Financial Analysis: Porsche Automobil (OTCMKTS:POAHY) and Winnebago Industries (NYSE:WGO)

Winnebago Industries (NYSE:WGO) and Porsche Automobil (OTCMKTS:POAHY) are both consumer discretionary companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, profitability, dividends, analyst recommendations, earnings, institutional ownership and risk.

Volatility & Risk

Winnebago Industries has a beta of 1.11, meaning that its share price is 11% more volatile than the S&P 500. Comparatively, Porsche Automobil has a beta of 1.02, meaning that its share price is 2% more volatile than the S&P 500.

Dividends

Winnebago Industries pays an annual dividend of $1.40 per share and has a dividend yield of 4.6%. Porsche Automobil pays an annual dividend of $0.09 per share and has a dividend yield of 2.9%. Winnebago Industries pays out 102.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Winnebago Industries has raised its dividend for 6 consecutive years. Winnebago Industries is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Valuation & Earnings

This table compares Winnebago Industries and Porsche Automobil”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Winnebago Industries	$2.80 billion	0.31	$25.70 million	$1.36	22.62
Porsche Automobil	$3.33 billion	2.87	$3.00 billion	N/A	N/A

Porsche Automobil has higher revenue and earnings than Winnebago Industries.

Analyst Ratings

This is a summary of recent ratings and recommmendations for Winnebago Industries and Porsche Automobil, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Winnebago Industries	1	8	3	0	2.17
Porsche Automobil	0	0	0	2	4.00

Winnebago Industries currently has a consensus target price of $36.33, suggesting a potential upside of 18.12%. Given Winnebago Industries’ higher probable upside, analysts plainly believe Winnebago Industries is more favorable than Porsche Automobil.

Profitability

This table compares Winnebago Industries and Porsche Automobil’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Winnebago Industries	1.36%	4.65%	2.74%
Porsche Automobil	N/A	N/A	N/A

Summary

Winnebago Industries beats Porsche Automobil on 8 of the 14 factors compared between the two stocks.

About Winnebago Industries

Winnebago Industries, Inc. manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company operates through three segments: Towable RV, Motorhome RV, and Marine. It provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters for recreational travel, such as conventional travel trailers, fifth wheels, folding camper trailers, and truck campers under the Winnebago and Grand Design brand names. The company also offers motorhome RV, a self-propelled mobile dwelling used primarily as temporary living quarters during vacation and camping trips, or to support active and mobile lifestyles under the Winnebago and Newmar brand names. In addition, it offers other specialty commercial vehicles for law enforcement command centers, mobile medical clinics, and mobile office spaces; commercial vehicles as bare shells to third-party up fitters, as well as manufactures and sells recreational boats under the Chris-Craft and Barletta brand names. Further, the company is involved in the original equipment manufacturing of parts for other manufacturers and commercial vehicles. It sells its products primarily through independent dealers in the United States, Canada, and internationally. Winnebago Industries, Inc. was incorporated in 1958 and is based in Eden Prairie, Minnesota.

About Porsche Automobil

Porsche Automobil Holding SE, through its subsidiaries, operates as an automobile manufacturer worldwide. It operates in two segments, Core Investments and Portfolio Investments. The company is involved in investments in the areas of mobility and industrial technology. It offers its products under the Volkswagen, Audi, SEAT, KODA, Bentley, Lamborghini, and Porsche brand names. The company was formerly known as Dr. Ing. h.c. F. Porsche Aktiengesellschaft and changed its name to Porsche Automobil Holding SE in November 2007. Porsche Automobil Holding SE was founded in 2007 and is headquartered in Stuttgart, Germany.