Harley-Davidson Inc (HOG)vsPatrick Industries Inc (PATK)
HOG
Harley-Davidson Inc
$27.87
+3.38%
CONSUMER CYCLICAL · Cap: $2.78B
PATK
Patrick Industries Inc
$73.40
-1.95%
CONSUMER CYCLICAL · Cap: $2.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Harley-Davidson Inc generates 8% more annual revenue ($4.24B vs $3.94B). HOG leads profitability with a 4.8% profit margin vs 3.7%. HOG appears more attractively valued with a PEG of 2.11. PATK earns a higher WallStSmart Score of 54/100 (C-).
HOG
Hold49
out of 100
Grade: D+
PATK
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.3%
Fair Value
$31.79
Current Price
$27.87
$3.92 discount
Intrinsic value data unavailable for PATK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 33.3% YoY
Areas to Watch
Expensive relative to growth rate
ROE of 7.1% — below average capital efficiency
4.8% margin — thin
Revenue declined 5.9%
3.7% margin — thin
Elevated debt levels
Expensive relative to growth rate
Revenue declined 0.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : HOG
The strongest argument for HOG centers on Price/Book, P/E Ratio.
Bull Case : PATK
The strongest argument for PATK centers on Price/Book, EPS Growth.
Bear Case : HOG
The primary concerns for HOG are PEG Ratio, Return on Equity, Profit Margin. Thin 4.8% margins leave little buffer for downturns.
Bear Case : PATK
The primary concerns for PATK are Profit Margin, Debt/Equity, PEG Ratio. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
HOG carries more volatility with a beta of 1.30 — expect wider price swings.
PATK is growing revenue faster at -0.6% — sustainability is the question.
HOG generates stronger free cash flow (155M), providing more financial flexibility.
Monitor RECREATIONAL VEHICLES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PATK scores higher overall (54/100 vs 49/100). HOG offers better value entry with a 35.3% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Harley-Davidson Inc
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
Harley-Davidson, Inc. manufactures and sells custom, cruiser and touring motorcycles. The company is headquartered in Milwaukee, Wisconsin.
Patrick Industries Inc
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
Patrick Industries Inc. (PATK), based in Elkhart, Indiana, stands as a prominent manufacturer and distributor specializing in component products for the recreational vehicle, marine, manufactured housing, and industrial sectors. The company boasts a diverse product portfolio, including cabinetry, decorative surfaces, and building materials, which underscores its commitment to innovation and operational efficiency. By focusing on sustainability and pursuing strategic acquisitions, Patrick Industries is well-positioned to capitalize on the growing demand in the recreational vehicle market, presenting attractive growth potential and value creation opportunities for institutional investors.
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