Value
5.8/10data confidence 67%| Component | Sub-score |
|---|---|
| P/E | 5.5 |
| P/S | 9.9 |
| EV/EBITDA | 4.6 |
| PEG | 5.2 |
- ▸PEG: 1.44
HVT-A · Why this verdict
Why Haverty Furniture Companies, In (HVT-A) is rated SELL
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictSELL
Overall score4.9/10
ConfidenceMEDIUM
MacroNEUTRAL
Thesis pillars
| Pillar | Expectation | Trend |
|---|---|---|
The company posts a perfect Piotroski F-Score of 9 out of 9, indicating strong underlying financial health signals. Quality breakdown | The Piotroski F-Score should hold at or near this perfect level over the next 12 months. | →Stable |
| CounterBelow-average business quality is separately flagged as a key risk, and the peer comparison ranks quality near the bottom of the group, suggesting the strong Piotroski read does not extend across every quality dimension. | ||
The overall assessment screens as weak, and the data separately flags below-average business quality as a key risk. Bear case | The overall assessment should improve and the quality read should move above average over the next 12 months for this concern to ease. | →Stable |
| CounterThe same underlying business posts a perfect Piotroski F-Score of 9 out of 9, indicating certain financial-health checks are actually quite strong even as the headline overall read is weak. | ||
The technical setup is read as a breakout, with a golden cross in place, the shares trading above all major moving averages, and MACD reading bullish. Chart pattern detection | The breakout setup should hold with price remaining above key moving averages over the next 12 months. | →Stable |
| CounterThe shares recently posted an extreme 7.1% gap up that the data itself flags may pull back, which could undercut the breakout read in the near term. | ||
The engine's asymmetry check flags the upside as exhausted, citing 0.0% remaining upside in the current setup. Gates warning | The asymmetry read should clear the exhausted flag as upside potential reopens over the next 12 months. | →Stable |
| CounterEvery listed gate — including momentum, insider activity, recent filings, and news events — passes clean, suggesting the exhausted-upside read is an isolated caution rather than a broad-based negative signal. | ||
The shares recently posted an extreme gap up of 7.1% that the data itself flags may pull back, pointing to a stretched near-term technical setup. Technical breakdown | Shares should digest the gap without a sharp retracement over the next 12 months for the pullback risk to fade. | →Stable |
| CounterVolume shows accumulation via a rising on-balance-volume reading, suggesting buying support may absorb the gap rather than trigger the flagged pullback. | ||
The company posts a perfect Piotroski F-Score of 9 out of 9, indicating strong underlying financial health signals.
→StableQuality breakdown
- Expectation
- The Piotroski F-Score should hold at or near this perfect level over the next 12 months.
CounterBelow-average business quality is separately flagged as a key risk, and the peer comparison ranks quality near the bottom of the group, suggesting the strong Piotroski read does not extend across every quality dimension.
The overall assessment screens as weak, and the data separately flags below-average business quality as a key risk.
→StableBear case
- Expectation
- The overall assessment should improve and the quality read should move above average over the next 12 months for this concern to ease.
CounterThe same underlying business posts a perfect Piotroski F-Score of 9 out of 9, indicating certain financial-health checks are actually quite strong even as the headline overall read is weak.
The technical setup is read as a breakout, with a golden cross in place, the shares trading above all major moving averages, and MACD reading bullish.
→StableChart pattern detection
- Expectation
- The breakout setup should hold with price remaining above key moving averages over the next 12 months.
CounterThe shares recently posted an extreme 7.1% gap up that the data itself flags may pull back, which could undercut the breakout read in the near term.
The engine's asymmetry check flags the upside as exhausted, citing 0.0% remaining upside in the current setup.
→StableGates warning
- Expectation
- The asymmetry read should clear the exhausted flag as upside potential reopens over the next 12 months.
CounterEvery listed gate — including momentum, insider activity, recent filings, and news events — passes clean, suggesting the exhausted-upside read is an isolated caution rather than a broad-based negative signal.
The shares recently posted an extreme gap up of 7.1% that the data itself flags may pull back, pointing to a stretched near-term technical setup.
→StableTechnical breakdown
- Expectation
- Shares should digest the gap without a sharp retracement over the next 12 months for the pullback risk to fade.
CounterVolume shows accumulation via a rising on-balance-volume reading, suggesting buying support may absorb the gap rather than trigger the flagged pullback.
TrendMatrix Research · core thesis
Engine thesis — one sentence
Haverty Furniture's Class A shares show a weak overall assessment and below-average business quality alongside a stretched post-gap technical setup, though a perfect Piotroski F-Score and a bullish breakout pattern offer some offsetting strength.
Falsifiable statement — pillar-level invalidators below. Engine-derived; not personalized advice.
Per-dimension breakdown
Quality
4.7/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 2.2 |
| ROA | 1.5 |
| Gross margin | 8.1 |
| Op margin | 1.0 |
| Net margin | 1.3 |
| Current ratio | 6.5 |
| FCF quality | 6.1 |
| Moat | 6.0 |
| Piotroski F | 10.0 |
- ▸Strong Piotroski F-Score: 9/9
Growth
4.0/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 3.5 |
| EPS growth | 4.6 |
Momentum
7.3/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 5.0 |
| MACD | 9.5 |
| OBV | 5.9 |
| MA position | 9.0 |
- ▸Above 200-day MA
Sentiment
5.0/10data confidence 67%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
| erm sentiment | 5.0 |
Insider
5.0/10data confidence 50%Peer rank
3.0/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 5.0 |
| quality rank | 0.0 |
| growth rank | 2.0 |
Technical
2.8/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 2.8 |
| support resistance | 2.6 |
| 52w position | 3.0 |
Risk (lower is worse)
7.1/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 9.8 |
| days to cover | 10.0 |
| volatility | 2.5 |
| beta | 6.4 |
| debt equity | 6.7 |
- ▸Concentration risks: 1 HIGH, 2 MED (10-K Item 1A — sized via position_sizing, validated via buy_confidence)
Catalyst
4.2/10data confidence 50%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| dividend safety | 3.5 |
- ▸Dividend: 4.1%
How the verdict was assembled
Engine trigger
Multiple concerning factors. Consider reducing position.
Engine technical detail
verdict_path:
L4:PATH_F_SELLPassed (7)
- MOMENTUM:7.3>=5.5
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:NO_DATE
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (0)
none
Warning (1)
- ASYMMETRY:UPSIDE_EXHAUSTED (upside=0.0%)
Reward-to-Risk
0.00
Upside
+0.0%
Downside
15.0%
Sizing output
AVOID
SetupBreakout — Golden cross, above all MAs, RSI 62, MACD bullish
EdgeNo clear edge — No clear edge identified
SuitabilityAggressive — MCap $0.5B<$5B
Investment implication
The F-path SELL output reflects an overall score of 4.9 below the 5.6 soft trigger — multiple weakening dimensions accumulated rather than a single hard-floor breach. The strongest dimension ( Momentum at 7.3) was not enough to lift the adjusted overall above the threshold. Current asymmetry R:R is 0.00 — supplementary context, not the trigger for this path.
The strongest dimensions are Momentum at 7.3, Risk (lower is worse) at 7.1, and Value at 5.8; the weakest are Technical at 2.8, Peer rank at 3.0, and Growth at 4.0. The V9 engine cleared all gates with 1 warning, producing an asymmetric reward-to-risk of 0.00 and an engine sizing output of AVOID.
What would invalidate the thesis
Falsifying conditions — when triggered, the corresponding pillar's thesis is invalidated.
- P1Weak Overall Score Quality Concern
Trip ifThe overall assessment score rises above 6.0 out of 10 from the current 4.9.
- P2Perfect Piotroski Financial Health
Trip ifPiotroski F-Score falls below 6 out of 9 from the current 9.
- P3Bullish Technical Breakout
Trip ifPrice falls below the 200-day moving average for more than 5 trading days.
- P4Asymmetry Upside Exhausted
Trip ifThe asymmetry ratio rises above 0.5 from the current 0.0.
- P5Stretched Post Gap Setup
Trip ifPrice rises more than 10% from the current $29.95 without retracing below $29.95.