WallStSmart

BRP Inc (DOOO)vsPatrick Industries Inc (PATK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BRP Inc generates 104% more annual revenue ($8.03B vs $3.94B). PATK leads profitability with a 3.5% profit margin vs 0.0%. DOOO appears more attractively valued with a PEG of 2.04. 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

PATK

Hold

44

out of 100

Grade: D

Growth: 2.0Profit: 5.5Value: 4.3Quality: 6.5
Piotroski: 5/9Altman Z: 2.58
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DOOOSignificantly Overvalued (-80.6%)

Margin of Safety

-80.6%

Fair Value

$43.81

Current Price

$61.14

$17.33 premium

UndervaluedFair: $43.81Overvalued

Intrinsic value data unavailable for PATK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DOOO0 strengths · Avg: 0/10

No standout strengths identified

PATK1 strengths · Avg: 8.0/10
Price/BookValuation
2.3x8/10

Reasonable price relative to book value

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
10.9x4/10

Trading at 10.9x book value

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

PATK4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.5%3/10

3.5% margin — thin

Debt/EquityHealth
1.353/10

Elevated debt levels

PEG RatioValuation
3.462/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.6%2/10

Revenue declined 0.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : DOOO

DOOO has a balanced fundamental profile.

Bull Case : PATK

The strongest argument for PATK centers on Price/Book.

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 : PATK

The primary concerns for PATK are Profit Margin, Debt/Equity, PEG Ratio. Thin 3.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

DOOO is growing revenue faster at 0.1% — sustainability is the question.

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

Bottom Line

DOOO scores higher overall (62/100 vs 44/100). 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.

Patrick Industries Inc

CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA

Patrick Industries Inc. (PATK), headquartered in Elkhart, Indiana, is a leading manufacturer and distributor of component products catering primarily to the recreational vehicle, marine, manufactured housing, and industrial markets. With a diverse portfolio that includes cabinetry, decorative surfaces, and building materials, the company leverages its extensive industry experience to promote operational efficiency and innovate product offerings. Committed to sustainability and strategic growth through acquisitions, Patrick Industries is strategically poised to benefit from the escalating demand within the recreational vehicle sector, offering compelling growth prospects and value creation opportunities for institutional investors.

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