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19.28 (1y: +113%)
Market Cap 561.85 M P/E(ttm) 9.50
Enterprise Value 535.61 M P/B 3.90
WGO- NYSE (USA)
Winnebago Industries
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$19.28
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GuruFocus Financial Strength Rank measures how strong a companyย’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 : 10/10

vs
industry		 vs
history
Cash to Debt No Debt
WGO's Cash to Debt is ranked higher than
86% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.69 vs. WGO: No Debt )
WGO' s 10-Year Cash to Debt Range
Min: 5.5   Max: No Debt
Current: No Debt
Equity to Asset 0.499
WGO's Equity to Asset is ranked higher than
61% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.43 vs. WGO: 0.499 )
WGO' s 10-Year Equity to Asset Range
Min: 0.42   Max: 0.61
Current: 0.5
0.42
0.61
Interest Coverage 5.8
WGO's Interest Coverage is ranked higher than
67% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 327.00 vs. WGO: 5.8 )
WGO' s 10-Year Interest Coverage Range
Min: 0   Max: No Debt
Current: 5.8
F-Score: 4
Z-Score: 8
M-Score: -0.82
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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 : 5/10

vs
industry		 vs
history
Operating margin (%) 1.60
WGO's Operating margin (%) is ranked higher than
60% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.60 vs. WGO: 1.60 )
WGO' s 10-Year Operating margin (%) Range
Min: -28.1   Max: 9.9
Current: 1.6
-28.1
9.9
Net-margin (%) 7.7
WGO's Net-margin (%) is ranked higher than
63% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 2.90 vs. WGO: 7.7 )
WGO' s 10-Year Net-margin (%) Range
Min: -37.2   Max: 7.7
Current: 7.7
-37.2
7.7
ROE (%) 31.1
WGO's ROE (%) is ranked higher than
90% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 7.60 vs. WGO: 31.1 )
WGO' s 10-Year ROE (%) Range
Min: -85.3   Max: 35
Current: 31.1
-85.3
35
ROA (%) 15.7
WGO's ROA (%) is ranked higher than
90% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 3.20 vs. WGO: 15.7 )
WGO' s 10-Year ROA (%) Range
Min: -35.7   Max: 17.9
Current: 15.7
-35.7
17.9
ROC (Joel Greenblatt) (%) 11.40
WGO's ROC (Joel Greenblatt) (%) is ranked higher than
91% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 12.00 vs. WGO: 11.40 )
WGO' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -89.5   Max: 72.3
Current: 11.4
-89.5
72.3
Revenue Growth (%) 28.6
WGO's Revenue Growth (%) is ranked higher than
99% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 2.60 vs. WGO: 28.6 )
WGO' s 10-Year Revenue Growth (%) Range
Min: -27.6   Max: 28.6
Current: 28.6
-27.6
28.6
ยป WGO's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

WGO Guru Trades in Q2 2012

Joel Greenblatt 150,247 sh (New)
Paul Tudor Jones 13,200 sh (New)
Steven Cohen 37,157 sh (New)
Mario Gabelli 82,000 sh (+36.67%)
Charles Brandes 23,503 sh (+3.84%)
Jim Simons Sold Out
Chuck Royce 2,810,321 sh (-12.3%)
» More
Q3 2012

WGO Guru Trades in Q3 2012

Charles Brandes 147,713 sh (+528.49%)
Mario Gabelli 90,000 sh (+9.76%)
Steven Cohen Sold Out
Paul Tudor Jones Sold Out
Chuck Royce 2,129,786 sh (-24.22%)
Joel Greenblatt 84,254 sh (-43.92%)
» More
Q4 2012

WGO Guru Trades in Q4 2012

Paul Tudor Jones 13,300 sh (New)
Steven Cohen 30,817 sh (New)
Mario Gabelli 106,000 sh (+17.78%)
Chuck Royce 2,207,786 sh (+3.66%)
Joel Greenblatt Sold Out
Charles Brandes 147,348 sh (-0.25%)
» More
Q1 2013

WGO Guru Trades in Q1 2013

Mario Gabelli 106,000 sh (unchged)
Charles Brandes Sold Out
Chuck Royce 2,174,478 sh (-1.51%)
Paul Tudor Jones 9,900 sh (-25.56%)
Steven Cohen 17,244 sh (-44.04%)
» More
» Details

Insider Trades

Latest Guru Trades with WGO

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Charles Brandes 2013-03-31 Sold Out 0.03%$17.13 - $22.3 $ 19.28-1%0
Joel Greenblatt 2012-12-31 Sold Out 0.07%$11.22 - $16.8 $ 19.2842%0
Joel Greenblatt 2012-09-30 Reduce -43.92%0.05%$9.8 - $12.97 $ 19.2874%84254
Charles Brandes 2012-09-30 Add 528.49%0.02%$9.8 - $12.97 $ 19.2874%147713
Joel Greenblatt 2012-06-30 New Buy0.11%$8.35 - $10.36 $ 19.28108%150247
Mario Gabelli 2012-06-30 Add 36.67%$8.35 - $10.36 $ 19.28108%82000
Lee Ainslie 2011-12-31 Sold Out 0.16%$6.07 - $8.88 $ 19.28167%0
Charles Brandes 2011-06-30 Add 54.39%$8.55 - $14.05 $ 19.2868%23985
George Soros 2011-06-30 Sold Out $8.55 - $14.05 $ 19.2868%0
George Soros 2011-03-31 New Buy0.1%$12.9 - $16.43 $ 19.2830%600000
Lee Ainslie 2011-03-31 Add 67.54%0.1%$12.9 - $16.43 $ 19.2830%1712736
Charles Brandes 2011-03-31 Reduce -45.65%$12.9 - $16.43 $ 19.2830%15535
Mario Gabelli 2011-03-31 Reduce -63.48%$12.9 - $16.43 $ 19.2830%42000
Lee Ainslie 2010-12-31 Reduce -43.22%0.12%$9.61 - $15.77 $ 19.2867%1022288
Mario Gabelli 2010-12-31 Add 25%$9.61 - $15.77 $ 19.2867%115000
Mario Gabelli 2010-09-30 Add 178.79%$8.4 - $11.01 $ 19.2896%92000
George Soros 2010-06-30 Sold Out 0.11%$10.03 - $17.3 $ 19.2842%0
Lee Ainslie 2010-06-30 Reduce -25.25%0.06%$10.03 - $17.3 $ 19.2842%1730915
Mario Gabelli 2010-06-30 New Buy$10.03 - $17.3 $ 19.2842%33000
George Soros 2010-03-31 New Buy0.11%$11.33 - $14.72 $ 19.2851%498000
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 9.50
WGO's P/E(ttm) is ranked higher than
82% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 15.58 vs. WGO: 9.50 )
WGO' s 10-Year P/E(ttm) Range
Min: 5.14   Max: 145.7
Current: 9.5
5.14
145.7
P/B 3.90
WGO's P/B is ranked lower than
78% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.43 vs. WGO: 3.90 )
WGO' s 10-Year P/B Range
Min: 0.61   Max: 8.03
Current: 3.9
0.61
8.03
P/S 0.80
WGO's P/S is ranked lower than
66% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.50 vs. WGO: 0.80 )
WGO' s 10-Year P/S Range
Min: 0.22   Max: 2.02
Current: 0.8
0.22
2.02
EV-to-EBIT 18.5
WGO's EV-to-EBIT is ranked higher than
52% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 11.77 vs. WGO: 18.5 )
WGO' s 10-Year EV-to-EBIT Range
Min: 2.5   Max: 458.2
Current: 18.5
2.5
458.2
Shiller P/E 119.4
WGO's Shiller P/E is ranked higher than
97% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 17.88 vs. WGO: 119.4 )
WGO' s 10-Year Shiller P/E Range
Min: 2.65   Max: 255.75
Current: 119.4
2.65
255.75

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 9.2
WGO's Price/Net Current Asset Value is ranked higher than
90% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 3.10 vs. WGO: 9.2 )
WGO' s 10-Year Price/Net Current Asset Value Range
Min: 3.2   Max: 17.7
Current: 9.2
3.2
17.7
Price/Tangible Book 3.8
WGO's Price/Tangible Book is ranked higher than
87% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.80 vs. WGO: 3.8 )
WGO' s 10-Year Price/Tangible Book Range
Min: 1.6   Max: 5.4
Current: 3.8
1.6
5.4
Price/DCF (Projected) 5.3
WGO's Price/DCF (Projected) is ranked higher than
97% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.10 vs. WGO: 5.3 )
WGO' s 10-Year Price/DCF (Projected) Range
Min: 0.6   Max: 2.1
Current: 5.3
0.6
2.1
Price/Median PS Value 0.9
WGO's Price/Median PS Value is ranked higher than
76% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.80 vs. WGO: 0.9 )
WGO' s 10-Year Price/Median PS Value Range
Min: 0.4   Max: 1.9
Current: 0.9
0.4
1.9
Price/Graham Number 1.5
WGO's Price/Graham Number is ranked higher than
85% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.10 vs. WGO: 1.5 )
WGO' s 10-Year Price/Graham Number Range
Min: 0.6   Max: 3.2
Current: 1.5
0.6
3.2
Earnings Yield (Greenblatt) 5.40
WGO's Earnings Yield (Greenblatt) is ranked lower than
73% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 7.30 vs. WGO: 5.40 )
WGO' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.2   Max: 39.6
Current: 5.4
0.2
39.6
Forward Rate of Return (Yacktman) 0.48
WGO's Forward Rate of Return (Yacktman) is ranked higher than
82% of the 649 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.29 vs. WGO: 0.48 )
WGO' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -0.6   Max: 52
Current: 0.48
-0.6
52

Business Description

Winnebago Industries was incorporated under the laws of the state of Iowa on February 12, 1958, and adopted its present name on February 28, 1961. The Company is a manufacturer of motor homes; self-contained recreation vehicles used in leisure travel and outdoor recreation activities. Other products manufactured by the Company consist of extruded aluminum and other component products for other manufacturers and commercial vehicles. The Company manufactures and sells Class A and Class C motor homes under the Winnebago and Itasca brand names and Class B motor homes under the Era brand name. Motor homes provide living accommodations for up to seven people and include kitchen, dining, sleeping and bath areas, and in some models, a lounge. Optional equipment accessories include, among other items, generators, home theater systems, king-size beds, and UltraLeatherTM upholstery and a wide selection of interior equipment. With the purchase of any new motor home, The Company offers a comprehensive 12-month/15,000-mile warranty on the coach and, for Class A and C motor homes, a 3-year/36,000-mile structural warranty on sidewalls and floors. The Company's Forest City facilities have been designed to provide vertically integrated production line manufacturing. It advertises and promotes its products through national RV magazines, the distribution of product brochures, the Go RVing national advertising campaign sponsored by RVIA, direct-mail advertising campaigns, various national promotional opportunities and on a local basis through trade shows, television, radio and newspapers, mainly in connection with area dealers. The Company has several registered trademarks which include Access, Adventurer, Aspect, Cambria, Ellipse, Era, Impulse, Itasca, Journey, Meridian, Navion, Outlook, Reyo, Sightseer, Suncruiser, Sunova, Sunstar, Tour, Via, View, Vista, and Winnebago. The Company subject to numerous federal, state and local regulations governing the manufacture and sale of its products, including the provisions of the National Traffic and Motor Vehicle Safety Act ('Motor Vehicle Act'), and the safety standards for recreation vehicles and components which have been established under the Motor Vehicle Act by the Department of Transportation.
Company Website
SEC Reports
Industry: Recreational Vehicles
Compare:HOG, PII, THO, DW, ACAT
Traded in other countries:WI1.Germany
ยป More Articles for WGO

Headlines

Articles On GuruFocus.com
Real Time Picks of Chuck Royce: UTI, JJSF, DW, WGO Apr 05 2011 
Winnebago Industries Inc. Reports Operating Results (10-Q) Dec 23 2010 
Winnebago Industries Inc. Reports Operating Results (10-K) Oct 26 2010 
Winnebago Industries Inc. Reports Operating Results (10-Q) Jul 02 2010 
Winnebago Industries Inc. Reports Operating Results for Fiscal Quarter Ended on 2008-11-29 Jan 06 2009 

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