LCII vs PII
LCII: LCI Industries is the leading global supplier of engineered components—from chassis and appliances to furniture and towing accessories—to RV, transportation, marine, and housing manufacturers, with a growing aftermarket distribution channel. PII: Polaris manufactures and sells recreational and utility powersports vehicles—ATVs, side-by-sides, snowmobiles, and boats—through 2,400+ North American and 1,500+ international dealers, but faces margin compression and mounting losses.
Side-by-side fundamentals
| Metric | LCII | PII | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $106.01 | $74.19 | |
| Market cap as of 2026-07-23 | $2.6B | $4.2B | |
| P/E as of 2026-07-23 | 12.79 | n/a | |
| PEG as of 2026-07-23 | 0.39 | 1.77 | LCII lower |
| Net margin as of 2026-07-23 | +4.8% | -6.1% | LCII higher |
| Gross margin as of 2026-07-23 | +24.1% | +20.1% | LCII higher |
| Operating margin as of 2026-07-23 | +7.0% | -4.8% | LCII higher |
| ROE as of 2026-07-23 | +14.7% | -45.6% | LCII higher |
| ROA as of 2026-07-23 | +6.3% | -8.6% | LCII higher |
| Debt / equity as of 2026-07-23 | 0.68 | 2.79 | LCII lower |
| Revenue growth (YoY) as of 2026-07-23 | +9.1% | +4.3% | LCII higher |
| Revenue CAGR (3y) SEC XBRL | -7.5% | -5.9% | PII higher |
| Dividend yield as of 2026-07-23 | +4.3% | +3.7% | LCII higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-23 | 1.20 | 1.29 | |
| 1-year return as of 2026-07-22 close | +6.0% | +42.6% | PII higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.