BRP Inc. (DOO)vsLCI Industries (LCII)
DOO
BRP Inc.
$60.70
-3.37%
CONSUMER CYCLICAL · Cap: $4.45B
LCII
LCI Industries
$94.26
-1.85%
CONSUMER CYCLICAL · Cap: $2.26B
Smart Verdict
WallStSmart Research — data-driven comparison
BRP Inc. generates 116% more annual revenue ($8.99B vs $4.17B). LCII leads profitability with a 4.8% profit margin vs 3.0%. LCII appears more attractively valued with a PEG of 1.04. LCII earns a higher WallStSmart Score of 64/100 (C+).
DOO
Buy58
out of 100
Grade: C
LCII
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.8%
Fair Value
$74.08
Current Price
$60.70
$13.38 premium
Intrinsic value data unavailable for LCII.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Revenue surging 29.5% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 30.4% YoY
Areas to Watch
Trading at 10.1x book value
3.0% margin — thin
Earnings declined 14.2%
4.3% revenue growth
4.8% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : DOO
The strongest argument for DOO centers on Return on Equity, Revenue Growth. Revenue growth of 29.5% demonstrates continued momentum. PEG of 1.07 suggests the stock is reasonably priced for its growth.
Bull Case : LCII
The strongest argument for LCII centers on P/E Ratio, Price/Book, EPS Growth. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bear Case : DOO
The primary concerns for DOO are Price/Book, Profit Margin, EPS Growth. Thin 3.0% margins leave little buffer for downturns.
Bear Case : LCII
The primary concerns for LCII are Revenue Growth, Profit Margin, Free Cash Flow. Thin 4.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
DOO profiles as a growth stock while LCII is a value play — different risk/reward profiles.
LCII carries more volatility with a beta of 1.18 — expect wider price swings.
DOO is growing revenue faster at 29.5% — sustainability is the question.
DOO generates stronger free cash flow (367M), providing more financial flexibility.
Bottom Line
LCII scores higher overall (64/100 vs 58/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
BRP Inc.
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
BRP Inc. (DOO) stands as a leading global manufacturer in the powersports industry, celebrated for its innovation and high-quality craftsmanship across a diverse brand portfolio that includes Ski-Doo, Sea-Doo, and Can-Am products. Headquartered in Valcourt, Quebec, the company has established a strong commitment to sustainability and technological advancements that reinforce its competitive edge in an expanding market. With an emphasis on research and development, BRP not only enhances consumer experiences but also strategically expands its global footprint through an extensive distribution and service network, positioning itself for continued growth and market leadership.
Visit Website →LCI Industries
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
LCI Industries manufactures and supplies components to recreational vehicle (RV) manufacturers and adjacent industries in the United States and internationally. The company is headquartered in Elkhart, Indiana.
Compare with Other RECREATIONAL VEHICLES Stocks
Want to dig deeper into these stocks?