Polaris（PII）株式概要
は、米国、カナダ、および海外でパワースポーツ車の設計、エンジニアリング、製造、販売を行っている。 詳細
PII Community Fair Values
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Analyst Price Targets
Polaris Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$68.72 |
| 52週高値 | US$75.25 |
| 52週安値 | US$36.73 |
| ベータ | 1.26 |
| 1ヶ月の変化 | 14.46% |
| 3ヶ月変化 | 10.43% |
| 1年変化 | 72.79% |
| 3年間の変化 | -36.94% |
| 5年間の変化 | -48.56% |
| IPOからの変化 | 3,997.59% |
最新ニュース
ナラティブの更新 • May 13
PII: Future Returns Will Balance Quality Improvements With Choppy Demand And Tariff Risks
Analysts have lifted the Polaris price target to $68.33 from $66.00, citing a modestly higher assumed future P/E multiple along with fine tuned expectations for growth, margins and risk. Analyst Commentary Recent research shows a mix of optimism and caution around Polaris, with several firms adjusting price targets and ratings as they reassess valuation, execution and the demand backdrop.ナラティブの更新 • Apr 29
PII: Future Returns Will Reflect Quality Gains And Demand Uncertainty Balancing Earnings Power
Analysts have trimmed their consolidated price target for Polaris by about $1 to $66, reflecting slightly higher required returns and softer revenue expectations, partly offset by improved profit margin assumptions and a lower future P/E multiple cited in recent research updates. Analyst Commentary Recent research on Polaris shows a mix of optimism and caution, with analysts recalibrating price targets and ratings as they weigh execution risks, demand signals and ongoing tariff concerns.Recent updates
ナラティブの更新 • May 13
PII: Future Returns Will Balance Quality Improvements With Choppy Demand And Tariff Risks
Analysts have lifted the Polaris price target to $68.33 from $66.00, citing a modestly higher assumed future P/E multiple along with fine tuned expectations for growth, margins and risk. Analyst Commentary Recent research shows a mix of optimism and caution around Polaris, with several firms adjusting price targets and ratings as they reassess valuation, execution and the demand backdrop.ナラティブの更新 • Apr 29
PII: Future Returns Will Reflect Quality Gains And Demand Uncertainty Balancing Earnings Power
Analysts have trimmed their consolidated price target for Polaris by about $1 to $66, reflecting slightly higher required returns and softer revenue expectations, partly offset by improved profit margin assumptions and a lower future P/E multiple cited in recent research updates. Analyst Commentary Recent research on Polaris shows a mix of optimism and caution, with analysts recalibrating price targets and ratings as they weigh execution risks, demand signals and ongoing tariff concerns.Seeking Alpha • Apr 20
Polaris: Now Advantaged By Domestic Manufacturing Capacity
Summary Polaris is advantaged by domestic manufacturing capacity, as BRP suddenly withdrew its guidance due to tariff changes. PII's outlook is still volatile due to weak consumer demand and potential tariff regime changes. I estimate PII stock to have 20% upside to a fair value of $69.5. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 14
PII: Weak Demand And Tariffs Will Pressure Future Earnings Power
The analyst price target for Polaris has been reduced by $1.91 to reflect a mix of lower valuation multiples and cautious views on a still weak demand backdrop, even as analysts highlight ongoing business quality improvements and note that product innovation could support share gains when conditions improve. Analyst Commentary Recent research on Polaris reflects a cautious tone, with several bearish analysts trimming price targets and flagging risk factors that could keep a lid on valuation until conditions improve.ナラティブの更新 • Mar 31
PII: Future Returns Will Reflect Quality Improvements And Underappreciated Earnings Power
Analysts have trimmed the average price target for Polaris by just over $1, reflecting mixed views as some highlight ongoing quality improvements and potential earnings power, while others point to a weak demand backdrop, tariff overhangs, and a choppy consumer environment. Analyst Commentary Recent research on Polaris reflects a split view, with some analysts focusing on quality improvements and earnings potential, while others emphasize weak demand signals and external headwinds such as tariffs.ナラティブの更新 • Mar 17
PII: Weak Demand And Tariff Overhang Will Constrain Future Earnings Power
Analysts have trimmed the Polaris price target by about $2 to $47.24 as they balance expectations for slightly better margins and steady revenue growth with concerns about a weak demand backdrop, unresolved share capture questions, and ongoing tariff risks. Analyst Commentary Street research on Polaris has turned more mixed, with cautious voices focusing on weak demand, tariff uncertainty, and questions around market share.ナラティブの更新 • Mar 03
PII: Choppy Consumer Backdrop Will Pressure Earnings Power Despite Product Refresh
Analysts have adjusted their Polaris price targets, with our fair value estimate moving from about $47.25 to $49.50. This reflects updated expectations around revenue growth, profit margins and future P/E assumptions following recent mixed Street research.
ナラティブの更新 • Feb 17
PII: Powersports Recovery And Brand Strength Will Unlock Underappreciated Earnings Power
Analysts have modestly reset their blended $81.00 price target on Polaris, reflecting slightly higher discount-rate and profit-margin assumptions, a marginal adjustment to expected revenue growth, and a lower future P/E multiple informed by recent mixed target moves from RBC Capital, Seaport Research, Roth Capital, and Morgan Stanley. Analyst Commentary Recent Street research on Polaris shows a split tape, with some firms trimming price targets while others have pushed them higher.分析記事 • Feb 16
Polaris' (NYSE:PII) Upcoming Dividend Will Be Larger Than Last Year's
The board of Polaris Inc. ( NYSE:PII ) has announced that it will be paying its dividend of $0.68 on the 16th of March...ナラティブの更新 • Feb 03
PII: Outdoor Recreation Demand And Powersports Recovery Will Unlock Undervalued Earnings Power
Narrative Update on Polaris The analyst price target for Polaris has shifted to $81 from $70 as analysts weigh mixed revisions from firms that trimmed targets alongside others that lifted them, citing views on powersports demand, outdoor recreation trends and the company’s longer term earnings power. Analyst Commentary Recent research updates around Polaris highlight a mixed backdrop, with some firms trimming price targets and others lifting them or starting coverage on a positive footing.分析記事 • Feb 02
Polaris' (NYSE:PII) Shareholders Will Receive A Bigger Dividend Than Last Year
Polaris Inc. ( NYSE:PII ) has announced that it will be increasing its dividend from last year's comparable payment on...ナラティブの更新 • Jan 19
PII: Future Returns Will Reflect Easing Powersports Pressures And Steady Earnings Outlook
Narrative Update The analyst price target for Polaris has been raised by about US$2, with analysts pointing to a slightly higher fair value estimate, modestly adjusted revenue and margin assumptions, and continuing views that the shares are undervalued given the company’s earnings power and easing powersports market pressures. Analyst Commentary Recent research has been broadly constructive on Polaris, with bullish analysts highlighting the company’s earnings potential and the reset in powersports market conditions.ナラティブの更新 • Jan 05
PII: Indian Motorcycle Sale Will Expose On-Road Margin Risks For Shares
Narrative Update Analysts now place Polaris fair value at approximately $47.25, up from $29.00. This reflects updated assumptions on revenue growth, profit margins and future P/E, supported by recent price target increases following the planned separation and majority sale of the Indian Motorcycle business and expectations for Q3 results that are described as better than originally anticipated.ナラティブの更新 • Dec 15
PII: Future Performance Will Reflect Indian Divestiture Amid Stable Earnings Outlook
Analysts have modestly raised their price target on Polaris to about $62 per share, reflecting expectations that the planned sale of a majority stake in Indian Motorcycles and better than anticipated Q3 results will enhance margins and earnings power. Analyst Commentary Bullish Takeaways Bullish analysts view the planned sale of a majority stake in Indian Motorcycles as a catalyst for margin expansion, given the onroad segment's gross margins have trailed the company average.ナラティブの更新 • Dec 01
PII: Future Performance Will Reflect Divestiture Amid Balanced Risks And Opportunities
Analysts have increased their price targets for Polaris by significant margins, with new estimates ranging from $54 to $70. They attribute the boosts to better-than-expected third quarter results, positive retail trends, and the company’s plan to sell a majority stake in its Indian Motorcycle division to private equity.ナラティブの更新 • Nov 17
PII: Profitability Should Improve Following Divestiture Amid New Retail Momentum
Narrative Update: Analyst Price Target Increases for Polaris Analysts have raised their average price target for Polaris, increasing it by approximately $0.20 to $65.83. They cite the company's strong Q3 outlook and the strategic divestiture of Indian Motorcycles as key drivers for improved profitability and growth expectations.ナラティブの更新 • Oct 31
PII: Divestiture And Margin Gains Are Expected To Drive Improved Profitability
Analysts have increased their fair value price target for Polaris from $56.73 to $65.64, citing stronger expected profit margins and the positive impact of the Indian Motorcycle divestiture on near-term financial performance. Analyst Commentary Recent analyst adjustments to Polaris’s price targets reflect a mix of optimism and caution surrounding the company’s divestiture of Indian Motorcycles and its evolving business outlook.ナラティブの更新 • Oct 17
Tariff Mitigation And New Product Launches Will Secure Operational Efficiency
Polaris’s analyst price target has increased from $52 to approximately $56.73, as analysts cite improved Q3 performance expectations and the anticipated financial benefits from restructuring its Indian Motorcycle business. Analyst Commentary Recent updates from Street research indicate a shift in sentiment towards Polaris, as analysts react to both stronger operational performance and the company's strategic moves involving its Indian Motorcycle division.ナラティブの更新 • Oct 03
Tariff Mitigation And New Product Launches Will Secure Operational Efficiency
Analysts have increased their fair value price target for Polaris from $49.73 to $52.00. This reflects modest improvements in the company's discount rate, expected revenue growth, and a less severe outlook for industry tariffs, despite mixed retail demand expectations.ナラティブの更新 • Sep 08
Tariff Mitigation And New Product Launches Will Secure Operational Efficiency
Analysts have modestly raised their price target for Polaris to $49.73, citing relief from tariff pressures and improved dealer sentiment despite persistent weak retail demand and a cautious outlook for the broader industry. Analyst Commentary Consumer confidence has rebounded from earlier in the year but has yet to translate into a sustained recovery in retail demand.ナラティブの更新 • Aug 06
Recreational Vehicles Expansion Will Temper Overvaluation And Prompt Gains
The upward revision in Polaris’s consensus price target is primarily driven by stronger expectations for revenue growth and improved net profit margins, resulting in a new fair value of $48.55. What's in the News Polaris Off Road unveiled the 2026 RANGER 500, a compact, mid-size utility vehicle targeting the value segment, featuring user-friendly controls, enhanced versatility, and a starting MSRP of $9,999.分析記事 • Jul 23
The Market Lifts Polaris Inc. (NYSE:PII) Shares 32% But It Can Do More
Despite an already strong run, Polaris Inc. ( NYSE:PII ) shares have been powering on, with a gain of 32% in the last...分析記事 • Jun 28
Why Polaris Inc. (NYSE:PII) Could Be Worth Watching
Polaris Inc. ( NYSE:PII ), might not be a large cap stock, but it received a lot of attention from a substantial price...分析記事 • May 27
Is Polaris Inc. (NYSE:PII) Trading At A 39% Discount?
Key Insights The projected fair value for Polaris is US$62.32 based on 2 Stage Free Cash Flow to Equity Polaris...分析記事 • Apr 26
Polaris (NYSE:PII) Is Finding It Tricky To Allocate Its Capital
To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...分析記事 • Apr 08
Benign Growth For Polaris Inc. (NYSE:PII) Underpins Stock's 26% Plummet
Unfortunately for some shareholders, the Polaris Inc. ( NYSE:PII ) share price has dived 26% in the last thirty days...分析記事 • Mar 24
Is Polaris (NYSE:PII) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Feb 11
Polaris: Ultimate Contrarian Bet That Pays Big Dividends
Summary Polaris presents a contrarian investment opportunity with a historically high 6% dividend yield. It could be nearing a trough with management's focus on cost efficiencies, inventory alignment, and disciplined capital allocation with strong free cash flow expected this year. Polaris maintains a solid investment grade rating and a manageable 3.0x net debt-to-EBITDA ratio, supporting its financial stability. Read the full article on Seeking Alpha分析記事 • Feb 03
Polaris (NYSE:PII) Is Increasing Its Dividend To $0.67
The board of Polaris Inc. ( NYSE:PII ) has announced that the dividend on 17th of March will be increased to $0.67...株主還元
| PII | US Leisure | US 市場 | |
|---|---|---|---|
| 7D | 14.2% | 1.3% | 2.5% |
| 1Y | 72.8% | 31.1% | 26.4% |
業界別リターン: PII過去 1 年間で31.1 % の収益を上げたUS Leisure業界を上回りました。
リターン対市場: PII過去 1 年間で26.4 % の収益を上げたUS市場を上回りました。
価格変動
| PII volatility | |
|---|---|
| PII Average Weekly Movement | 9.3% |
| Leisure Industry Average Movement | 8.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: PII 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: PIIの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1945 | 14,500 | Mike Speetzen | www.polaris.com |
は、米国、カナダ、および海外でパワースポーツ車の設計、エンジニアリング、製造、販売を行っている。3つのセグメントで事業を展開：オフロード、オンロード、マリン。同社は、全地形対応車やサイド・バイ・サイド・ビークルなどのオフロード・ビークル（ORV）、軍用および商用ORV、スノーモービル、モーターサイクル、モトロードスター、クアドリサイクル、ポンツーンボートやデッキボートを提供している。また、ヘルメット、ジャケット、グローブ、パンツ、帽子などのソースパーツ、衣料品、アクセサリー、カバー、トラクション製品、リバースキット、電動スターター、トラック、プルビハインド、バッグ、フロントガラスなどのスノーモービル用アクセサリー、ヘルメット、ジャケット、ゴーグル、グローブ、ブーツ、ビブス、パンツ、帽子などのスノーモービル用ギアや衣料品も提供している。さらに、ウィンチ、バンパー/ブラシガード、プラウ、ラック、ホイールとタイヤ、キャブシステム、照明とオーディオシステム、カーゴボックスアクセサリー、トラックなどのORVアクセサリー、交換部品と潤滑油も提供している。さらに、性能向上、サドルバッグ、ハンドルバー、背もたれ、排気装置、フロントガラス、シート、各種クロームアクセサリーなどのオートバイ用アクセサリー、小型運搬車、乗用車も提供している。同社はディーラーや代理店を通じて、またオンラインで製品を販売している。同社は以前、ポラリス・インダストリーズ社として知られていた。は1945 年に設立され、ミネソタ州メディナに本社を置いている。
Polaris Inc. 基礎のまとめ
| PII 基礎統計学 | |
|---|---|
| 時価総額 | US$3.86b |
| 収益（TTM） | -US$446.10m |
| 売上高(TTM) | US$7.35b |
0.5x
P/Sレシオ-8.8x
PER（株価収益率PII は割高か？
公正価値と評価分析を参照収益と収入
| PII 損益計算書（TTM） | |
|---|---|
| 収益 | US$7.35b |
| 売上原価 | US$5.82b |
| 売上総利益 | US$1.54b |
| その他の費用 | US$1.98b |
| 収益 | -US$446.10m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -7.84 |
| グロス・マージン | 20.90% |
| 純利益率 | -6.07% |
| 有利子負債／自己資本比率 | 276.0% |
PII の長期的なパフォーマンスは？
過去の実績と比較を見る| Polaris 配当日 | |
|---|---|
| 配当落ち日 | Jun 01 2026 |
| 配当支払日 | Jun 15 2026 |
| 配当落ちまでの日数 | 4 days |
| 配当支払日までの日数 | 18 days |
PII 配当は確実ですか？
PII 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 19:03 |
| 終値 | 2026/05/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Polaris Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34
| アナリスト | 機関 |
|---|---|
| Craig Kennison | Baird |
| David Beckel | Bernstein |
| Tristan Thomas-Martin | BMO Capital Markets Equity Research |