LCI Industries (LCII)vsPatrick Industries Inc (PATK)
LCII
LCI Industries
$94.26
-1.85%
CONSUMER CYCLICAL · Cap: $2.26B
PATK
Patrick Industries Inc
$85.12
-1.08%
CONSUMER CYCLICAL · Cap: $2.85B
Smart Verdict
WallStSmart Research — data-driven comparison
LCI Industries generates 6% more annual revenue ($4.17B vs $3.94B). LCII leads profitability with a 4.8% profit margin vs 3.5%. LCII appears more attractively valued with a PEG of 1.04. LCII earns a higher WallStSmart Score of 64/100 (C+).
LCII
Buy64
out of 100
Grade: C+
PATK
Hold44
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 30.4% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
4.3% revenue growth
4.8% margin — thin
Negative free cash flow — burning cash
3.5% margin — thin
Expensive relative to growth rate
Revenue declined 0.6%
Earnings declined 0.9%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PATK
The strongest argument for PATK centers on Debt/Equity, Price/Book.
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.
Bear Case : PATK
The primary concerns for PATK are Profit Margin, PEG Ratio, Revenue Growth. Thin 3.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
LCII carries more volatility with a beta of 1.18 — expect wider price swings.
LCII is growing revenue faster at 4.3% — sustainability is the question.
PATK generates stronger free cash flow (-33M), providing more financial flexibility.
Monitor RECREATIONAL VEHICLES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LCII scores higher overall (64/100 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.
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.
Patrick Industries Inc
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
Patrick Industries Inc. (PATK), headquartered in Elkhart, Indiana, is a leading manufacturer and distributor of a diverse array of component products tailored for the recreational vehicle, marine, manufactured housing, and industrial markets. The company boasts an extensive product portfolio that includes cabinetry, decorative surfaces, and building materials, leveraging its deep industry knowledge to enhance operational efficiencies and promote innovation. With a strong commitment to sustainability and a strategic focus on acquisitions, Patrick Industries is strategically positioned to meet the growing consumer demand in the recreational vehicle sector, offering promising avenues for sustainable growth and value creation for institutional investors.
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