April 5, 2017

Valens Equities Weekly Equity Idea Highlight for April 5, 2017 – Winnebago Industries, Inc.

This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis.

Markets are expecting modest growth and limited ROA’ improvements when age-wave macro factors, smart acquisitions and strong management alignment point to upside even with near-term potential headwinds

veih 2017 04 05

WGO is trading at a 16.9x UAFRS-adjusted P/E (Fwd V/E’), in the middle of historical valuations. The market is expecting 8% UAFRS-adjusted Asset (Asset’) growth going forward, toward the lower end of recent Asset’ growth levels. The market also expects UAFRS-adjusted ROA to decline to 10% levels over the next several years, even though analysts expect ROA’ to improve to 13% the next several years.

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