WGO
Winnebago Industries, Inc.
Auto - Recreational Vehicles
Market Cap$902M
5Y Perf.-41.3%
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Stock Comparison
WGO vs PII
Revenue, margins, valuation, and 5-year total return — side by side.
PII
Polaris Inc.
Auto - Recreational Vehicles
Market Cap$3.80B
5Y Perf.-23.2%
WGO vs PII — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WGO | PII |
|---|---|---|
| Industry | Auto - Recreational Vehicles | Auto - Recreational Vehicles |
| Market Cap | $902M | $3.80B |
| Revenue (TTM) | $2.88B | $7.27B |
| Net Income (TTM) | $36M | $-446M |
| Gross Margin | 13.1% | 19.6% |
| Operating Margin | 2.5% | -0.5% |
| Forward P/E | 13.7x | 37.2x |
| Total Debt | $595M | $1.54B |
| Cash & Equiv. | $174M | $138M |
WGO vs PII — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WGO
PII
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Winnebago Industrie… (WGO) | 100 | 58.7 | -41.3% |
| Polaris Inc. (PII) | 100 | 76.8 | -23.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WGO vs PII
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WGO leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Polaris Inc. is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
WGO
Winnebago Industries, Inc.
The Income Pick
WGO carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 7 yrs, beta 1.15, yield 4.3%
- 92.8% 10Y total return vs PII's 3.4%
- Lower volatility, beta 1.15, Low D/E 48.6%, current ratio 2.42x
Best for: income & stability and long-term compounding
PII
Polaris Inc.
The Growth Play
PII is the clearest fit if your priority is growth exposure.
- Rev growth -0.3%, EPS growth -5.2%, 3Y rev CAGR -5.9%
- -0.3% revenue growth vs WGO's -5.9%
- +106.8% vs WGO's +3.3%
Best for: growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | PII | -0.3% revenue growth vs WGO's -5.9% |
| Value | WGO | Lower P/E (13.7x vs 37.2x) |
| Quality / Margins | WGO | 1.3% margin vs PII's -6.1% |
| Stability / Safety | WGO | Beta 1.15 vs PII's 1.56, lower leverage |
| Dividends | WGO | 4.3% yield, 7-year raise streak, vs PII's 3.9% |
| Momentum (1Y) | PII | +106.8% vs WGO's +3.3% |
| Efficiency (ROA) | WGO | 1.7% ROA vs PII's -8.6%, ROIC 2.6% vs -0.8% |
WGO vs PII — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
WGO vs PII — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLWGOLAGGINGPII
PIIPolaris Inc.
1leads
WGOWinnebago Industries,…
3leads
6 Total Categories
CATEGORYLEADERvs PIIMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
WGO5/6
Valuation MetricsMultiples, price ratios, and targets
WGO4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
WGO9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
PII5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
WGO leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
PII is the larger business by revenue, generating $7.3B annually — 2.5x WGO's $2.9B. WGO is the more profitable business, keeping 1.3% of every revenue dollar as net income compared to PII's -6.1%. On growth, WGO holds the edge at +12.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | WGOWinnebago Industr… | PIIPolaris Inc. |
|---|---|---|
| RevenueTrailing 12 months | $2.9B | $7.3B |
| EBITDAEarnings before interest/tax | $132M | $178M |
| Net IncomeAfter-tax profit | $36M | -$446M |
| Free Cash FlowCash after capex | $136M | $161M |
| Gross MarginGross profit ÷ Revenue | +13.1% | +19.6% |
| Operating MarginEBIT ÷ Revenue | +2.5% | -0.5% |
| Net MarginNet income ÷ Revenue | +1.3% | -6.1% |
| FCF MarginFCF ÷ Revenue | +4.7% | +2.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +12.3% | +8.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +2.1% | +29.1% |
WGO leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
WGO leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, WGO's 13.8x EV/EBITDA is more attractive than PII's 20.2x.
| Metric | WGOWinnebago Industr… | PIIPolaris Inc. |
|---|---|---|
| Market CapShares × price | $902M | $3.8B |
| Enterprise ValueMkt cap + debt − cash | $1.3B | $5.2B |
| Trailing P/EPrice ÷ TTM EPS | 35.11x | -8.20x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.69x | 37.24x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 13.82x | 20.19x |
| Price / SalesMarket cap ÷ Revenue | 0.32x | 0.53x |
| Price / BookPrice ÷ Book value/share | 0.74x | 4.54x |
| Price / FCFMarket cap ÷ FCF | 10.07x | 6.81x |
WGO leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
WGO leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
WGO delivers a 3.0% return on equity — every $100 of shareholder capital generates $3 in annual profit, vs $-45 for PII. WGO carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to PII's 1.83x. On the Piotroski fundamental quality scale (0–9), WGO scores 6/9 vs PII's 4/9, reflecting solid financial health.
| Metric | WGOWinnebago Industr… | PIIPolaris Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +3.0% | -45.2% |
| ROA (TTM)Return on assets | +1.7% | -8.6% |
| ROICReturn on invested capital | +2.6% | -0.8% |
| ROCEReturn on capital employed | +2.9% | -1.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | 0.49x | 1.83x |
| Net DebtTotal debt minus cash | $421M | $1.4B |
| Cash & Equiv.Liquid assets | $174M | $138M |
| Total DebtShort + long-term debt | $595M | $1.5B |
| Interest CoverageEBIT ÷ Interest expense | 2.77x | -3.26x |
WGO leads this category, winning 9 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
PII leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PII five years ago would be worth $5,578 today (with dividends reinvested), compared to $4,489 for WGO. Over the past 12 months, PII leads with a +106.8% total return vs WGO's +3.3%. The 3-year compound annual growth rate (CAGR) favors PII at -10.8% vs WGO's -15.4% — a key indicator of consistent wealth creation.
| Metric | WGOWinnebago Industr… | PIIPolaris Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -20.1% | +1.9% |
| 1-Year ReturnPast 12 months | +3.3% | +106.8% |
| 3-Year ReturnCumulative with dividends | -39.5% | -29.0% |
| 5-Year ReturnCumulative with dividends | -55.1% | -44.2% |
| 10-Year ReturnCumulative with dividends | +92.8% | +3.4% |
| CAGR (3Y)Annualised 3-year return | -15.4% | -10.8% |
PII leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — WGO and PII each lead in 1 of 2 comparable metrics.
Risk & Volatility
WGO is the less volatile stock with a 1.15 beta — it tends to amplify market swings less than PII's 1.56 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. PII currently trades 89.1% 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… | PIIPolaris Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.15x | 1.56x |
| 52-Week HighHighest price in past year | $50.16 | $75.25 |
| 52-Week LowLowest price in past year | $28.00 | $33.00 |
| % of 52W HighCurrent price vs 52-week peak | +63.7% | +89.1% |
| RSI (14)Momentum oscillator 0–100 | 39.3 | 60.9 |
| Avg Volume (50D)Average daily shares traded | 625K | 1.3M |
Evenly matched — WGO and PII each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — WGO and PII each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WGO as "Hold" and PII as "Hold". Consensus price targets imply 30.8% upside for WGO (target: $42) vs 2.6% for PII (target: $69). For income investors, WGO offers the higher dividend yield at 4.30% vs PII's 3.94%.
| Metric | WGOWinnebago Industr… | PIIPolaris Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $41.80 | $68.75 |
| # AnalystsCovering analysts | 22 | 27 |
| Dividend YieldAnnual dividend ÷ price | +4.3% | +3.9% |
| Dividend StreakConsecutive years of raises | 7 | 29 |
| Dividend / ShareAnnual DPS | $1.37 | $2.64 |
| Buyback YieldShare repurchases ÷ mkt cap | +6.0% | +0.1% |
Evenly matched — WGO and PII each lead in 1 of 2 comparable metrics.
Key Takeaway
WGO leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). PII leads in 1 (Total Returns). 2 tied.
Best OverallWinnebago Industries, Inc. (WGO)Leads 3 of 6 categories
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WGO vs PII: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is WGO or PII a better buy right now?
For growth investors, Polaris Inc.
(PII) is the stronger pick with -0. 3% revenue growth year-over-year, versus -5. 9% for Winnebago Industries, Inc. (WGO). Winnebago Industries, Inc. (WGO) offers the better valuation at 35. 1x trailing P/E (13. 7x 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 PII?
On forward P/E, Winnebago Industries, Inc.
is actually cheaper at 13. 7x.
03Which is the better long-term investment — WGO or PII?
Over the past 5 years, Polaris Inc.
(PII) delivered a total return of -44. 2%, compared to -55. 1% for Winnebago Industries, Inc. (WGO). Over 10 years, the gap is even starker: WGO returned +92. 8% versus PII's +3. 4%. 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 PII?
By beta (market sensitivity over 5 years), Winnebago Industries, Inc.
(WGO) is the lower-risk stock at 1. 15β versus Polaris Inc. 's 1. 56β — meaning PII is approximately 35% more volatile than WGO relative to the S&P 500. On balance sheet safety, Winnebago Industries, Inc. (WGO) carries a lower debt/equity ratio of 49% versus 183% for Polaris Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — WGO or PII?
By revenue growth (latest reported year), Polaris Inc.
(PII) is pulling ahead at -0. 3% 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 -519. 5% for Polaris Inc.. Over a 3-year CAGR, PII leads at -5. 9% 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 PII?
Winnebago Industries, Inc.
(WGO) is the more profitable company, earning 0. 9% net margin versus -6. 5% for Polaris Inc. — meaning it keeps 0. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WGO leads at 2. 0% versus -0. 4% for PII. At the gross margin level — before operating expenses — PII leads at 18. 5%, 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 PII more undervalued right now?
On forward earnings alone, Winnebago Industries, Inc.
(WGO) trades at 13. 7x forward P/E versus 37. 2x for Polaris Inc. — 23. 6x 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 PII?
All stocks in this comparison pay dividends.
Winnebago Industries, Inc. (WGO) offers the highest yield at 4. 3%, versus 3. 9% for Polaris Inc. (PII).
09Is WGO or PII better for a retirement portfolio?
For long-horizon retirement investors, Winnebago Industries, Inc.
(WGO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 15), 4. 3% yield). Polaris Inc. (PII) carries a higher beta of 1. 56 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (WGO: +92. 8%, PII: +3. 4%), 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 PII?
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.
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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