July 26, 2017

Valens Equities Weekly Equity Idea Highlight for July 26, 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 return and growth rates to collapse when age-wave macro factors, strong management alignment and growing confidence about fundamental momentum point to upside

LGIH is trading at a 13x UAFRS-based P/E (Fwd V/E’), at the higher end of historical valuations. However, at current valuations, the market is expecting the company to see UAFRS-based ROA fall by half, from 10% levels to below corporate average levels, falling to 5%.

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