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Upturn AI SWOT - About
WGO 
Winnebago Industries Inc (WGO)
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Upturn Advisory Summary
02/20/2025: WGO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -36.64% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 966.88M USD | Price to earnings Ratio - | 1Y Target Price 52.08 |
Price to earnings Ratio - | 1Y Target Price 52.08 | ||
Volume (30-day avg) 663610 | Beta 1.72 | 52 Weeks Range 33.59 - 70.50 | Updated Date 04/1/2025 |
52 Weeks Range 33.59 - 70.50 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.94% | Basic EPS (TTM) -0.21 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-03-19 | When Before Market | Estimate 0.1594 | Actual 0.19 |
Profitability
Profit Margin -0.21% | Operating Margin (TTM) 1.26% |
Management Effectiveness
Return on Assets (TTM) 1.7% | Return on Equity (TTM) -0.45% |
Valuation
Trailing PE - | Forward PE 12.55 | Enterprise Value 1492875299 | Price to Sales(TTM) 0.35 |
Enterprise Value 1492875299 | Price to Sales(TTM) 0.35 | ||
Enterprise Value to Revenue 0.54 | Enterprise Value to EBITDA 17 | Shares Outstanding 28025400 | Shares Floating 27016458 |
Shares Outstanding 28025400 | Shares Floating 27016458 | ||
Percent Insiders 3.41 | Percent Institutions 114.02 |
Analyst Ratings
Rating 4.14 | Target Price 62.92 | Buy 2 | Strong Buy 7 |
Buy 2 | Strong Buy 7 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Winnebago Industries Inc
Company Overview
History and Background
Winnebago Industries Inc. was founded in 1958 in Forest City, Iowa. Originally named Modernistic Industries, it focused on travel trailers. It gained prominence in the 1960s and 70s with its affordable motorhomes, becoming a household name. Over time, Winnebago expanded its product line and acquired other RV and boat manufacturers.
Core Business Areas
- Motorhomes: Winnebago manufactures a wide range of motorhomes, including Class A, Class B, and Class C models. These vehicles provide self-contained living spaces for travel and recreation.
- Towable RVs: Winnebago also produces towable RVs such as travel trailers and fifth wheels, which are designed to be towed by trucks or SUVs.
- Marine: Through acquisitions like Chris-Craft and Barletta, Winnebago has entered the marine industry, manufacturing pontoon boats and other recreational boats.
- Specialty Vehicles: Includes commercial shell vehicles that are designed and engineered to serve a diverse range of business applications.
Leadership and Structure
Michael Happe serves as the President and CEO. The company has a traditional corporate structure with various departments overseeing manufacturing, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Product Name 1: Winnebago Travato (Class B Motorhome): A popular camper van known for its compact size and versatile features. Winnebago has a significant market share in the Class B segment. Competitors include Thor Motor Coach, Airstream, and Roadtrek.
- Product Name 2: Winnebago Revel (Class B Motorhome): An off-road capable camper van designed for adventure travel. It has gained traction with outdoor enthusiasts. Competitors include Storyteller Overland and Outside Van.
- Product Name 3: Grand Design (Towable RV): Winnebago owns Grand Design RV, which makes high-end Towable RVs. Competitors include Thor industries and Forest River.
- Product Name 4: Chris-Craft (Marine): High-end luxury pontoon boats, with a competitive market share. Competitors include Malibu and Mastercraft Boats.
Market Dynamics
Industry Overview
The RV industry is cyclical and influenced by economic conditions, consumer confidence, and fuel prices. It experienced a boom during the COVID-19 pandemic due to increased interest in outdoor recreation and remote work. The marine industry mirrors similar trends with a focus on premium recreational activities.
Positioning
Winnebago is a well-established brand with a reputation for quality and innovation. It competes across various RV segments, from entry-level to luxury models, and is expanding its presence in the marine market.
Total Addressable Market (TAM)
The global recreational vehicle market is expected to reach $87.68 billion in 2029. Winnebago is well-positioned to capture a significant portion of this TAM through its diverse product portfolio and brand recognition.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Diverse product portfolio
- Extensive dealer network
- Innovation in design and technology
- Solid financial performance
Weaknesses
- Cyclical demand
- Dependence on economic conditions
- Potential supply chain disruptions
- Exposure to warranty claims
- High Input Costs
Opportunities
- Growing interest in outdoor recreation
- Expansion into new markets
- Development of electric and hybrid RVs
- Strategic acquisitions
- Increasing demand for marine products
Threats
- Economic downturns
- Rising fuel prices
- Increased competition
- Changes in consumer preferences
- Government Regulations
Competitors and Market Share
Key Competitors
- THO
- FRG
- CWH
Competitive Landscape
Winnebago faces strong competition from other RV manufacturers. It competes on factors such as product quality, features, price, and brand reputation. Winnebago's strengths include its brand recognition and diverse product portfolio, while its weaknesses may include its cyclical demand and exposure to economic downturns.
Major Acquisitions
Chris-Craft
- Year: 2018
- Acquisition Price (USD millions): 53.4
- Strategic Rationale: Expanded Winnebago's presence in the marine industry and diversified its revenue streams.
Newmar Corporation
- Year: 2019
- Acquisition Price (USD millions): 344
- Strategic Rationale: Enhanced Winnebagou2019s position in the luxury RV market.
Barletta Pontoon Boats
- Year: 2021
- Acquisition Price (USD millions): 270
- Strategic Rationale: Further expanded Winnebago's presence in the marine industry and diversified its revenue streams. The acquisition was aimed at increasing the company's position as a premier outdoor lifestyle company.
Growth Trajectory and Initiatives
Historical Growth: Assess Winnebago's historical revenue and earnings growth rates. Identify factors that have contributed to or hindered growth.
Future Projections: Based on analyst estimates, provide projections for Winnebago's future revenue and earnings growth. Consider factors such as market trends, competition, and strategic initiatives.
Recent Initiatives: Highlight recent acquisitions, new product launches, and other strategic initiatives undertaken by Winnebago to drive growth.
Summary
Winnebago is a strong player in the recreational vehicle and marine industry, benefiting from a well-known brand and diverse product offerings. The company's financial performance is closely tied to economic conditions, making it susceptible to cyclical downturns. Recent acquisitions have broadened its portfolio and growth prospects. The company needs to manage its costs and adapt to changing consumer preferences, as well as watch for economic downturns.
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THO
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Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Industry Reports
- Analyst Research
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. The information provided is for informational purposes only and may not be accurate or complete.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Winnebago Industries Inc
Exchange NYSE | Headquaters Eden Prairie, MN, United States | ||
IPO Launch date 1966-01-24 | CEO, President & Director Mr. Michael J. Happe | ||
Sector Consumer Cyclical | Industry Recreational Vehicles | Full time employees 5700 | Website https://www.winnebagoind.com |
Full time employees 5700 | Website https://www.winnebagoind.com | ||
Winnebago Industries, Inc. manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company operates through three segments: Towable RV, Motorhome RV, and Marine. It provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters for recreational travel, such as conventional travel trailers, fifth wheels, folding camper trailers, truck campers, and park models under the Winnebago and Grand Design brand names. The company also offers motorhome RV, a self-propelled mobile dwelling used primarily as temporary living quarters during vacation and camping trips, or to support active and mobile lifestyles under the Winnebago and Newmar brand names. In addition, it offers other specialty commercial vehicles for law enforcement command centers, mobile medical clinics, and mobile office spaces; commercial vehicles as bare shells to third-party up fitters, as well as manufactures and sells recreational boats under the Chris-Craft and Barletta brand names. Further, the company is involved in the original equipment manufacturing of parts for other manufacturers and commercial vehicles. It sells its products primarily through independent dealers in the United States, Canada, and internationally. Winnebago Industries, Inc. was incorporated in 1958 and is based in Eden Prairie, Minnesota.
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