AI Analyst Summary
Winnebago Industries trades at a strikingly low PEG of 0.24 and a forward P/E of 13.2x, reflecting deep cyclical discount ahead of an anticipated RV industry recovery as dealer inventory normalization runs its course. Analyst consensus sits at a constructive Buy with a $38.00 mean price target, implying ~20% upside from current levels, and no analysts carry a Sell rating. The primary risk is that the earnings recovery thesis is delayed further by persistent consumer spending weakness or prolonged dealer destocking, which could make the forward P/E expansion story premature.
Fundamentals
Pe
Trailing P/E: 23.2x | Forward P/E: 13.2x · 3.0/5
Trailing P/E of 23.2x is elevated relative to the consumer cyclical sector median, but the forward P/E of 13.2x suggests meaningful earnings recovery is expected. Valuation is neutral-to-constructive on a forward basis, though near-term earnings contraction tempers the score.
Peg
PEG: 0.24 · 5.0/5
A PEG of 0.24 is exceptionally low, well below the 1.0 threshold that signals undervaluation relative to growth. This implies the market is pricing in a steep discount to the company's long-term earnings recovery trajectory — a strong positive signal if growth normalizes.
Analyst Rating
Buy consensus (2.3) · 4.0/5
Consensus rating of 2.3 on the inverted scale maps to a Buy, supported by 5 Buy and 10 Hold ratings from 11 analysts. With more than 5 analysts covering the stock, the full score applies. Sentiment is constructive with no Sell ratings.
Earnings Trend
EPS Growth YoY: -18.2% | Revenue Growth YoY: -9.9% · 2.0/5
Both earnings and revenue are contracting year-over-year, with EPS down 18.2% and revenue down 9.9%. The RV cycle remains depressed amid dealer inventory normalization and softening consumer demand. Trend is negative, though forward estimates imply a recovery — not yet reflected in current results.
Price Target Beat
EPS Beat Rate: 3 of 4 quarters · 3.0/5
With only 4 quarters of data available, the beat rate is mapped proportionally. Beating 3 of 4 quarters is a moderately positive signal, but the limited history constrains the score to neutral territory per scoring guidelines.
Management
Moderate execution amid cyclical headwinds · 3.0/5
Management has beaten EPS estimates in 3 of the last 4 quarters, demonstrating reasonable cost discipline in a difficult operating environment. However, the ongoing revenue and earnings decline limits confidence in forward execution. No notable capital allocation red flags, but the mixed cyclical backdrop warrants a neutral score.
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