Winnebago Industries, Inc. (WGO)
Consumer Cyclical · NYQ
Fundamentals
Valuation and ratings
Winnebago Industries, Inc. trades at USD30.77, which is 42% below the USD43.77 our discounted cash flow model puts on the business. On that measure alone it screens as undervalued, though a DCF is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 17 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 22.6 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
WGO dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | USD0.700 | 2 |
| 2025 | USD1.37 | 4 |
| 2024 | USD1.27 | 4 |
| 2023 | USD1.12 | 4 |
| 2022 | USD0.810 | 4 |
| 2021 | USD0.540 | 4 |
| 2020 | USD0.450 | 4 |
| 2019 | USD0.440 | 4 |
| 2018 | USD0.400 | 4 |
| 2017 | USD0.400 | 4 |
| 2016 | USD0.400 | 4 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
WGO earnings and analyst estimates
Recommendation mix, 14 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Winnebago Industries, Inc.
Winnebago Industries, Inc. manufactures and sells recreation outdoor lifestyle products primarily for use in leisure travel and outdoor recreation activities. It operates through three segments: Towable RV, Motorhome RV, and Marine. The company provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters, such as conventional travel trailers, fifth wheels, folding camper trailers, truck campers, and park models under the Winnebago and Grand Design brand names. It 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, Newmar, and Grand Design brand names. In addition, the company 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, it is involved in the original equipment manufacturing of parts for other manufacturers and commercial vehicles. The company 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.
WGO passes 3 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
10 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Richard Pzena, PZENA INVESTMENT MANAGEMENT LLC$30.78M · 0.1% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$20.60M · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$7.72M · 0.0% of book
- Mario Gabelli, GAMCO INVESTORS, INC. ET AL$6.79M · 0.1% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$5.90M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Winnebago Industries, Inc. (WGO) undervalued?
Against our discounted cash flow estimate of USD43.77, WGO at USD30.77 is 42% below fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own WGO?
10 of the institutions we track reported a position in WGO in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is WGO's P/E ratio?
WGO trades at 22.6 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does Winnebago Industries, Inc. (WGO) pay a dividend?
Yes. Winnebago Industries, Inc. yields 4.47% at the current share price. It has paid USD1.05 per share over the trailing twelve months. It has paid a dividend in each of the last 12 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
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Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.