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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 0.15
DW's Cash to Debt is ranked lower than
83% of the 1192 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.69 vs. DW: 0.15 )
Ranked among companies with meaningful Cash to Debt only.
DW' s 10-Year Cash to Debt Range
Min: 0  Med: 0.13 Max: No Debt
Current: 0.15
Equity to Asset 0.63
DW's Equity to Asset is ranked higher than
73% of the 1044 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.48 vs. DW: 0.63 )
Ranked among companies with meaningful Equity to Asset only.
DW' s 10-Year Equity to Asset Range
Min: 0.3  Med: 0.55 Max: 0.85
Current: 0.63
0.3
0.85
F-Score: 5
Z-Score: 6.87
M-Score: -2.70
WACC vs ROIC
10.89%
16.73%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 8.09
DW's Operating margin (%) is ranked higher than
70% of the 1194 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.86 vs. DW: 8.09 )
Ranked among companies with meaningful Operating margin (%) only.
DW' s 10-Year Operating margin (%) Range
Min: -8.94  Med: 8.16 Max: 13.32
Current: 8.09
-8.94
13.32
Net-margin (%) 5.23
DW's Net-margin (%) is ranked higher than
62% of the 1194 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 3.63 vs. DW: 5.23 )
Ranked among companies with meaningful Net-margin (%) only.
DW' s 10-Year Net-margin (%) Range
Min: -6.05  Med: 4.81 Max: 7.97
Current: 5.23
-6.05
7.97
ROE (%) 18.03
DW's ROE (%) is ranked higher than
77% of the 1177 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 9.37 vs. DW: 18.03 )
Ranked among companies with meaningful ROE (%) only.
DW' s 10-Year ROE (%) Range
Min: -19.29  Med: 16.77 Max: 52.76
Current: 18.03
-19.29
52.76
ROA (%) 11.91
DW's ROA (%) is ranked higher than
87% of the 1210 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.25 vs. DW: 11.91 )
Ranked among companies with meaningful ROA (%) only.
DW' s 10-Year ROA (%) Range
Min: -9.66  Med: 10.68 Max: 32.1
Current: 11.91
-9.66
32.1
ROC (Joel Greenblatt) (%) 42.36
DW's ROC (Joel Greenblatt) (%) is ranked higher than
89% of the 1207 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 12.59 vs. DW: 42.36 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
DW' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -23.81  Med: 32.62 Max: 172.87
Current: 42.36
-23.81
172.87
Revenue Growth (3Y)(%) 17.30
DW's Revenue Growth (3Y)(%) is ranked higher than
89% of the 973 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.50 vs. DW: 17.30 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
DW' s 10-Year Revenue Growth (3Y)(%) Range
Min: -18.2  Med: 11.70 Max: 42.2
Current: 17.3
-18.2
42.2
EBITDA Growth (3Y)(%) 19.50
DW's EBITDA Growth (3Y)(%) is ranked higher than
81% of the 872 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.00 vs. DW: 19.50 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
DW' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -19.4  Med: 16.60 Max: 31.5
Current: 19.5
-19.4
31.5
EPS Growth (3Y)(%) 24.10
DW's EPS Growth (3Y)(%) is ranked higher than
78% of the 771 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.60 vs. DW: 24.10 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
DW' s 10-Year EPS Growth (3Y)(%) Range
Min: -30.2  Med: 15.10 Max: 36.2
Current: 24.1
-30.2
36.2
» DW's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2014

DW Guru Trades in Q3 2014

Paul Tudor Jones 28,682 sh (+53.05%)
Chuck Royce 1,175,230 sh (+2.14%)
RS Investment Management Sold Out
Columbia Wanger 2,782,000 sh (-2.03%)
Jim Simons 235,600 sh (-5.19%)
Joel Greenblatt 91,109 sh (-35.33%)
» More
Q4 2014

DW Guru Trades in Q4 2014

Chuck Royce 1,220,800 sh (+3.88%)
Chuck Royce 1,220,800 sh (+3.88%)
Paul Tudor Jones Sold Out
Joel Greenblatt Sold Out
Columbia Wanger 2,695,700 sh (-3.10%)
Jim Simons 56,400 sh (-76.06%)
» More
Q1 2015

DW Guru Trades in Q1 2015

James Barrow 9,588 sh (New)
Jim Simons Sold Out
Columbia Wanger 2,693,700 sh (-0.07%)
Chuck Royce 1,044,960 sh (-14.40%)
» More
Q2 2015

DW Guru Trades in Q2 2015

Paul Tudor Jones 8,742 sh (New)
James Barrow Sold Out
Chuck Royce 938,656 sh (-10.17%)
Columbia Wanger 2,322,515 sh (-13.78%)
» More
» Details

Insider Trades

Latest Guru Trades with DW

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 19.80
DW's P/E(ttm) is ranked lower than
63% of the 954 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 15.20 vs. DW: 19.80 )
Ranked among companies with meaningful P/E(ttm) only.
DW' s 10-Year P/E(ttm) Range
Min: 8.45  Med: 18.78 Max: 29.22
Current: 19.8
8.45
29.22
Forward P/E 14.88
DW's Forward P/E is ranked lower than
68% of the 390 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 11.72 vs. DW: 14.88 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 19.80
DW's PE(NRI) is ranked lower than
62% of the 950 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 15.30 vs. DW: 19.80 )
Ranked among companies with meaningful PE(NRI) only.
DW' s 10-Year PE(NRI) Range
Min: 8.47  Med: 18.76 Max: 29.19
Current: 19.8
8.47
29.19
P/B 3.38
DW's P/B is ranked lower than
82% of the 1084 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.40 vs. DW: 3.38 )
Ranked among companies with meaningful P/B only.
DW' s 10-Year P/B Range
Min: 0.52  Med: 2.74 Max: 4.68
Current: 3.38
0.52
4.68
P/S 1.04
DW's P/S is ranked lower than
65% of the 1189 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.68 vs. DW: 1.04 )
Ranked among companies with meaningful P/S only.
DW' s 10-Year P/S Range
Min: 0.27  Med: 0.89 Max: 1.46
Current: 1.04
0.27
1.46
PFCF 28.12
DW's PFCF is ranked lower than
62% of the 513 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 21.40 vs. DW: 28.12 )
Ranked among companies with meaningful PFCF only.
DW' s 10-Year PFCF Range
Min: 6.23  Med: 19.56 Max: 545
Current: 28.12
6.23
545
POCF 15.47
DW's POCF is ranked lower than
65% of the 839 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 10.39 vs. DW: 15.47 )
Ranked among companies with meaningful POCF only.
DW' s 10-Year POCF Range
Min: 5.58  Med: 12.26 Max: 202.28
Current: 15.47
5.58
202.28
EV-to-EBIT 13.40
DW's EV-to-EBIT is ranked lower than
53% of the 976 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 12.51 vs. DW: 13.40 )
Ranked among companies with meaningful EV-to-EBIT only.
DW' s 10-Year EV-to-EBIT Range
Min: -12.5  Med: 11.60 Max: 18
Current: 13.4
-12.5
18
Shiller P/E 29.04
DW's Shiller P/E is ranked lower than
74% of the 598 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 16.08 vs. DW: 29.04 )
Ranked among companies with meaningful Shiller P/E only.
DW' s 10-Year Shiller P/E Range
Min: 4.74  Med: 32.83 Max: 63.07
Current: 29.04
4.74
63.07
Current Ratio 2.18
DW's Current Ratio is ranked higher than
72% of the 1059 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.55 vs. DW: 2.18 )
Ranked among companies with meaningful Current Ratio only.
DW' s 10-Year Current Ratio Range
Min: 1.38  Med: 2.01 Max: 4.19
Current: 2.18
1.38
4.19
Quick Ratio 0.93
DW's Quick Ratio is ranked lower than
60% of the 1059 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.09 vs. DW: 0.93 )
Ranked among companies with meaningful Quick Ratio only.
DW' s 10-Year Quick Ratio Range
Min: 0.5  Med: 0.82 Max: 2.57
Current: 0.93
0.5
2.57
Days Inventory 47.51
DW's Days Inventory is ranked higher than
59% of the 1176 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 55.32 vs. DW: 47.51 )
Ranked among companies with meaningful Days Inventory only.
DW' s 10-Year Days Inventory Range
Min: 45.16  Med: 52.10 Max: 86.75
Current: 47.51
45.16
86.75
Days Sales Outstanding 20.36
DW's Days Sales Outstanding is ranked higher than
85% of the 992 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 60.59 vs. DW: 20.36 )
Ranked among companies with meaningful Days Sales Outstanding only.
DW' s 10-Year Days Sales Outstanding Range
Min: 5.66  Med: 12.42 Max: 19.4
Current: 20.36
5.66
19.4

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 28.70
DW's Price/Net Current Asset Value is ranked lower than
90% of the 494 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.97 vs. DW: 28.70 )
Ranked among companies with meaningful Price/Net Current Asset Value only.
DW' s 10-Year Price/Net Current Asset Value Range
Min: 2.53  Med: 9.86 Max: 1882.5
Current: 28.7
2.53
1882.5
Price/Tangible Book 6.07
DW's Price/Tangible Book is ranked lower than
88% of the 1051 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.49 vs. DW: 6.07 )
Ranked among companies with meaningful Price/Tangible Book only.
DW' s 10-Year Price/Tangible Book Range
Min: 1.03  Med: 3.80 Max: 20.02
Current: 6.07
1.03
20.02
Price/Projected FCF 1.43
DW's Price/Projected FCF is ranked lower than
57% of the 556 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.22 vs. DW: 1.43 )
Ranked among companies with meaningful Price/Projected FCF only.
DW' s 10-Year Price/Projected FCF Range
Min: 0.47  Med: 1.59 Max: 4.01
Current: 1.43
0.47
4.01
Price/Median PS Value 1.16
DW's Price/Median PS Value is ranked higher than
51% of the 1110 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.16 vs. DW: 1.16 )
Ranked among companies with meaningful Price/Median PS Value only.
DW' s 10-Year Price/Median PS Value Range
Min: 0.25  Med: 0.82 Max: 1.51
Current: 1.16
0.25
1.51
Price/Peter Lynch Fair Value 1.12
DW's Price/Peter Lynch Fair Value is ranked lower than
62% of the 292 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.86 vs. DW: 1.12 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
DW' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.2  Med: 1.03 Max: 5.32
Current: 1.12
0.2
5.32
Price/Graham Number 2.30
DW's Price/Graham Number is ranked lower than
81% of the 813 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.00 vs. DW: 2.30 )
Ranked among companies with meaningful Price/Graham Number only.
DW' s 10-Year Price/Graham Number Range
Min: 0.65  Med: 1.57 Max: 3.17
Current: 2.3
0.65
3.17
Earnings Yield (Greenblatt) (%) 7.50
DW's Earnings Yield (Greenblatt) (%) is ranked higher than
57% of the 1191 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 6.30 vs. DW: 7.50 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
DW' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 5.6  Med: 8.40 Max: 19.1
Current: 7.5
5.6
19.1
Forward Rate of Return (Yacktman) (%) 20.84
DW's Forward Rate of Return (Yacktman) (%) is ranked higher than
81% of the 643 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 6.38 vs. DW: 20.84 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
DW' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: 3.1  Med: 9.80 Max: 23
Current: 20.84
3.1
23

Analyst Estimate

Dec15 Dec16
EPS($) 3.03 3.72
EPS without NRI($) 3.03 3.72

Business Description

Industry: Autos » Recreational Vehicles
Compare:HOG, PII, THO, WGO, ACAT » details
Traded in other countries:0DI.Germany,
Drew Industries Inc was incorporated under the laws of Delaware on March 20, 1984. The Company through its wholly-owned subsidiaries supplies a full line of components for the manufacturers of recreational vehicles (RV) and manufactured homes. Through its subsidiary Lippert Components, also manufactures components for adjacent industries including buses; trailers used to haul boats, livestock, equipment and other cargo; truck caps; modular housing; and factory-built mobile office units. The Company has two reportable operating segments: the RV products segment and the manufactured housing products segment (MH Segment). In RV segment, through its wholly-owned subsidiaries, the Company manufactures and markets many products used in the production of RVs, including: Steel chassis for towable RVs, Aluminum windows and screens, Chassis components, among others. Raw materials used by the RV segment, consisting of steel (coil, sheet, tube and I-beam), extruded aluminum, glass, wood, fabric and foam are available from a number of sources, both domestic and foreign. The Company's RV segment products are sold to manufacturers of RVs such as Thor Industries, Forest River, Jayco and other OEMs. In MH segment, through its wholly-owned subsidiaries, the Company manufactures and markets many products used in the production of manufactured homes and to modular housing and mobile office units, including: Vinyl and aluminum windows and screens, Steel and fiberglass entry doors, Axles, Steel chassis, among others. Raw materials used by the MH Segment, consisting of steel (coil, sheet and I-beam), extruded aluminum and vinyl, glass, and ABS resin, available from a number of sources, both domestic and foreign. Its products are sold to producers of manufactured homes such as Clayton Homes, Cavco Industries, Inc. and other OEMs. Company's brands include: Extreme Custom Trailers, Happijac, Kinro, Lippert Components, among others. The Company's operations are subject to certain Federal, state and local regulatory requirements relating to the use, storage, discharge and disposal of hazardous materials used during the manufacturing processes.
» More Articles for DW

Headlines

Articles On GuruFocus.com
DataWind Sets September Investor Conference Schedule Aug 27 2015 
DataWind Sets Fiscal First Quarter 2016 Earnings Call for Thursday, August 13, 2015 at 2:30 p.m. ET Aug 12 2015 
DataWind Initiates Shipments of Internet-Enabled Tablets From New Indian Assembly Facility Aug 04 2015 
DataWind to Present at the 35th Annual Canaccord Genuity Growth Conference on August 13, 2015 Jul 30 2015 
DataWind Smartphones and Tablets Now Come Standard With One Year of Unlimited Internet Browsing Acce Jun 30 2015 
DataWind CEO, Suneet Singh Tuli receives "Award of Honor" at 65th World Sikh Educational Conference Nov 21 2014 
Recent Press Updates at DataWind Oct 15 2014 
manufactured housing Mar 20 2012 
Real Time Picks of Chuck Royce: UTI, JJSF, DW, WGO Apr 05 2011 
Drew Industries Inc. (DW) CEO of Subsidiary Jason Lippert sells 5,000 Shares Mar 10 2011 

More From Other Websites
DREW INDUSTRIES INC Files SEC form 8-K, Change in Directors or Principal Officers, Financial... Aug 28 2015
David M. Smith To Join Drew Industries As Chief Financial Officer Aug 28 2015
David M. Smith To Join Drew Industries As Chief Financial Officer Aug 28 2015
DREW INDUSTRIES INC Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits Aug 26 2015
DREW INDUSTRIES INC Files SEC form 8-K, Change in Directors or Principal Officers, Financial... Aug 20 2015
DREW INDUSTRIES INC Financials Aug 20 2015
Drew Industries, Inc. Earnings Q2*, 2015 Aug 12 2015
Drew Industries Goes for a Boat Ride Aug 11 2015
DREW INDUSTRIES INC Files SEC form 8-K, Other Events, Financial Statements and Exhibits Aug 10 2015
Drew Industries Expands Into Marine Furniture With The Acquisition Of Signature Seating Aug 10 2015
Drew Industries Expands Into Marine Furniture With The Acquisition Of Signature Seating Aug 10 2015
DREW INDUSTRIES INC Files SEC form 10-Q, Quarterly Report Aug 07 2015
DREW INDUSTRIES INC Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits Aug 05 2015
Edited Transcript of DW earnings conference call or presentation 4-Aug-15 3:00pm GMT Aug 04 2015
Drew Industries Inc Earnings Call scheduled for 11:00 am ET today Aug 04 2015
DREW INDUSTRIES INC Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits Aug 04 2015
Drew Industries posts 2Q profit Aug 04 2015
Drew Industries posts 2Q profit Aug 04 2015
Drew Industries Reports 2015 Second Quarter Results Aug 04 2015

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