REVG vs LCII vs PATK vs DORM

For growth investors, LCI Industries (LCII) is the stronger pick with 10.

2% revenue growth year-over-year, versus 3. 5% for REV Group, Inc. (REVG). LCI Industries (LCII) offers the better valuation at 15. 4x trailing P/E (13. 4x 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.

On trailing P/E, LCI Industries (LCII) is the cheapest at 15.

4x versus REV Group, Inc. at 33. 8x. On forward P/E, LCI Industries is actually cheaper at 13. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Dorman Products, Inc. wins at 1. 00x versus LCI Industries's 3. 48x — a reasonable growth-adjusted valuation.

Over the past 5 years, REV Group, Inc.

(REVG) delivered a total return of +261. 2%, compared to -6. 1% for LCI Industries (LCII). Over 10 years, the gap is even starker: PATK returned +395. 2% versus LCII's +111. 5%. 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), Dorman Products, Inc.

(DORM) is the lower-risk stock at 0. 85β versus REV Group, Inc. 's 1. 48β — meaning REVG is approximately 73% more volatile than DORM relative to the S&P 500. On balance sheet safety, REV Group, Inc. (REVG) carries a lower debt/equity ratio of 13% versus 139% for Patrick Industries, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), LCI Industries (LCII) is pulling ahead at 10.

2% versus 3. 5% for REV Group, Inc. (REVG). On earnings-per-share growth, the picture is similar: LCI Industries grew EPS 35. 2% year-over-year, compared to -60. 0% for REV Group, Inc.. Over a 3-year CAGR, DORM leads at 7. 1% 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.

Dorman Products, Inc.

(DORM) is the more profitable company, earning 9. 6% net margin versus 3. 4% for Patrick Industries, Inc. — meaning it keeps 9. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DORM leads at 16. 8% versus 6. 8% for LCII. At the gross margin level — before operating expenses — DORM leads at 41. 1%, 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, Dorman Products, Inc. (DORM) is the more undervalued stock at a PEG of 1. 00x versus LCI Industries's 3. 48x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, LCI Industries (LCII) trades at 13. 4x forward P/E versus 18. 2x for Patrick Industries, Inc. — 4. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PATK: 32. 7% to $126. 50.

In this comparison, LCII (3.

9% yield), PATK (1. 7% yield), REVG (0. 4% yield) pay a dividend. DORM does not pay a meaningful dividend and should not be held primarily for income.

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 0. 93), 1. 7% yield, +395. 2% 10Y return). Both have compounded well over 10 years (PATK: +395. 2%, REVG: +174. 2%), 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.

These companies operate in different sectors (REVG (Industrials) and LCII (Consumer Cyclical) and PATK (Consumer Cyclical) and DORM (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: REVG is a small-cap quality compounder stock; LCII is a small-cap deep-value stock; PATK is a small-cap quality compounder stock; DORM is a small-cap quality compounder stock. LCII, PATK pay a dividend while REVG, DORM 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.