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Screener Weekly Summary Pricing

LCI Industries (LCII) vs Polaris Inc. (PII)

LCI Industries and Polaris Inc. are both Recreational Vehicles companies. Polaris Inc. is the larger, with a market value of $3.0B against $2.0B — 1.5× the size. Polaris Inc. has negative trailing earnings, so its P/E is not meaningful; LCI Industries trades at 9.7×. Polaris Inc. grew revenue faster over the last twelve months: 8.43% against 4.05%. LCI Industries has the higher net margin (5.24% vs −3.50%) and the higher return on invested capital (9.13% vs −4.84%). Both pay a dividend; Polaris Inc. yields more (2.92% vs 1.89%). Across the 22 metrics below, LCI Industries leads on 17 and Polaris Inc. on 5.

Valuation

Metric LCII PII Recreational Vehicles median
P/E 9.73 n/m 17.55
P/S 0.51 0.41 0.53
P/B 1.44 3.63 0.91
Price to free cash flow 6.59 45.58 10.77
EV/EBITDA 6.35 59.94 9.09
EV/Sales 0.67 0.63 0.63
Earnings yield 10.28% (8.67%) 0.15%
Free cash flow yield 15.17% 2.19% 6.30%

Profitability

Metric LCII PII Recreational Vehicles median
Gross margin 25.65% 21.19% 22.03%
Operating margin 7.49% (2.55%) 0.17%
Net margin 5.24% (3.50%) (0.15%)
Free cash flow margin 7.74% 0.90% 4.02%
Return on equity 15.00% (25.65%) 0.16%
Return on assets 6.56% (4.92%) 0.10%
Return on invested capital 9.13% (4.84%) 0.16%

Growth

Metric LCII PII Recreational Vehicles median
Revenue growth (TTM) 4.05% 8.43% 4.05%
EPS growth (last fiscal year) 35.18% (519.49%) —
Revenue growth, 5-year CAGR 8.07% 2.63% 4.29%
Net income growth, 5-year CAGR 3.51% 0.00% 0.00%

Health

Metric LCII PII Recreational Vehicles median
Debt to equity 0.60 2.28 0.48
Current ratio 2.49 1.20 1.81
Net debt to EBITDA 1.80 (21.97) 0.53

Dividend

Metric LCII PII Recreational Vehicles median
Dividend yield 1.89% 2.92% 1.87%
Payout ratio 1.27 0.24 0.05

Size

Metric LCII PII Recreational Vehicles median
Market cap 2.03b 2.98b 628.11m

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