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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 : 9/10

vs
industry
vs
history
Equity to Asset 0.69
DW's Equity to Asset is ranked higher than
87% of the 1383 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.46 vs. DW: 0.69 )
DW' s 10-Year Equity to Asset Range
Min: 0.3   Max: 0.85
Current: 0.69

0.3
0.85
Interest Coverage No Debt
DW's Interest Coverage is ranked higher than
99% of the 878 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 17.78 vs. DW: No Debt )
DW' s 10-Year Interest Coverage Range
Min: 4.9   Max: 9999.99
Current: No Debt

4.9
9999.99
F-Score: 6
Z-Score: 8.48
M-Score: -2.53
WACC vs ROIC
10.01%
17.39%
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 (%) 8.02
DW's Operating margin (%) is ranked higher than
83% of the 1392 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 5.61 vs. DW: 8.02 )
DW' s 10-Year Operating margin (%) Range
Min: -8.94   Max: 13.32
Current: 8.02

-8.94
13.32
Net-margin (%) 5.23
DW's Net-margin (%) is ranked higher than
77% of the 1392 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.35 vs. DW: 5.23 )
DW' s 10-Year Net-margin (%) Range
Min: -6.05   Max: 7.97
Current: 5.23

-6.05
7.97
ROE (%) 17.46
DW's ROE (%) is ranked higher than
89% of the 1378 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 8.95 vs. DW: 17.46 )
DW' s 10-Year ROE (%) Range
Min: -19.29   Max: 52.76
Current: 17.46

-19.29
52.76
ROA (%) 12.26
DW's ROA (%) is ranked higher than
96% of the 1399 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.29 vs. DW: 12.26 )
DW' s 10-Year ROA (%) Range
Min: -9.66   Max: 32.1
Current: 12.26

-9.66
32.1
ROC (Joel Greenblatt) (%) 42.97
DW's ROC (Joel Greenblatt) (%) is ranked higher than
97% of the 1397 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 12.65 vs. DW: 42.97 )
DW' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -23.81   Max: 173.64
Current: 42.97

-23.81
173.64
Revenue Growth (3Y)(%) 18.50
DW's Revenue Growth (3Y)(%) is ranked higher than
92% of the 1161 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 7.20 vs. DW: 18.50 )
DW' s 10-Year Revenue Growth (3Y)(%) Range
Min: -18.2   Max: 42.2
Current: 18.5

-18.2
42.2
EBITDA Growth (3Y)(%) 16.60
DW's EBITDA Growth (3Y)(%) is ranked higher than
87% of the 1058 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 5.30 vs. DW: 16.60 )
DW' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -19.4   Max: 31.5
Current: 16.6

-19.4
31.5
EPS Growth (3Y)(%) 18.80
DW's EPS Growth (3Y)(%) is ranked higher than
84% of the 955 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 6.30 vs. DW: 18.80 )
DW' s 10-Year EPS Growth (3Y)(%) Range
Min: -30.2   Max: 36.2
Current: 18.8

-30.2
36.2
» DW's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2014

DW Guru Trades in Q1 2014

Steven Cohen 12,107 sh (New)
Jim Simons 189,217 sh (+106.57%)
RS Investment Management 336,208 sh (+19.09%)
Columbia Wanger 2,839,500 sh (unchged)
Chuck Royce 1,224,175 sh (-2.41%)
Paul Tudor Jones 14,164 sh (-21.75%)
Joel Greenblatt 23,152 sh (-69.22%)
» More
Q2 2014

DW Guru Trades in Q2 2014

Joel Greenblatt 140,893 sh (+508.56%)
Paul Tudor Jones 18,740 sh (+32.31%)
Jim Simons 248,506 sh (+31.33%)
Columbia Wanger 2,839,500 sh (unchged)
Chuck Royce 1,150,575 sh (-6.01%)
RS Investment Management 170,264 sh (-49.36%)
» More
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%)
Paul Tudor Jones Sold Out
Joel Greenblatt Sold Out
Columbia Wanger 2,695,700 sh (-3.1%)
Jim Simons 56,400 sh (-76.06%)
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2014-12-31 Sold Out 0.04%$41.95 - $51.69 $ 58.9926%0
Joel Greenblatt 2014-09-30 Reduce -35.33%0.03%$41 - $50.8 $ 58.9930%91109
Joel Greenblatt 2014-06-30 Add 508.56%0.07%$45.8 - $54.15 $ 58.9918%140893
Joel Greenblatt 2014-03-31 Reduce -69.22%0.06%$45.53 - $54.1 $ 58.9917%23152
Joel Greenblatt 2013-12-31 New Buy0.09%$45.86 - $54.21 $ 58.9916%75215
Joel Greenblatt 2013-06-30 Sold Out 0.01%$34.13 - $41.25 $ 58.9959%0
Joel Greenblatt 2013-03-31 New Buy0.01%$32.25 - $38.67 $ 58.9963%5644
Joel Greenblatt 2012-12-31 Sold Out 0.04%$29.48 - $33.32 $ 58.9987%0
Joel Greenblatt 2012-09-30 New Buy0.04%$25.82 - $30.77 $ 58.99106%19659
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 23.10
DW's P/E(ttm) is ranked higher than
69% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 19.30 vs. DW: 23.10 )
DW' s 10-Year P/E(ttm) Range
Min: 8.45   Max: 29.22
Current: 23.1

8.45
29.22
Forward P/E 18.08
DW's Forward P/E is ranked higher than
78% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 19.76 vs. DW: 18.08 )
N/A
PE(NRI) 23.60
DW's PE(NRI) is ranked higher than
69% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 19.30 vs. DW: 23.60 )
DW' s 10-Year PE(NRI) Range
Min: 8.47   Max: 29.19
Current: 23.6

8.47
29.19
P/B 3.60
DW's P/B is ranked higher than
53% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.67 vs. DW: 3.60 )
DW' s 10-Year P/B Range
Min: 0.52   Max: 4.61
Current: 3.6

0.52
4.61
P/S 1.30
DW's P/S is ranked higher than
60% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.71 vs. DW: 1.30 )
DW' s 10-Year P/S Range
Min: 0.27   Max: 1.46
Current: 1.3

0.27
1.46
PFCF 27.70
DW's PFCF is ranked higher than
80% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 133.71 vs. DW: 27.70 )
DW' s 10-Year PFCF Range
Min: 6.23   Max: 545
Current: 27.7

6.23
545
POCF 16.50
DW's POCF is ranked higher than
67% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 10.96 vs. DW: 16.50 )
DW' s 10-Year POCF Range
Min: 5.58   Max: 202.28
Current: 16.5

5.58
202.28
EV-to-EBIT 15.09
DW's EV-to-EBIT is ranked higher than
75% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 15.62 vs. DW: 15.09 )
DW' s 10-Year EV-to-EBIT Range
Min: -12.5   Max: 18
Current: 15.09

-12.5
18
Shiller P/E 50.60
DW's Shiller P/E is ranked higher than
73% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 40.75 vs. DW: 50.60 )
DW' s 10-Year Shiller P/E Range
Min: 4.74   Max: 63.07
Current: 50.6

4.74
63.07
Current Ratio 2.09
DW's Current Ratio is ranked higher than
82% of the 1391 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.50 vs. DW: 2.09 )
DW' s 10-Year Current Ratio Range
Min: 1.38   Max: 4.19
Current: 2.09

1.38
4.19
Quick Ratio 0.90
DW's Quick Ratio is ranked higher than
60% of the 1391 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.07 vs. DW: 0.90 )
DW' s 10-Year Quick Ratio Range
Min: 0.5   Max: 2.57
Current: 0.9

0.5
2.57
Days Inventory 44.32
DW's Days Inventory is ranked higher than
80% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 58.76 vs. DW: 44.32 )
DW' s 10-Year Days Inventory Range
Min: 45.16   Max: 86.75
Current: 44.32

45.16
86.75
Days Sales Outstanding 11.64
DW's Days Sales Outstanding is ranked higher than
92% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 69.71 vs. DW: 11.64 )
DW' s 10-Year Days Sales Outstanding Range
Min: 5.66   Max: 19.4
Current: 11.64

5.66
19.4

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 6.00
DW's Price/Tangible Book is ranked higher than
57% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 2.86 vs. DW: 6.00 )
DW' s 10-Year Price/Tangible Book Range
Min: 1.03   Max: 18.21
Current: 6

1.03
18.21
Price/DCF (Projected) 1.60
DW's Price/DCF (Projected) is ranked higher than
86% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 15.35 vs. DW: 1.60 )
DW' s 10-Year Price/DCF (Projected) Range
Min: 0.47   Max: 4.01
Current: 1.6

0.47
4.01
Price/Median PS Value 1.40
DW's Price/Median PS Value is ranked higher than
70% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.40 vs. DW: 1.40 )
DW' s 10-Year Price/Median PS Value Range
Min: 0.25   Max: 1.53
Current: 1.4

0.25
1.53
Price/Graham Number 2.60
DW's Price/Graham Number is ranked higher than
67% of the 1449 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.85 vs. DW: 2.60 )
DW' s 10-Year Price/Graham Number Range
Min: 0.65   Max: 3.16
Current: 2.6

0.65
3.16
Earnings Yield (Greenblatt) 6.60
DW's Earnings Yield (Greenblatt) is ranked higher than
75% of the 1389 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 6.60 vs. DW: 6.60 )
DW' s 10-Year Earnings Yield (Greenblatt) Range
Min: 5.6   Max: 19.1
Current: 6.6

5.6
19.1
Forward Rate of Return (Yacktman) 6.09
DW's Forward Rate of Return (Yacktman) is ranked higher than
73% of the 944 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 7.74 vs. DW: 6.09 )
DW' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 2.7   Max: 23
Current: 6.09

2.7
23

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 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 
Drew Industries Inc. (DW) CEO of Subsidiary Jason Lippert sells 5,000 Shares Mar 07 2011 
Drew Industries Inc. (DW) CEO of Subsidiary Jason Lippert sells 2,000 Shares Feb 24 2011 
Drew Industries Inc. (DW) CEO of Subsidiary Jason Lippert sells 17,500 Shares Feb 22 2011 
Drew Industries Inc. (DW) CEO of Subsidiary Jason Lippert sells 3,641 Shares Jan 04 2011 
Drew Industries Inc. (DW) CEO of Subsidiary Jason Lippert sells 6,700 Shares Dec 30 2010 

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DREW INDUSTRIES INC Files SEC form 8-K, Financial Statements and Exhibits Feb 25 2015
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