Winnebago Industries
Market Cap
US$1.2b
Last Updated
2019/09/15 23:45 UTC
Data Sources
Company Financials +
Executive Summary
Winnebago Industries, Inc. manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities.
Snowflake
Fundamentals
Undervalued with adequate balance sheet.
Similar Companies
Share Price & News
How has Winnebago Industries's share price performed over time and what events caused price changes?
Latest Share Price and Events
Market Performance
7 Day Return
19.4%
NYSE:WGO
0.9%
US Auto
1.3%
US Market
1 Year Return
-1.4%
NYSE:WGO
-4.8%
US Auto
2.0%
US Market
WGO outperformed the Auto industry which returned -5.3% over the past year.
WGO underperformed the Market in United States of America which returned 1.7% over the past year.
Share holder returns
| WGO | Industry | Market | |
|---|---|---|---|
| 7 Day | 19.4% | 0.9% | 1.3% |
| 30 Day | 9.7% | 6.0% | 3.9% |
| 90 Day | -0.9% | 2.5% | 3.4% |
| 1 Year | -0.04%-1.4% | -2.2%-4.8% | 4.2%2.0% |
| 3 Year | 69.9%63.4% | 26.5%14.5% | 47.2%37.6% |
| 5 Year | 55.2%44.0% | 1.1%-14.8% | 60.5%42.9% |
Price Volatility Vs. Market
How volatile is Winnebago Industries's share price compared to the market and industry in the last 5 years?
Simply Wall St News
9 months ago | Simply Wall St
Does Market Volatility Impact Winnebago Industries Inc's (NYSE:WGO) Share Price?10 months ago | Simply Wall St
Winnebago Industries Inc (NYSE:WGO): Why Return On Capital Employed Is Important10 months ago | Simply Wall St
Is Winnebago Industries Inc's (NYSE:WGO) CEO Pay Fair?Valuation
Is Winnebago Industries undervalued based on future cash flows and its price relative to the stock market?
>50%
Discount to future cash flow value
Intrinsic Value Based on Future Cash Flows
Winnebago Industries's share price is below the future cash flow value, and at a moderate discount (> 20%).
Winnebago Industries's share price is below the future cash flow value, and at a substantial discount (> 40%).
Price Based on Earnings
Winnebago Industries is good value based on earnings compared to the US Auto industry average.
Winnebago Industries is good value based on earnings compared to the United States of America market.
Price Based on Expected Growth
Winnebago Industries is poor value based on expected growth next year.
Price Based on Value of Assets
Winnebago Industries is good value based on assets compared to the US Auto industry average.
Next Steps
Future Growth
How is Winnebago Industries expected to perform in the next 1 to 3 years based on estimates from 8 analysts?
10.3%
Forecasted annual earnings growth
Earnings and Revenue Growth Estimates
Future Annual Growth Analysis
Winnebago Industries's revenue is expected to grow by 4.6% yearly, however this is not considered high growth (20% yearly).
Winnebago Industries's earnings are expected to grow by 10.3% yearly, however this is not considered high growth (20% yearly).
Winnebago Industries's revenue growth is positive but not above the United States of America market average.
Winnebago Industries's earnings growth is positive but not above the United States of America market average.
Winnebago Industries's earnings growth is expected to exceed the low risk savings rate of 2.7%.
Earnings per Share Growth Estimates
Future Return on Equity
Winnebago Industries is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
Next Steps
Past Performance
How has Winnebago Industries performed over the past 5 years?
24.1%
Historical annual earnings growth
Earnings and Revenue History
Past Earnings Growth Analysis
Winnebago Industries has delivered over 20% year on year earnings growth in the past 5 years.
Winnebago Industries's 1-year earnings growth is less than its 5-year average (12.7% vs 24.1%)
Winnebago Industries's earnings growth has exceeded the US Auto industry average in the past year (12.7% vs -11.3%).
Return on Equity
Winnebago Industries has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
Return on Assets
Winnebago Industries used its assets more efficiently than the US Auto industry average last year based on Return on Assets.
Return on Capital Employed
Winnebago Industries's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).
Next Steps
Financial Health
How is Winnebago Industries's financial position?
Financial Position Analysis
Winnebago Industries is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
Winnebago Industries's cash and other short term assets cover its long term commitments.
Debt to Equity History and Analysis
Winnebago Industries's level of debt (43%) compared to net worth is high (greater than 40%).
Unable to establish if Winnebago Industries's debt level has increased without past 5-year debt data.
Debt is well covered by operating cash flow (40.5%, greater than 20% of total debt).
Interest payments on debt are well covered by earnings (EBIT is 9x coverage).
Balance Sheet
High level of physical assets or inventory.
Debt is covered by short term assets, assets are 1.5x debt.
Next Steps
Dividend
What is Winnebago Industries's current dividend yield, its reliability and sustainability?
1.23%
Expected Dividend Yield
Dividend Yield and Payments Analysis
Winnebago Industries's pays a lower dividend yield than the bottom 25% of dividend payers in United States of America (1.45%).
Winnebago Industries's dividend is below the markets top 25% of dividend payers in United States of America (3.67%).
Whilst dividend payments have been stable, Winnebago Industries has been paying a dividend for less than 10 years.
Dividend payments have increased, but Winnebago Industries only paid a dividend in the past 5 years.
Current Payout to Shareholders
Dividends paid are thoroughly covered by earnings (8.3x coverage).
Future Payout to Shareholders
Dividends after 3 years are expected to be thoroughly covered by earnings (9.2x coverage).
Next Steps
Management
What is the CEO of Winnebago Industries's salary, the management and board of directors tenure and is there insider trading?
2.9yrs
Average management tenure
CEO
Mike Happe (48yo)
3.7yrs
Tenure
US$3,213,673
Compensation
Mr. Michael J. Happe, also known as Mike, has been the Chief Executive Officer and President of Winnebago Industries, Inc. since January 18, 2016. Prior to joining Winnebago, he had been employed by The To ...
CEO Compensation Analysis
Mike's remuneration is about average for companies of similar size in United States of America.
Mike's compensation has been consistent with company performance over the past year, both up more than 20%.
Management Age and Tenure
2.9yrs
Average Tenure
52yo
Average Age
The tenure for the Winnebago Industries management team is about average.
Board Age and Tenure
3.1yrs
Average Tenure
60.5yo
Average Age
The tenure for the Winnebago Industries board of directors is about average.
Insider Trading
No 3 month open market individual insider trading information.
Recent Insider Transactions
| Entity | Individual |
| Role | Chief Financial Officer VP, CFO |
| Shares | 2,500 |
| Max Price | US$29.58 |
| Entity | Individual |
| Role | Chief Executive Officer President |
| Shares | 3,500 |
| Max Price | US$29.19 |
| Entity | Individual |
| Shares | 10,013 |
| Max Price | US$30.11 |
Ownership Breakdown
Management Team
Steve Heese
President of Chris-Craft
- Tenure: 0.7yrs
Mike Happe (48yo)
President
- Tenure: 3.7yrs
- Compensation: US$3.21m
Brian Hazelton (54yo)
VP & GM of Motorhome Business
- Tenure: 3.1yrs
- Compensation: US$1.17m
Stacy Bogart (55yo)
VP of General Counsel & Corporate Secretary
- Tenure: 1.7yrs
- Compensation: US$1.26m
Jeff Kubacki (61yo)
VP of Information Technology & Chief Information Officer
- Tenure: 2.8yrs
Bryan Hughes (50yo)
VP, CFO
- Tenure: 2.3yrs
- Compensation: US$1.40m
Bret Woodson (49yo)
Vice President of Administration
- Tenure: 4.7yrs
Chris West (47yo)
Vice President of Operations
- Tenure: 3yrs
Don Clark (59yo)
President & CEO of Grand Design RV
- Tenure: 0yrs
- Compensation: US$4.97m
Steven Stuber
Director of Investor Relations & Financial Planning and Analysis
- Tenure: 0yrs
Board Members
John Murabito (60yo)
Director
- Tenure: 2.4yrs
- Compensation: US$173.77k
Bob Chiusano (69yo)
Director
- Tenure: 10.9yrs
- Compensation: US$210.02k
Rick Moss (61yo)
Director
- Tenure: 2.6yrs
- Compensation: US$177.52k
Christopher Braun (59yo)
Director
- Tenure: 3.8yrs
- Compensation: US$170.02k
Mike Happe (48yo)
President
- Tenure: 3.7yrs
- Compensation: US$3.21m
William Fisher (65yo)
Director
- Tenure: 4.5yrs
- Compensation: US$175.02k
Dave Miles (62yo)
Chairman
- Tenure: 0.3yrs
- Compensation: US$175.02k
Maria Blase (51yo)
Director
- Tenure: 1yrs
Company Information
Winnebago Industries, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Winnebago Industries, Inc.
- Ticker: WGO
- Exchange: NYSE
- Founded: 1958
- Industry: Automobile Manufacturers
- Sector: Automobiles
- Market Cap: US$1.163b
- Shares outstanding: 31.62m
- Website: https://www.winnebagoind.com
Number of Employees
Location
- Winnebago Industries, Inc.
- 605 West Crystal Lake Road
- Forest City
- Iowa
- 50436
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| WGO | NYSE (New York Stock Exchange) | Yes | Common Stock | US | USD | Jan 1969 |
| WI1 | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Jan 1969 |
Biography
Winnebago Industries, Inc. manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company operates in five segments: Winne ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/09/15 23:45 |
| End of Day Share Price | 2019/09/13 00:00 |
| Earnings | 2019/05/25 |
| Annual Earnings | 2018/08/25 |
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.