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

Correlation

The correlation between PII and WGO 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

PII vs. WGO - Performance Comparison

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

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Key characteristics

Sharpe Ratio

PII:

-1.08

WGO:

-0.86

Sortino Ratio

PII:

-1.74

WGO:

-1.28

Omega Ratio

PII:

0.78

WGO:

0.85

Calmar Ratio

PII:

-0.70

WGO:

-0.63

Martin Ratio

PII:

-1.63

WGO:

-1.54

Ulcer Index

PII:

32.31%

WGO:

26.27%

Daily Std Dev

PII:

48.20%

WGO:

45.99%

Max Drawdown

PII:

-77.57%

WGO:

-91.48%

Current Drawdown

PII:

-70.17%

WGO:

-55.06%

Fundamentals

Market Cap

PII:

$2.21B

WGO:

$1.03B

EPS

PII:

$0.71

WGO:

-$0.21

PEG Ratio

PII:

1.77

WGO:

0.12

PS Ratio

PII:

0.31

WGO:

0.37

PB Ratio

PII:

1.80

WGO:

0.84

Total Revenue (TTM)

PII:

$6.97B

WGO:

$2.75B

Gross Profit (TTM)

PII:

$1.36B

WGO:

$366.70M

EBITDA (TTM)

PII:

$501.00M

WGO:

$72.50M

Returns By Period

In the year-to-date period, PII achieves a -31.11% return, which is significantly lower than WGO's -22.35% return. Over the past 10 years, PII has underperformed WGO with an annualized return of -10.10%, while WGO has yielded a comparatively higher 6.55% annualized return.


PII

YTD

-31.11%

1M

17.84%

6M

-39.92%

1Y

-51.72%

3Y*

-24.29%

5Y*

-11.53%

10Y*

-10.10%

WGO

YTD

-22.35%

1M

19.10%

6M

-36.77%

1Y

-39.19%

3Y*

-4.97%

5Y*

-6.38%

10Y*

6.55%

*Annualized

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Polaris Industries Inc.

Winnebago Industries, Inc.

Risk-Adjusted Performance

PII vs. WGO — Risk-Adjusted Performance Rank

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

PII
The Risk-Adjusted Performance Rank of PII is 55
Overall Rank
The Sharpe Ratio Rank of PII is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of PII is 44
Sortino Ratio Rank
The Omega Ratio Rank of PII is 55
Omega Ratio Rank
The Calmar Ratio Rank of PII is 99
Calmar Ratio Rank
The Martin Ratio Rank of PII is 33
Martin Ratio Rank

WGO
The Risk-Adjusted Performance Rank of WGO is 99
Overall Rank
The Sharpe Ratio Rank of WGO is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of WGO is 88
Sortino Ratio Rank
The Omega Ratio Rank of WGO is 1010
Omega Ratio Rank
The Calmar Ratio Rank of WGO is 1212
Calmar Ratio Rank
The Martin Ratio Rank of WGO is 55
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.

PII vs. WGO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Polaris Industries Inc. (PII) and Winnebago Industries, Inc. (WGO). 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 PII Sharpe Ratio is -1.08, which is comparable to the WGO Sharpe Ratio of -0.86. The chart below compares the historical Sharpe Ratios of PII and WGO, 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

PII vs. WGO - Dividend Comparison

PII's dividend yield for the trailing twelve months is around 6.78%, more than WGO's 3.65% yield.


TTM20242023202220212020201920182017201620152014
PII
Polaris Industries Inc.
6.78%4.58%2.74%2.53%2.29%2.60%2.40%3.13%1.87%2.67%2.47%1.27%
WGO
Winnebago Industries, Inc.
3.65%2.66%1.54%1.54%0.72%0.75%0.83%1.65%0.72%1.26%1.86%0.41%

Drawdowns

PII vs. WGO - Drawdown Comparison

The maximum PII drawdown since its inception was -77.57%, smaller than the maximum WGO drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for PII and WGO. For additional features, visit the drawdowns tool.


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Volatility

PII vs. WGO - Volatility Comparison

Polaris Industries Inc. (PII) has a higher volatility of 11.37% compared to Winnebago Industries, Inc. (WGO) at 10.72%. This indicates that PII's price experiences larger fluctuations and is considered to be riskier than WGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

PII vs. WGO - Financials Comparison

This section allows you to compare key financial metrics between Polaris Industries Inc. and Winnebago 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


500.00M1.00B1.50B2.00B2.50B20212022202320242025
1.54B
620.20M
(PII) Total Revenue
(WGO) Total Revenue
Values in USD except per share items

PII vs. WGO - Profitability Comparison

The chart below illustrates the profitability comparison between Polaris Industries Inc. and Winnebago 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%15.0%20.0%25.0%20212022202320242025
16.0%
13.4%
(PII) Gross Margin
(WGO) Gross Margin
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%.

WGO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Winnebago Industries, Inc. reported a gross profit of 83.10M and revenue of 620.20M. Therefore, the gross margin over that period was 13.4%.

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%.

WGO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Winnebago Industries, Inc. reported an operating income of 7.80M and revenue of 620.20M, resulting in an operating margin of 1.3%.

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%.

WGO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Winnebago Industries, Inc. reported a net income of -400.00K and revenue of 620.20M, resulting in a net margin of -0.1%.