Head-To-Head Comparison: Winnebago Industries (WGO) versus Its Competitors

Winnebago Industries (NYSE:WGO) is one of 119 public companies in the “Automobiles” industry, but how does it compare to its rivals? We will compare Winnebago Industries to related businesses based on the strength of its institutional ownership, valuation, analyst recommendations, risk, earnings, dividends and profitability.

Dividends

Winnebago Industries pays an annual dividend of $1.40 per share and has a dividend yield of 4.6%. Winnebago Industries pays out 102.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Automobiles” companies pay a dividend yield of 147.0% and pay out 7.2% of their earnings in the form of a dividend. Winnebago Industries has raised its dividend for 6 consecutive years. Winnebago Industries lags its rivals as a dividend stock, given its lower dividend yield and higher payout ratio.

Institutional and Insider Ownership

39.1% of shares of all “Automobiles” companies are owned by institutional investors. 4.9% of Winnebago Industries shares are owned by company insiders. Comparatively, 13.9% of shares of all “Automobiles” companies are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a summary of recent ratings for Winnebago Industries and its rivals, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Winnebago Industries	1	8	3	0	2.17
Winnebago Industries Competitors	2029	5013	6299	184	2.34

Winnebago Industries presently has a consensus price target of $36.33, indicating a potential upside of 20.20%. As a group, “Automobiles” companies have a potential upside of 83.79%. Given Winnebago Industries’ rivals stronger consensus rating and higher probable upside, analysts plainly believe Winnebago Industries has less favorable growth aspects than its rivals.

Profitability

This table compares Winnebago Industries and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Winnebago Industries	1.36%	4.65%	2.74%
Winnebago Industries Competitors	-1,371.67%	-100.35%	-10.38%

Risk and Volatility

Winnebago Industries has a beta of 1.12, indicating that its stock price is 12% more volatile than the S&P 500. Comparatively, Winnebago Industries’ rivals have a beta of 0.97, indicating that their average stock price is 3% less volatile than the S&P 500.

Valuation & Earnings

This table compares Winnebago Industries and its rivals gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Winnebago Industries	$2.80 billion	$25.70 million	22.23
Winnebago Industries Competitors	$53.34 billion	$1.13 billion	5.46

Winnebago Industries’ rivals have higher revenue and earnings than Winnebago Industries. Winnebago Industries is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.

Summary

Winnebago Industries rivals beat Winnebago Industries on 10 of the 15 factors compared.

Winnebago Industries Company Profile

Winnebago Industries, Inc. manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company operates through three segments: Towable RV, Motorhome RV, and Marine. It provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters for recreational travel, such as conventional travel trailers, fifth wheels, folding camper trailers, and truck campers under the Winnebago and Grand Design brand names. The company also offers motorhome RV, a self-propelled mobile dwelling used primarily as temporary living quarters during vacation and camping trips, or to support active and mobile lifestyles under the Winnebago and Newmar brand names. In addition, it offers other specialty commercial vehicles for law enforcement command centers, mobile medical clinics, and mobile office spaces; commercial vehicles as bare shells to third-party up fitters, as well as manufactures and sells recreational boats under the Chris-Craft and Barletta brand names. Further, the company is involved in the original equipment manufacturing of parts for other manufacturers and commercial vehicles. It sells its products primarily through independent dealers in the United States, Canada, and internationally. Winnebago Industries, Inc. was incorporated in 1958 and is based in Eden Prairie, Minnesota.