Hyliion Holdings Corp.

Hyliion Holdings Corp.

HYLN·NYSE

$2.01

+7.5%
Consumer CyclicalAuto - Parts

Hyliion Holdings Corp. designs, develops, and sells electrified powertrain solutions for the commercial vehicle industry. It also provides battery management systems for hybrid and fully electric vehicle applications; and battery packs. The company was founded in 2015 and is headquartered in Cedar Park, Texas.

At a Glance

Live Snapshot
Market Cap$353.71M
EPS-0.3000
P/E Ratio-8.77
Earnings Date02/23/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -8.8).

Valuation inputs: P/E -8.8, earnings yield N/A, momentum +7.5%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -21.3%, ROIC -25.6%).

Profitability stack: net margin -34.5%, ROE -21.3%, ROIC -25.6%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +7.1%, momentum +7.5%, net margin -34.5%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

hyln

Hyliion Holdings Corp. Market vs Earnings Trajectory

HYLN · NYSE

Loading price and EPS data...

Hyliion Holdings Corp.

Hyliion Holdings Corp. Fair Value Envelope

HYLN · NYSE

Our analysis suggests that HYLN has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $2.01, this represents a potential HIDDEN relative to our calculated worth for Hyliion Holdings Corp..

Intrinsic Value
Current Price: $2.01
3Y-46.0%
5Y+50.0%
10Y-
3Y+654.0%
5Y-
10Y-
3Y-46.0%
5Y+269.0%
10Y+8806668.0%
3Y-30.0%
5Y+412.0%
10Y+214.0%
3Y-12.0%
5Y+541.0%
10Y+292.0%
3Y-55.0%
5Y+1766.0%
10Y+65638.0%
Hyliion Holdings Corp.

Hyliion Holdings Corp. Profit Bridge

HYLN · NYSE
Revenue1.51M
Cost of Goods Sold (1.42M)
Gross Profit94.00K
Operating Expenses (64.39M)
Operating Income-64.30M
Interest Expense (0.00)
Other Income/Expense12.25M
Pretax Income-52.05M
Income Tax (0.00)
Net Income-52.05M
Net Income
-52.05M

Profitability Analysis

Gross Margin

6.2%

Thin margins leave little room for error. Cost management and pricing strategy are critical.

Operating Margin

-4261.0%

Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.

Net Profit Margin

-3449.2%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

Profitability Insight

High margin compression: Large gap between gross and net margins suggests operational inefficiencies or heavy debt burden. Focus on expense management and deleveraging.

6.23%
Gross Profit Margin
-104%
3Y-100.0%
5Y-
10Y-
-4261.03%
Operating Profit Margin
-79%
3Y-91.0%
5Y-
10Y-
-3449.17%
Net Profit Margin
-81%
3Y-93.0%
5Y-
10Y-
-21.30%
Return on Equity
-47%
3Y+23.0%
5Y-127.0%
10Y+780.0%
-19.79%
Return on Assets
-47%
3Y+19.0%
5Y-80.0%
10Y+13297.0%
-25.60%
Return on Invested Capital
-41%
3Y+50.0%
5Y-84.0%
10Y-217.0%
HYLN

Hyliion Holdings Corp. Cash Conversion Engine

HYLN · NYSE
Net Income-52.05M
Depreciation & Amortization3.15M
Stock-Based Compensation4.62M
Change in Working Capital-14.63M
Others2.17M
Capital Expenditures-16.52M
Free Cash Flow-73.26M

Cash Flow Quality Analysis

FCF Conversion Rate

140.8%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

-29.1%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

+41.1%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

-$14.63M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.

hyln

Hyliion Holdings Corp. Funding & Solvency Profile

HYLN · NYSE
Cash & Cash Equivalents17.88M
Net Receivables726.00K
Inventory0.00
Other Current Assets4.24M
Total Current Assets110 M
Property, Plant & Equipment45.56M
Goodwill & Intangible Assets0.00
Long-Term Investments59.74M
Other Non-Current Assets964.00K
Total Non-Current Assets106 M
Total Assets
216.23M

Financial Health Analysis

Current Ratio

11.02x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.06x

Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.

Working Capital

100 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

51% Current

Balanced asset mix between current and non-current assets, typical of many stable businesses.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

hyln

Hyliion Holdings Corp. Street Expectations Map

HYLN · NYSE

Wall Street analysts project that HYLN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 3.13, with estimates ranging from a low of 2.25 to a high of 4.00.

Lowest Target
2.25
11.94%
Consensus Target
3.13
55.72%
Highest Target
4.00
99.00%

The consensus 1-year price target stands at 3.13, with estimates ranging from a low of 2.25 to a high of 4.00.

Analyst Consensus Analysis

Upside Potential

+55.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

55.9% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

hyln

Hyliion Holdings Corp. Insider Positioning

HYLN · NYSE

During the last 12 months, insiders have purchased $102K and sold $238K worth of HYLN shares, resulting in $136K of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

3.3K

6.89K

Net Activity

-7K

-$7K

9-12 Months

Bought

65.0K

102.05K

Sold

133.4K

230.82K

Net Activity

-129K

-$129K

Top Buyers

1
FRJ

Freeland Richard Joseph

Director

65.0K shares1 transactions

$102K

Top Sellers

1
HTJ

Healy Thomas J.

Director, 10 Percent Owner, Officer: Chief Executive Officer

61.6K shares1 transactions

$109K

2
PJ

Panzer Jon

Officer: Chief Financial Officer

16.4K shares5 transactions

$28K

3
OJM

Oxholm Jose Miguel

Officer: Chief Legal&Compliance Officer

15.9K shares2 transactions

$28K

4
LC

Lantz Cheri

Officer: Chief Strategy Officer

12.7K shares2 transactions

$22K

5
SG

Standley Greg

Officer: Chief Accounting Officer.

11.2K shares4 transactions

$18K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Negative insider sentiment with $136K net selling. Selling notably exceeds buying, warranting closer scrutiny of company fundamentals.

Buy/Sell Ratio

0.43:1

Weak buy/sell ratio. Selling significantly exceeds buying—monitor for potential fundamental concerns.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

No Dividend Yield Data

HYLN has not reported any dividend yield values in the available annual periods.

 

hyln Dividend History

HYLN
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%