Professional
Added to YB: 2025-01-03
Pitch date: 2024-12-20
WGO [bullish]
Winnebago Industries, Inc.
-19.51%
current return
Author Info
No bio for this author
Company Info
Winnebago Industries, Inc. manufactures and sells recreation outdoor lifestyle products primarily for use in leisure travel and outdoor recreation activities.
Market Cap
$946.4M
Pitch Price
$49.07
Price Target
80.00 (+104%)
Dividend
4.17%
EV/EBITDA
10.40
P/E
36.87
EV/Sales
0.49
Sector
Automobiles
Category
turnaround
Winnebago Industries, Inc.: RV Makers Continue to Wait for Fiscal 2025 Second-Half Recovery
WGO: RV industry in holding pattern; Q1 rev -18% YoY. FY25 EPS guidance $3.10-$4.40. Marine segment bright spot. CEO cites positive data points for recovery. Towables share 10%, up from 2% pre-Grand Design. No moat due to industry cyclicality. FV $80. Midcycle rev $4.1B, EBITDA margin 10%. Very High uncertainty.
Read full article (11 min)