LCI Industries, together with its subsidiaries, manufactures and supplies components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. More Details
Moderate growth potential with mediocre balance sheet.
Share Price & News
How has LCI Industries's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: LCII has not had significant price volatility in the past 3 months.
7 Day Return
US Auto Components
1 Year Return
US Auto Components
Return vs Industry: LCII exceeded the US Auto Components industry which returned -2.9% over the past year.
Return vs Market: LCII matched the US Market which returned 14.2% over the past year.
Price Volatility Vs. Market
How volatile is LCI Industries's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall StWhat Is LCI Industries's (NYSE:LCII) Share Price Doing?
2 weeks ago | Simply Wall StShould You Buy LCI Industries (NYSE:LCII) For Its Upcoming Dividend?
3 weeks ago | Simply Wall StIs LCI Industries' (NYSE:LCII) Latest Stock Performance A Reflection Of Its Financial Health?
Is LCI Industries undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: LCII ($106.45) is trading above our estimate of fair value ($55.42)
Significantly Below Fair Value: LCII is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: LCII is good value based on its PE Ratio (25.2x) compared to the US Auto Components industry average (37.3x).
PE vs Market: LCII is poor value based on its PE Ratio (25.2x) compared to the US market (18.6x).
Price to Earnings Growth Ratio
PEG Ratio: LCII is good value based on its PEG Ratio (0.7x)
Price to Book Ratio
PB vs Industry: LCII is overvalued based on its PB Ratio (3.3x) compared to the US Auto Components industry average (1.8x).
How is LCI Industries forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: LCII's forecast earnings growth (34.8% per year) is above the savings rate (2.2%).
Earnings vs Market: LCII's earnings (34.8% per year) are forecast to grow faster than the US market (23.3% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: LCII's revenue (8.3% per year) is forecast to grow slower than the US market (9.7% per year).
High Growth Revenue: LCII's revenue (8.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if LCII's Return on Equity is forecast to be high in 3 years time
How has LCI Industries performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: LCII has high quality earnings.
Growing Profit Margin: LCII's current net profit margins (4.5%) are lower than last year (5.8%).
Past Earnings Growth Analysis
Earnings Trend: LCII's earnings have grown by 9.6% per year over the past 5 years.
Accelerating Growth: LCII's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: LCII had negative earnings growth (-22%) over the past year, making it difficult to compare to the Auto Components industry average (-18.5%).
Return on Equity
High ROE: LCII's Return on Equity (13%) is considered low.
How is LCI Industries's financial position?
Financial Position Analysis
Short Term Liabilities: LCII's short term assets ($697.3M) exceed its short term liabilities ($309.9M).
Long Term Liabilities: LCII's short term assets ($697.3M) do not cover its long term liabilities ($891.8M).
Debt to Equity History and Analysis
Debt Level: LCII's debt to equity ratio (86%) is considered high.
Reducing Debt: LCII's debt to equity ratio has increased from 20.2% to 86% over the past 5 years.
Debt Coverage: LCII's debt is well covered by operating cash flow (27.3%).
Interest Coverage: LCII's interest payments on its debt are well covered by EBIT (11.9x coverage).
What is LCI Industries's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: LCII's dividend (2.82%) is higher than the bottom 25% of dividend payers in the US market (1.66%).
High Dividend: LCII's dividend (2.82%) is low compared to the top 25% of dividend payers in the US market (4.65%).
Stability and Growth of Payments
Stable Dividend: Whilst dividend payments have been stable, LCII has been paying a dividend for less than 10 years.
Growing Dividend: LCII's dividend payments have increased, but the company has only paid a dividend for 7 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (61.5%), LCII's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: LCII's dividends in 3 years are forecast to be well covered by earnings (36.9% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Jason Lippert (48 yo)
Mr. Jason D. Lippert has been the Chief Executive Officer of LCI Industries since May 10, 2013 and its President. Mr. Lippert has been the Chief Executive Officer at Lippert Components, Inc. since February ...
CEO Compensation Analysis
Compensation vs Market: Jason's total compensation ($USD10.10M) is above average for companies of similar size in the US market ($USD5.71M).
Compensation vs Earnings: Jason's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
|CEO, President & Director||7.33yrs||US$10.10m||1.12% |
|Executive VP & CFO||3.83yrs||US$1.57m||0.043% |
|Chief Administrative Officer||no data||US$2.30m||0.082% |
|Executive VP & Chief Legal Officer||2.83yrs||US$1.44m||0.0047% |
|Executive VP & Chief Human Resources Officer||5.67yrs||US$1.24m||0% |
|Senior Vice President of Operations||no data||no data||0.018% |
|VP of Finance||3.5yrs||no data||0.0042% |
|Chief Sales Officer||no data||no data||no data|
Experienced Management: LCII's management team is considered experienced (3.8 years average tenure).
|CEO, President & Director||7.33yrs||US$10.10m||1.12% |
|Chairman Emeritus||no data||US$37.22k||no data|
|Independent Chairman & Lead Director||6.33yrs||US$342.71k||1.2% |
|Independent Director||17.33yrs||US$244.76k||0.044% |
|Additional Independent Director||0.83yr||US$83.72k||0.0040% |
|Independent Director||5.33yrs||US$233.29k||0.044% |
|Independent Director||9yrs||US$241.76k||0.069% |
|Independent Director||4.5yrs||US$236.72k||0.035% |
|Independent Director||3yrs||US$259.83k||0.030% |
|Independent Director||5.33yrs||US$256.38k||0.046% |
Experienced Board: LCII's board of directors are considered experienced (5.3 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: LCII insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
LCI Industries's company bio, employee growth, exchange listings and data sources
- Name: LCI Industries
- Ticker: LCII
- Exchange: NYSE
- Founded: 1984
- Industry: Auto Parts and Equipment
- Sector: Automobiles
- Market Cap: US$2.678b
- Shares outstanding: 25.15m
- Website: https://www.lci1.com
Number of Employees
- LCI Industries
- 3501 County Road 6 East
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|LCII||NYSE (New York Stock Exchange)||Yes||Common Stock||US||USD||May 1985|
|0DI||DB (Deutsche Boerse AG)||Yes||Common Stock||DE||EUR||May 1985|
|LCII *||BMV (Bolsa Mexicana de Valores)||Yes||Common Stock||MX||MXN||May 1985|
LCI Industries, together with its subsidiaries, manufactures and supplies components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. I ...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/09/18 06:15|
|End of Day Share Price||2020/09/17 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.