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

15 Jul 26

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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.

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Fair Value vs Share Price

US$90

vs US$846.7% undervalued

3.3%

Revenue growth

6.2%

Profit margin

Recent News & Updates

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Company analysis

Good value with mediocre balance sheet.

Market capUS$2.9b

PB2.3x

Estimated GrowthN/A

Dividend Yield2.2%

Full analysis

CEO & management

Andy Nemeth

CEO

4.5yrs

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.