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Harley-Davidson, Inc. (HOG) vs LCI Industries (LCII)

Harley-Davidson, Inc. and LCI Industries are both Recreational Vehicles companies. Harley-Davidson, Inc. is the larger, with a market value of $3.4B against $2.5B — 1.4× the size. Harley-Davidson, Inc. has negative trailing earnings, so its P/E is not meaningful; LCI Industries trades at 12.5×. LCI Industries grew revenue faster over the last twelve months: −0.20% against −14.6%. LCI Industries has the higher net margin (4.99% vs −3.31%) and the higher return on invested capital (9.13% vs −4.25%). Both pay a dividend; LCI Industries yields more (4.49% vs 2.28%). Across the 22 metrics below, LCI Industries leads on 19 and Harley-Davidson, Inc. on 3.

Valuation

Metric HOG LCII Recreational Vehicles median
P/E n/m 12.52 24.41
P/S 0.85 0.63 0.62
P/B 1.08 1.71 1.02
Price to free cash flow 10.79 8.85 12.02
EV/EBITDA 8.67 7.35 10.03
EV/Sales 0.91 0.78 0.78
Earnings yield (3.24%) 7.99% (0.05%)
Free cash flow yield 9.27% 11.30% 6.29%

Profitability

Metric HOG LCII Recreational Vehicles median
Gross margin 23.99% 26.22% 20.94%
Operating margin (5.63%) 7.57% (0.16%)
Net margin (3.31%) 4.99% (1.59%)
Free cash flow margin 7.83% 7.93% 5.37%
Return on equity 0.00% 14.10% 0.00%
Return on assets (1.48%) 6.24% 0.00%
Return on invested capital (4.25%) 9.13% 0.00%

Growth

Metric HOG LCII Recreational Vehicles median
Revenue growth (TTM) (14.64%) (0.20%) 2.28%
EPS growth (last fiscal year) (19.19%) 35.18% (5.83%)
Revenue growth, 5-year CAGR 1.99% 8.07% 3.46%
Net income growth, 5-year CAGR 204.31% 3.51% 0.00%

Health

Metric HOG LCII Recreational Vehicles median
Debt to equity 0.77 0.58 0.42
Current ratio 1.97 2.82 1.67
Net debt to EBITDA (0.20) 1.80 0.17

Dividend

Metric HOG LCII Recreational Vehicles median
Dividend yield 2.28% 4.49% 2.41%
Payout ratio 0.46 0.57 0.54

Size

Metric HOG LCII Recreational Vehicles median
Market cap 3.39b 2.49b 513.00m

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