BRP Inc. (DOO)vsLCI Industries (LCII)
DOO
BRP Inc.
$64.89
-0.02%
CONSUMER CYCLICAL · Cap: $4.53B
LCII
LCI Industries
$122.92
-0.06%
CONSUMER CYCLICAL · Cap: $2.98B
Smart Verdict
WallStSmart Research — data-driven comparison
BRP Inc. generates 95% more annual revenue ($8.03B vs $4.12B). LCII leads profitability with a 4.6% profit margin vs 0.3%. DOO appears more attractively valued with a PEG of 0.72. DOO earns a higher WallStSmart Score of 68/100 (B-).
DOO
Strong Buy68
out of 100
Grade: B-
LCII
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.1%
Fair Value
$113.26
Current Price
$64.89
$48.37 discount
Margin of Safety
+55.7%
Fair Value
$353.81
Current Price
$122.92
$230.89 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 44 in profit
Growing faster than its price suggests
Earnings expanding 104.2% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
16.1% revenue growth
Areas to Watch
Moderate valuation
Trading at 11.5x book value
Distress zone — elevated risk
0.3% margin — thin
4.6% margin — thin
Operating margin of 3.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : DOO
The strongest argument for DOO centers on Return on Equity, PEG Ratio. Revenue growth of 14.0% demonstrates continued momentum. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bull Case : LCII
The strongest argument for LCII centers on EPS Growth, Altman Z-Score, P/E Ratio. Revenue growth of 16.1% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bear Case : DOO
The primary concerns for DOO are P/E Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 4.90 is elevated, increasing financial risk. Thin 0.3% margins leave little buffer for downturns.
Bear Case : LCII
The primary concerns for LCII are Profit Margin, Operating Margin. Thin 4.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
DOO profiles as a value stock while LCII is a growth play — different risk/reward profiles.
LCII carries more volatility with a beta of 1.36 — expect wider price swings.
LCII is growing revenue faster at 16.1% — sustainability is the question.
DOO generates stronger free cash flow (327M), providing more financial flexibility.
Bottom Line
DOO scores higher overall (68/100 vs 65/100) and 14.0% revenue growth. LCII offers better value entry with a 55.7% margin of safety. Both earn "Strong 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) is a leading global manufacturer of recreational vehicles and powersports engines, recognized for its innovative technology and high-quality craftsmanship. The company's diverse brand portfolio includes Ski-Doo snowmobiles, Sea-Doo watercraft, and Can-Am off-road vehicles, catering to a wide range of outdoor enthusiasts. Based in Valcourt, Quebec, BRP focuses on sustainability and technological advancement, positioning itself for continued growth in the evolving powersports market. Its strong commitment to research and development enhances customer experiences while expanding its global footprint through robust distribution and service strategies.
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.
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