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Winnebago Industries, Inc.NYSE:WGO Stock Report

Market Cap US$905.1m
Share Price
US$30.48
US$43.83
30.5% undervalued intrinsic discount
1Y-1.5%
7D-0.5%
Portfolio Value
View

Winnebago Industries, Inc.

NYSE:WGO Stock Report

Market Cap: US$905.1m

Winnebago Industries (WGO) Stock Overview

Manufactures and sells recreation outdoor lifestyle products primarily for use in leisure travel and outdoor recreation activities. More details

WGO fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance2/6
Financial Health6/6
Dividends5/6

WGO Community Fair Values

Create Narrative

See what 21 others think this stock is worth. Follow their fair value or set your own to get alerts.

Winnebago Industries, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Winnebago Industries
Historical stock prices
Current Share PriceUS$32.02
52 Week HighUS$50.16
52 Week LowUS$28.00
Beta1.21
1 Month Change5.47%
3 Month Change-33.32%
1 Year Change-1.54%
3 Year Change-46.03%
5 Year Change-60.71%
Change since IPO1,197.01%

Recent News & Updates

WGO: Future Returns Will Depend On Steady Margins And Earnings Guidance

The updated analyst price target for Winnebago Industries edges lower by about $0.33 to roughly $43.83, reflecting recent target cuts from several firms as analysts factor in slightly higher discount rates and modestly adjusted valuation assumptions. Analyst Commentary Recent price target cuts of $4 to $8 from several firms point to a more cautious stance around Winnebago Industries, with analysts adjusting their models for higher discount rates and updated valuation inputs rather than wholesale shifts in company thesis.

WGO: Adjusted Fair Value Will Rely On Steady Margins And Earnings Guidance

Analysts have trimmed the implied price target on Winnebago Industries by about $5. This reflects updated assumptions for fair value at $44.17, slightly higher discount rates, more cautious revenue growth and profit margin inputs, and a lower future P/E expectation following a series of recent target cuts from major firms.

WGO: FY26 Guidance And RV Demand Outlook May Drive Future Upside

Winnebago Industries' analyst price target has been trimmed by about $2 to reflect a slightly higher discount rate, more measured revenue growth expectations, modestly firmer profit margins, and a marginally lower future P/E multiple, in line with recent target cuts from several covering analysts. Analyst Commentary Recent research has focused on fine tuning price targets for Winnebago Industries rather than making sweeping changes to ratings or narratives.

Recent updates

WGO: Future Returns Will Depend On Steady Margins And Earnings Guidance

The updated analyst price target for Winnebago Industries edges lower by about $0.33 to roughly $43.83, reflecting recent target cuts from several firms as analysts factor in slightly higher discount rates and modestly adjusted valuation assumptions. Analyst Commentary Recent price target cuts of $4 to $8 from several firms point to a more cautious stance around Winnebago Industries, with analysts adjusting their models for higher discount rates and updated valuation inputs rather than wholesale shifts in company thesis.

WGO: Adjusted Fair Value Will Rely On Steady Margins And Earnings Guidance

Analysts have trimmed the implied price target on Winnebago Industries by about $5. This reflects updated assumptions for fair value at $44.17, slightly higher discount rates, more cautious revenue growth and profit margin inputs, and a lower future P/E expectation following a series of recent target cuts from major firms.

WGO: FY26 Guidance And RV Demand Outlook May Drive Future Upside

Winnebago Industries' analyst price target has been trimmed by about $2 to reflect a slightly higher discount rate, more measured revenue growth expectations, modestly firmer profit margins, and a marginally lower future P/E multiple, in line with recent target cuts from several covering analysts. Analyst Commentary Recent research has focused on fine tuning price targets for Winnebago Industries rather than making sweeping changes to ratings or narratives.

Winnebago Industries, Inc. Just Beat EPS By 56%: Here's What Analysts Think Will Happen Next

Mar 28
Winnebago Industries, Inc. Just Beat EPS By 56%: Here's What Analysts Think Will Happen Next

WGO: Raised Guidance And Modeling Updates Will Support A Higher Fair Value

Analysts have raised their price target on Winnebago Industries by $3, citing updated assumptions around revenue growth, profit margins, and future P/E that support a steady fair value view for the shares. Analyst Commentary While the latest target increase reflects updated modeling, some research remains guarded and highlights risks that could limit upside if execution or market conditions fall short of expectations.

WGO: Updated Assumptions And Guidance Will Likely Test Current Fair Value

Analysts have lifted their price target on Winnebago Industries by $3, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples as key drivers of the change. Analyst Commentary While the latest price target move reflects updated modeling around key inputs such as discount rates and P/E multiples, not every analyst is leaning in the same direction.

WGO: Adjusted Earnings Outlook And Margins Will Support Measured Future Returns

Analysts have nudged their price target on Winnebago Industries higher by $0.92 to reflect slightly adjusted assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, consistent with recent Street research, including a $3 target increase cited at Citi. Analyst Commentary Recent research, including the US$3 target move at Citi, points to a constructive but measured view on Winnebago Industries, with analysts adjusting their models around fair value, discount rates, revenue assumptions, margins and future P/E.

Winnebago: Issues Remain, But An Upgrade From Sell To Hold Seems Justified

Feb 05

WGO: Raised Revenue And Margin Assumptions Will Likely Expose Valuation Risk

Analysts have lifted their fair value estimate for Winnebago Industries from US$30 to US$40, pointing to updated assumptions for revenue growth, profit margins, and a lower implied future P/E, consistent with recent Street price target moves such as the Citi increase. Analyst Commentary Analysts are factoring the new US$40 fair value into their broader views on Winnebago Industries, framing it as a recalibration of expectations rather than a clear shift in sentiment.

WGO: Higher FY26 Guidance And Sector Rerating May Support Upside

Analysts have lifted their fair value estimate for Winnebago Industries by about US$6 to roughly US$68, reflecting updated assumptions for discount rates, revenue growth, profit margins, and a higher future P/E multiple after recent target increases and valuation reassessments across the RV sector. Analyst Commentary Recent Street research around Winnebago Industries has been mixed, but there are several clear positives that bullish analysts highlight when they revisit their models and price targets.

WGO: Premium Positioning Will Support Future Returns Despite Softer RV Demand

Analysts have nudged their fair value estimate for Winnebago Industries higher from about US$45.55 to roughly US$48.42. This reflects updated assumptions on revenue growth, profit margins, discount rate, and future P/E in light of recent research that highlights cautious views on premium RV demand, soft consumer confidence, and what some see as a fuller current valuation.

WGO: Premium Mix Will Support Future Margins Amid Cautious Demand Backdrop

Analysts have nudged their fair value estimate for Winnebago Industries higher, lifting the implied price target from about $44 to roughly $46 per share. This reflects slightly lower discount rate assumptions, a modestly richer long term profit margin outlook, and a still conservative but stable revenue growth profile that together temper concerns over full valuation and cautious Hold and Neutral sector views.

Winnebago Industries, Inc.'s (NYSE:WGO) 34% Price Boost Is Out Of Tune With Revenues

Dec 20
Winnebago Industries, Inc.'s (NYSE:WGO) 34% Price Boost Is Out Of Tune With Revenues

WGO: Shares Will Rise On Premium Demand Recovery Despite Muted RV Environment

Analysts have modestly raised their price target on Winnebago Industries, lifting it by several dollars into the low $40s per share, citing balanced views on still-muted RV demand, flatter 2026 wholesale expectations, and a fuller near term valuation, offset by conservative earnings guidance and selective optimism on the premium segment. Analyst Commentary Street research commentary on Winnebago highlights a mixed but generally balanced stance, with incremental price target increases tempered by ongoing concerns around demand normalization, inventory, and valuation after the recent share price rally.

WGO: Shares Will Rise on Fiscal 2026 Guidance and Premium Market Position

Analysts have modestly raised their average price target for Winnebago Industries, citing conservative company guidance and stable but subdued retail and wholesale demand in the North American RV market. Analyst Commentary Recent analyst coverage of Winnebago Industries reflects a balanced outlook, highlighting both potential opportunities and ongoing risks as the company navigates current market conditions.

WGO: Shares Will Benefit From Projected Fiscal 2026 Revenue Rebound

Analysts have raised their fair value estimate for Winnebago Industries from $41.45 to $44.17 per share. This change reflects cautious optimism despite ongoing challenges in retail demand and inventory restocking within the RV sector.

Analyst Commentary Highlights Higher Fair Value for Winnebago Amid Improved Margins and Revenue Outlook

Analysts have raised their fair value estimate for Winnebago Industries from $38.08 to $41.45. This change is attributed to improved profit margins, enhanced revenue growth expectations, and recent price target increases, even as the industry continues to face headwinds.

Here's Why Winnebago Industries (NYSE:WGO) Has A Meaningful Debt Burden

Oct 10
Here's Why Winnebago Industries (NYSE:WGO) Has A Meaningful Debt Burden

Winnebago Industries (NYSE:WGO) Is Paying Out A Larger Dividend Than Last Year

Aug 18
Winnebago Industries (NYSE:WGO) Is Paying Out A Larger Dividend Than Last Year

Winnebago Industries, Inc.'s (NYSE:WGO) Shares May Have Run Too Fast Too Soon

May 13
Winnebago Industries, Inc.'s (NYSE:WGO) Shares May Have Run Too Fast Too Soon

Here's Why Winnebago Industries (NYSE:WGO) Has A Meaningful Debt Burden

Apr 17
Here's Why Winnebago Industries (NYSE:WGO) Has A Meaningful Debt Burden

Winnebago Industries: Staying Confident As Q2 Earnings Near

Mar 25

Winnebago Is Still Facing Choppy Waters

Mar 17

When Should You Buy Winnebago Industries, Inc. (NYSE:WGO)?

Feb 04
When Should You Buy Winnebago Industries, Inc. (NYSE:WGO)?

Is Winnebago Industries (NYSE:WGO) Using Too Much Debt?

Jan 13
Is Winnebago Industries (NYSE:WGO) Using Too Much Debt?

Winnebago Industries: Despite A Bumpy Rise, This RV Play Makes Sense

Nov 26

A Look At The Intrinsic Value Of Winnebago Industries, Inc. (NYSE:WGO)

Nov 19
A Look At The Intrinsic Value Of Winnebago Industries, Inc. (NYSE:WGO)
User avatar

Motorhome And Towables Revamp To Catalyze Growth Amid Market Challenges

Strategic leadership changes are expected to drive operational efficiency and enhance net margins, addressing financial challenges.

Should You Investigate Winnebago Industries, Inc. (NYSE:WGO) At US$58.43?

Oct 15
Should You Investigate Winnebago Industries, Inc. (NYSE:WGO) At US$58.43?

Winnebago Industries, Inc. (NYSE:WGO) Might Not Be As Mispriced As It Looks

Sep 19
Winnebago Industries, Inc. (NYSE:WGO) Might Not Be As Mispriced As It Looks

Shareholder Returns

WGOUS AutoUS Market
7D-0.5%2.3%0.9%
1Y-1.5%35.8%28.2%

Return vs Industry: WGO underperformed the US Auto industry which returned 35.8% over the past year.

Return vs Market: WGO underperformed the US Market which returned 28.2% over the past year.

Price Volatility

Is WGO's price volatile compared to industry and market?
WGO volatility
WGO Average Weekly Movement5.2%
Auto Industry Average Movement10.7%
Market Average Movement7.1%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stable Share Price: WGO has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: WGO's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19585,300Mike Happewww.winnebagoind.com

Winnebago Industries, Inc. manufactures and sells recreation outdoor lifestyle products primarily for use in leisure travel and outdoor recreation activities. It operates through three segments: Towable RV, Motorhome RV, and Marine. The company provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters, such as conventional travel trailers, fifth wheels, folding camper trailers, truck campers, and park models under the Winnebago and Grand Design brand names.

Winnebago Industries, Inc. Fundamentals Summary

How do Winnebago Industries's earnings and revenue compare to its market cap?
WGO fundamental statistics
Market capUS$905.07m
Earnings (TTM)US$41.60m
Revenue (TTM)US$2.91b
21.8x
P/E Ratio
0.3x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
WGO income statement (TTM)
RevenueUS$2.91b
Cost of RevenueUS$2.53b
Gross ProfitUS$379.80m
Other ExpensesUS$338.20m
EarningsUS$41.60m

Last Reported Earnings

Feb 28, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.47
Gross Margin13.04%
Net Profit Margin1.43%
Debt/Equity Ratio35.8%

How did WGO perform over the long term?

See historical performance and comparison

Dividends

4.4%
Current Dividend Yield
93%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/04 19:24
End of Day Share Price 2026/05/01 00:00
Earnings2026/02/28
Annual Earnings2025/08/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Winnebago Industries, Inc. is covered by 20 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Craig KennisonBaird
Michael AlbaneseBenchmark Company
Tristan Thomas-MartinBMO Capital Markets Equity Research