
Q3 2024 $175.9M $4.9M N/A
Q2 2024 $178.6M $4.4M N/A
Q1 2024 $184.0M $2.4M N/A
Q3 2023 $220.3M $17.2M N/A
Q2 2023 $206.3M $11.8M N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

HVT-A Capital Allocation

Operating Cash Flow
$52.6M
Cash generated from operations
Stock Buybacks
$4.8M
Shares repurchased (TTM)
Capital Expenditures
$19.7M
Investment in assets
Dividends Paid
$20.8M
Returned to shareholders

HVT-A SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for HAVERTY FURNITURE COMPANIES INC (CIK: 0000216085)

📋 Recent SEC Filings

Date Form Document Action
Mar 27, 2026 DEF 14A hvt-20260327.htm View →
Mar 18, 2026 4 xslF345X06/form4.xml View →
Mar 3, 2026 4 xslF345X05/form4.xml View →
Mar 3, 2026 4 xslF345X05/form4.xml View →
Mar 3, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about HVT-A

What is the AI rating for HVT-A?

HAVERTY FURNITURE COMPANIES INC (HVT-A) has an AI rating of HOLD with 55% confidence, based on fundamental analysis of SEC EDGAR filings.

What are HVT-A's key strengths?

Claude: Zero long-term debt and conservative capital structure with 47% equity ratio. Strong liquidity position: $125.3M cash, 1.87x current ratio, and $33M positive free cash flow.

What are the risks of investing in HVT-A?

Claude: Net income declining while revenue grows—margin compression trend indicates deteriorating operational performance. Extremely low operating margin (3.5%) and net margin (2.6%) suggest inability to control costs in mature retail environment.

What is HVT-A's revenue and growth?

HAVERTY FURNITURE COMPANIES INC reported revenue of $759.0M.

Does HVT-A pay dividends?

HAVERTY FURNITURE COMPANIES INC pays dividends, with $20.8M distributed to shareholders in the trailing twelve months.

Where can I find HVT-A SEC filings?

Official SEC filings for HAVERTY FURNITURE COMPANIES INC (CIK: 0000216085) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HVT-A's EPS?

HAVERTY FURNITURE COMPANIES INC has a diluted EPS of $0.77.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is HVT-A a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, HAVERTY FURNITURE COMPANIES INC has a HOLD rating with 55% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is HVT-A stock overvalued or undervalued?

Valuation metrics for HVT-A: ROE of 6.4% (sector avg: 18%), net margin of 2.6% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy HVT-A stock in 2026?

Our dual AI analysis gives HAVERTY FURNITURE COMPANIES INC a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is HVT-A's free cash flow?

HAVERTY FURNITURE COMPANIES INC's operating cash flow is $52.6M, with capital expenditures of $19.7M. FCF margin is 4.3%.

How does HVT-A compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 2.6% (avg: 8%), ROE 6.4% (avg: 18%), current ratio 1.87 (avg: 1.5).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI