Published

24 Jan 26

Updated

14 Aug 26

Views

Not Invested

Patrick IndustriesPATK

Fair Value

US$85

Share price14 Aug

US$72.9814.1% undervalued

1Y-33.65%

7D-11.90%

Composite Adoption And Margin Recovery Will Likely Fall Short Of Current Expectations

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

24 Jan 26

Updated

14 Aug 26

Views

Not Invested

Shared on 14 Aug 26

Fair value Decreased 5.56%

PATK: LCI Merger And Weak RV Trends Will Shape Forward Outlook

Patrick Industries posts strong recent results and signs a merger deal, but analysts turn more cautious as RV demand stays weak and orders tighten. That mix could decide whether the company’s growth plans hold up or get dragged down by a softer RV market.

4 views

Shared on 15 Jul 26

Fair value Decreased 5.26%

PATK: Merger With LCI And Softer RV Demand Will Shape Outlook

Patrick Industries faces a rougher stretch as RV demand cools and several analysts pull back on their expectations. A newly announced all-stock merger with LCI adds another layer of uncertainty, with promised cost savings on one side and integration and legal scrutiny on the other.

2 views

Fair Value vs Share Price

US$85

vs US$72.9814.1% undervalued

Revenue growth

5.2%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Good value with proven track record.

Market capUS$2.4b

PB2.1x

Estimated Growth3.5%

Dividend Yield2.6%

Full analysis

CEO & management

Andy Nemeth

CEO

4.7yrs

CEO Tenure

Manufactures and distributes component and materials for recreational vehicle, marine, powersports, manufactured housing, and industrial markets in the United States, Mexico, China, and Canada.