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HOG vs. PII
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between HOG and PII is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

HOG vs. PII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harley-Davidson, Inc. (HOG) and Polaris Industries Inc. (PII). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

HOG:

-0.74

PII:

-1.13

Sortino Ratio

HOG:

-0.80

PII:

-1.82

Omega Ratio

HOG:

0.91

PII:

0.77

Calmar Ratio

HOG:

-0.42

PII:

-0.72

Martin Ratio

HOG:

-1.15

PII:

-1.68

Ulcer Index

HOG:

23.09%

PII:

32.21%

Daily Std Dev

HOG:

40.24%

PII:

48.13%

Max Drawdown

HOG:

-88.26%

PII:

-77.57%

Current Drawdown

HOG:

-56.25%

PII:

-70.60%

Fundamentals

Market Cap

HOG:

$3.04B

PII:

$2.17B

EPS

HOG:

$2.79

PII:

$0.71

PE Ratio

HOG:

8.96

PII:

54.28

PEG Ratio

HOG:

1.03

PII:

1.77

PS Ratio

HOG:

0.63

PII:

0.31

PB Ratio

HOG:

0.90

PII:

1.77

Total Revenue (TTM)

HOG:

$4.79B

PII:

$6.97B

Gross Profit (TTM)

HOG:

$1.66B

PII:

$1.36B

EBITDA (TTM)

HOG:

$608.79M

PII:

$501.00M

Returns By Period

In the year-to-date period, HOG achieves a -16.72% return, which is significantly higher than PII's -32.10% return. Over the past 10 years, HOG has outperformed PII with an annualized return of -5.46%, while PII has yielded a comparatively lower -9.86% annualized return.


HOG

YTD

-16.72%

1M

10.36%

6M

-20.99%

1Y

-29.43%

5Y*

6.54%

10Y*

-5.46%

PII

YTD

-32.10%

1M

13.29%

6M

-41.49%

1Y

-54.43%

5Y*

-9.85%

10Y*

-9.86%

*Annualized

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Risk-Adjusted Performance

HOG vs. PII — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HOG
The Risk-Adjusted Performance Rank of HOG is 1717
Overall Rank
The Sharpe Ratio Rank of HOG is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of HOG is 1616
Sortino Ratio Rank
The Omega Ratio Rank of HOG is 1717
Omega Ratio Rank
The Calmar Ratio Rank of HOG is 2323
Calmar Ratio Rank
The Martin Ratio Rank of HOG is 1919
Martin Ratio Rank

PII
The Risk-Adjusted Performance Rank of PII is 44
Overall Rank
The Sharpe Ratio Rank of PII is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of PII is 33
Sortino Ratio Rank
The Omega Ratio Rank of PII is 44
Omega Ratio Rank
The Calmar Ratio Rank of PII is 88
Calmar Ratio Rank
The Martin Ratio Rank of PII is 33
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.

HOG vs. PII - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Harley-Davidson, Inc. (HOG) and Polaris Industries Inc. (PII). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current HOG Sharpe Ratio is -0.74, which is higher than the PII Sharpe Ratio of -1.13. The chart below compares the historical Sharpe Ratios of HOG and PII, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

HOG vs. PII - Dividend Comparison

HOG's dividend yield for the trailing twelve months is around 2.80%, less than PII's 6.88% yield.


TTM20242023202220212020201920182017201620152014
HOG
Harley-Davidson, Inc.
2.80%2.30%1.79%1.52%1.59%1.20%4.03%4.34%2.87%2.40%2.73%1.67%
PII
Polaris Industries Inc.
6.88%4.58%2.74%2.53%2.29%2.60%2.40%3.13%1.87%2.67%2.47%1.27%

Drawdowns

HOG vs. PII - Drawdown Comparison

The maximum HOG drawdown since its inception was -88.26%, which is greater than PII's maximum drawdown of -77.57%. Use the drawdown chart below to compare losses from any high point for HOG and PII. For additional features, visit the drawdowns tool.


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Volatility

HOG vs. PII - Volatility Comparison

The current volatility for Harley-Davidson, Inc. (HOG) is 10.73%, while Polaris Industries Inc. (PII) has a volatility of 12.18%. This indicates that HOG experiences smaller price fluctuations and is considered to be less risky than PII based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

HOG vs. PII - Financials Comparison

This section allows you to compare key financial metrics between Harley-Davidson, Inc. and Polaris Industries Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B1.50B2.00B2.50B20212022202320242025
1.33B
1.54B
(HOG) Total Revenue
(PII) Total Revenue
Values in USD except per share items

HOG vs. PII - Profitability Comparison

The chart below illustrates the profitability comparison between Harley-Davidson, Inc. and Polaris Industries Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%20212022202320242025
35.3%
16.0%
(HOG) Gross Margin
(PII) Gross Margin
HOG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Harley-Davidson, Inc. reported a gross profit of 469.49M and revenue of 1.33B. Therefore, the gross margin over that period was 35.3%.

PII - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Polaris Industries Inc. reported a gross profit of 245.00M and revenue of 1.54B. Therefore, the gross margin over that period was 16.0%.

HOG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Harley-Davidson, Inc. reported an operating income of 270.52M and revenue of 1.33B, resulting in an operating margin of 20.4%.

PII - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Polaris Industries Inc. reported an operating income of -36.10M and revenue of 1.54B, resulting in an operating margin of -2.4%.

HOG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Harley-Davidson, Inc. reported a net income of 133.10M and revenue of 1.33B, resulting in a net margin of 10.0%.

PII - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Polaris Industries Inc. reported a net income of -66.80M and revenue of 1.54B, resulting in a net margin of -4.4%.