WallStSmart

BRP Inc (DOOO)vsMalibu Boats Inc (MBUU)

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Smart Verdict

WallStSmart Research — data-driven comparison

BRP Inc generates 872% more annual revenue ($8.03B vs $826.09M). DOOO leads profitability with a 0.0% profit margin vs -0.1%. MBUU appears more attractively valued with a PEG of 0.22. DOOO earns a higher WallStSmart Score of 62/100 (C+).

DOOO

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 4.0Value: 3.3Quality: 5.0

MBUU

Hold

47

out of 100

Grade: D+

Growth: 2.7Profit: 3.0Value: 6.7Quality: 7.0
Piotroski: 5/9Altman Z: 3.71
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DOOOSignificantly Overvalued (-80.6%)

Margin of Safety

-80.6%

Fair Value

$43.81

Current Price

$60.70

$16.89 premium

UndervaluedFair: $43.81Overvalued

Intrinsic value data unavailable for MBUU.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DOOO0 strengths · Avg: 0/10

No standout strengths identified

MBUU3 strengths · Avg: 10.0/10
PEG RatioValuation
0.2210/10

Growing faster than its price suggests

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
3.7110/10

Safe zone — low bankruptcy risk

Areas to Watch

DOOO4 concerns · Avg: 4.0/10
PEG RatioValuation
2.044/10

Expensive relative to growth rate

P/E RatioValuation
31.9x4/10

Premium valuation, high expectations priced in

Price/BookValuation
10.8x4/10

Trading at 10.8x book value

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

MBUU4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.1%4/10

3.1% revenue growth

Market CapQuality
$550.03M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
4.4%3/10

Operating margin of 4.4%

Return on EquityProfitability
-0.2%2/10

ROE of -0.2% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : DOOO

DOOO has a balanced fundamental profile.

Bull Case : MBUU

The strongest argument for MBUU centers on PEG Ratio, Price/Book, Altman Z-Score. PEG of 0.22 suggests the stock is reasonably priced for its growth.

Bear Case : DOOO

The primary concerns for DOOO are PEG Ratio, P/E Ratio, Price/Book. Thin 0.0% margins leave little buffer for downturns.

Bear Case : MBUU

The primary concerns for MBUU are Revenue Growth, Market Cap, Operating Margin.

Key Dynamics to Monitor

DOOO profiles as a value stock while MBUU is a turnaround play — different risk/reward profiles.

DOOO carries more volatility with a beta of 1.29 — expect wider price swings.

MBUU is growing revenue faster at 3.1% — sustainability is the question.

Monitor RECREATIONAL VEHICLES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

DOOO scores higher overall (62/100 vs 47/100). Both earn "Buy" and "Hold" 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. (DOOO) is a prominent global manufacturer and marketer of innovative powersports and marine products, renowned for its commitment to quality and performance. Headquartered in Valcourt, Canada, the company boasts a diverse portfolio that encompasses snowmobiles, personal watercraft, all-terrain vehicles, and side-by-side vehicles, catering to enthusiasts across various outdoor activities. By prioritizing cutting-edge technology and design, BRP engages in continuous research and development to enhance its offerings and maintain its competitive edge in the recreational vehicle market. The company's strong brand equity, combined with a commitment to sustainability and customer satisfaction, positions BRP favorably for future growth and market leadership.

Malibu Boats Inc

CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA

Malibu Boats, Inc. designs, manufactures, distributes, markets and sells a variety of recreational boats. The company is headquartered in Loudon, Tennessee.

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