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Around SBN: The Gift Of The 2003 Tigers

My take on Howard's '08

So I'm actually an M's fan (but I did predict the Phils to win the WS last year!), but there was a discussion on fangraphs.com about how the phillies and mets compared, especially each team's "Big 4". Reyes/Rollins, Wright/Utley, and Santana/Hamels all compared very evenly it seemed, but the Beltran/Howard comparison seemed to meet alot of resistance, many claiming that Beltran was far superior to Howard and the comparison was silly (as Howard tends to be irrationally overvalued by people like the BBWAA and the general media, the sabr community tends to lash back with an equally irrational undervaluation of him). So I did some looking into it using Howard's fangraphs page. I have no idea if this is a very saber-oriented community or not, I haven't so much as read a post, but either way I went pretty in-depth and figured I'd come on and share what I found out. Since I'm not sure how saber-oriented you guys are here I'll give you a quick description of some of the less-obvious stats because I'm proscrastinating my homework, if you still have any questions I'll try to clarify them.

WAR -  "Wins Above Replacement" - a giant conglomerate stat that quantifies hitting, baserunning, and fielding in terms of wins provided over a replacement player. The idea is that a team of "replacement level" players would win about 52 games in the major leagues - replacement level being rule 5 draft guys, waiver wire pickups, trade-throw ins, super-cheap FA's, etc. As an easy example, a team with 24 replacement level players (or 0 WAR players) and a 4 WAR player would then be expected to win 56 games. 2 WAR is generally considered a league average player, at least for position players. Google it if you want to know how it's calculated, it's an intricate process.

O-swing% - percentage of balls outside the strike zone swung at

O-contact% - percentage of contact made on balls outside the strike zone

Z-swing% & Z-contact% - the same as above, but with balls in the strike zone

LD%, GB%, FB% - percentage of balls hit that are line drives, groundballs, and flyballs

HR/FB% - percentage of flyballs that are home runs. More useful for determining how lucky pitchers are actually, but the application here is that if a hitter's HR/FB% usually stays pretty constant over large sample sizes, so if a hitter typically has a 20% HR/FB%, but is on a streak where he's hit little or no HR in a while but is still hitting lots of FB, it's assumed that he's just getting "unlucky" and the HR's will come back without any real approach change. Conversely, if the same historic 20% HR/FB% player is on a tear where he's hitting 50% HR/FB he'll be expected to come back to earth very shortly. (BTW, Howard has the best HF/FB% in MLB in the last 3 years)

BABIP - Batting Average on Balls In Play - Essentially, a measure of how many non-home run batted balls turn into hits. It's typically calculated as (hits-HR)/(AB-K-HR), and is another stat used to tell if a hitter has been lucky or unlucky, as it, like HR/FB, tends to revert to that player's historic average. The theory is that hitters only have so much control over where exactly they hit the ball onto the field, and that if a hitter is hitting alot of line drives but they're going straight to fielders (lowering his BABIP), it's mostly "bad luck", and it'll average out in the end as the hitter will revert to his historic BABIP and balls will begin finding holes instead of gloves again. In essence, it's a calculation of how much the opposing defense effects the hitters traditional stats - a lower-than-normal BABIP means the defense is turning alot of balls into outs, through some combination of good defense and luck, and a higher-than-normal BABIP means the opposite.

Hope you enjoy the post, and thanks for finally getting Moyer the ring that he deserves.

Star-divide

Howard’s stupidly overrated by the traditional media, but that doesn’t mean we have to stupidly underrate him here. He’s still a very good player, and honestly not so far off from Beltran that it’s ridiculous to compare the two. In 2006 Beltran put up a WAR of 7.2, while Howard went 6.9. Beltran again took a less than half-win advantage in 2007, 4.7 to 4.3. In 2008 Beltran stayed pretty consistant all-around with a 6.5, while Howard struggled to a 3.4.

So what changed this year with Howard? For one, he started swinging more - going from a pretty consistant career average of ~25.6% O-swing and ~70.7% z-swing to 26.7% and 73.7% - swinging 104.3% more often at balls outside the zone and 104.2% more at balls insid the zone, nearly identical numbers, so it doesn’t appear he was losing strike-zone recognition, just swinging a little more across the board. He posted the highest O-contact of his career with 40.9% (which gut intuition tells me for his player type is is not a sustainable skill, but he has shown improvement in each of the last 2 season so who knows), and his z-contact and overall contact fell right between his 2006 and 2007 numbers (the 2007 numbers being the lower of the set). I don’t know exactly what to make of this, other than he’s swinging more, and connecting more. It would be a problem if that boosted O-contact% was inducing more weak grounders and bloopers, but as his batted ball data shows nothing really supports that:
year LD% GB% FB%
2006 21.9% 41.9% 36.2%
2007 24.3% 31.5% 44.2%
2008 22.3% 41.5% 36.2%

2007 looks like the fluke here. And while he’ll certainly never match his 5.2% IFH% of 2006 and will probably continue to hover around 2%, that’s only a small handful of singles (3, maybe 4), and that’s offset by the idea that it’s very possible he’ll see his FB/HR regress (positively, that is) from 31.8% up more towards his career average of 34%. Not a huge movement, but it wouldn’t surprise me for that to fall around 33%, which would add 2 home runs on to last years total.

And then there’s the go-to “did he just get unlucky?” stat, BABIP. And, true to form, given his consistancy in batted ball type, it appears he was unlucky, as far more of his batted balls found a fielder’s glvoe than normal. FAR more. He hit to the tune of a .289 BABIP last season, a huge distance below his lifetime .334 mark (he hit .363/.336 in 06/07). If we’re to believe in BABIP at all we have to think that his ‘08 numbers were definitely hampered by bad luck (just as ‘06 was likely boosted about an equal amount by good luck). Regress his BABIP to a reasonable .320 and he adds on 11 hits. Assuming those 11 hits follow his career percentages of non-HR hits (73.5% singles, 24.7% doubles, and 1.7% triples), that gives him 8 singles and 3 doubles, and raises his line from .251/.339/.543 to .269/.350/.566 - I’m not going to bother with wOBA calculations, but this is a definite boost.

The first real thing that jumps out at me as a potential Howard-controlled problem is his BB% dropping from 15.7%/16.8% in 06/07 to 11.7% in 2008. THIS I do believe is likely a result of his increased swinging, and is the biggest indicator of a problem I can find so far. While the increased swinging doesn’t appear to be damaging his contact rate or batted ball type, it took away from his walks. Whether he actively decided to swing more, and the BB% decrease is a product of that, or if he’s losing his strike zone recognition and is thus swinging at more balls and drawing less walks, I don’t know. It seems unlikely however that he’s losing pitch-type recognition or losing significant bat speed, as that should (it seems to me) reflect itself in his contact percentage and batted-ball data as well. His K% was back in line with his career norm around 32% with a 32.6% mark, as compared to his extremely out-of-place 2007 37.6% mark. This correlates to the increased contact percentage I would imagine.

One more thing that’s possible regarding his BABIP is that his increased swinging is, while it doesn’t register in batted ball percentages, inducing weaker hits in general. Instead of hard-hit grounders up the middle and towering-fly balls to the track, he’s not getting good contact with the ball and hitting more weak infield grounders and lazy, bloop flyballs that find gloves easier. This seems a very plausible scenario, and is why I’m waiting so desperately for hitFX, to answer these questions.

In conclusion, I suppose it depends upon why you believe he underperformed last year. Best case scenario was the increase in swinging was a conscious decision, and he scales it back this year and returns to the 5+ WAR area as the walks return and his batted ball luck improves. Middle case scenario is that he’s simply losing judgement of what’s a strike and what’s a ball, but still has the ability to recognize the pitch type and drive the ball just as authoritatively as before, and just suffered bad luck. This would mean the BB% is likely to stay down, but the singles and doubles should come back, and he bumps back up to the 4-5 WAR area. Worst case scenario is that he’s losing his bat speed and is swinging more because he’s having to start earlier and “guess” the pitcher. As far as I can tell though this should manifest itself in an increase in K% and a decrease in contact%, neither of which were observed in 2008, and in fact the opposites were true as both increased over 2007. It’s possible that he simply “guessed right” alot (emphasis on “alot”), and if this is the case then scouts and managers should figure it out pretty quickly (bat speed is the type of thing old-school scouting types pick up on quickly, and if I can figure this out then I’m sure the new-school stats types have know it for months now) and start mixing in more offspeed and bendy stuff, in which case he’s just at the beginning of a long, painful decline. I can’t find anything in the stats to suggest that’s the case though, and I’m more apt to believe one of the first two.

While they’re not as close in talent as Reyes/Rollins, it’s far from absurd to compare Howard to Beltran. Everone but Oliver predicts the walks start to come back, and James/Chone/ZiPS project his 2009 wOBA to fall right in the middle of his 2006 and 2007 numbers, while Oliver and (the strictly mathematical) Marcel project his wOBA to fall in the middle of his 2007 and 2008 numbers. While I would take Beltran over Howard, it’s far from asinine to think that Howard’s WAR could, once again, be within .5 of Beltran’s (or perhaps even better than). He’s no MVP like the BBWAA would have you believe, but he’s still a very, very good player, and Beltran is not so far out of his league to make the comparison ridiculous.

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Hi Terminator X,
I really enjoyed your post. You have come to a lot of similar conclusions as I have about Ryan Howard, and independently so. It seems that both of us analyze baseball in a similar way. I have done a lot of research on Howard, as he completely fascinates me. The extent to which Ryan Howard seems to be an outlier from other players, and even other power hitters is very significant, yet unnoticed.

Ultimately, yes, Howard and Beltran are about as good as each other. Howard is the better hitter, but Beltran is a good baserunner and plays good defense and at a harder position. Beltran is also older than Howard, even though if you listened to the mainstream sabermetricians (Sheehan, Law), you’d think that Howard was 100 years old.

You and I actually seem to have the same analysis of the human element of sabermetrics too— the mainstream media <3’s Howard so much that the sabermetric community hates him. In doing so, we only become as stupid as them, constantly equating overrated with bad and underrated with good. Howard is not an MVP, but he is certainly a top 20 hitter in the league, and one of the 3 best first baseman all around. He’s also so clearly the best power hitter in the league that it’s not even close. Not a single projection system deviates on this. And yet, the second sabermetricians start to put words to their stats, they turn Howard into a declining mess.

There are three main inaccurate/unprovable criticisms about Ryan Howard:

1) He can’t hit lefties
2) He can’t field
3) He’s about to fall off a cliff

Ryan Howard has a deep platoon split. Just about everybody has read Sheehan rant about Howard’s .250 point drop off against LHP. No one has bothered to actually look at what this is a drop off from. Check out this post I did just last week:

http://www.thegoodphight.com/2009/3/20/805264/the-ryan-howard-can-t-hit

Howard is exactly average for a starting first basemen (and naturally above average for anyone else) at hitting same-handed pitching. He is a career .786 OPS hitter against lefties— and that’s against the meanest LOOGYs in the league. Howard actually faced 38% lefties in 2008 as managers started to pick this up— far more than the team average of 30. Some of this is likely to repeat itself as the heart of the Phillies’ order is heavily lefty skewed again, but 38 really does have to be the upperbound for lefties.

As far as his bad fielding, he sure looks like a schmuck out there, but the numbers are far from consistent on this. Some say he is average, others say he sucks. He throws about as well as I do…left-handed. That, I admit. But defense is not really a very measurable skill in the first place, and it’s hard to be definitive there. Certainly, I hesitate to put him more than 5 runs below average.

As far as Howard being about to fall off a cliff, it’s based on a certain set of his “comparables”— big slugging first basemen. B-Ref and B-Pro both have a slew of them listed. But I have strong doubts that he is comparable to these guys, as I illustrated a couple weeks ago in this post:

http://www.thegoodphight.com/2009/3/3/778622/apples-and-oranges-and-rya

Howard hits his homeruns to leftfield, partly explaining that ridiculously high HR/FB he has maintained for years now. If you compare his “comparables” to him, they are all pull hitting mashers. To match Howard to their aging curve is assuming that the muscles and skills that it takes to hit a homerun to leftfield are no different than to pull a homerun. I don’t buy that.

As far as the stats you mention, you hit on a lot of the same stuff I do— his peripherals are the same but with lower BABIP and more swings. A huge part of that, I think you probably overlooked that Howard saw way more pitches in the zone and way more intentional walks overall this year. HIs unintentional walk rate did decline, but I believe that was mostly a function of pitchers attacking him. What yearlong stats don’t show is the progression of the season. Howard was hitting .163 in mid-May. It was almost all BABIP driven, and I quickly noticed that as I mentioned in these two posts:

http://www.thegoodphight.com/2008/6/5/546141/fluke-or-not-part-two
http://www.thegoodphight.com/2008/4/25/460833/investigating-ryan-s-howar

But pitchers saw that batting average and attacked. As a result, Howard didn’t have the same ability to get ahead in the count and mash the ball. He swung more, but not that much more than before. It was mostly a result of pitcher choice rather than hitter choice. As you document well, his strike zone judgment is similar to years passed.

Howard’s BABIP is certainly an interesting topic. One thing you probably would have no way of knowing is that Howard’s a strong pull hitter on groundballs. Defenses started noticing this in late 2006 and his BABIP promptly started dropping. In a scoutless game, Howard would maintain a .363 BABIP, which was actually low for his minor league career. In today’s game, defenses are getting better and better at protecting themselves from non-homerun damage by Ryan Howard. Unfortunately, they can’t shift well against him with runners on. What this tends to do is make Howard naturally “clutch” through no skill of his own (his peripherals are similar with and without runners on), but his BABIP shoots up. I did an interesting piece on this a few weeks ago, where I showed that lefty sluggers who get shifted on really do hit better with runners on than righty sluggers do. Have a look:

http://www.thegoodphight.com/2009/1/29/741980/there-is-clutch-or-the-cas

I’ve done a lot of research on BABIP which you can find here and on StatSpeak.net, where i recently started posting as well. I am still working on analyzing the data, but one thing that I noticed and have documented a few times is that line-drive BABIP is not a very reliable skill, but power hitters clearly do better on it. Ryan Howard, last year, had only a .722 BABIP on line drives. That’s about league average, but for a power hitter, it’s low. In the past, he has been much better there. That’s where he should see some improvement. He also has had a bit of bad luck there. One thing that I’ve noticed is that guys with low contact rates (as defined by fangraphs, which you document above) have lower BABIPs. They do worse on groundballs and hit fewer line drives, and you can expect more BABIP regression from them. The extent to which that’s true is not really clear. Howard himself is such an outlier that my data is mucky. My BABIP projection systems actually indicate a return to last year’s, but I don’t really buy that simply because my BABIP projection is very pessimistic about power hitters in general. As I am now working with older data, I will be able to more precisely estimate BABIP regression due to contact rate.

Overall, I think that Howard is likely to lead the league in homeruns and RBIs again, causing him to get runner up consideration for MVP again despite an average in the .260s. I have done a good bit of research on the various projection systems themselves to know which ones are likely to be right. PECOTA is not terribly good with power hitters, and so their pessimism on his power hitting skill is not well founded. He should smash about 45+ again this year if healthy. His walk rate should rise, unless he gets off to a slow start, in which case pitchers will again base their decisions on his current stats at the time, and they’ll attack. Oliver doesn’t do well with walks, but is very solid on homeruns (as Brian Cartwright himself has done a lot of research on park factors).

Anyway, thanks for posting this. Wholeheartedly agree for the most part, and appreciate someone taking the time to look through the numbers rather than reciting the OPS drop without mentioning the BABIP drop, and reciting the LHP/RHP OPS difference without actually mentioning what the raw OPS numbers are.

by Matt Swartz on Mar 26, 2009 9:26 AM EDT reply actions  

excellent

Promoted to the front page, really good work TX.

People spend way too much time obsessing over what Howard does poorly that they don’t focus on the fact that, overall, he’s an awfully damn good ballplayer.

http://www.thegoodphight.com

by WholeCamels on Mar 26, 2009 9:45 AM EDT reply actions  

Terminator X to the Edge of Panic!

by FuquaManuel on Mar 26, 2009 9:52 AM EDT reply actions  

Great stuff, Terminator X. Enjoyed MattS’ (MattS’s? Matt’S?) reply as well. Interesting read.

by Walcott on Mar 26, 2009 11:39 AM EDT reply actions  

Kudos Terminator X (can we call you Norm?). Thanks for posting this.

You put your finger on most of what happened to Howard last year, and as our resident Howardologist MattS points out, your conclusions align with the voluminous and excellent research he’s done.

What I think—maybe hope is a better word—basically happened with Howard was that as defenses began to shift against him more and more through ‘07/’08, with the result that a lot of balls he scalded to the right side wound up as outs, natural frustration got the better of him and he began to expand his strike zone. Like most power hitters, he’s streaky anyway, and looking at his month-by-month numbers you get some sense of just how unpleasant it was to watch him at times last season. But in September, he snapped back to something approaching his 2006 MVP form, more or less carrying the team into the playoffs and nearly stealing the MVP from (the much more deserving) Pujols.

Probably part of Howard’s big September was that with guys on base in front of him, he didn’t have to face that shift as much: Rollins had a .411 OBP for the month, Victorino .378, Utley .369. But I’d like to think that his rediscovery of the strike zone—his Ks were well down that month, comparatively speaking—was real, and will carry over into 2009.

by dajafi on Mar 26, 2009 12:26 PM EDT reply actions  

Great stuff Terminator!!! If Matt S approves, that’s like the El Exejente seal of approval.(http://www.tvacres.com/admascots_savarin.htm).

Howard gets unfairly slammed by guys like Sheehan and Keith Law and others — primarily I think as a reaction to the misguided MVP revolves around him. Howard is a pretty unique guy. Part of the problem with the wise guy analysis is they are using guys who weren’t as goo as Howard comparing for comps. They also are not doing the type of study that you and Matt have done so well.

BTW, are you living in the Seattle area too?

by smitty99 on Mar 26, 2009 8:22 PM EDT reply actions  

I started reading your post

But once I realized that I had to think, I stopped. I like sports because it requires no thought whatsoever.

But great work!

"In a couple of weeks or a month, I'll be excited about this team," Dawkins said. "I've got to get used to saying that -- I'm a Bronco." Then he paused. "I'll tell you one thing -- I'll always be an Eagle."

by exitfare on Mar 29, 2009 2:38 PM EDT reply actions  

This was intended to be in response to exitfare, above.

by phatj on Mar 29, 2009 11:47 PM EDT up reply actions  

haha

"In a couple of weeks or a month, I'll be excited about this team," Dawkins said. "I've got to get used to saying that -- I'm a Bronco." Then he paused. "I'll tell you one thing -- I'll always be an Eagle."

by exitfare on Mar 30, 2009 11:15 PM EDT up reply actions  

Wow, great responses!

Those are good reads. Interesting that, despite his opposite field FB tendancies he still pulls a ton on GBs. I’m no hitting coach (or physicist), but regardless I still can’t figure out how that makes a great deal of sense, mechanically of course. Curious. VERY unique player it seems, should be interesting to see how he ages, to say the least.

by Terminator_X on Apr 1, 2009 6:24 AM EDT reply actions  

my take on Howard

you forgot something about Howard WORLD SERIES CHAMP!!!!!

by kens57 on Apr 1, 2009 3:19 PM EDT reply actions  

OH MAN

I nearly forgot, THANKS!

http://www.thegoodphight.com

by WholeCamels on Apr 1, 2009 4:52 PM EDT up reply actions  

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