Harley-Davidson Inc (HOG)vsPatrick Industries Inc (PATK)
HOG
Harley-Davidson Inc
$24.49
+0.57%
CONSUMER CYCLICAL · Cap: $2.70B
PATK
Patrick Industries Inc
$85.12
-1.08%
CONSUMER CYCLICAL · Cap: $2.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Harley-Davidson Inc generates 9% more annual revenue ($4.32B vs $3.94B). HOG leads profitability with a 5.3% profit margin vs 3.5%. PATK appears more attractively valued with a PEG of 3.46. HOG earns a higher WallStSmart Score of 48/100 (D+).
HOG
Hold48
out of 100
Grade: D+
PATK
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.3%
Fair Value
$32.33
Current Price
$24.49
$7.84 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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
ROE of 7.1% — below average capital efficiency
5.3% margin — thin
Operating margin of 3.1%
Expensive relative to growth rate
3.5% margin — thin
Expensive relative to growth rate
Revenue declined 0.6%
Earnings declined 0.9%
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 Debt/Equity, Price/Book.
Bear Case : HOG
The primary concerns for HOG are Return on Equity, Profit Margin, Operating Margin.
Bear Case : PATK
The primary concerns for PATK are Profit Margin, PEG Ratio, Revenue Growth. Thin 3.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
HOG carries more volatility with a beta of 1.28 — expect wider price swings.
PATK is growing revenue faster at -0.6% — sustainability is the question.
PATK generates stronger free cash flow (-33M), providing more financial flexibility.
Monitor RECREATIONAL VEHICLES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HOG scores higher overall (48/100 vs 44/100). Both earn "Hold" 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), headquartered in Elkhart, Indiana, is a leading manufacturer and distributor of a diverse array of component products tailored for the recreational vehicle, marine, manufactured housing, and industrial markets. The company boasts an extensive product portfolio that includes cabinetry, decorative surfaces, and building materials, leveraging its deep industry knowledge to enhance operational efficiencies and promote innovation. With a strong commitment to sustainability and a strategic focus on acquisitions, Patrick Industries is strategically positioned to meet the growing consumer demand in the recreational vehicle sector, offering promising avenues for sustainable growth and value creation for institutional investors.
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