Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WGO
HoldBargain BinWinnebago Industries, Inc. · Consumer Cyclical · United States · $865M · Avg Vol: $13M/d
COMPANY DESCRIPTION
Winnebago Industries, Inc. is a prominent North American manufacturer of recreational vehicles (RVs) and marine products, encompassing a diverse portfolio of motorhomes, travel trailers, and premium boats. The company benefits from a strong lineup of iconic brands like Winnebago, Grand Design, and Chris-Craft, leveraging established dealer networks and deep customer loyalty. This broad market appeal across both land and water-based recreational segments provides a solid competitive footing.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5.0B | 3.5B | 3.0B | 2.8B | -17.4% | 2.8B | 2.7B | 2.8B | 0.8% |
| EPS | 12.03 | 7.12 | 0.44 | 0.91 | -57.7% | 1.36 | 0.98 | 1.30 | 19.6% |
| Shares | 30.3M | 29.8M | 29.0M | 28.0M | -7.6% | 28.3M | — | — | — |
| Debt | 586.3M | 634.4M | 741.8M | 579.8M | -0.4% | 482.9M | — | — | — |
| Equity | 1.3B | 1.4B | 1.3B | 1.2B | -1.0% | — | — | — | — |
| Op CF | 400.6M | 294.5M | 143.9M | 128.9M | -31.5% | 207.6M | — | — | — |
| Inv CF | -315.7M | -170.0M | -45.9M | -34.8M | — | — | — | — | — |
| Fin CF | -237.3M | -96.8M | -77.0M | -251.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of WGO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WGO | Winnebago Industries, Inc.(you) | $865M | 48 | Hold |
| MCFT | MasterCraft Boat Holdings, Inc. | $579M | 54 | Hold |
| PII | Polaris Inc. | $3.6B | 49 | Hold |
| LCII | LCI Industries | $2.5B | 61 | Hold |
| MBUU | Malibu Boats, Inc. | $467M | 70 | Buy |
| PATK | Patrick Industries, Inc. | $2.7B | 33 | Sell |
| BC | Brunswick Corporation | $5.0B | 45 | Hold |
| THO | THOR Industries, Inc. | $4.0B | 32 | Sell |
| HOG | Harley-Davidson, Inc. | $2.9B | 74 | Buy |
| BZH | Beazer Homes USA, Inc. | $886M | 43 | Hold |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.7%