Holley Inc. (HLLY) Stock

Holley Inc. (HLLY) is a Consumer Discretionary stock trading at $3.03 (as of 2026-08-20), with a market capitalization of $367.34M and a trailing P/E of 32.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Holley Inc. designs, manufactures, and markets automotive aftermarket products, including performance and engine-related components, as well as accessories and safety gear. It sells under brands such as Holley, Holley EFI, MSD, Flowmaster, Accel, and Simpson, distributing products through retailers directly, through distributors, and through online channels in the United States, Canada, Europe, and China.

Understand Holley Inc.: how it makes money

Holley Inc. designs, manufactures, and markets automotive aftermarket performance parts and related software, sold for car and truck enthusiasts through products like engines and fuel-system components, exhaust components, wheels, chassis and suspension, and transmissions.

Profit is likely driven by balancing product availability (in-stock rates) with working capital control (inventory levels and past-due order management), while supporting demand through strategic initiatives and product innovation.

Business quality (Mixed): Good: several operational KPIs and margin figures are provided. Limited: no official reportable revenue segments are given, so segment-level understanding is not possible from the provided data.

Valuation: At 12× earnings, HLLY trades 38% below the Automobiles & Trucks average (20×). Note: one-time items can distort reported P/E.

Bull case

Product availability appears strong: In-Stock Rate (Top Stock Keeping Units) is 92.0 percent.
Working capital management looks improving: Inventory Turns (End of Period) is 2.2, and Inventory Reduction Since Beginning of the Year is 0.01 USD_B (as provided).
Ongoing commercialization activity: New Product Introductions are 65 (count).
Demand initiatives contribute revenue: Revenue from Strategic Initiatives is 0.03 USD_B (as provided), and Revenue from Product Innovation and Strategic Pricing Initiatives is 0.01 USD_B.

Bear case

Inventory and order issues still exist: Inventory Balance is 0.18 USD_B, and Excess Past Due Orders Remaining is 0.03 USD_B (as provided).
Availability is not perfect: In-Stock Rate (Top Stock Keeping Units) is 92.0 percent, not 100 percent.
Past-due order balances remain a tracked problem: Past Due Order Balances are 0.01 USD_B, and Electronics Past Due Orders are 0.01 USD_B (as provided).

Valuation — source: SEC EDGAR (first-party)
Price	$3.03
Market Cap	$367.34M
P/E Ratio	32.6
EV / EBITDA	11.6
Price / Book	0.82
Price / Sales	0.61
FCF Yield	14.2%
DCF Value (model)	$1.77
DCF Upside vs Price	-41.6%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$613.51M
Net Margin	3.1%
Revenue Growth (YoY)	1.9%
EPS Growth (YoY)	-180.0%
FCF Growth (YoY)	-15.5%

Financial Health — source: SEC EDGAR
Altman Z-Score	1.35 (distress)
Piotroski F-Score	6/9 (moderate)

Valuation vs Sector & Industry
Stock P/E	32.6
Sector P/E (Consumer Discretionary)	20.5
Industry P/E (Automobiles & Trucks)	17.2
vs Sector	59.0%
vs Industry	89.2%

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	Allspring Global Investments Holdings, LLC ($30.75M)
Institutional Holders Tracked	10

Company
Sector	Consumer Discretionary
Industry	Automobiles & Trucks
CEO	Matthew J. Stevenson
Employees	1,467
Country	US
IPO Date	2020-11-27

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Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.