WallStSmart

MCBC Holdings Inc (MCFT)vsPatrick Industries Inc (PATK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Patrick Industries Inc generates 1222% more annual revenue ($3.94B vs $298.48M). MCFT leads profitability with a 3.7% profit margin vs 3.5%. MCFT appears more attractively valued with a PEG of 1.35. PATK earns a higher WallStSmart Score of 44/100 (D).

MCFT

Hold

42

out of 100

Grade: D

Growth: 2.7Profit: 3.5Value: 5.0Quality: 6.8
Piotroski: 4/9Altman Z: 3.68

PATK

Hold

44

out of 100

Grade: D

Growth: 2.0Profit: 5.5Value: 4.3Quality: 8.0
Piotroski: 5/9Altman Z: 2.58

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MCFT2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.6810/10

Safe zone — low bankruptcy risk

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

PATK2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

MCFT4 concerns · Avg: 3.5/10
P/E RatioValuation
34.7x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

Market CapQuality
$562.44M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

PATK4 concerns · Avg: 2.3/10
Profit MarginProfitability
3.5%3/10

3.5% margin — thin

PEG RatioValuation
3.462/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.6%2/10

Revenue declined 0.6%

EPS GrowthGrowth
-0.9%2/10

Earnings declined 0.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : MCFT

The strongest argument for MCFT centers on Altman Z-Score, Price/Book. PEG of 1.35 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 : MCFT

The primary concerns for MCFT are P/E Ratio, Revenue Growth, Market Cap. Thin 3.7% 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

PATK carries more volatility with a beta of 1.09 — expect wider price swings.

MCFT is growing revenue faster at 3.0% — sustainability is the question.

MCFT generates stronger free cash flow (4M), providing more financial flexibility.

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

Bottom Line

PATK scores higher overall (44/100 vs 42/100). Both earn "Hold" 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.

MCBC Holdings Inc

CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA

MasterCraft Boat Holdings, Inc. designs, manufactures and markets motorized pleasure boats. The company is headquartered in Vonore, Tennessee.

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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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