LVWR vs HOG vs PII vs FOXF vs YETI

For growth investors, Fox Factory Holding Corp.

(FOXF) is the stronger pick with 5. 3% revenue growth year-over-year, versus -13. 8% for Harley-Davidson, Inc. (HOG). Harley-Davidson, Inc. (HOG) offers the better valuation at 8. 5x trailing P/E (57. 5x forward), making it the more compelling value choice. Analysts rate Fox Factory Holding Corp. (FOXF) a "Buy" — based on 18 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.

On trailing P/E, Harley-Davidson, Inc.

(HOG) is the cheapest at 8. 5x versus YETI Holdings, Inc. at 20. 5x. On forward P/E, YETI Holdings, Inc. is actually cheaper at 14. 8x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Harley-Davidson, Inc. wins at 0. 26x versus YETI Holdings, Inc. 's 5. 34x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Polaris Inc.

(PII) delivered a total return of -44. 6%, compared to -88. 4% for Fox Factory Holding Corp. (FOXF). Over 10 years, the gap is even starker: YETI returned +145. 1% versus LVWR's -82. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Harley-Davidson, Inc.

(HOG) is the lower-risk stock at 0. 96β versus LiveWire Group, Inc. 's 2. 47β — meaning LVWR is approximately 156% more volatile than HOG relative to the S&P 500. On balance sheet safety, YETI Holdings, Inc. (YETI) carries a lower debt/equity ratio of 25% versus 183% for Polaris Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Fox Factory Holding Corp.

(FOXF) is pulling ahead at 5. 3% versus -13. 8% for Harley-Davidson, Inc. (HOG). On earnings-per-share growth, the picture is similar: LiveWire Group, Inc. grew EPS 19. 6% year-over-year, compared to -82. 5% for Fox Factory Holding Corp.. Over a 3-year CAGR, YETI leads at 5. 4% 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.

YETI Holdings, Inc.

(YETI) is the more profitable company, earning 8. 9% net margin versus -292. 6% for LiveWire Group, Inc. — meaning it keeps 8. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: YETI leads at 11. 4% versus -294. 0% for LVWR. At the gross margin level — before operating expenses — YETI leads at 57. 4%, 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.

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, Harley-Davidson, Inc. (HOG) is the more undervalued stock at a PEG of 0. 26x versus YETI Holdings, Inc. 's 5. 34x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, YETI Holdings, Inc. (YETI) trades at 14. 8x forward P/E versus 57. 5x for Harley-Davidson, Inc. — 42. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for LVWR: 349. 1% to $7. 50.

In this comparison, PII (3.

9% yield), HOG (3. 0% yield) pay a dividend. LVWR, FOXF, YETI do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Harley-Davidson, Inc.

(HOG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 96), 3. 0% yield). LiveWire Group, Inc. (LVWR) carries a higher beta of 2. 47 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (HOG: -28. 0%, LVWR: -82. 7%), 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.

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: LVWR is a small-cap quality compounder stock; HOG is a small-cap deep-value stock; PII is a small-cap income-oriented stock; FOXF is a small-cap quality compounder stock; YETI is a small-cap quality compounder stock. HOG, PII pay a dividend while LVWR, FOXF, YETI do not, making them suitable for different income and tax situations. 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.