LCII
LCI Industries
Auto - Recreational Vehicles
Market Cap$2.89B
5Y Perf.+20.1%
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Stock Comparison
LCII vs PATK vs THO vs WGO
Revenue, margins, valuation, and 5-year total return — side by side.
PATK
Patrick Industries, Inc.
Furnishings, Fixtures & Appliances
Market Cap$3.16B
5Y Perf.+175.2%
THO
Thor Industries, Inc.
Auto - Recreational Vehicles
Market Cap$4.08B
5Y Perf.-10.4%
WGO
Winnebago Industries, Inc.
Auto - Recreational Vehicles
Market Cap$896M
5Y Perf.-41.6%
LCII vs PATK vs THO vs WGO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | LCII | PATK | THO | WGO |
|---|---|---|---|---|
| Industry | Auto - Recreational Vehicles | Furnishings, Fixtures & Appliances | Auto - Recreational Vehicles | Auto - Recreational Vehicles |
| Market Cap | $2.89B | $3.16B | $4.08B | $896M |
| Revenue (TTM) | $4.17B | $3.94B | $9.93B | $2.88B |
| Net Income (TTM) | $202M | $136M | $300M | $36M |
| Gross Margin | 24.1% | 22.5% | 14.0% | 13.1% |
| Operating Margin | 7.0% | 7.0% | 4.5% | 2.5% |
| Forward P/E | 13.3x | 19.5x | 18.6x | 13.6x |
| Total Debt | $1.24B | $1.64B | $923M | $595M |
| Cash & Equiv. | $223M | $26M | $587M | $174M |
LCII vs PATK vs THO vs WGO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
LCII
PATK
THO
WGO
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| LCI Industries (LCII) | 100 | 120.1 | +20.1% |
| Patrick Industries,… (PATK) | 100 | 275.2 | +175.2% |
| Thor Industries, In… (THO) | 100 | 89.6 | -10.4% |
| Winnebago Industrie… (WGO) | 100 | 58.4 | -41.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LCII vs PATK vs THO vs WGO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: LCII leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Patrick Industries, Inc. is the stronger pick specifically for capital preservation and lower volatility. WGO also leads in specific categories worth noting. As sector peers, any of these can serve as alternatives in the same allocation.
LCII
LCI Industries
The Income Pick
LCII carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 9 yrs, beta 1.09, yield 3.9%
- Rev growth 10.2%, EPS growth 35.2%, 3Y rev CAGR -7.5%
- Lower volatility, beta 1.09, Low D/E 90.8%, current ratio 2.85x
- PEG 3.47 vs THO's 4.99
Best for: income & stability and growth exposure
PATK
Patrick Industries, Inc.
The Long-Run Compounder
PATK is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 394.3% 10Y total return vs LCII's 114.9%
- Beta 1.00 vs THO's 1.25
Best for: long-term compounding
THO
Thor Industries, Inc.
The Income Angle
THO lags the leaders in this set but could rank higher in a more targeted comparison.
Best for: consumer cyclical exposure
WGO
Winnebago Industries, Inc.
The Income Pick
WGO is the clearest fit if your priority is dividends.
- 4.3% yield, 7-year raise streak, vs THO's 2.6%
Best for: dividends
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | LCII | 10.2% revenue growth vs WGO's -5.9% |
| Value | LCII | Lower P/E (13.3x vs 13.6x) |
| Quality / Margins | LCII | 4.8% margin vs WGO's 1.3% |
| Stability / Safety | PATK | Beta 1.00 vs THO's 1.25 |
| Dividends | WGO | 4.3% yield, 7-year raise streak, vs THO's 2.6% |
| Momentum (1Y) | LCII | +43.9% vs WGO's -1.5% |
| Efficiency (ROA) | LCII | 6.3% ROA vs WGO's 1.7%, ROIC 9.1% vs 2.6% |
LCII vs PATK vs THO vs WGO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
FY 2020
FY 2025
LCII vs PATK vs THO vs WGO — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLLCIILAGGINGWGO
Who Leads Where
LCII leads in 3 of 6 categories
PATK leads 1 • THO leads 0 • WGO leads 0 • 2 tied
Explore the data ↓WGOWinnebago Industries,…
0leads
THOThor Industries, Inc.
0leads
PATKPatrick Industries, I…
1leads
LCIILCI Industries
3leads
6 Total Categories
CATEGORYLEADERvs PATKvs THOMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
LCII4/6
Valuation MetricsMultiples, price ratios, and targets
LCII3/7
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
LCII5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
PATK4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
LCII leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
THO is the larger business by revenue, generating $9.9B annually — 3.5x WGO's $2.9B. Profitability is closely matched — net margins range from 4.8% (LCII) to 1.3% (WGO). On growth, WGO holds the edge at +12.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | LCIILCI Industries | PATKPatrick Industrie… | THOThor Industries, … | WGOWinnebago Industr… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $4.2B | $3.9B | $9.9B | $2.9B |
| EBITDAEarnings before interest/tax | $385M | $445M | $714M | $132M |
| Net IncomeAfter-tax profit | $202M | $136M | $300M | $36M |
| Free Cash FlowCash after capex | $245M | $194M | $228M | $136M |
| Gross MarginGross profit ÷ Revenue | +24.1% | +22.5% | +14.0% | +13.1% |
| Operating MarginEBIT ÷ Revenue | +7.0% | +7.0% | +4.5% | +2.5% |
| Net MarginNet income ÷ Revenue | +4.8% | +3.5% | +3.0% | +1.3% |
| FCF MarginFCF ÷ Revenue | +5.9% | +4.9% | +2.3% | +4.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +4.3% | -0.6% | +5.3% | +12.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +30.4% | -0.9% | +35.0% | +2.1% |
LCII leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
LCII leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 15.7x trailing earnings, LCII trades at a 55% valuation discount to WGO's 34.9x P/E. Adjusting for growth (PEG ratio), LCII offers better value at 4.09x vs THO's 4.28x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | LCIILCI Industries | PATKPatrick Industrie… | THOThor Industries, … | WGOWinnebago Industr… |
|---|---|---|---|---|
| Market CapShares × price | $2.9B | $3.2B | $4.1B | $896M |
| Enterprise ValueMkt cap + debt − cash | $3.9B | $4.8B | $4.4B | $1.3B |
| Trailing P/EPrice ÷ TTM EPS | 15.70x | 24.40x | 15.95x | 34.89x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.32x | 19.47x | 18.61x | 13.61x |
| PEG RatioP/E ÷ EPS growth rate | 4.09x | — | 4.28x | — |
| EV / EBITDAEnterprise value multiple | 9.72x | 10.71x | 6.41x | 13.77x |
| Price / SalesMarket cap ÷ Revenue | 0.70x | 0.80x | 0.43x | 0.32x |
| Price / BookPrice ÷ Book value/share | 2.17x | 2.78x | 0.96x | 0.73x |
| Price / FCFMarket cap ÷ FCF | 10.37x | 12.83x | 8.97x | 10.01x |
LCII leads this category, winning 3 of 7 comparable metrics.
Profitability & Efficiency
LCII leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
LCII delivers a 14.7% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $3 for WGO. THO carries lower financial leverage with a 0.22x debt-to-equity ratio, signaling a more conservative balance sheet compared to PATK's 1.39x. On the Piotroski fundamental quality scale (0–9), LCII scores 8/9 vs WGO's 6/9, reflecting strong financial health.
| Metric | LCIILCI Industries | PATKPatrick Industrie… | THOThor Industries, … | WGOWinnebago Industr… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +14.7% | +11.6% | +7.0% | +3.0% |
| ROA (TTM)Return on assets | +6.3% | +4.4% | +4.3% | +1.7% |
| ROICReturn on invested capital | +9.1% | +7.6% | +6.7% | +2.6% |
| ROCEReturn on capital employed | +10.8% | +10.2% | +7.6% | +2.9% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 6 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.91x | 1.39x | 0.22x | 0.49x |
| Net DebtTotal debt minus cash | $1.0B | $1.6B | $336M | $421M |
| Cash & Equiv.Liquid assets | $223M | $26M | $587M | $174M |
| Total DebtShort + long-term debt | $1.2B | $1.6B | $923M | $595M |
| Interest CoverageEBIT ÷ Interest expense | 5.49x | 3.40x | 9.82x | 2.77x |
LCII leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
PATK leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PATK five years ago would be worth $16,196 today (with dividends reinvested), compared to $4,579 for WGO. Over the past 12 months, LCII leads with a +43.9% total return vs WGO's -1.5%. The 3-year compound annual growth rate (CAGR) favors PATK at 31.6% vs WGO's -15.6% — a key indicator of consistent wealth creation.
| Metric | LCIILCI Industries | PATKPatrick Industrie… | THOThor Industries, … | WGOWinnebago Industr… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | -3.5% | -13.4% | -25.8% | -20.5% |
| 1-Year ReturnPast 12 months | +43.9% | +16.2% | +3.9% | -1.5% |
| 3-Year ReturnCumulative with dividends | +13.3% | +127.7% | +0.6% | -39.9% |
| 5-Year ReturnCumulative with dividends | +7.6% | +62.0% | -38.7% | -54.2% |
| 10-Year ReturnCumulative with dividends | +114.9% | +394.3% | +44.1% | +88.6% |
| CAGR (3Y)Annualised 3-year return | +4.2% | +31.6% | +0.2% | -15.6% |
PATK leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — LCII and PATK each lead in 1 of 2 comparable metrics.
Risk & Volatility
PATK is the less volatile stock with a 1.00 beta — it tends to amplify market swings less than THO's 1.25 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LCII currently trades 74.4% from its 52-week high vs THO's 62.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | LCIILCI Industries | PATKPatrick Industrie… | THOThor Industries, … | WGOWinnebago Industr… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.09x | 1.00x | 1.25x | 1.17x |
| 52-Week HighHighest price in past year | $159.66 | $148.50 | $122.83 | $50.16 |
| 52-Week LowLowest price in past year | $83.87 | $81.21 | $73.36 | $28.00 |
| % of 52W HighCurrent price vs 52-week peak | +74.4% | +64.1% | +62.9% | +63.3% |
| RSI (14)Momentum oscillator 0–100 | 45.0 | 42.2 | 43.5 | 45.3 |
| Avg Volume (50D)Average daily shares traded | 352K | 471K | 740K | 617K |
Evenly matched — LCII and PATK each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — THO and WGO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: LCII as "Hold", PATK as "Buy", THO as "Hold", WGO as "Hold". Consensus price targets imply 48.0% upside for THO (target: $114) vs 25.1% for LCII (target: $149). For income investors, WGO offers the higher dividend yield at 4.33% vs PATK's 1.68%.
| Metric | LCIILCI Industries | PATKPatrick Industrie… | THOThor Industries, … | WGOWinnebago Industr… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $148.60 | $124.50 | $114.25 | $41.80 |
| # AnalystsCovering analysts | 14 | 17 | 41 | 22 |
| Dividend YieldAnnual dividend ÷ price | +3.9% | +1.7% | +2.6% | +4.3% |
| Dividend StreakConsecutive years of raises | 9 | 1 | 10 | 7 |
| Dividend / ShareAnnual DPS | $4.59 | $1.60 | $1.99 | $1.37 |
| Buyback YieldShare repurchases ÷ mkt cap | +4.5% | +1.0% | +1.3% | +6.0% |
Evenly matched — THO and WGO each lead in 1 of 2 comparable metrics.
Key Takeaway
LCII leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). PATK leads in 1 (Total Returns). 2 tied.
Best OverallLCI Industries (LCII)Leads 3 of 6 categories
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LCII vs PATK vs THO vs WGO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is LCII or PATK or THO or WGO a better buy right now?
For growth investors, LCI Industries (LCII) is the stronger pick with 10.
2% revenue growth year-over-year, versus -5. 9% for Winnebago Industries, Inc. (WGO). LCI Industries (LCII) offers the better valuation at 15. 7x trailing P/E (13. 3x forward), making it the more compelling value choice. Analysts rate Patrick Industries, Inc. (PATK) a "Buy" — based on 17 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — LCII or PATK or THO or WGO?
On trailing P/E, LCI Industries (LCII) is the cheapest at 15.
7x versus Winnebago Industries, Inc. at 34. 9x. On forward P/E, LCI Industries is actually cheaper at 13. 3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: LCI Industries wins at 3. 47x versus Thor Industries, Inc. 's 4. 99x.
03Which is the better long-term investment — LCII or PATK or THO or WGO?
Over the past 5 years, Patrick Industries, Inc.
(PATK) delivered a total return of +62. 0%, compared to -54. 2% for Winnebago Industries, Inc. (WGO). Over 10 years, the gap is even starker: PATK returned +394. 3% versus THO's +44. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — LCII or PATK or THO or WGO?
By beta (market sensitivity over 5 years), Patrick Industries, Inc.
(PATK) is the lower-risk stock at 1. 00β versus Thor Industries, Inc. 's 1. 25β — meaning THO is approximately 25% more volatile than PATK relative to the S&P 500. On balance sheet safety, Thor Industries, Inc. (THO) carries a lower debt/equity ratio of 22% versus 139% for Patrick Industries, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — LCII or PATK or THO or WGO?
By revenue growth (latest reported year), LCI Industries (LCII) is pulling ahead at 10.
2% versus -5. 9% for Winnebago Industries, Inc. (WGO). On earnings-per-share growth, the picture is similar: Winnebago Industries, Inc. grew EPS 106. 8% year-over-year, compared to -5. 1% for Patrick Industries, Inc.. Over a 3-year CAGR, PATK leads at -6. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — LCII or PATK or THO or WGO?
LCI Industries (LCII) is the more profitable company, earning 4.
6% net margin versus 0. 9% for Winnebago Industries, Inc. — meaning it keeps 4. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PATK leads at 7. 0% versus 2. 0% for WGO. At the gross margin level — before operating expenses — LCII leads at 23. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is LCII or PATK or THO or WGO more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, LCI Industries (LCII) is the more undervalued stock at a PEG of 3. 47x versus Thor Industries, Inc. 's 4. 99x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, LCI Industries (LCII) trades at 13. 3x forward P/E versus 19. 5x for Patrick Industries, Inc. — 6. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for THO: 48. 0% to $114. 25.
08Which pays a better dividend — LCII or PATK or THO or WGO?
All stocks in this comparison pay dividends.
Winnebago Industries, Inc. (WGO) offers the highest yield at 4. 3%, versus 1. 7% for Patrick Industries, Inc. (PATK).
09Is LCII or PATK or THO or WGO better for a retirement portfolio?
For long-horizon retirement investors, Patrick Industries, Inc.
(PATK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 00), 1. 7% yield, +394. 3% 10Y return). Both have compounded well over 10 years (PATK: +394. 3%, THO: +44. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between LCII and PATK and THO and WGO?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: LCII is a small-cap deep-value stock; PATK is a small-cap quality compounder stock; THO is a small-cap deep-value stock; WGO is a small-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(LCII: 4.3% · PATK: -0.6%)Net Margin>
%
(LCII: 4.8% · PATK: 3.5%)P/E Ratio<
x
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