Winnebago Industries (WGO)
Market Price (2/10/2026): $47.95 | Market Cap: $1.4 BilSector: Consumer Discretionary | Industry: Automobile Manufacturers
Winnebago Industries (WGO)
Market Price (2/10/2026): $47.95Market Cap: $1.4 BilSector: Consumer DiscretionaryIndustry: Automobile Manufacturers
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldFCF Yield is 10% | Trading close to highsDist 52W High is -3.8% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -14% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization. Themes include Travel & Leisure Tech, and Luxury Consumer Goods. | Weak multi-year price returns2Y Excs Rtn is -64%, 3Y Excs Rtn is -90% | Key risksWGO key risks include [1] a significant debt burden with poor interest coverage from earnings and [2] operational efficiency challenges related to managing dealer inventory and production costs. |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% |
| Attractive yieldFCF Yield is 10% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization. Themes include Travel & Leisure Tech, and Luxury Consumer Goods. |
| Trading close to highsDist 52W High is -3.8% |
| Weak multi-year price returns2Y Excs Rtn is -64%, 3Y Excs Rtn is -90% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -14% |
| Key risksWGO key risks include [1] a significant debt burden with poor interest coverage from earnings and [2] operational efficiency challenges related to managing dealer inventory and production costs. |
Qualitative Assessment
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Winnebago Industries (WGO) stock has gained about 30% since 10/31/2025 because of the following key factors:
1. Strong Q1 Fiscal 2026 Financial Performance and Raised Guidance. Winnebago Industries reported robust financial results for its first quarter of fiscal year 2026, which ended November 29, 2025. The company announced net revenues of $702.7 million, an increase of 12.3% year-over-year, significantly surpassing the consensus estimate of $636.2 million. Diluted earnings per share (EPS) reached $0.19, exceeding the $0.13 estimate by approximately 42%, while adjusted EPS improved substantially to $0.38 compared to a loss in the prior year. Following these positive results, Winnebago also raised its full-year guidance for both revenue and EPS for fiscal year 2026. This strong earnings beat and optimistic outlook fueled a notable surge in the stock price, including a 14.51% increase in pre-market trading following the announcement.
2. Enhanced Profitability and Strengthened Balance Sheet. The company demonstrated improved operational efficiency, with gross profit increasing by 15.9% and gross profit margin expanding by 40 basis points to 12.7% in Q1 fiscal 2026. This improvement was primarily attributed to volume leverage and effective cost reduction initiatives, which also contributed to a 3.2% decrease in operating expenses. Furthermore, Winnebago generated $25.4 million in positive operating cash flow, a significant improvement from net cash used in operations in the prior year's first quarter. The company also strengthened its financial position by reducing its net leverage ratio to 2.7x, with a target of approximately 2.0x by the end of fiscal year 2026.
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1. Strong Q1 Fiscal 2026 Financial Performance and Raised Guidance. Winnebago Industries reported robust financial results for its first quarter of fiscal year 2026, which ended November 29, 2025. The company announced net revenues of $702.7 million, an increase of 12.3% year-over-year, significantly surpassing the consensus estimate of $636.2 million. Diluted earnings per share (EPS) reached $0.19, exceeding the $0.13 estimate by approximately 42%, while adjusted EPS improved substantially to $0.38 compared to a loss in the prior year. Following these positive results, Winnebago also raised its full-year guidance for both revenue and EPS for fiscal year 2026. This strong earnings beat and optimistic outlook fueled a notable surge in the stock price, including a 14.51% increase in pre-market trading following the announcement.
2. Enhanced Profitability and Strengthened Balance Sheet. The company demonstrated improved operational efficiency, with gross profit increasing by 15.9% and gross profit margin expanding by 40 basis points to 12.7% in Q1 fiscal 2026. This improvement was primarily attributed to volume leverage and effective cost reduction initiatives, which also contributed to a 3.2% decrease in operating expenses. Furthermore, Winnebago generated $25.4 million in positive operating cash flow, a significant improvement from net cash used in operations in the prior year's first quarter. The company also strengthened its financial position by reducing its net leverage ratio to 2.7x, with a target of approximately 2.0x by the end of fiscal year 2026.
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Stock Movement Drivers
Fundamental Drivers
The 28.1% change in WGO stock from 10/31/2025 to 2/9/2026 was primarily driven by a 37.8% change in the company's Net Income Margin (%).| (LTM values as of) | 10312025 | 2092026 | Change |
|---|---|---|---|
| Stock Price ($) | 37.42 | 47.94 | 28.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,798 | 2,875 | 2.8% |
| Net Income Margin (%) | 0.9% | 1.3% | 37.8% |
| P/E Multiple | 40.6 | 37.1 | -8.6% |
| Shares Outstanding (Mil) | 28 | 28 | -1.1% |
| Cumulative Contribution | 28.1% |
Market Drivers
10/31/2025 to 2/9/2026| Return | Correlation | |
|---|---|---|
| WGO | 28.1% | |
| Market (SPY) | 1.7% | 25.4% |
| Sector (XLY) | -2.0% | 30.3% |
Fundamental Drivers
The 64.2% change in WGO stock from 7/31/2025 to 2/9/2026 was primarily driven by a 57.7% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2092026 | Change |
|---|---|---|---|
| Stock Price ($) | 29.20 | 47.94 | 64.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,742 | 2,875 | 4.9% |
| P/S Multiple | 0.3 | 0.5 | 57.7% |
| Shares Outstanding (Mil) | 28 | 28 | -0.7% |
| Cumulative Contribution | 64.2% |
Market Drivers
7/31/2025 to 2/9/2026| Return | Correlation | |
|---|---|---|
| WGO | 64.2% | |
| Market (SPY) | 10.1% | 19.9% |
| Sector (XLY) | 6.4% | 27.0% |
Fundamental Drivers
The 4.3% change in WGO stock from 1/31/2025 to 2/9/2026 was primarily driven by a 1.4% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2092026 | Change |
|---|---|---|---|
| Stock Price ($) | 45.97 | 47.94 | 4.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,836 | 2,875 | 1.4% |
| P/S Multiple | 0.5 | 0.5 | 1.4% |
| Shares Outstanding (Mil) | 29 | 28 | 1.4% |
| Cumulative Contribution | 4.3% |
Market Drivers
1/31/2025 to 2/9/2026| Return | Correlation | |
|---|---|---|
| WGO | 4.3% | |
| Market (SPY) | 16.3% | 41.7% |
| Sector (XLY) | 1.9% | 48.6% |
Fundamental Drivers
The -18.4% change in WGO stock from 1/31/2023 to 2/9/2026 was primarily driven by a -82.9% change in the company's Net Income Margin (%).| (LTM values as of) | 1312023 | 2092026 | Change |
|---|---|---|---|
| Stock Price ($) | 58.75 | 47.94 | -18.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,754 | 2,875 | -39.5% |
| Net Income Margin (%) | 7.4% | 1.3% | -82.9% |
| P/E Multiple | 5.1 | 37.1 | 630.4% |
| Shares Outstanding (Mil) | 30 | 28 | 7.8% |
| Cumulative Contribution | -18.4% |
Market Drivers
1/31/2023 to 2/9/2026| Return | Correlation | |
|---|---|---|
| WGO | -18.4% | |
| Market (SPY) | 77.1% | 42.5% |
| Sector (XLY) | 61.9% | 47.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| WGO Return | 26% | -29% | 41% | -33% | -12% | 21% | -9% |
| Peers Return | 30% | -31% | 47% | -11% | 6% | 27% | 58% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| WGO Win Rate | 67% | 17% | 50% | 42% | 50% | 100% | |
| Peers Win Rate | 57% | 35% | 53% | 48% | 58% | 100% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| WGO Max Drawdown | 0% | -41% | -0% | -36% | -39% | -1% | |
| Peers Max Drawdown | -1% | -40% | -5% | -23% | -31% | -0% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: THO, BC, LCII, PATK, CWH. See WGO Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/9/2026 (YTD)
How Low Can It Go
| Event | WGO | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -49.4% | -25.4% |
| % Gain to Breakeven | 97.7% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -67.1% | -33.9% |
| % Gain to Breakeven | 204.2% | 51.3% |
| Time to Breakeven | 78 days | 148 days |
| 2018 Correction | ||
| % Loss | -65.6% | -19.8% |
| % Gain to Breakeven | 190.3% | 24.7% |
| Time to Breakeven | 414 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -90.8% | -56.8% |
| % Gain to Breakeven | 982.7% | 131.3% |
| Time to Breakeven | 2,832 days | 1,480 days |
Compare to THO, BC, LCII, PATK, CWH
In The Past
Winnebago Industries's stock fell -49.4% during the 2022 Inflation Shock from a high on 3/17/2021. A -49.4% loss requires a 97.7% gain to breakeven.
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About Winnebago Industries (WGO)
Winnebago Industries, Inc. manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company operates in six segments: Grand Design Towables, Winnebago Towables, Winnebago Motorhomes, Newmar motorhomes, Chris-Craft Marine, and Winnebago Specialty Vehicles. 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, and truck campers under the Winnebago and Grand Design brand names. The company also offers motorhomes, which are self-propelled mobile dwellings 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; and boats in the recreational powerboat industry 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. The company 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 Forest City, Iowa.
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Here are 1-3 brief analogies to describe Winnebago Industries (WGO):
- Winnebago is like Harley-Davidson for recreational vehicles and boats.
- Winnebago is like Ford, but focused on recreational vehicles and boats.
- Winnebago is like Polaris for RVs and boats.
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Here are the major products of Winnebago Industries:
- Motorized RVs: These include a range of self-propelled recreational vehicles, such as Class A, B, and C motorhomes, designed for travel and camping.
- Towable RVs: This category comprises recreational vehicles like travel trailers and fifth-wheel products that are designed to be towed by another vehicle.
- Marine Products: Winnebago Industries also manufactures recreational boats, including premium performance boats and luxury pontoons.
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Winnebago Industries (WGO) Major Customers
Winnebago Industries (WGO) primarily sells its products to other companies. These customers are a broad network of **independent dealers** in the United States, Canada, and select international markets. These dealerships purchase Winnebago's motorhomes, travel trailers, fifth-wheel products, and boats (under brands like Winnebago, Grand Design, Newmar, Chris-Craft, and Barletta) for subsequent resale to individual consumers. According to Winnebago Industries' public filings, no single dealer accounts for 10% or more of their consolidated net revenues. As such, the company does not identify specific "major customers" by name that dominate its sales. Their sales strategy relies on a wide distribution network rather than reliance on a few large entities. Therefore, while their direct customers are indeed other companies (dealerships), there are no individually identifiable public companies listed as major customers by Winnebago itself due to the diversified nature of their dealer network.AI Analysis | Feedback
- Ford Motor Company (F)
- Mercedes-Benz Group AG (MBG)
- Brunswick Corporation (BC)
- Yamaha Motor Co., Ltd. (YAMHF)
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Winnebago Industries (WGO) Management Team:Michael Happe, President, Chief Executive Officer, and Director
Michael Happe joined Winnebago Industries in January 2016 as President, CEO, and a director, and has since led a transformation of the company into an outdoor recreation/lifestyle enterprise. Under his leadership, Winnebago Industries has experienced significant organic and inorganic growth, completing five acquisitions, including Grand Design RV, Chris-Craft, Newmar, Barletta Boats, and Lithionics Battery, and expanding its industry and geographic footprint. Prior to his tenure at Winnebago, Mr. Happe spent 19 years at The Toro Company, a global manufacturer of outdoor maintenance and beautification products, where he held various senior leadership positions across domestic and international divisions, most recently serving as an Executive Officer and Group Vice President of Toro's Residential and Contractor businesses until 2015. He also serves as a director for H.B. Fuller Company.
Bryan Hughes, SVP – Chief Financial Officer, Investor Relations, Information Technology and Business Development
Bryan Hughes has served as Chief Financial Officer of Winnebago Industries since May 15, 2017. Effective September 1, 2025, his role expanded to include Investor Relations, Information Technology, and Business Development, where he will oversee IT and lead the corporate venture capital program. Before joining Winnebago, Mr. Hughes accumulated over 25 years of financial leadership experience, with 20 of those years at Ecolab, Inc., a global leader in water, hygiene, and energy technologies. At Ecolab, he held multiple roles of increasing responsibility, including Senior Vice President and Corporate Controller, and previously served as Vice President of Finance for the company's Global Institutional business. He began his career as a CPA with Ernst & Young.
Jeff Haradine, SVP - Marine; President - Barletta Boats
Effective September 1, 2025, Jeff Haradine took on the role of SVP - Marine and President - Barletta Boats. In this capacity, he continues to lead the day-to-day operations of the Barletta pontoon business as its president and also provides oversight of the Chris-Craft business, working with company leadership to drive growth in the marine segment.
Casey Tubman, Group President – Newmar and Winnebago Motorized
As of September 1, 2025, Casey Tubman became Group President – Newmar and Winnebago Motorized. In this role, he has added responsibility for corporate strategic planning. Chris West, President of Winnebago-brand Motorhomes and Specialty Vehicles, reports to Mr. Tubman and continues to lead the revitalization of the Winnebago-brand motorized business.
Don Clark, Group President – Towable RV Group
Don Clark remains as the Group President for the Towable RV Group, a position established as part of Winnebago Industries' strategic leadership changes effective September 1, 2025.
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The key risks to Winnebago Industries (WGO) are primarily linked to the cyclical nature of its markets, its debt burden, and the intense competitive landscape coupled with operational efficiency challenges.
- Cyclicality of the RV and Marine Markets and Macroeconomic Headwinds: Winnebago Industries operates in discretionary consumer markets, making it highly susceptible to economic downturns, inflation, and changes in consumer confidence. High interest rates can deter potential buyers and impact dealer behavior, leading to reduced retail demand. The broader RV industry is currently facing cyclical headwinds, including lingering inflation and supply chain disruptions, which have contributed to an 18% year-over-year revenue drop in WGO's fiscal Q1 2025. The Motorhome segment, in particular, has seen a significant decline in Adjusted EBITDA, highlighting its sensitivity to these market conditions.
- Debt Burden and Financial Leverage: While Winnebago's debt is considered manageable with a Debt/Equity ratio of 0.49, analysts note that there is little room for further margin erosion. The company's total outstanding debt was approximately $540 million at the end of fiscal year 2025. A significant concern is that Winnebago's interest payments on its debt are not well covered by its earnings before interest and taxes (EBIT), with an interest coverage ratio of 2.2x. A substantial decline in EBIT, as seen in the past year, elevates the risk of permanent capital loss if the company struggles to service its debt.
- Intense Competition and Operational Efficiency Challenges: The recreational vehicle industry is highly competitive, with numerous companies vying for market share based on factors such as price, design, quality, and brand reputation. New competitors and price wars, especially in the towable RV segment, can further squeeze Winnebago's margins. Furthermore, challenges in managing dealer inventory levels to align with fluctuating market demand can lead to increased costs and reduced profitability. The company has also experienced a decline in operating income, suggesting a need to enhance operational efficiency, streamline production, and manage costs effectively in a volatile market. Higher production costs and pricing inflexibility, particularly in the Motorhome RV segment, also continue to be weaknesses.
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Winnebago Industries (WGO) operates primarily in the recreational vehicle (RV) and marine product markets. While they also have a "Specialty Vehicles" segment, specific addressable market sizes for this niche are not readily available in the provided information.
Recreational Vehicles (RVs)
Winnebago Industries' main products in this category include motorhomes (Class A, B, and C) and towable RVs (travel trailers and fifth wheels) under brands like Winnebago, Grand Design RV, and Newmar.
- Global Market: The global recreational vehicle market size was valued at approximately USD 56.7 billion in 2024 and is projected to grow at a Compound Annual Growth Rate (CAGR) of 4% between 2025 and 2034. Other estimates place the global market at USD 61.4 billion in 2024, with a projection to reach USD 108.8 billion by 2033, growing at a CAGR of 6.57%.
- North American Market: The North American recreational vehicle market was valued at USD 17.23 billion in 2024 and is anticipated to reach USD 24.60 billion by 2033, with a CAGR of 4.03% during the forecast period from 2025 to 2033. North America held over 57% of the global recreational vehicle market share in 2022.
- U.S. Market: The U.S. recreational vehicle market generated a revenue of USD 31,609.7 million in 2022 and is expected to reach USD 83,043.0 million by 2030, growing at a CAGR of 12.8% from 2023 to 2030. The U.S. accounted for 92% of the global recreational vehicle market revenue in 2024.
Marine Products
Winnebago Industries manufactures and markets marine products, including boats under brands such as Chris-Craft and Barletta.
- Global Market: The global boats market size was valued at USD 32.47 billion in 2023 and is projected to grow to USD 61.19 billion by 2032, exhibiting a CAGR of 7.5%. Another report indicates the global leisure boat market size was estimated at USD 42.30 billion in 2022 and is projected to reach USD 63.48 billion by 2030, growing at a CAGR of 5.3%.
- U.S. Market: Annual U.S. sales of boats, marine products, and services are estimated to total USD 57.7 billion in 2023. The U.S. dominated the marine vessels market, accounting for USD 12.7 billion in 2024. North America's marine vessel market generated USD 20,051.8 million in 2024 and is expected to grow to USD 25,486.9 million by 2033, with a CAGR of 3% from 2025 to 2033.
Specialty Vehicles
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Expected Drivers of Future Revenue Growth for Winnebago Industries (WGO)
Winnebago Industries (NYSE: WGO) is anticipated to drive future revenue growth over the next 2-3 years through several key strategies and market dynamics:
- Expansion and Innovation of Product Lineup: The company expects revenue growth from the successful launch and ramp-up of the Grand Design Motorhome Lineage lineup, which includes new models such as the Series M Class C, Series F Super C Coach, and Series VT Class B. This initiative aims to boost future revenues and market share in the motorized RV segment. Additionally, Winnebago is focused on a refreshed Winnebago-branded RV lineup and the ongoing rollout of its Grand Design motorized strategy.
- Strategic Growth and Innovation in the Towable RV Segment: Winnebago plans to increase market share and drive revenue growth in the competitive towables market through a strategic transformation under new leadership, focusing on innovative pricing and product strategies. This includes introducing affordable and innovative products and expanding into new markets within this segment.
- Continued Growth in the Marine Segment: The Marine segment is identified as a primary growth driver, having demonstrated strong results with increased net revenues driven by higher unit volume and targeted price increases. The company anticipates this segment will continue to contribute significantly to revenue.
- Targeted Price Increases: Winnebago has implemented targeted price increases across various product categories, which have contributed to revenue growth in recent quarters and are expected to continue supporting top-line expansion.
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Share Repurchases
- In fiscal 2025, Winnebago Industries conducted $50 million in share repurchases.
- A $70.0 million share repurchase program was authorized by the Board of Directors on October 18, 2017, with no time restriction on the authorization.
Share Issuance
- In 2020, common stock valued at $92,572 was issued in connection with an acquisition of a business.
Outbound Investments
- Winnebago Industries acquired Lithionics Battery in March 2023, a provider of battery management systems for lithium batteries.
- The company acquired Barletta Boat Company in July 2020, expanding its marine business.
- Investments have continued to support the growth of the Barletta marine business.
Capital Expenditures
- The latest available Last Twelve Months (LTM) capital expenditure for Winnebago Industries is $92.8 million.
- Capital expenditures have increased by 224% since 2018, peaking in the last twelve months.
- The company's capital allocation strategy includes investments to support the growth of businesses such as the Grand Design motorhome and Barletta marine.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 103.66 |
| Mkt Cap | 4.2 |
| Rev LTM | 4,588 |
| Op Inc LTM | 259 |
| FCF LTM | 246 |
| FCF 3Y Avg | 328 |
| CFO LTM | 330 |
| CFO 3Y Avg | 397 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 3.6% |
| Rev Chg 3Y Avg | -8.3% |
| Rev Chg Q | 9.2% |
| QoQ Delta Rev Chg LTM | 2.1% |
| Op Mgn LTM | 4.5% |
| Op Mgn 3Y Avg | 4.6% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 6.9% |
| CFO/Rev 3Y Avg | 8.3% |
| FCF/Rev LTM | 4.7% |
| FCF/Rev 3Y Avg | 6.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.2 |
| P/S | 0.8 |
| P/EBIT | 15.4 |
| P/E | 21.7 |
| P/CFO | 9.2 |
| Total Yield | 3.6% |
| Dividend Yield | 1.0% |
| FCF Yield 3Y Avg | 9.1% |
| D/E | 0.4 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 11.6% |
| 3M Rtn | 36.1% |
| 6M Rtn | 47.1% |
| 12M Rtn | 30.0% |
| 3Y Rtn | 23.2% |
| 1M Excs Rtn | 14.9% |
| 3M Excs Rtn | 30.0% |
| 6M Excs Rtn | 39.7% |
| 12M Excs Rtn | 14.0% |
| 3Y Excs Rtn | -53.0% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $47.94 | |
| Market Cap ($ Bil) | 1.4 | |
| First Trading Date | 11/01/1984 | |
| Distance from 52W High | -3.8% | |
| 50 Days | 200 Days | |
| DMA Price | $42.89 | $35.39 |
| DMA Trend | up | up |
| Distance from DMA | 11.8% | 35.5% |
| 3M | 1YR | |
| Volatility | 44.1% | 58.5% |
| Downside Capture | -28.06 | 85.17 |
| Upside Capture | 149.15 | 84.16 |
| Correlation (SPY) | 22.6% | 41.8% |
WGO Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.09 | 1.51 | 1.31 | 1.18 | 1.29 | 1.25 |
| Up Beta | 5.04 | 3.54 | 1.61 | 3.17 | 1.68 | 1.50 |
| Down Beta | 2.31 | 1.56 | 1.77 | 1.75 | 1.24 | 1.19 |
| Up Capture | 244% | 233% | 169% | 98% | 79% | 85% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 14 | 24 | 32 | 66 | 123 | 367 |
| Down Capture | -32% | -23% | 47% | -46% | 101% | 106% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 6 | 17 | 29 | 59 | 128 | 385 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WGO | |
|---|---|---|---|---|
| WGO | 9.4% | 58.4% | 0.36 | - |
| Sector ETF (XLY) | 2.9% | 24.2% | 0.06 | 48.6% |
| Equity (SPY) | 15.5% | 19.4% | 0.62 | 41.7% |
| Gold (GLD) | 78.8% | 24.9% | 2.30 | -3.6% |
| Commodities (DBC) | 9.9% | 16.6% | 0.40 | 20.0% |
| Real Estate (VNQ) | 4.8% | 16.5% | 0.11 | 47.0% |
| Bitcoin (BTCUSD) | -27.0% | 44.8% | -0.57 | 20.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WGO | |
|---|---|---|---|---|
| WGO | -4.9% | 44.8% | 0.03 | - |
| Sector ETF (XLY) | 7.6% | 23.7% | 0.28 | 51.1% |
| Equity (SPY) | 14.2% | 17.0% | 0.67 | 46.3% |
| Gold (GLD) | 22.3% | 16.9% | 1.07 | 0.4% |
| Commodities (DBC) | 11.6% | 18.9% | 0.49 | 6.9% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 42.0% |
| Bitcoin (BTCUSD) | 14.7% | 58.0% | 0.47 | 19.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WGO | |
|---|---|---|---|---|
| WGO | 12.4% | 48.6% | 0.43 | - |
| Sector ETF (XLY) | 13.4% | 21.9% | 0.56 | 50.2% |
| Equity (SPY) | 15.5% | 17.9% | 0.74 | 48.0% |
| Gold (GLD) | 15.8% | 15.5% | 0.85 | -1.0% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | 17.1% |
| Real Estate (VNQ) | 6.0% | 20.7% | 0.25 | 41.5% |
| Bitcoin (BTCUSD) | 69.0% | 66.8% | 1.08 | 14.0% |
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Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/22/2025 | 28.5% | 28.4% | 3.0% |
| 6/5/2025 | -6.0% | -4.2% | -8.7% |
| 3/27/2025 | 8.1% | 3.1% | -4.7% |
| 10/23/2024 | -10.8% | -0.9% | -1.2% |
| 6/20/2024 | -3.5% | -7.0% | 0.2% |
| 3/21/2024 | 6.2% | 10.3% | -4.1% |
| 10/18/2023 | -3.2% | -1.2% | 13.1% |
| 6/21/2023 | -1.3% | -0.2% | 6.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 5 | 6 | 9 |
| # Negative | 13 | 12 | 9 |
| Median Positive | 8.1% | 10.2% | 3.0% |
| Median Negative | -6.0% | -3.8% | -4.7% |
| Max Positive | 28.5% | 28.4% | 50.8% |
| Max Negative | -11.8% | -13.2% | -13.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 11/30/2025 | 12/19/2025 | 10-Q |
| 08/31/2025 | 10/22/2025 | 10-K |
| 05/31/2025 | 06/25/2025 | 10-Q |
| 02/28/2025 | 03/27/2025 | 10-Q |
| 11/30/2024 | 12/20/2024 | 10-Q |
| 08/31/2024 | 10/23/2024 | 10-K |
| 05/31/2024 | 06/20/2024 | 10-Q |
| 02/29/2024 | 03/21/2024 | 10-Q |
| 11/30/2023 | 12/20/2023 | 10-Q |
| 08/31/2023 | 10/18/2023 | 10-K |
| 05/31/2023 | 06/21/2023 | 10-Q |
| 02/28/2023 | 03/22/2023 | 10-Q |
| 11/30/2022 | 12/16/2022 | 10-Q |
| 08/31/2022 | 10/19/2022 | 10-K |
| 05/31/2022 | 06/22/2022 | 10-Q |
| 02/28/2022 | 03/23/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Happe, Michael J | PRESIDENT & CEO | Direct | Sell | 10292025 | 41.38 | 7,105 | 294,005 | 14,379,591 | Form |
| 2 | Armbruster, Sara E | Direct | Buy | 10272025 | 40.27 | 2,700 | 108,729 | 580,935 | Form | |
| 3 | Miles, David W | Direct | Buy | 4032025 | 34.68 | 4,341 | 150,546 | 972,115 | Form | |
| 4 | Bryant, Kevin E | Direct | Buy | 4022025 | 34.12 | 4,200 | 143,304 | 469,321 | Form | |
| 5 | Woods, Jacqueline D | Direct | Sell | 2142025 | 44.32 | 1,503 | 66,613 | 486,855 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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