WGO
Winnebago Industries, Inc.
Auto - Recreational Vehicles
Market Cap$900M
5Y Perf.-41.4%
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Stock Comparison
WGO vs LCII
Revenue, margins, valuation, and 5-year total return — side by side.
LCII
LCI Industries
Auto - Recreational Vehicles
Market Cap$2.83B
5Y Perf.+17.7%
WGO vs LCII — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WGO | LCII |
|---|---|---|
| Industry | Auto - Recreational Vehicles | Auto - Recreational Vehicles |
| Market Cap | $900M | $2.83B |
| Revenue (TTM) | $2.88B | $4.17B |
| Net Income (TTM) | $36M | $202M |
| Gross Margin | 13.1% | 24.1% |
| Operating Margin | 2.5% | 7.0% |
| Forward P/E | 13.7x | 13.4x |
| Total Debt | $595M | $1.24B |
| Cash & Equiv. | $174M | $223M |
WGO vs LCII — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WGO
LCII
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Winnebago Industrie… (WGO) | 100 | 58.6 | -41.4% |
| LCI Industries (LCII) | 100 | 117.7 | +17.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WGO vs LCII
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: LCII leads in 6 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Winnebago Industries, Inc. is the stronger pick specifically for dividend income and shareholder returns. 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 dividends.
- 4.3% yield, 7-year raise streak, vs LCII's 3.9%
Best for: dividends
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 0.99, yield 3.9%
- Rev growth 10.2%, EPS growth 35.2%, 3Y rev CAGR -7.5%
- 111.5% 10Y total return vs WGO's 89.3%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | LCII | 10.2% revenue growth vs WGO's -5.9% |
| Value | LCII | Lower P/E (13.4x vs 13.7x) |
| Quality / Margins | LCII | 4.8% margin vs WGO's 1.3% |
| Stability / Safety | LCII | Beta 0.99 vs WGO's 1.15 |
| Dividends | WGO | 4.3% yield, 7-year raise streak, vs LCII's 3.9% |
| Momentum (1Y) | LCII | +45.6% vs WGO's +3.0% |
| Efficiency (ROA) | LCII | 6.3% ROA vs WGO's 1.7%, ROIC 9.1% vs 2.6% |
WGO vs LCII — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
WGO vs LCII — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLLCIILAGGINGWGO
WGOWinnebago Industries,…
0leads
LCIILCI Industries
4leads
6 Total Categories
CATEGORYLEADERvs WGOMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
LCII4/6
Valuation MetricsMultiples, price ratios, and targets
Tied
—
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
LCII6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
LCII6/6
Risk & VolatilityBeta, volatility, and downside exposure
LCII2/2
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)
LCII and WGO operate at a comparable scale, with $4.2B and $2.9B in trailing revenue. 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 | WGOWinnebago Industr… | LCIILCI Industries |
|---|---|---|
| RevenueTrailing 12 months | $2.9B | $4.2B |
| EBITDAEarnings before interest/tax | $132M | $385M |
| Net IncomeAfter-tax profit | $36M | $202M |
| Free Cash FlowCash after capex | $136M | $245M |
| Gross MarginGross profit ÷ Revenue | +13.1% | +24.1% |
| Operating MarginEBIT ÷ Revenue | +2.5% | +7.0% |
| Net MarginNet income ÷ Revenue | +1.3% | +4.8% |
| FCF MarginFCF ÷ Revenue | +4.7% | +5.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +12.3% | +4.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +2.1% | +30.4% |
LCII leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
Evenly matched — WGO and LCII each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 15.4x trailing earnings, LCII trades at a 56% valuation discount to WGO's 35.1x P/E. On an enterprise value basis, LCII's 9.6x EV/EBITDA is more attractive than WGO's 13.8x.
| Metric | WGOWinnebago Industr… | LCIILCI Industries |
|---|---|---|
| Market CapShares × price | $900M | $2.8B |
| Enterprise ValueMkt cap + debt − cash | $1.3B | $3.8B |
| Trailing P/EPrice ÷ TTM EPS | 35.05x | 15.38x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.67x | 13.38x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.01x |
| EV / EBITDAEnterprise value multiple | 13.81x | 9.57x |
| Price / SalesMarket cap ÷ Revenue | 0.32x | 0.69x |
| Price / BookPrice ÷ Book value/share | 0.74x | 2.13x |
| Price / FCFMarket cap ÷ FCF | 10.06x | 10.16x |
Evenly matched — WGO and LCII each lead in 3 of 6 comparable metrics.
Profitability & Efficiency
LCII leads this category, winning 6 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. WGO carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to LCII's 0.91x. On the Piotroski fundamental quality scale (0–9), LCII scores 8/9 vs WGO's 6/9, reflecting strong financial health.
| Metric | WGOWinnebago Industr… | LCIILCI Industries |
|---|---|---|
| ROE (TTM)Return on equity | +3.0% | +14.7% |
| ROA (TTM)Return on assets | +1.7% | +6.3% |
| ROICReturn on invested capital | +2.6% | +9.1% |
| ROCEReturn on capital employed | +2.9% | +10.8% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 8 |
| Debt / EquityFinancial leverage | 0.49x | 0.91x |
| Net DebtTotal debt minus cash | $421M | $1.0B |
| Cash & Equiv.Liquid assets | $174M | $223M |
| Total DebtShort + long-term debt | $595M | $1.2B |
| Interest CoverageEBIT ÷ Interest expense | 2.77x | 5.49x |
LCII leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
LCII leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in LCII five years ago would be worth $9,386 today (with dividends reinvested), compared to $4,432 for WGO. Over the past 12 months, LCII leads with a +45.6% total return vs WGO's +3.0%. The 3-year compound annual growth rate (CAGR) favors LCII at 3.6% vs WGO's -15.5% — a key indicator of consistent wealth creation.
| Metric | WGOWinnebago Industr… | LCIILCI Industries |
|---|---|---|
| YTD ReturnYear-to-date | -20.2% | -5.4% |
| 1-Year ReturnPast 12 months | +3.0% | +45.6% |
| 3-Year ReturnCumulative with dividends | -39.6% | +11.2% |
| 5-Year ReturnCumulative with dividends | -55.7% | -6.1% |
| 10-Year ReturnCumulative with dividends | +89.3% | +111.5% |
| CAGR (3Y)Annualised 3-year return | -15.5% | +3.6% |
LCII leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
LCII leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
LCII is the less volatile stock with a 0.99 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. LCII currently trades 72.9% from its 52-week high vs WGO's 63.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | WGOWinnebago Industr… | LCIILCI Industries |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.15x | 0.99x |
| 52-Week HighHighest price in past year | $50.16 | $159.66 |
| 52-Week LowLowest price in past year | $28.00 | $82.29 |
| % of 52W HighCurrent price vs 52-week peak | +63.6% | +72.9% |
| RSI (14)Momentum oscillator 0–100 | 45.6 | 45.6 |
| Avg Volume (50D)Average daily shares traded | 618K | 352K |
LCII leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — WGO and LCII each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WGO as "Hold" and LCII as "Hold". Consensus price targets imply 31.0% upside for WGO (target: $42) vs 29.3% for LCII (target: $151). For income investors, WGO offers the higher dividend yield at 4.31% vs LCII's 3.94%.
| Metric | WGOWinnebago Industr… | LCIILCI Industries |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $41.80 | $150.60 |
| # AnalystsCovering analysts | 22 | 14 |
| Dividend YieldAnnual dividend ÷ price | +4.3% | +3.9% |
| Dividend StreakConsecutive years of raises | 7 | 9 |
| Dividend / ShareAnnual DPS | $1.37 | $4.59 |
| Buyback YieldShare repurchases ÷ mkt cap | +6.0% | +4.5% |
Evenly matched — WGO and LCII each lead in 1 of 2 comparable metrics.
Key Takeaway
LCII leads in 4 of 6 categories — strongest in Income & Cash Flow and Profitability & Efficiency. 2 categories are tied.
Best OverallLCI Industries (LCII)Leads 4 of 6 categories
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WGO vs LCII: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is WGO or LCII 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. 4x trailing P/E (13. 4x 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 LCII?
On trailing P/E, LCI Industries (LCII) is the cheapest at 15.
4x versus Winnebago Industries, Inc. at 35. 1x. On forward P/E, LCI Industries is actually cheaper at 13. 4x.
03Which is the better long-term investment — WGO or LCII?
Over the past 5 years, LCI Industries (LCII) delivered a total return of -6.
1%, compared to -55. 7% for Winnebago Industries, Inc. (WGO). Over 10 years, the gap is even starker: LCII returned +111. 5% versus WGO's +89. 3%. 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 LCII?
By beta (market sensitivity over 5 years), LCI Industries (LCII) is the lower-risk stock at 0.
99β versus Winnebago Industries, Inc. 's 1. 15β — meaning WGO is approximately 17% more volatile than LCII relative to the S&P 500. On balance sheet safety, Winnebago Industries, Inc. (WGO) carries a lower debt/equity ratio of 49% versus 91% for LCI Industries — giving it more financial flexibility in a downturn.
05Which is growing faster — WGO or LCII?
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 35. 2% for LCI Industries. Over a 3-year CAGR, LCII leads at -7. 5% 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 LCII?
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: LCII leads at 6. 8% 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 WGO or LCII more undervalued right now?
On forward earnings alone, LCI Industries (LCII) trades at 13.
4x forward P/E versus 13. 7x for Winnebago Industries, Inc. — 0. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WGO: 31. 0% to $41. 80.
08Which pays a better dividend — WGO or LCII?
All stocks in this comparison pay dividends.
Winnebago Industries, Inc. (WGO) offers the highest yield at 4. 3%, versus 3. 9% for LCI Industries (LCII).
09Is WGO or LCII better for a retirement portfolio?
For long-horizon retirement investors, LCI Industries (LCII) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
99), 3. 9% yield, +111. 5% 10Y return). Both have compounded well over 10 years (LCII: +111. 5%, WGO: +89. 3%), 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 LCII?
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; LCII 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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Revenue Growth>
%
(WGO: 12.3% · LCII: 4.3%)P/E Ratio<
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