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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 $3.7B against $2.5B — 1.5× the size. Polaris Inc. has negative trailing earnings, so its P/E is not meaningful; LCI Industries trades at 12.5×. Polaris Inc. grew revenue faster over the last twelve months: 9.46% against −0.20%. LCI Industries has the higher net margin (4.99% vs −2.70%) and the higher return on invested capital (9.13% vs −4.00%). Both pay a dividend; LCI Industries yields more (4.49% vs 4.18%). Across the 22 metrics below, LCI Industries leads on 18 and Polaris Inc. on 4.

Valuation

Metric LCII PII Recreational Vehicles median
P/E 12.52 n/m 24.41
P/S 0.63 0.49 0.62
P/B 1.71 4.40 1.02
Price to free cash flow 8.85 14.06 12.02
EV/EBITDA 7.35 44.02 10.03
EV/Sales 0.78 0.73 0.78
Earnings yield 7.99% (5.63%) (0.05%)
Free cash flow yield 11.30% 7.11% 6.29%

Profitability

Metric LCII PII Recreational Vehicles median
Gross margin 26.22% 21.31% 20.94%
Operating margin 7.57% (1.79%) (0.16%)
Net margin 4.99% (2.70%) (1.59%)
Free cash flow margin 7.93% 3.47% 5.37%
Return on equity 14.10% (20.59%) 0.00%
Return on assets 6.24% (3.98%) 0.00%
Return on invested capital 9.13% (4.00%) 0.00%

Growth

Metric LCII PII Recreational Vehicles median
Revenue growth (TTM) (0.20%) 9.46% 2.28%
EPS growth (last fiscal year) 35.18% (519.49%) (5.83%)
Revenue growth, 5-year CAGR 8.07% 2.63% 3.46%
Net income growth, 5-year CAGR 3.51% 0.00% 0.00%

Health

Metric LCII PII Recreational Vehicles median
Debt to equity 0.58 1.88 0.42
Current ratio 2.82 1.06 1.67
Net debt to EBITDA 1.80 (21.97) 0.17

Dividend

Metric LCII PII Recreational Vehicles median
Dividend yield 4.49% 4.18% 2.41%
Payout ratio 0.57 — 0.54

Size

Metric LCII PII Recreational Vehicles median
Market cap 2.49b 3.66b 513.00m

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