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Winnebago Industries, Inc. (WGO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9746371007

CUSIP

974637100

IPO Date

Jan 24, 1966

Highlights

Market Cap

$1.58B

EPS (TTM)

$0.44

PE Ratio

124.41

PEG Ratio

0.65

Total Revenue (TTM)

$2.21B

Gross Profit (TTM)

$306.40M

EBITDA (TTM)

$65.90M

Year Range

$49.37 - $73.10

Target Price

$65.40

Short %

18.32%

Short Ratio

6.16

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Winnebago Industries, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
-0.23%
8.44%
WGO (Winnebago Industries, Inc.)
Benchmark (^GSPC)

Returns By Period

Winnebago Industries, Inc. had a return of -27.94% year-to-date (YTD) and -25.98% in the last 12 months. Over the past 10 years, Winnebago Industries, Inc. had an annualized return of 10.82%, which was very close to the S&P 500 benchmark's annualized return of 11.06%.


WGO

YTD

-27.94%

1M

-11.09%

6M

-5.34%

1Y

-25.98%

5Y*

1.22%

10Y*

10.82%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of WGO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-9.42%9.14%3.16%-16.42%0.76%-12.18%15.35%-4.57%-1.99%-3.56%4.46%-27.94%
202321.37%-0.19%-9.22%1.24%-4.30%20.36%3.16%-5.74%-7.86%-2.52%11.53%12.76%40.87%
2022-13.68%-0.70%-15.67%-1.25%-7.01%-1.44%24.32%-4.62%-7.18%12.18%-1.84%-10.05%-28.69%
202115.44%0.78%10.22%4.39%-7.49%-7.94%5.75%-3.13%4.33%-6.57%6.69%3.74%25.97%
20203.57%-5.24%-46.41%60.09%22.61%22.66%-9.32%-10.64%-4.07%-9.13%12.74%13.24%14.19%
201918.62%14.09%-4.54%13.94%-9.13%20.61%4.27%-20.55%20.18%25.35%-1.12%11.47%121.91%
2018-18.11%-4.18%-13.66%1.07%-4.35%12.27%-1.72%-7.39%-10.05%-16.86%-9.18%-3.28%-56.04%
2017-0.48%5.10%-11.36%-1.50%-14.63%42.86%5.45%-1.77%23.79%9.83%11.62%1.55%77.77%
2016-11.02%6.36%19.86%-3.13%4.07%1.78%4.12%1.30%-2.08%19.86%15.30%-2.47%62.01%
2015-8.17%16.69%-8.40%-2.18%4.93%8.56%-4.97%-8.28%-6.49%9.61%7.70%-11.56%-6.94%
2014-12.71%11.27%2.74%-12.74%3.60%1.70%-6.67%5.23%-11.97%-2.57%19.19%-13.58%-20.41%
20139.28%3.53%6.50%-11.24%13.32%1.11%13.96%-6.90%16.57%14.25%4.38%-11.34%60.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WGO is 13, meaning it’s performing worse than 87% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WGO is 1313
Overall Rank
The Sharpe Ratio Rank of WGO is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of WGO is 1414
Sortino Ratio Rank
The Omega Ratio Rank of WGO is 1616
Omega Ratio Rank
The Calmar Ratio Rank of WGO is 1212
Calmar Ratio Rank
The Martin Ratio Rank of WGO is 99
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Winnebago Industries, Inc. (WGO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for WGO, currently valued at -0.74, compared to the broader market-4.00-2.000.002.00-0.742.10
The chart of Sortino ratio for WGO, currently valued at -0.92, compared to the broader market-4.00-2.000.002.004.00-0.922.80
The chart of Omega ratio for WGO, currently valued at 0.89, compared to the broader market0.501.001.502.000.891.39
The chart of Calmar ratio for WGO, currently valued at -0.65, compared to the broader market0.002.004.006.00-0.653.09
The chart of Martin ratio for WGO, currently valued at -1.46, compared to the broader market0.0010.0020.00-1.4613.49
WGO
^GSPC

The current Winnebago Industries, Inc. Sharpe ratio is -0.74. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Winnebago Industries, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.74
2.10
WGO (Winnebago Industries, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Winnebago Industries, Inc. provided a 2.47% dividend yield over the last twelve months, with an annual payout of $1.27 per share. The company has been increasing its dividends for 9 consecutive years.


0.50%1.00%1.50%2.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.202014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
Dividend$1.27$1.12$0.81$0.54$0.45$0.44$0.40$0.40$0.40$0.37$0.09

Dividend yield

2.47%1.54%1.54%0.72%0.75%0.83%1.65%0.72%1.26%1.86%0.41%

Monthly Dividends

The table displays the monthly dividend distributions for Winnebago Industries, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.31$0.00$0.00$0.31$0.00$0.31$0.00$0.00$0.34$0.00$0.00$0.00$1.27
2023$0.27$0.00$0.00$0.27$0.00$0.27$0.00$0.00$0.31$0.00$0.00$0.00$1.12
2022$0.18$0.00$0.00$0.18$0.00$0.18$0.00$0.00$0.27$0.00$0.00$0.00$0.81
2021$0.12$0.00$0.00$0.12$0.00$0.12$0.00$0.00$0.18$0.00$0.00$0.00$0.54
2020$0.11$0.00$0.00$0.11$0.00$0.11$0.00$0.00$0.12$0.00$0.00$0.00$0.45
2019$0.11$0.00$0.00$0.11$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.00$0.44
2018$0.10$0.00$0.00$0.10$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.00$0.40
2017$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.00$0.10$0.00$0.40
2016$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.00$0.10$0.00$0.40
2015$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.00$0.10$0.00$0.37
2014$0.09$0.00$0.09

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.5%
Winnebago Industries, Inc. has a dividend yield of 2.47%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%37.4%
Winnebago Industries, Inc. has a payout ratio of 37.35%, which is quite average when compared to the overall market. This suggests that Winnebago Industries, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-37.68%
-2.62%
WGO (Winnebago Industries, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Winnebago Industries, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Winnebago Industries, Inc. was 91.48%, occurring on Mar 6, 2009. Recovery took 1963 trading sessions.

The current Winnebago Industries, Inc. drawdown is 37.68%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-91.48%Dec 14, 20041064Mar 6, 20091963Dec 20, 20163027
-89.09%Feb 15, 19851449Nov 8, 19902167Jun 9, 19993616
-67.12%Feb 21, 202019Mar 18, 202054Jun 4, 202073
-65.23%Dec 19, 2017251Dec 18, 2018275Jan 23, 2020526
-61.13%Jul 28, 1999329Nov 10, 2000156Jun 27, 2001485

Volatility

Volatility Chart

The current Winnebago Industries, Inc. volatility is 8.96%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
8.96%
3.79%
WGO (Winnebago Industries, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Winnebago Industries, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Winnebago Industries, Inc. compared to its peers in the Recreational Vehicles industry.


PE Ratio
50.0100.0150.0200.0250.0300.0124.4
The chart displays the price to earnings (P/E) ratio for WGO in comparison to other companies of the Recreational Vehicles industry. Currently, WGO has a PE value of 124.4. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
0.51.01.52.02.53.00.6
The chart displays the price to earnings to growth (PEG) ratio for WGO in comparison to other companies of the Recreational Vehicles industry. Currently, WGO has a PEG value of 0.6. This PEG value is considered to be low compared to the rest of the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Winnebago Industries, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items