Added to YB: 2025-03-17
Pitch date: 2024-12-31
PII [bullish]
Polaris Inc.
+23.37%
current return
Author Info
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Company Info
Polaris Inc. designs, engineers, manufactures, and markets powersports vehicles in the United States, Canada, and internationally.
Market Cap
$3.5B
Pitch Price
$55.14
Price Target
N/A
Dividend
4.31%
EV/EBITDA
10.32
P/E
-23.31
EV/Sales
0.71
Sector
Leisure Products
Category
turnaround
Show full summary:
Artisan Partners Mid Cap Value Fund Portfolio new position: Polaris Inc.
PII (new position): Powersports co. facing weak demand, high inventories, margin pressure. Added position at 11x normalized earnings. Well-run, strong returns (mid-high teens ROTC), divested non-core, focused on powersports. Challenges may persist but cheap valuation, good capital allocation (dividends, buybacks), solid financials.
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