WGO
Winnebago Industries, Inc.
Auto - Recreational Vehicles
Market Cap$902M
5Y Perf.-41.3%
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Stock Comparison
WGO vs HOG
Revenue, margins, valuation, and 5-year total return — side by side.
HOG
Harley-Davidson, Inc.
Auto - Recreational Vehicles
Market Cap$2.67B
5Y Perf.+11.7%
WGO vs HOG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WGO | HOG |
|---|---|---|
| Industry | Auto - Recreational Vehicles | Auto - Recreational Vehicles |
| Market Cap | $902M | $2.67B |
| Revenue (TTM) | $2.88B | $4.32B |
| Net Income (TTM) | $36M | $230M |
| Gross Margin | 13.1% | 23.0% |
| Operating Margin | 2.5% | 5.9% |
| Forward P/E | 13.7x | 58.0x |
| Total Debt | $595M | $3.05B |
| Cash & Equiv. | $174M | $3.09B |
WGO vs HOG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WGO
HOG
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Winnebago Industrie… (WGO) | 100 | 58.7 | -41.3% |
| Harley-Davidson, In… (HOG) | 100 | 111.7 | +11.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WGO vs HOG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: HOG leads in 4 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Winnebago Industries, Inc. is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
WGO
Winnebago Industries, Inc.
The Income Pick
WGO is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 7 yrs, beta 1.15, yield 4.3%
- Rev growth -5.9%, EPS growth 106.8%, 3Y rev CAGR -17.4%
- 92.8% 10Y total return vs HOG's -27.7%
Best for: income & stability and growth exposure
HOG
Harley-Davidson, Inc.
The Quality Compounder
HOG carries the broadest edge in this set and is the clearest fit for quality and stability.
- 5.3% margin vs WGO's 1.3%
- Beta 0.96 vs WGO's 1.15
- +5.4% vs WGO's +3.3%
Best for: quality and stability
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WGO | -5.9% revenue growth vs HOG's -13.8% |
| Value | WGO | Lower P/E (13.7x vs 58.0x) |
| Quality / Margins | HOG | 5.3% margin vs WGO's 1.3% |
| Stability / Safety | HOG | Beta 0.96 vs WGO's 1.15 |
| Dividends | WGO | 4.3% yield, 7-year raise streak, vs HOG's 3.0% |
| Momentum (1Y) | HOG | +5.4% vs WGO's +3.3% |
| Efficiency (ROA) | HOG | 2.4% ROA vs WGO's 1.7%, ROIC 5.0% vs 2.6% |
WGO vs HOG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
WGO vs HOG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLHOGLAGGINGWGO
WGOWinnebago Industries,…
1leads
HOGHarley-Davidson, Inc.
3leads
6 Total Categories
CATEGORYLEADERvs WGOMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
Tied
—
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
HOG7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
HOG5/6
Risk & VolatilityBeta, volatility, and downside exposure
HOG2/2
Analyst OutlookRatings, price targets, and dividends
WGO2/2
Income & Cash Flow (Last 12 Months)
Evenly matched — WGO and HOG each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HOG is the larger business by revenue, generating $4.3B annually — 1.5x WGO's $2.9B. Profitability is closely matched — net margins range from 5.3% (HOG) to 1.3% (WGO). On growth, WGO holds the edge at +12.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | WGOWinnebago Industr… | HOGHarley-Davidson, … |
|---|---|---|
| RevenueTrailing 12 months | $2.9B | $4.3B |
| EBITDAEarnings before interest/tax | $132M | $366M |
| Net IncomeAfter-tax profit | $36M | $230M |
| Free Cash FlowCash after capex | $136M | $44M |
| Gross MarginGross profit ÷ Revenue | +13.1% | +23.0% |
| Operating MarginEBIT ÷ Revenue | +2.5% | +5.9% |
| Net MarginNet income ÷ Revenue | +1.3% | +5.3% |
| FCF MarginFCF ÷ Revenue | +4.7% | +1.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +12.3% | -11.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +2.1% | -79.4% |
Evenly matched — WGO and HOG each lead in 3 of 6 comparable metrics.
Valuation Metrics
Evenly matched — WGO and HOG each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 8.6x trailing earnings, HOG trades at a 76% valuation discount to WGO's 35.1x P/E. On an enterprise value basis, HOG's 5.3x EV/EBITDA is more attractive than WGO's 13.8x.
| Metric | WGOWinnebago Industr… | HOGHarley-Davidson, … |
|---|---|---|
| Market CapShares × price | $902M | $2.7B |
| Enterprise ValueMkt cap + debt − cash | $1.3B | $2.6B |
| Trailing P/EPrice ÷ TTM EPS | 35.11x | 8.58x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.69x | 57.98x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.04x |
| EV / EBITDAEnterprise value multiple | 13.82x | 5.34x |
| Price / SalesMarket cap ÷ Revenue | 0.32x | 0.60x |
| Price / BookPrice ÷ Book value/share | 0.74x | 0.92x |
| Price / FCFMarket cap ÷ FCF | 10.07x | 6.42x |
Evenly matched — WGO and HOG each lead in 3 of 6 comparable metrics.
Profitability & Efficiency
HOG leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
HOG delivers a 7.0% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $3 for WGO. WGO carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to HOG's 0.97x. On the Piotroski fundamental quality scale (0–9), HOG scores 7/9 vs WGO's 6/9, reflecting strong financial health.
| Metric | WGOWinnebago Industr… | HOGHarley-Davidson, … |
|---|---|---|
| ROE (TTM)Return on equity | +3.0% | +7.0% |
| ROA (TTM)Return on assets | +1.7% | +2.4% |
| ROICReturn on invested capital | +2.6% | +5.0% |
| ROCEReturn on capital employed | +2.9% | +5.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.49x | 0.97x |
| Net DebtTotal debt minus cash | $421M | -$38M |
| Cash & Equiv.Liquid assets | $174M | $3.1B |
| Total DebtShort + long-term debt | $595M | $3.1B |
| Interest CoverageEBIT ÷ Interest expense | 2.77x | 13.87x |
HOG leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
HOG leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in HOG five years ago would be worth $5,551 today (with dividends reinvested), compared to $4,489 for WGO. Over the past 12 months, HOG leads with a +5.4% total return vs WGO's +3.3%. The 3-year compound annual growth rate (CAGR) favors HOG at -10.1% vs WGO's -15.4% — a key indicator of consistent wealth creation.
| Metric | WGOWinnebago Industr… | HOGHarley-Davidson, … |
|---|---|---|
| YTD ReturnYear-to-date | -20.1% | +16.4% |
| 1-Year ReturnPast 12 months | +3.3% | +5.4% |
| 3-Year ReturnCumulative with dividends | -39.5% | -27.3% |
| 5-Year ReturnCumulative with dividends | -55.1% | -44.5% |
| 10-Year ReturnCumulative with dividends | +92.8% | -27.7% |
| CAGR (3Y)Annualised 3-year return | -15.4% | -10.1% |
HOG leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
HOG leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
HOG is the less volatile stock with a 0.96 beta — it tends to amplify market swings less than WGO's 1.15 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. HOG currently trades 76.3% from its 52-week high vs WGO's 63.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | WGOWinnebago Industr… | HOGHarley-Davidson, … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.15x | 0.96x |
| 52-Week HighHighest price in past year | $50.16 | $31.25 |
| 52-Week LowLowest price in past year | $28.00 | $17.09 |
| % of 52W HighCurrent price vs 52-week peak | +63.7% | +76.3% |
| RSI (14)Momentum oscillator 0–100 | 39.3 | 66.6 |
| Avg Volume (50D)Average daily shares traded | 625K | 3.5M |
HOG leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
WGO leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WGO as "Hold" and HOG as "Hold". Consensus price targets imply 30.8% upside for WGO (target: $42) vs -12.8% for HOG (target: $21). For income investors, WGO offers the higher dividend yield at 4.30% vs HOG's 2.99%.
| Metric | WGOWinnebago Industr… | HOGHarley-Davidson, … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $41.80 | $20.80 |
| # AnalystsCovering analysts | 22 | 35 |
| Dividend YieldAnnual dividend ÷ price | +4.3% | +3.0% |
| Dividend StreakConsecutive years of raises | 7 | 5 |
| Dividend / ShareAnnual DPS | $1.37 | $0.71 |
| Buyback YieldShare repurchases ÷ mkt cap | +6.0% | +13.2% |
WGO leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
HOG leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). WGO leads in 1 (Analyst Outlook). 2 tied.
Best OverallHarley-Davidson, Inc. (HOG)Leads 3 of 6 categories
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WGO vs HOG: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is WGO or HOG a better buy right now?
For growth investors, Winnebago Industries, Inc.
(WGO) is the stronger pick with -5. 9% revenue growth year-over-year, versus -13. 8% for Harley-Davidson, Inc. (HOG). Harley-Davidson, Inc. (HOG) offers the better valuation at 8. 6x trailing P/E (58. 0x forward), making it the more compelling value choice. Analysts rate Winnebago Industries, Inc. (WGO) a "Hold" — based on 22 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 — WGO or HOG?
On trailing P/E, Harley-Davidson, Inc.
(HOG) is the cheapest at 8. 6x versus Winnebago Industries, Inc. at 35. 1x. On forward P/E, Winnebago Industries, Inc. is actually cheaper at 13. 7x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — WGO or HOG?
Over the past 5 years, Harley-Davidson, Inc.
(HOG) delivered a total return of -44. 5%, compared to -55. 1% for Winnebago Industries, Inc. (WGO). Over 10 years, the gap is even starker: WGO returned +92. 8% versus HOG's -27. 7%. 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 — WGO or HOG?
By beta (market sensitivity over 5 years), Harley-Davidson, Inc.
(HOG) is the lower-risk stock at 0. 96β versus Winnebago Industries, Inc. 's 1. 15β — meaning WGO is approximately 20% more volatile than HOG relative to the S&P 500. On balance sheet safety, Winnebago Industries, Inc. (WGO) carries a lower debt/equity ratio of 49% versus 97% for Harley-Davidson, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — WGO or HOG?
By revenue growth (latest reported year), Winnebago Industries, Inc.
(WGO) is pulling ahead at -5. 9% versus -13. 8% for Harley-Davidson, Inc. (HOG). On earnings-per-share growth, the picture is similar: Winnebago Industries, Inc. grew EPS 106. 8% year-over-year, compared to -19. 2% for Harley-Davidson, Inc.. Over a 3-year CAGR, HOG leads at -8. 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.
06Which has better profit margins — WGO or HOG?
Harley-Davidson, Inc.
(HOG) is the more profitable company, earning 7. 6% net margin versus 0. 9% for Winnebago Industries, Inc. — meaning it keeps 7. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HOG leads at 8. 6% versus 2. 0% for WGO. At the gross margin level — before operating expenses — HOG leads at 30. 2%, 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 WGO or HOG more undervalued right now?
On forward earnings alone, Winnebago Industries, Inc.
(WGO) trades at 13. 7x forward P/E versus 58. 0x for Harley-Davidson, Inc. — 44. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WGO: 30. 8% to $41. 80.
08Which pays a better dividend — WGO or HOG?
All stocks in this comparison pay dividends.
Winnebago Industries, Inc. (WGO) offers the highest yield at 4. 3%, versus 3. 0% for Harley-Davidson, Inc. (HOG).
09Is WGO or HOG better for a retirement portfolio?
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). Both have compounded well over 10 years (HOG: -27. 7%, WGO: +92. 8%), 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 WGO and HOG?
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: WGO is a small-cap income-oriented stock; HOG is a small-cap deep-value 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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