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BRP Inc. (DOO) vs Polaris Inc. (PII)

BRP Inc. and Polaris Inc. are both Recreational Vehicles companies. BRP Inc. is the larger, with a market value of $4.6B against $3.7B — 1.3× the size. Polaris Inc. has negative trailing earnings, so its P/E is not meaningful; BRP Inc. trades at 57.4×. BRP Inc. grew revenue faster over the last twelve months: 22.2% against 9.46%. BRP Inc. has the higher net margin (1.26% vs −2.70%) and the higher return on invested capital (11.6% vs −4.00%). Only Polaris Inc. pays a dividend (4.18%). Across the 22 metrics below, BRP Inc. leads on 14 and Polaris Inc. on 8.

Valuation

Metric DOO PII Recreational Vehicles median
P/E 57.38 n/m 24.41
P/S 0.71 0.49 0.62
P/B 19.82 4.40 1.02
Price to free cash flow 5.58 14.06 12.02
EV/EBITDA 9.94 44.02 10.03
EV/Sales 0.90 0.73 0.78
Earnings yield 1.74% (5.63%) (0.05%)
Free cash flow yield 17.91% 7.11% 6.29%

Profitability

Metric DOO PII Recreational Vehicles median
Gross margin 20.57% 21.31% 20.94%
Operating margin 4.21% (1.79%) (0.16%)
Net margin 1.26% (2.70%) (1.59%)
Free cash flow margin 12.65% 3.47% 5.37%
Return on equity 28.24% (20.59%) 0.00%
Return on assets 1.81% (3.98%) 0.00%
Return on invested capital 11.57% (4.00%) 0.00%

Growth

Metric DOO PII Recreational Vehicles median
Revenue growth (TTM) 22.21% 9.46% 2.28%
EPS growth (last fiscal year) 242.93% (519.49%) (5.83%)
Revenue growth, 5-year CAGR 6.37% 2.63% 3.46%
Net income growth, 5-year CAGR (5.08%) 0.00% 0.00%

Health

Metric DOO PII Recreational Vehicles median
Debt to equity 7.46 1.88 0.42
Current ratio 1.19 1.06 1.67
Net debt to EBITDA 2.29 (21.97) 0.17

Dividend

Metric DOO PII Recreational Vehicles median
Dividend yield 0.00% 4.18% 2.41%
Payout ratio 0.00 — 0.54

Size

Metric DOO PII Recreational Vehicles median
Market cap 4.64b 3.66b 513.00m

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