MBUU vs. PII

Last updated Apr 1, 2026

Compare and contrast key facts about Malibu Boats, Inc. (MBUU) and Polaris Industries Inc. (PII).

Performance

MBUU vs. PII - Performance Comparison

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

MBUU vs. PII - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MBUU Malibu Boats, Inc.	-8.12%	-24.95%	-31.43%	2.85%	-22.45%	10.07%	52.48%	17.67%	17.05%	55.82%
PII Polaris Industries Inc.	-12.86%	15.90%	-37.19%	-3.79%	-6.01%	17.75%	-3.78%	36.37%	-36.76%	54.19%

Fundamentals

Market Cap MBUU : $495.54M PII : $3.10B
EPS MBUU : $0.76 PII : -$8.18
PS Ratio MBUU : 0.61 PII : 0.43
PB Ratio MBUU : 1.00 PII : 3.74
Total Revenue (TTM) MBUU : $819.06M PII : $7.15B
Gross Profit (TTM) MBUU : $131.52M PII : $1.32B
EBITDA (TTM) MBUU : $50.91M PII : -$175.20M

Returns By Period

In the year-to-date period, MBUU achieves a -8.12% return, which is significantly higher than PII's -12.86% return. Over the past 10 years, MBUU has outperformed PII with an annualized return of 4.86%, while PII has yielded a comparatively lower -2.99% annualized return.

MBUU

• 1D: -0.31%
• 1M: -10.81%
• YTD: -8.12%
• 6M: -20.12%
• 1Y: -15.51%
• 3Y*: -22.85%
• 5Y*: -20.46%
• 10Y*: 4.86%

PII

• 1D: 2.04%
• 1M: -9.26%
• YTD: -12.86%
• 6M: -4.22%
• 1Y: 40.02%
• 3Y*: -17.87%
• 5Y*: -13.85%
• 10Y*: -2.99%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

MBUU vs. PII — Risk / Return Rank

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

MBUU

MBUU Risk / Return Rank: 30
MBUU Sharpe Ratio Rank: 28
MBUU Sortino Ratio Rank: 28
MBUU Omega Ratio Rank: 28
MBUU Calmar Ratio Rank: 32
MBUU Martin Ratio Rank: 32

PII

PII Risk / Return Rank: 67
PII Sharpe Ratio Rank: 67
PII Sortino Ratio Rank: 66
PII Omega Ratio Rank: 64
PII Calmar Ratio Rank: 68
PII Martin Ratio Rank: 70

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MBUU vs. PII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Malibu Boats, Inc. (MBUU) 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.

	MBUU	PII	Difference
Sharpe ratio Return per unit of total volatility	-0.30	0.71	-1.01
Sortino ratio Return per unit of downside risk	-0.09	1.40	-1.49
Omega ratio Gain probability vs. loss probability	0.99	1.18	-0.19
Calmar ratio Return relative to maximum drawdown	-0.32	1.26	-1.57
Martin ratio Return relative to average drawdown	-0.62	3.31	-3.93
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MBUU vs. PII - Sharpe Ratio Comparison

The current MBUU Sharpe Ratio is -0.30, which is lower than the PII Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of MBUU 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.

Sharpe Ratios by Period

	MBUU	PII	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.30	0.71	-1.01
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.47	-0.34	-0.13
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.10	-0.07	+0.18
Sharpe Ratio (All Time) Calculated using the full available price history	0.07	0.39	-0.32

Correlation

The correlation between MBUU and PII is 0.54, 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.

Dividends

MBUU vs. PII - Dividend Comparison

MBUU has not paid dividends to shareholders, while PII's dividend yield for the trailing twelve months is around 4.94%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MBUU Malibu Boats, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PII Polaris Industries Inc.	4.94%	4.24%	4.58%	2.74%	2.53%	2.29%	2.60%	2.40%	3.13%	1.87%	2.67%	2.47%

Drawdowns

MBUU vs. PII - Drawdown Comparison

The maximum MBUU drawdown since its inception was -73.67%, smaller than the maximum PII drawdown of -77.57%. Use the drawdown chart below to compare losses from any high point for MBUU and PII.

Drawdown Indicators

	MBUU	PII	Difference
Max Drawdown Largest peak-to-trough decline	-73.67%	-77.57%	+3.90%
Max Drawdown (1Y) Largest decline over 1 year	-38.74%	-30.71%	-8.03%
Max Drawdown (5Y) Largest decline over 5 years	-72.36%	-75.62%	+3.26%
Max Drawdown (10Y) Largest decline over 10 years	-73.67%	-75.62%	+1.95%
Current Drawdown Current decline from peak	-71.81%	-56.28%	-15.53%
Average Drawdown Average peak-to-trough decline	-30.74%	-19.59%	-11.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.96%	11.64%	+8.32%

Volatility

MBUU vs. PII - Volatility Comparison

The current volatility for Malibu Boats, Inc. (MBUU) is 11.33%, while Polaris Industries Inc. (PII) has a volatility of 12.62%. This indicates that MBUU 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.

Volatility by Period

	MBUU	PII	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.33%	12.62%	-1.29%
Volatility (6M) Calculated over the trailing 6-month period	32.83%	33.58%	-0.75%
Volatility (1Y) Calculated over the trailing 1-year period	52.06%	56.34%	-4.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	43.98%	40.95%	+3.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	46.72%	41.92%	+4.80%

Financials

MBUU vs. PII - Profitability Comparison

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

MBUU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Malibu Boats, Inc. reported a gross profit of 25.12M and revenue of 188.62M. Therefore, the gross margin over that period was 13.3%.

PII - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Polaris Industries Inc. reported a gross profit of 384.20M and revenue of 1.92B. Therefore, the gross margin over that period was 20.0%.

MBUU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Malibu Boats, Inc. reported an operating income of -3.50M and revenue of 188.62M, resulting in an operating margin of -1.9%.

PII - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Polaris Industries Inc. reported an operating income of -367.70M and revenue of 1.92B, resulting in an operating margin of -19.1%.

MBUU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Malibu Boats, Inc. reported a net income of -2.15M and revenue of 188.62M, resulting in a net margin of -1.1%.

PII - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Polaris Industries Inc. reported a net income of -303.60M and revenue of 1.92B, resulting in a net margin of -15.8%.