WGO

Winnebago IndustriesNYSE:WGO Stock Report

Market Cap

US$2.3b

7D

-2.3%

1Y

38.9%

Updated

19 Sep, 2021

Data

Company Financials +
WGO fundamental analysis
Snowflake Score
Valuation3/6
Future Growth0/6
Past Performance5/6
Financial Health4/6
Dividends2/6

WGO Overview

Winnebago Industries, Inc. manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities.

Winnebago Industries Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Winnebago Industries
Historical stock prices
Current Share PriceUS$69.04
52 Week HighUS$44.33
52 Week LowUS$87.53
Beta1.99
1 Month Change-1.02%
3 Month Change6.20%
1 Year Change38.86%
3 Year Change89.41%
5 Year Change203.07%
Change since IPO2,468.93%

Recent News & Updates

Sep 05
Winnebago Industries (NYSE:WGO) Is Increasing Its Dividend To US$0.18

Winnebago Industries (NYSE:WGO) Is Increasing Its Dividend To US$0.18

Winnebago Industries, Inc. ( NYSE:WGO ) has announced that it will be increasing its dividend on the 29th of September...

Aug 22
Winnebago Industries' (NYSE:WGO) Upcoming Dividend Will Be Larger Than Last Year's

Winnebago Industries' (NYSE:WGO) Upcoming Dividend Will Be Larger Than Last Year's

Winnebago Industries, Inc. ( NYSE:WGO ) has announced that it will be increasing its dividend on the 29th of September...

Shareholder Returns

WGOUS AutoUS Market
7D-2.3%3.0%-0.6%
1Y38.9%69.1%33.8%

Return vs Industry: WGO underperformed the US Auto industry which returned 69.1% over the past year.

Return vs Market: WGO exceeded the US Market which returned 33.8% over the past year.

Price Volatility

Is WGO's price volatile compared to industry and market?
WGO volatility
WGO Beta1.99
Industry Beta1.86
Market Beta1

Stable Share Price: WGO is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 5% a week.

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

About the Company

FoundedEmployeesCEOWebsite
19585,505Mike Happehttps://www.winnebagoind.com

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 six segments: Grand Design Towables, Winnebago Towables, Winnebago Motorhomes, Newmar motorhomes, Chris-Craft Marine, and Winnebago Specialty Vehicles. It provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters for recreational travel, such as conventional travel trailers, fifth wheels, folding camper trailers, and truck campers under the Winnebago and Grand Design brand names.

Winnebago Industries Fundamentals Summary

How do Winnebago Industries's earnings and revenue compare to its market cap?
WGO fundamental statistics
Market CapUS$2.32b
Earnings (TTM)US$240.25m
Revenue (TTM)US$3.33b

9.7x

P/E Ratio

0.7x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
WGO income statement (TTM)
RevenueUS$3.33b
Cost of RevenueUS$2.74b
Gross ProfitUS$587.36m
ExpensesUS$347.11m
EarningsUS$240.25m

Last Reported Earnings

May 29, 2021

Next Earnings Date

n/a

Earnings per share (EPS)7.15
Gross Margin17.63%
Net Profit Margin7.21%
Debt/Equity Ratio51.9%

How did WGO perform over the long term?

See historical performance and comparison

Dividends

1.0%

Current Dividend Yield

7%

Payout Ratio

Valuation

Is Winnebago Industries undervalued compared to its fair value and its price relative to the market?

9.66x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: WGO ($69.04) is trading above our estimate of fair value ($56.55)

Significantly Below Fair Value: WGO is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: WGO is good value based on its PE Ratio (9.7x) compared to the US Auto industry average (15.8x).

PE vs Market: WGO is good value based on its PE Ratio (9.7x) compared to the US market (17.8x).


Price to Earnings Growth Ratio

PEG Ratio: WGO is poor value based on its PEG Ratio (100.2x)


Price to Book Ratio

PB vs Industry: WGO is good value based on its PB Ratio (2.3x) compared to the US Auto industry average (3.1x).


Future Growth

How is Winnebago Industries forecast to perform in the next 1 to 3 years based on estimates from 9 analysts?

0.1%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: WGO's forecast earnings growth (0.1% per year) is below the savings rate (2%).

Earnings vs Market: WGO's earnings (0.1% per year) are forecast to grow slower than the US market (14.8% per year).

High Growth Earnings: WGO's earnings are forecast to grow, but not significantly.

Revenue vs Market: WGO's revenue (7.1% per year) is forecast to grow slower than the US market (9.8% per year).

High Growth Revenue: WGO's revenue (7.1% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: WGO's Return on Equity is forecast to be low in 3 years time (16.5%).


Past Performance

How has Winnebago Industries performed over the past 5 years?

21.1%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: WGO has high quality earnings.

Growing Profit Margin: WGO's current net profit margins (7.2%) are higher than last year (2.4%).


Past Earnings Growth Analysis

Earnings Trend: WGO's earnings have grown significantly by 21.1% per year over the past 5 years.

Accelerating Growth: WGO's earnings growth over the past year (367.5%) exceeds its 5-year average (21.1% per year).

Earnings vs Industry: WGO earnings growth over the past year (367.5%) underperformed the Auto industry 367.5%.


Return on Equity

High ROE: WGO's Return on Equity (23.8%) is considered high.


Financial Health

How is Winnebago Industries's financial position?


Financial Position Analysis

Short Term Liabilities: WGO's short term assets ($988.6M) exceed its short term liabilities ($375.6M).

Long Term Liabilities: WGO's short term assets ($988.6M) exceed its long term liabilities ($593.9M).


Debt to Equity History and Analysis

Debt Level: WGO's debt to equity ratio (51.9%) is considered high.

Reducing Debt: Insufficient data to determine if WGO's debt to equity ratio has reduced over the past 5 years.

Debt Coverage: WGO's debt is well covered by operating cash flow (48.8%).

Interest Coverage: WGO's interest payments on its debt are well covered by EBIT (8.1x coverage).


Balance Sheet


Dividend

What is Winnebago Industries's current dividend yield, its reliability and sustainability?

1.04%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: WGO's dividend (1.04%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.33%).

High Dividend: WGO's dividend (1.04%) is low compared to the top 25% of dividend payers in the US market (3.6%).


Stability and Growth of Payments

Stable Dividend: Whilst dividend payments have been stable, WGO has been paying a dividend for less than 10 years.

Growing Dividend: WGO's dividend payments have increased, but the company has only paid a dividend for 7 years.


Current Payout to Shareholders

Dividend Coverage: With its low payout ratio (6.6%), WGO's dividend payments are thoroughly covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: WGO's dividends in 3 years are forecast to be thoroughly covered by earnings (7.8% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.0yrs

Average management tenure


CEO

Mike Happe (50 yo)

5.67yrs

Tenure

US$4,370,768

Compensation

Mr. Michael J. Happe, also known as Mike, has been the Chief Executive Officer of Winnebago Industries, Inc. since January 18, 2016 and serves as its President since January 1, 2016. He is an Independent D...


CEO Compensation Analysis

Compensation vs Market: Mike's total compensation ($USD4.37M) is about average for companies of similar size in the US market ($USD3.69M).

Compensation vs Earnings: Mike's compensation has increased by more than 20% in the past year.


Leadership Team

Experienced Management: WGO's management team is not considered experienced ( 2 years average tenure), which suggests a new team.


Board Members

Experienced Board: WGO's board of directors are considered experienced (4.4 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: WGO insiders have only sold shares in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Winnebago Industries, Inc.'s 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$2.320b
  • Shares outstanding: 33.60m
  • Website: https://www.winnebagoind.com

Number of Employees


Location

  • Winnebago Industries, Inc.
  • P.O. Box 152
  • Forest City
  • Iowa
  • 50436
  • United States

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/09/19 22:03
End of Day Share Price2021/09/17 00:00
Earnings2021/05/29
Annual Earnings2020/08/29


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.