Winnebago Industries, Inc. (WGO)
NYSEConsumer DiscretionaryAuto - Recreational VehiclesSnapshot 2026-09-14
$28.36+0.39%
Close 2026-09-14 · 1-day change
NYSEConsumer DiscretionaryAuto - Recreational VehiclesSnapshot 2026-09-14
Research Workspace
Put WGO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Improve operating income and profitability: operating income ~$23.1M vs $23M target.
View ThesisRevenue is growing steadily — about 3% over the past year.
View GrowthManagement screens strong on capital allocation, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 45% in its worst 12-month stretch.
View RiskWGO's growth depends on improving operating income and profitability. Recent earnings missed expectations, with operating income at $23.1 million versus a $23 million target. WGO trades at 14× P/E, below a 14.5× peer median. This suggests the price reflects less growth than forecasted. A specific risk is the 35% probability of missing next-quarter earnings. Peer multiples imply a price about 26% above where it trades. This read is provisional.
Trailing returns as of 2026-09-14. WGO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering WGO (as of Sep 2026).
Based on 4 Wall Street analysts offering 12-month price targets for WGO in the last 4 months.
Continue this research
Compare WGO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| WGO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automobile Manufacturers — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put WGO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Strengthen balance sheet and reduce leverage
Strengthens balance sheet and reduces leverage.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $28.36
The last 12 months of price, then the range of analyst 12-month targets from today’s $28.36.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Focus on revenue growth
Earnings miss raises concerns about revenue growth.
Threatens: Focus on revenue growth
Lowered price target indicates potential revenue growth challenges.
Dividend declaration supports capital allocation objective.
Earnings beat and revenue growth align with growth objectives.
Leadership changes may enhance strategic execution.
Leadership changes may enhance strategic execution.