Harley-Davidson Inc (HOG)vsLCI Industries (LCII)
HOG
Harley-Davidson Inc
$27.87
+3.38%
CONSUMER CYCLICAL · Cap: $2.78B
LCII
LCI Industries
$91.02
-2.55%
CONSUMER CYCLICAL · Cap: $2.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Harley-Davidson Inc generates 5% more annual revenue ($4.24B vs $4.03B). LCII leads profitability with a 5.2% profit margin vs 4.8%. LCII appears more attractively valued with a PEG of 1.04. LCII earns a higher WallStSmart Score of 63/100 (C+).
HOG
Hold49
out of 100
Grade: D+
LCII
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.3%
Fair Value
$31.79
Current Price
$27.87
$3.92 discount
Intrinsic value data unavailable for LCII.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 20.1% YoY
Areas to Watch
Expensive relative to growth rate
ROE of 7.1% — below average capital efficiency
4.8% margin — thin
Revenue declined 5.9%
5.2% margin — thin
Operating margin of 0.5%
Revenue declined 12.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : HOG
The strongest argument for HOG centers on Price/Book, P/E Ratio.
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 : HOG
The primary concerns for HOG are PEG Ratio, Return on Equity, Profit Margin. Thin 4.8% margins leave little buffer for downturns.
Bear Case : LCII
The primary concerns for LCII are Profit Margin, Operating Margin, Revenue Growth.
Key Dynamics to Monitor
HOG carries more volatility with a beta of 1.30 — expect wider price swings.
HOG is growing revenue faster at -5.9% — sustainability is the question.
LCII generates stronger free cash flow (185M), providing more financial flexibility.
Monitor RECREATIONAL VEHICLES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LCII scores higher overall (63/100 vs 49/100). HOG offers better value entry with a 35.3% margin of safety. 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.
Harley-Davidson Inc
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
Harley-Davidson, Inc. manufactures and sells custom, cruiser and touring motorcycles. The company is headquartered in Milwaukee, Wisconsin.
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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