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WGO vs. PII
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

WGO vs. PII - Performance Comparison

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

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Returns By Period

In the year-to-date period, WGO achieves a -27.95% return, which is significantly lower than PII's 11.01% return. Over the past 10 years, WGO has outperformed PII with an annualized return of 4.18%, while PII has yielded a comparatively lower 1.33% annualized return.


WGO

1D
-1.22%
1M
-3.73%
YTD
-27.95%
6M
-31.19%
1Y
-5.46%
3Y*
-20.02%
5Y*
-13.45%
10Y*
4.18%

PII

1D
-3.64%
1M
2.36%
YTD
11.01%
6M
2.28%
1Y
82.70%
3Y*
-12.37%
5Y*
-9.05%
10Y*
1.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WGO vs. PII - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WGO
Winnebago Industries, Inc.
-27.95%-11.86%-33.08%40.87%-28.69%25.97%14.19%121.91%-56.04%77.77%
PII
Polaris Industries Inc.
11.01%15.90%-37.19%-3.79%-6.01%17.75%-3.78%36.37%-36.76%54.19%

Correlation

The correlation between WGO and PII is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.63

Correlation (3Y)
Calculated over the trailing 3-year period

0.66

Correlation (5Y)
Calculated over the trailing 5-year period

0.67

Correlation (10Y)
Calculated over the trailing 10-year period

0.61

Correlation (All Time)
Calculated using the full available price history since Sep 16, 1987

0.39

Over the past year, WGO and PII have become more correlated (0.63) than their long-term average of 0.39, meaning their price movements have been converging.

Fundamentals

Market Cap

WGO:

$807.12M

PII:

$3.95B

EPS

WGO:

$1.47

PII:

-$7.82

PS Ratio

WGO:

0.28

PII:

0.54

PB Ratio

WGO:

0.39

PII:

5.26

Total Revenue (TTM)

WGO:

$2.91B

PII:

$7.27B

Gross Profit (TTM)

WGO:

$379.80M

PII:

$1.43B

EBITDA (TTM)

WGO:

$121.70M

PII:

-$206.10M

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Return for Risk

WGO vs. PII — Risk / Return Rank

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

WGO
WGO Risk / Return Rank: 3737
Overall Rank
WGO Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
WGO Sortino Ratio Rank: 3737
Sortino Ratio Rank
WGO Omega Ratio Rank: 3636
Omega Ratio Rank
WGO Calmar Ratio Rank: 3838
Calmar Ratio Rank
WGO Martin Ratio Rank: 3838
Martin Ratio Rank

PII
PII Risk / Return Rank: 8080
Overall Rank
PII Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
PII Sortino Ratio Rank: 8080
Sortino Ratio Rank
PII Omega Ratio Rank: 7979
Omega Ratio Rank
PII Calmar Ratio Rank: 8080
Calmar Ratio Rank
PII Martin Ratio Rank: 8282
Martin Ratio Rank
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.

WGO vs. PII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Winnebago Industries, Inc. (WGO) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


WGOPIIDifference
Sharpe ratioReturn per unit of total volatility

-1.58

Sortino ratioReturn per unit of downside risk

-1.96

Omega ratioGain probability vs. loss probability

1.03

1.28

-0.26

Calmar ratioReturn relative to maximum drawdown

-0.13

2.43

-2.56

Martin ratioReturn relative to average drawdown

-0.25

7.09

-7.34

WGO vs. PII - Sharpe Ratio Comparison

The current WGO Sharpe Ratio is -0.11, which is lower than the PII Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of WGO and PII, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

WGO vs. PII - Drawdown Comparison

The maximum WGO drawdown since its inception was -91.48%, which is greater than PII's maximum drawdown of -77.57%. Use the drawdown chart below to compare losses from any high point for WGO and PII.


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Drawdown Indicators


WGOPIIDifference

Max Drawdown

Largest peak-to-trough decline

-91.48%

-77.57%

-13.91%

Max Drawdown (1Y)

Largest decline over 1 year

-43.84%

-34.21%

-9.63%

Max Drawdown (3Y)

Largest decline over 3 years

-60.53%

-75.23%

+14.70%

Max Drawdown (5Y)

Largest decline over 5 years

-61.01%

-75.23%

+14.22%

Max Drawdown (10Y)

Largest decline over 10 years

-67.12%

-75.62%

+8.50%

Current Drawdown

Current decline from peak

-63.25%

-44.31%

-18.94%

Average Drawdown

Average peak-to-trough decline

-40.72%

-19.76%

-20.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.51%

11.71%

+9.80%

Volatility

WGO vs. PII - Volatility Comparison

The current volatility for Winnebago Industries, Inc. (WGO) is 9.51%, while Polaris Industries Inc. (PII) has a volatility of 12.38%. This indicates that WGO 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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Volatility by Period


WGOPIIDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.51%

12.38%

-2.87%

Volatility (6M)

Calculated over the trailing 6-month period

28.35%

38.54%

-10.19%

Volatility (1Y)

Calculated over the trailing 1-year period

52.24%

56.38%

-4.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.40%

42.89%

+1.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.73%

42.86%

+5.87%

Dividends

WGO vs. PII - Dividend Comparison

WGO's dividend yield for the trailing twelve months is around 4.94%, more than PII's 3.93% yield.


PositionTTM20252024202320222021202020192018201720162015
PII
Polaris Industries Inc.
3.93%4.24%4.58%2.74%2.53%2.29%2.60%2.40%3.13%1.87%2.67%2.47%
WGO
Winnebago Industries, Inc.
4.94%3.38%2.66%1.54%1.54%0.72%0.75%0.83%1.65%0.72%1.26%1.86%

Financials

WGO vs. PII - Financials Comparison

This section allows you to compare key financial metrics between Winnebago Industries, 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


1.00B1.50B2.00B2.50BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
657.40M
1.66B
(WGO) Total Revenue
(PII) Total Revenue
Values in USD except per share items

WGO vs. PII - Profitability Comparison

The chart below illustrates the profitability comparison between Winnebago Industries, 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

12.0%14.0%16.0%18.0%20.0%22.0%24.0%26.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
13.0%
20.2%
Portfolio components
WGO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Winnebago Industries, Inc. reported a gross profit of 85.60M and revenue of 657.40M. Therefore, the gross margin over that period was 13.0%.

PII - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Polaris Industries Inc. reported a gross profit of 334.80M and revenue of 1.66B. Therefore, the gross margin over that period was 20.2%.

WGO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Winnebago Industries, Inc. reported an operating income of 11.80M and revenue of 657.40M, resulting in an operating margin of 1.8%.

PII - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Polaris Industries Inc. reported an operating income of -55.20M and revenue of 1.66B, resulting in an operating margin of -3.3%.

WGO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Winnebago Industries, Inc. reported a net income of 4.80M and revenue of 657.40M, resulting in a net margin of 0.7%.

PII - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Polaris Industries Inc. reported a net income of -47.40M and revenue of 1.66B, resulting in a net margin of -2.9%.


Frequently Asked Questions


WGO and PII have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PII has higher volatility (12.38%) compared to WGO (9.51%). In terms of maximum drawdown, WGO dropped -91.48% vs PII's -77.57%.

PII currently has the higher Sharpe Ratio (1.48 vs -0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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