Winnebago Industries (NYSE:WGO – Get Free Report) and Rivian Automotive (NASDAQ:RIVN – Get Free Report) are both consumer discretionary companies, but which is the better business? We will contrast the two companies based on the strength of their profitability, dividends, analyst recommendations, institutional ownership, valuation, risk and earnings.
Risk and Volatility
Winnebago Industries has a beta of 1.12, indicating that its stock price is 12% more volatile than the S&P 500. Comparatively, Rivian Automotive has a beta of 1.62, indicating that its stock price is 62% more volatile than the S&P 500.
Profitability
This table compares Winnebago Industries and Rivian Automotive’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% |
| Rivian Automotive | -54.96% | -73.90% | -23.91% |
Valuation & Earnings
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Winnebago Industries | $2.80 billion | 0.27 | $25.70 million | $1.36 | 19.85 |
| Rivian Automotive | $5.39 billion | 4.14 | -$3.65 billion | ($2.58) | -5.97 |
Winnebago Industries has higher earnings, but lower revenue than Rivian Automotive. Rivian Automotive is trading at a lower price-to-earnings ratio than Winnebago Industries, indicating that it is currently the more affordable of the two stocks.
Institutional and Insider Ownership
66.2% of Rivian Automotive shares are owned by institutional investors. 4.9% of Winnebago Industries shares are owned by company insiders. Comparatively, 1.5% of Rivian Automotive shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.
Analyst Recommendations
This is a summary of recent recommendations for Winnebago Industries and Rivian Automotive, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Winnebago Industries | 0 | 9 | 3 | 0 | 2.25 |
| Rivian Automotive | 7 | 9 | 12 | 0 | 2.18 |
Winnebago Industries currently has a consensus target price of $36.22, suggesting a potential upside of 34.19%. Rivian Automotive has a consensus target price of $19.00, suggesting a potential upside of 23.38%. Given Winnebago Industries’ stronger consensus rating and higher possible upside, equities research analysts plainly believe Winnebago Industries is more favorable than Rivian Automotive.
Summary
Winnebago Industries beats Rivian Automotive on 9 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 Rivian Automotive
Rivian Automotive, Inc., together with its subsidiaries, designs, develops, manufactures, and sells electric vehicles and accessories. The company offers consumer vehicles, including a two-row, five-passenger pickup truck under the R1T brand, a three-row, seven-passenger sport utility vehicle under the R1S name. It provides consumer services, such as digital financing and leasing, telematics-based insurance, vehicle maintenance and repair services, software services, and charging solutions. In addition, the company designs, develops, manufactures, and operates the Rivian Adventure Network Direct Current fast chargers, and offers access to Combined Charging Standard, as well as FleetOS, a proprietary, end-to-end centralized fleet management subscription platform. Further, it offers Rivian Commercial Van platform for Electric Delivery Van with collaboration with Amazon.com, Inc. The company sells its products directly to customers in the consumer and commercial markets. Rivian Automotive, Inc. was founded in 2009 and is based in Irvine, California.
Receive News & Ratings for Winnebago Industries Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Winnebago Industries and related companies with MarketBeat.com's FREE daily email newsletter.
