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 $3.9B against $3.0B — 1.3× the size. Polaris Inc. has negative trailing earnings, so its P/E is not meaningful; BRP Inc. trades at 50.2×. BRP Inc. grew revenue faster over the last twelve months: 22.2% against 8.43%. BRP Inc. has the higher net margin (1.26% vs −3.50%) and the higher return on invested capital (11.6% vs −4.84%). Both pay a dividend; Polaris Inc. yields more (2.92% vs 0.75%). Across the 22 metrics below, BRP Inc. leads on 13 and Polaris Inc. on 9.
Valuation
Profitability
| Metric | DOO | PII | Recreational Vehicles median |
|---|---|---|---|
| Gross margin | 20.57% | 21.19% | 22.03% |
| Operating margin | 4.21% | (2.55%) | 0.17% |
| Net margin | 1.26% | (3.50%) | (0.15%) |
| Free cash flow margin | 12.65% | 0.90% | 4.02% |
| Return on equity | 28.24% | (25.65%) | 0.16% |
| Return on assets | 1.81% | (4.92%) | 0.10% |
| Return on invested capital | 11.57% | (4.84%) | 0.16% |
Growth
Health
Dividend
Size
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