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Patrick Industries, Inc. (PATK) vs Polaris Inc. (PII)

Patrick Industries, Inc. and Polaris Inc. are both Recreational Vehicles companies. Polaris Inc. is the larger, with a market value of $3.4B against $2.5B — 1.4× the size. Polaris Inc. has negative trailing earnings, so its P/E is not meaningful; Patrick Industries, Inc. trades at 19.8×. Polaris Inc. grew revenue faster over the last twelve months: 9.46% against 1.69%. Patrick Industries, Inc. has the higher net margin (3.38% vs −2.70%) and the higher return on invested capital (6.21% vs −4.00%). Both pay a dividend; Polaris Inc. yields more (4.35% vs 2.30%). Across the 22 metrics below, Patrick Industries, Inc. leads on 15 and Polaris Inc. on 7.

Valuation

Metric PATK PII Recreational Vehicles median
P/E 19.79 n/m 23.83
P/S 0.65 0.47 0.61
P/B 2.28 4.23 1.05
Price to free cash flow 15.59 13.52 10.99
EV/EBITDA 8.97 42.89 9.68
EV/Sales 1.00 0.71 0.78
Earnings yield 5.05% (5.86%) (0.05%)
Free cash flow yield 6.42% 7.40% 6.91%

Profitability

Metric PATK PII Recreational Vehicles median
Gross margin 23.28% 21.31% 20.94%
Operating margin 6.32% (1.79%) (0.16%)
Net margin 3.38% (2.70%) (1.59%)
Free cash flow margin 5.18% 3.47% 5.37%
Return on equity 0.00% (20.59%) 0.00%
Return on assets 4.19% (3.98%) 0.00%
Return on invested capital 6.21% (4.00%) 0.00%

Growth

Metric PATK PII Recreational Vehicles median
Revenue growth (TTM) 1.69% 9.46% 4.05%
EPS growth (last fiscal year) (5.11%) (519.49%) (5.83%)
Revenue growth, 5-year CAGR 9.70% 2.63% 3.46%
Net income growth, 5-year CAGR 6.83% 0.00% 0.00%

Health

Metric PATK PII Recreational Vehicles median
Debt to equity 1.21 1.88 0.54
Current ratio 2.51 1.06 1.81
Net debt to EBITDA 2.81 (21.97) 0.17

Dividend

Metric PATK PII Recreational Vehicles median
Dividend yield 2.30% 4.35% 2.48%
Payout ratio 0.49 — 0.53

Size

Metric PATK PII Recreational Vehicles median
Market cap 2.49b 3.38b 494.55m

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