Polaris Industries Inc (PII)vsWinnebago Industries Inc (WGO)
PII
Polaris Industries Inc
$56.81
+0.25%
CONSUMER CYCLICAL · Cap: $3.22B
WGO
Winnebago Industries Inc
$32.67
-6.87%
CONSUMER CYCLICAL · Cap: $942.85M
Smart Verdict
WallStSmart Research — data-driven comparison
Polaris Industries Inc generates 152% more annual revenue ($7.24B vs $2.88B). WGO leads profitability with a 1.3% profit margin vs -6.4%. WGO appears more attractively valued with a PEG of 0.24. WGO earns a higher WallStSmart Score of 56/100 (C).
PII
Hold38
out of 100
Grade: F
WGO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PII.
Margin of Safety
-444.3%
Fair Value
$8.70
Current Price
$32.67
$23.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
ROE of -43.7% — below average capital efficiency
Earnings declined 89.6%
Moderate valuation
Smaller company, higher risk/reward
ROE of 2.9% — below average capital efficiency
1.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : PII
PII has a balanced fundamental profile.
Bull Case : WGO
The strongest argument for WGO centers on PEG Ratio, Price/Book. Revenue growth of 12.3% demonstrates continued momentum. PEG of 0.24 suggests the stock is reasonably priced for its growth.
Bear Case : PII
The primary concerns for PII are Piotroski F-Score, PEG Ratio, Return on Equity.
Bear Case : WGO
The primary concerns for WGO are P/E Ratio, Market Cap, Return on Equity. Thin 1.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
PII profiles as a turnaround stock while WGO is a value play — different risk/reward profiles.
PII carries more volatility with a beta of 1.17 — expect wider price swings.
WGO is growing revenue faster at 12.3% — sustainability is the question.
PII generates stronger free cash flow (114M), providing more financial flexibility.
Bottom Line
WGO scores higher overall (56/100 vs 38/100) and 12.3% revenue growth. 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.
Polaris Industries Inc
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
Polaris Inc. designs, designs, manufactures and markets motor sports vehicles worldwide. The company is headquartered in Medina, Minnesota.
Winnebago Industries Inc
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
Winnebago Industries, Inc. manufactures and sells recreational vehicles and marine products primarily for use in leisure travel and outdoor recreational activities. The company is headquartered in Forest City, Iowa.
Compare with Other RECREATIONAL VEHICLES Stocks
Want to dig deeper into these stocks?