LCI Industries (LCII) vs Winnebago Industries, Inc. (WGO)

LCI Industries and Winnebago Industries, Inc. are both Recreational Vehicles companies. LCI Industries is the larger, with a market value of $2.0B against $696.8M — 2.8× the size. LCI Industries trades at the lower P/E: 9.0× against 17.2×. LCI Industries grew revenue faster over the last twelve months: 4.05% against 3.44%. LCI Industries has the higher net margin (5.24% vs 1.36%) and the higher return on invested capital (9.13% vs 2.65%). Both pay a dividend; Winnebago Industries, Inc. yields more (6.04% vs 5.89%). Across the 23 metrics below, LCI Industries leads on 15 and Winnebago Industries, Inc. on 8.

Valuation

Metric LCII WGO Recreational Vehicles median
P/E 8.99 17.17 16.59
P/S 0.47 0.23 0.46
P/B 1.33 0.54 0.89
Price to free cash flow 6.09 3.55 10.19
EV/EBITDA 5.98 8.41 8.43
EV/Sales 0.63 0.39 0.63
Earnings yield 11.13% 5.82% 0.16%
Free cash flow yield 16.42% 28.16% 6.91%

Profitability

Metric LCII WGO Recreational Vehicles median
Gross margin 25.65% 13.00% 22.03%
Operating margin 7.49% 2.42% 0.17%
Net margin 5.24% 1.36% (0.15%)
Free cash flow margin 7.74% 6.56% 4.02%
Return on equity 15.00% 3.14% 0.16%
Return on assets 6.56% 1.85% 0.10%
Return on invested capital 9.13% 2.65% 0.16%

Growth

Metric LCII WGO Recreational Vehicles median
Revenue growth (TTM) 4.05% 3.44% 4.05%
EPS growth (last fiscal year) 35.18% 106.82% (7.99%)
Revenue growth, 5-year CAGR 8.07% 3.50% 4.29%
Net income growth, 5-year CAGR 3.51% (16.00%) 0.00%

Health

Metric LCII WGO Recreational Vehicles median
Debt to equity 0.60 0.36 0.48
Current ratio 2.49 2.37 1.81
Net debt to EBITDA 1.80 3.03 0.53

Dividend

Metric LCII WGO Recreational Vehicles median
Dividend yield 5.89% 6.04% 3.11%
Payout ratio 0.53 1.04 0.50

Size

Metric LCII WGO Recreational Vehicles median
Market cap 1.95b 696.82m 585.72m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack