WGOWinnebago Industries, Inc.
Is the price fair?
Neither cheap nor expensive: modest expectations priced in, but at the top of its own P/E range.
Priced for a decline (~−18% a year). Little growth is priced in even as revenue fell 10% a year over three years, potential value, or a value trap.
Expensive vs its own history: P/E 18.1 vs a 11.8 median over 37 quarters (+53% vs median).
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What WGO's price assumes
Winnebago Industries, Inc. trades at 18.1× earnings against 18.1× for the median Recreational Vehicles name, cheaper than its own group.
Trailing P/E · Recreational Vehicles median 18.1 · cheaper than the typical name in its group
- Free cash flow yield
- 26%
Free cash flow yield · Recreational Vehicles median 4.7%
- Growth the price implies
- −18%
Growth the price implies · The price pays for −18% free cash flow growth a year for a decade; the business has delivered −6.2% a year over the last three.
Details›
- EV / EBIToperating margin 2.4%: the multiple describes the denominator
- not meaningful
- Consumer Cyclical median P/E321 names
- 17.9
- Recreational Vehicles median P/E8 names
- 18.1
- Free cash flow, trailing twelve months
- $181M
- Market capitalisation
- $697M
- 3-year revenue growth
- −10%
- 3-year free cash flow growth
- −6.2%
| Method | Per share |
|---|---|
| Its own P/E history, lower quartile | $10.70 |
| Its own P/E history, median | $16.11 |
| Its own P/E history, upper quartile | $24.41 |
| 52-week range | $24.46 – $48.73 |
| Today | $24.65 |
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.