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Spectrum Brands Holdings, Inc.

Consumer Defensive Updated August 11, 2026
$88.15
52W $49.99 – $99.06
66/100
$2.04B
26.4
0.65
AI Committee Verdict
Buy
66/100
Conviction: High · 83% agreement · 6 analysts
High

Is SPB Bullish or Bearish?

Bullish. Innellis AI committee rates Spectrum Brands Holdings, Inc. (SPB) Buy with a composite score of 66/100 , based on 6 analysts with 83% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +9.11 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -10.89 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is revenue declining -3.8% yoy -- this is not a growth story right now. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • Price-to-book of 0.7x is a discount to asset value — Value
  • EPS growing 150.6% YoY — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.30) -- balance sheet can absorb a shock — Risk
Bear Case
  • Revenue declining -3.8% YoY -- this is not a growth story right now — Growth
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
66/100
Agreement
83%
Analysts
6
Conviction
High
Sector Rank
Top 5%
of 72 Consumer Defensive peers
Value Analyst bullish
70 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ Price-to-book of 0.7x is a discount to asset value
Growth Analyst neutral
50 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ EPS growing 150.6% YoY
− Revenue declining -3.8% YoY -- this is not a growth story right now
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bullish
75 / 100 · Moderate confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.30) -- balance sheet can absorb a shock
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
46.9
Neutral
MACD Histogram
-0.306
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.31
Inside Bands
Price vs Moving Averages
EMA 9
$88.85 Below
EMA 21
$88.18 Below
EMA 50
$85.82 Above
EMA 200
$76.37 Above

Fundamental Analysis

Valuation
83
Profitability
30
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 26.4×
P/B Ratio 1.10×
PEG Ratio 1.11
Dividend Yield 2.14%
52W High $99.06
52W Low $49.99
Quality & Growth
ROE 523.1%
ROA 295.6%
Gross Margin 3980.4%
Operating Margin 831.3%
Revenue Growth YoY
Debt / Equity 0.06
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 26.4 (moderate relative to a 15-40x range); Price-to-book of 1.1x; PEG ratio of 1.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 5.2%; Return on assets of 3.0%; Net margin of 2.8%; Gross margin of 39.8%; Current ratio of 2.41 (healthy short-term liquidity); Debt-to-equity of 0.06; Free cash flow per share is positive (12.62); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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