Evenly matched
16 companies value 21 bn revenue 49 bn margin -0.6% free cash flow 1.8 bn avg. score 3.9
BC holds 19.4% of the group's value, 1.0x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BC | Brunswick Corporation United States · score 3.4 | 19% | 4.1 bn | 5.6 bn | -1.5% | 0.3 bn | 8.3% | 2.7% | Outboard engines, boats and marine products · World's largest maker of outboard engines (Mercury) | |
| 2 | DOO | BRP Inc. Canada · score 6.9 | 19% | 4.0 bn | 6.0 bn | 3.4% | 0.7 bn | 16.3% | 1.1% | Ski-Doo, Sea-Doo and Can-Am recreational vehicles · Canada — revenue of $6bn | |
| 3 | THO | Thor Industries United States · score 5.4 | 16% | 3.4 bn | 9.6 bn | 1.8% | 0.2 bn | 5.5% | — | RVs and motorhomes, the world's largest manufacturer · World's largest maker of motorhomes and travel trailers | |
| 4 | PII | Polaris United States · score 1.9 | 14% | 3.0 bn | 7.5 bn | -3.5% | 0.1 bn | 2.3% | 5.2% | Off-road vehicles, motorcycles, personal watercraft and boats · Leader in off-road vehicles and snowmobiles | |
| 5 | HOG | Harley-Davidson United States · score 2.0 | 13% | 2.8 bn | 4.2 bn | 4.8% | -0.1 bn | -4.8% | 3.0% | Harley-Davidson motorcycles and financing · The most iconic US motorcycle brand | |
| 6 | HZO | MARINEMAX INC United States · score 6.2 | 5% | 1.1 bn | 2.2 bn | 0.2% | 0.2 bn | 15.5% | — | World's largest boat and yacht retailer and marina operator · Florida — revenue of $2.2bn | |
| 7 | WGO | WINNEBAGO INDUSTRIES INC United States · score 7.5 | 3% | 0.6 bn | 2.8 bn | 1.4% | 0.2 bn | 28.2% | 6.2% | Motorhomes, trailers and boats: Winnebago, Grand Design and Chris-Craft · Minnesota — revenue of $2.8bn | |
| 8 | FOXF | FOX FACTORY HOLDING CORP United States · score 2.7 | 3% | 0.6 bn | 1.5 bn | -20.4% | 0.0 bn | 2.1% | — | Holding company for high-performance suspension and components · Georgia — revenue of $1.5bn | |
| 9 | CWH | Camping World Holdings United States · score 3.4 | 2% | 0.5 bn | 6.3 bn | -1.6% | 0.3 bn | 54.0% | 3.5% | Sales and service of travel trailers and motorhomes · Largest US RV sales and service chain | |
| 10 | MCFT | MasterCraft Boat Holdings, Inc. United States · score 4.8 | 2% | 0.5 bn | 0.3 bn | -0.5% | 0.0 bn | 4.8% | — | MasterCraft, Crest, Chaparral and Robalo recreational boats · Tennessee — revenue of $349m | |
| 11 | MBUU | MALIBU BOATS, INC. United States · score 5.3 | 2% | 0.4 bn | 0.9 bn | 0.2% | 0.0 bn | 10.0% | — | Sport boats and pleasure craft, across nine brands · Tennessee — revenue of $915m | |
| 12 | ONEW | OneWater Marine Inc. United States · score 3.8 | 1% | 0.2 bn | 1.8 bn | -6.7% | 0.1 bn | 36.4% | — | Holding company of boat dealerships · Georgia — revenue of $1.8bn | |
| 13 | NXB | NextBoat Inc. United States · score 0.0 | 0% | 0.0 bn | 0.1 bn | -5.4% | -0.0 bn | -47.7% | — | Yacht and boat dealership · North Carolina — revenue of $150m | |
| 14 | MAMO | Massimo Group United States · score 6.3 | 0% | 0.0 bn | 0.1 bn | 6.0% | 0.0 bn | 11.5% | — | Utility and recreational vehicles for rural and commercial use · Texas — revenue of $66m | |
| 15 | VEEE | Twin Vee PowerCats, Co. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -76.3% | -0.0 bn | -157.9% | — | Recreational and commercial boats · Florida — revenue of $14m | |
| 16 | VMAR | Vision Marine Technologies Inc. Canada · score 2.5 | — | — | 0.1 bn | -39.8% | 0.0 bn | — | — | Electric recreational boats and motors · Canada — revenue of $62m |
Other industries in the same sector
- Sector overview
- Online retail and marketplaces 36 companies
- Automakers 6 companies
- Restaurants 35 companies
- Home improvement retail 4 companies
- Online travel and booking 14 companies
- Apparel and off-price retail 23 companies
- Hotels and cruises 16 companies
- Consumer electronics 15 companies
- Cruise lines 5 companies
- Auto parts retail 7 companies
- Homebuilders 16 companies
- Athletic apparel and brands 12 companies
and 36 industries more
- Branded apparel and accessories 30 companies
- Used car retail 5 companies
- Luxury goods 2 companies
- Casinos and resorts 15 companies
- Private education 39 companies
- Resale and handmade marketplaces 7 companies
- Electric vehicles (new entrants) 19 companies
- Casual dining restaurants 13 companies
- Home and decor retail 9 companies
- Beauty retail 7 companies
- Auto dealerships 9 companies
- Online sports betting 10 companies
- Electronics retail 3 companies
- Home appliances 10 companies
- Online classifieds 10 companies
- Car rental 5 companies
- Home and pool distribution 4 companies
- Toys and board games 8 companies
- Gyms and fitness 6 companies
- Sporting goods retail 4 companies
- Outdoor gear and apparel 12 companies
- Pizza and fast delivery 4 companies
- Mattresses and bedding 3 companies
- Grocery delivery 2 companies
- Leisure and entertainment 11 companies
- Movie theaters 5 companies
- Flooring and surfaces 3 companies
- Manufactured housing 4 companies
- Department stores 2 companies
- Automotive services 6 companies
- Education and consumer services 9 companies
- Jewelry retail 5 companies
- Residential furniture 8 companies
- Specialty retail (diversified) 12 companies
- Theme parks 3 companies
- EV charging 10 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.