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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 0.70
DW's Equity to Asset is ranked higher than
88% of the 1216 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.47 vs. DW: 0.70 )
DW' s 10-Year Equity to Asset Range
Min: 0.3   Max: 0.85
Current: 0.7

0.3
0.85
Interest Coverage No Debt
DW's Interest Coverage is ranked higher than
99% of the 775 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 17.75 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: 7.60
M-Score: -2.68
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 : 8/10

vs
industry
vs
history
Operating margin (%) 7.71
DW's Operating margin (%) is ranked higher than
80% of the 1213 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 5.59 vs. DW: 7.71 )
DW' s 10-Year Operating margin (%) Range
Min: -8.94   Max: 13.32
Current: 7.71

-8.94
13.32
Net-margin (%) 4.94
DW's Net-margin (%) is ranked higher than
72% of the 1213 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.34 vs. DW: 4.94 )
DW' s 10-Year Net-margin (%) Range
Min: -6.05   Max: 7.97
Current: 4.94

-6.05
7.97
ROE (%) 15.98
DW's ROE (%) is ranked higher than
87% of the 1209 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 9.80 vs. DW: 15.98 )
DW' s 10-Year ROE (%) Range
Min: -20.82   Max: 48.75
Current: 15.98

-20.82
48.75
ROA (%) 11.06
DW's ROA (%) is ranked higher than
94% of the 1220 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.26 vs. DW: 11.06 )
DW' s 10-Year ROA (%) Range
Min: -10.04   Max: 27.66
Current: 11.06

-10.04
27.66
ROC (Joel Greenblatt) (%) 46.87
DW's ROC (Joel Greenblatt) (%) is ranked higher than
96% of the 1213 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 15.19 vs. DW: 46.87 )
DW' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -27.66   Max: 121.9
Current: 46.87

-27.66
121.9
Revenue Growth (%) 18.50
DW's Revenue Growth (%) is ranked higher than
92% of the 1030 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 7.10 vs. DW: 18.50 )
DW' s 10-Year Revenue Growth (%) Range
Min: -18.2   Max: 42.2
Current: 18.5

-18.2
42.2
EBITDA Growth (%) 16.60
DW's EBITDA Growth (%) is ranked higher than
85% of the 943 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 5.10 vs. DW: 16.60 )
DW' s 10-Year EBITDA Growth (%) Range
Min: -19.4   Max: 31.5
Current: 16.6

-19.4
31.5
EPS Growth (%) 18.80
DW's EPS Growth (%) is ranked higher than
82% of the 847 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 6.30 vs. DW: 18.80 )
DW' s 10-Year EPS Growth (%) 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

Q3 2013

DW Guru Trades in Q3 2013

Paul Tudor Jones 14,600 sh (New)
Steven Cohen 7,984 sh (New)
RS Investment Management 346,208 sh (+30.44%)
Columbia Wanger 2,964,500 sh (unchged)
Jim Simons 44,800 sh (-19.28%)
Chuck Royce 1,284,176 sh (-20.12%)
» More
Q4 2013

DW Guru Trades in Q4 2013

Joel Greenblatt 75,215 sh (New)
Jim Simons 91,600 sh (+104.46%)
Paul Tudor Jones 18,100 sh (+23.97%)
Steven Cohen Sold Out
Chuck Royce 1,254,376 sh (-2.32%)
Columbia Wanger 2,839,500 sh (-4.22%)
RS Investment Management 282,308 sh (-18.46%)
» More
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
» 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 2014-06-30 Add 508.56%0.07%$45.8 - $54.15 $ 44.09-12%140893
Joel Greenblatt 2014-03-31 Reduce -69.22%0.06%$45.53 - $54.1 $ 44.09-12%23152
Joel Greenblatt 2013-12-31 New Buy0.09%$45.86 - $54.21 $ 44.09-14%75215
Joel Greenblatt 2013-06-30 Sold Out 0.01%$34.13 - $41.25 $ 44.0919%0
Joel Greenblatt 2013-03-31 New Buy0.01%$32.25 - $38.67 $ 44.0922%5644
Joel Greenblatt 2012-12-31 Sold Out 0.04%$29.48 - $33.32 $ 44.0939%0
Joel Greenblatt 2012-09-30 New Buy0.04%$25.82 - $30.77 $ 44.0954%19659
John Keeley 2011-09-30 Sold Out 0.03%$17.58 - $25.42 $ 44.09113%0
John Keeley 2011-06-30 New Buy0.03%$21.57 - $26.4 $ 44.0984%74300
Ruane Cunniff 2011-06-30 Sold Out $21.57 - $26.4 $ 44.0984%0
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 17.40
DW's P/E(ttm) is ranked higher than
68% of the 1273 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 16.90 vs. DW: 17.40 )
DW' s 10-Year P/E(ttm) Range
Min: 8.45   Max: 29.22
Current: 17.4

8.45
29.22
P/B 2.90
DW's P/B is ranked lower than
57% of the 1273 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.57 vs. DW: 2.90 )
DW' s 10-Year P/B Range
Min: 0.52   Max: 4.61
Current: 2.9

0.52
4.61
P/S 1.00
DW's P/S is ranked higher than
51% of the 1273 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.69 vs. DW: 1.00 )
DW' s 10-Year P/S Range
Min: 0.27   Max: 1.46
Current: 1

0.27
1.46
PFCF 14.60
DW's PFCF is ranked higher than
86% of the 1273 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 9999.00 vs. DW: 14.60 )
DW' s 10-Year PFCF Range
Min: 6.23   Max: 545
Current: 14.6

6.23
545
EV-to-EBIT 11.10
DW's EV-to-EBIT is ranked higher than
80% of the 1273 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 14.95 vs. DW: 11.10 )
DW' s 10-Year EV-to-EBIT Range
Min: 5.2   Max: 18
Current: 11.1

5.2
18
Shiller P/E 40.80
DW's Shiller P/E is ranked higher than
68% of the 1273 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 63.10 vs. DW: 40.80 )
DW' s 10-Year Shiller P/E Range
Min: 4.74   Max: 63.07
Current: 40.8

4.74
63.07
Current Ratio 1.91
DW's Current Ratio is ranked higher than
76% of the 1023 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.51 vs. DW: 1.91 )
DW' s 10-Year Current Ratio Range
Min: 1.25   Max: 4.19
Current: 1.91

1.25
4.19
Quick Ratio 0.92
DW's Quick Ratio is ranked higher than
55% of the 1023 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.10 vs. DW: 0.92 )
DW' s 10-Year Quick Ratio Range
Min: 0.47   Max: 2.57
Current: 0.92

0.47
2.57

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 5.10
DW's Price/Tangible Book is ranked lower than
53% of the 1273 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.84 vs. DW: 5.10 )
DW' s 10-Year Price/Tangible Book Range
Min: 1.03   Max: 18.21
Current: 5.1

1.03
18.21
Price/DCF (Projected) 1.20
DW's Price/DCF (Projected) is ranked higher than
84% of the 1273 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.32 vs. DW: 1.20 )
DW' s 10-Year Price/DCF (Projected) Range
Min: 0.47   Max: 4.01
Current: 1.2

0.47
4.01
Price/Median PS Value 1.10
DW's Price/Median PS Value is ranked higher than
70% of the 1273 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.19 vs. DW: 1.10 )
DW' s 10-Year Price/Median PS Value Range
Min: 0.26   Max: 1.56
Current: 1.1

0.26
1.56
Price/Graham Number 2.00
DW's Price/Graham Number is ranked higher than
58% of the 1273 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.33 vs. DW: 2.00 )
DW' s 10-Year Price/Graham Number Range
Min: 0.65   Max: 3.16
Current: 2

0.65
3.16
Earnings Yield (Greenblatt) 9.00
DW's Earnings Yield (Greenblatt) is ranked higher than
75% of the 1139 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 7.70 vs. DW: 9.00 )
DW' s 10-Year Earnings Yield (Greenblatt) Range
Min: 5.6   Max: 19.1
Current: 9

5.6
19.1
Forward Rate of Return (Yacktman) 3.16
DW's Forward Rate of Return (Yacktman) is ranked higher than
65% of the 912 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 10.64 vs. DW: 3.16 )
DW' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 2.4   Max: 23
Current: 3.16

2.4
23

Business Description

Industry: Autos » Recreational Vehicles
Compare:HOG, PII, THO, WGO, ACAT » details
Drew Industries Inc., was incorporated under the laws of Delaware on March 20, 1984. The Company through its wholly-owned subsidiaries manufactures an array of components for recreational vehicles (RVs) and manufactured homes. The Company has two reportable operating segments: the recreational vehicle products segment (the RV Segment), and the manufactured housing products segment (the MH Segment). The Company's operations are conducted through its wholly-owned subsidiaries, Kinro, Inc. and its subsidiaries (collectively, Kinro), and Lippert Components, Inc. and its subsidiaries (collectively, Lippert), each of which has operations in both the RV Segment and the MH Segment. Kinro manufactures and markets components mainly for RVs and manufactured homes including vinyl and aluminum windows, doors and screens, and thermoformed products. Lippert manufactures and markets components mainly for RVs and manufactured homes, including steel chassis, chassis components, RV slide-out mechanisms and solutions, manual, electric and hydraulic stabilizer and lifting systems, entry and baggage doors, axles and suspension solutions, toy hauler ramp doors, furniture and mattresses, entry steps, and other towable accessories. Lippert also manufactures specialty trailers for hauling boats, personal watercraft, snowmobiles and equipment, as well as axles for specialty trailers. Certain products manufactured by Kinro and Lippert are also used in modular homes and office units. Through its wholly-owned subsidiaries, the Company manufactures and markets a number of components used in the production of RVs, mainly travel trailers and 'fifth-wheel' RVs, including: Towable RV steel chassis; Towable RV axles and suspension solutions; RV slide-out mechanisms and solutions; Thermoformed products; Toy hauler ramp doors; Manual, electric and hydraulic stabilizer and lifting systems; Aluminum windows and screens; Chassis components; Furniture and mattresses; Entry and baggage doors; Entry steps; Other towable accessories; and Specialty trailers for hauling boats, personal watercraft, snowmobiles and equipment. Raw materials used by the Company's RV Segment, consisting mainly of fabricated steel (coil, sheet, tube and I-beam), extruded aluminum, glass, fabric and polyfoam are available from a number of sources. Operations of the Company's RV Segment consist mainly of fabricating, welding, painting and assembling components into finished products, and tempering glass. The Company's RV Segment operations compete on the basis of price, customer service, product quality, and reliability. The Company's subsidiaries in the MH Segment manufacture and market a number of components for manufactured homes and, to a lesser extent, modular housing and office units, including vinyl and aluminum windows and screens, steel chassis, steel chassis parts, axles and thermoformed bath and kitchen products. Raw materials used by the Company's MH Segment, consisting of fabricated stee
» More Articles for DW

Headlines

Articles On GuruFocus.com
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 
Drew Industries Inc. Reports Operating Results (10-Q) Nov 09 2010 
Drew Industries Inc. (DW) President / CEO of Subsidiary Jason Lippert sells 6,000 Shares Aug 10 2010 

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