WGO
Winnebago Industries, Inc.
$23.17
+2.21% 2026-10-20
Consumer DiscretionaryS&P 600
WGOSPY
1W
+0.0%
1M
-12.3%
3M
-22.8%
6M
-29.4%
YTD
-40.3%
1Y
-20.8%
Live chart
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Grades vs sector
Momentum20th pct in sectorD
Momentum
20th pct in sector
12-1 return: -27.0%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Growth4th pct in sectorF
Growth
4th pct in sector
Revenue growth (YoY): -9.9%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Value73rd pct in sectorB+
Value
73rd pct in sector
Forward E/P: 10.0% · EBITDA/EV: 11.8%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Profitability13th pct in sectorD-
Profitability
13th pct in sector
Profit margin: +1.4% · Return on equity: +3.1%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
Revisions
Not enough data yet
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 5 live models right now.
Quality Growth
not ranked (outside this model's universe or screens)
Momentum Top 15not ranked (outside this model's universe or screens)
Momentum Blendnot in the current book
New Highs Growthnot ranked (outside this model's universe or screens)
Conviction 20not in the current book
News
More newsEarnings To Watch: Winnebago (WGO) Reports Q3 Results Tomorrow
StockStory · Oct 20
Is Winnebago Industries (WGO) a Great Value Stock Right Now?
Zacks · Oct 13
3 Out-of-Favor Stocks We Approach with Caution
StockStory · Oct 09
3 of Wall Street’s Favorite Stocks That Concern Us
StockStory · Oct 08
Winnebago Industries' Barletta Boats Debuts New Halcyon Series
MT Newswires · Oct 01
Key stats
Market cap$655.0M
P/E (trailing)17.0
P/E (forward)9.7
52-week range21.95 – 50.16
Revenue growth (YoY, latest qtr)-9.9%
Dividend yield6.35%
Analyst consensusBuy (10)
Mean price target$37.30 (+61%)
Valuation and fundamentals
Valuation & fundamentals
Bottom line
Looks undervalued
Model read-out from the numbers below, not advice. Score +5 (DCF counts double).
▲DCF (base case)above the price by 33%
▲Forward P/E vs sector9.7x vs median 13.4x
▲Piotroski F-score7/9
▲Altman Z3.4 (safe)
•Net debt / EBITDA3.0x
▲Analyst target+61% (10 analysts)
Discounted cash flow
CyclicalValued on average-cycle margins
Automobile Manufacturers profits swing with the business cycle, so one year's cash flow can be far above or below normal. Instead of the last 12 months' free cash flow (0.2B, a 6% margin), the DCF and reverse DCF use the average free-cash-flow margin over FY2016–FY2025 (10 years: 5.0%) times current revenue = 0.1B. On trailing cash flow the base case would be $43; on mid-cycle cash flow it is $31. Glossary
Bear
$16
-31%
growth -10% · disc. 11.2% · term. 2.0%
Base
$31
+33%
growth -5% · disc. 10.2% · term. 2.5%
Bull
$49
+113%
growth -2% · disc. 9.2% · term. 3.0%
Starting cash flow is mid-cycle: 5.0% average margin × current revenue = 0.1B (last 12 months: 0.2B at a 6% margin). On trailing cash flow the base case would be $43.
Reverse DCFfor context, not a signal
A normal DCF guesses future cash flows and works out a price. A reverse DCF runs it backwards: it starts from today's price and asks how fast free cash flow would have to grow to justify it. It tells you what the market is assuming, not whether the stock is cheap or expensive, and it is not a buy or sell signal. Glossary
Today's price implies shrinking cash flows: about -6% a year for 10 years.
Implied
-6%/yr
FCF, last 3 yrs
-34%/yr
FCF, last 5 yrs
-18%/yr
Revenue, last 3 yrs
-17%/yr
Revenue, last 5 yrs
+4%/yr
Same inputs as the DCF above: mid-cycle free cash flow 0.1B, 10.2% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-05-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.18 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs Consumer Discretionary
P/E (trailing)
cheaper
sector median 17.7× · 44th pct
17.0×cheaper
Forward P/E
cheaper
sector median 13.4× · 23rd pct
9.7×cheaper
EV / EBITDA
cheaper
sector median 11.3× · 23rd pct
8.0×cheaper
Price / sales
cheaper
sector median 1.2× · 7th pct
0.2×cheaper
Price / book
cheaper
sector median 2.8× · 2nd pct
0.5×cheaper
FCF yield
cheaper
sector median 6.6% · 97th pct
27.6%cheaper
Forward EPS $2.39 vs trailing $1.36 (+76% expected growth). Forward P/E uses analysts' next-12-month estimate.
Quality & financial health
Gross margin
13.0%
Operating margin
2.4%
FCF margin
6.4%
Net margin
1.4%
Return on equity
3.1%
Return on invested capital
3.6%
Net debt / EBITDA
3.0×
Current ratio
2.4×
Interest cover
3.0×
Cash conversion (OCF/NI)
5.4×
Piotroski F-score 7/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✓ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✓ Asset turnover improved
Altman Z-score 3.4 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.
Analysts
Mean target
$37
+61%
Analysts
10
Buy
Range
$24–$73
low – high
● price · ◆ mean target
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $2.8B | $25.7M | $89.5M |
| 2024 | $3.0B | $13.0M | $98.9M |
| 2023 | $3.5B | $215.9M | $211.3M |
| 2022 | $5.0B | $390.6M | $312.6M |
| 2021 | $3.6B | $281.9M | $192.4M |
| 2020 | $2.4B | $61.4M | $238.1M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR -17.4%.
Earnings
Next report: 2026-10-21 · before open · EPS est 0.47
EstimateActual (beat)Actual (miss)
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-06-25 | 0.77 | 0.66 | -14.6% |
| 2026-03-25 | 0.24 | 0.27 | +13.1% |
| 2025-12-19 | 0.14 | 0.38 | +177.3% |
| 2025-10-22 | 0.53 | 0.71 | +33.5% |
| 2025-06-25 | 0.79 | 0.81 | +2.2% |
| 2025-03-27 | 0.16 | 0.19 | +19.2% |
| 2024-12-20 | 0.20 | -0.03 | -115.0% |
| 2024-10-23 | 0.92 | 0.28 | -69.7% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-05-31 | $698.7M | -9.9% |
| 2026-02-28 | $657.4M | – |
| 2025-11-30 | $702.7M | – |
| 2025-08-31 | $777.3M | – |
| 2025-05-31 | $775.1M | – |
Analyst actions
Citigroup
PT $24
2026-10-13 · main
Neutral → NeutralPT $24
Citigroup
PT $29
2026-09-16 · main
Neutral → NeutralPT $29
Seaport Global
2026-07-27 · init
→ NeutralTruist Securities
PT $35
2026-07-08 · main
Buy → BuyPT $35
Citigroup
PT $30
2026-06-29 · main
Neutral → NeutralPT $30
BMO Capital
PT $38
2026-06-26 · main
Outperform → OutperformPT $38
Recent dividends
2026-09-09: $0.360 · 2026-06-10: $0.350 · 2026-04-15: $0.350 · 2026-01-14: $0.350 · 2025-09-10: $0.350 · 2025-06-11: $0.340 · 2025-04-16: $0.340 · 2025-01-15: $0.340
Stats refreshed 2026-10-20 21:56:31 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
coteau
Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.