Harley-Davidson Inc (HOG)vsPolaris Industries Inc (PII)
HOG
Harley-Davidson Inc
$18.47
-0.75%
CONSUMER CYCLICAL · Cap: $2.20B
PII
Polaris Industries Inc
$56.81
+0.25%
CONSUMER CYCLICAL · Cap: $3.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Polaris Industries Inc generates 62% more annual revenue ($7.24B vs $4.47B). HOG leads profitability with a 7.6% profit margin vs -6.4%. HOG appears more attractively valued with a PEG of 0.61. HOG earns a higher WallStSmart Score of 67/100 (B-).
HOG
Strong Buy67
out of 100
Grade: B-
PII
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.2%
Fair Value
$130.10
Current Price
$18.47
$111.63 discount
Intrinsic value data unavailable for PII.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 240.7% YoY
Growing faster than its price suggests
No standout strengths identified
Areas to Watch
7.6% margin — thin
Revenue declined 27.8%
Operating margin of -69.6%
Weak financial health signals
Expensive relative to growth rate
ROE of -43.7% — below average capital efficiency
Earnings declined 89.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : HOG
The strongest argument for HOG centers on P/E Ratio, Price/Book, EPS Growth. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bull Case : PII
PII has a balanced fundamental profile.
Bear Case : HOG
The primary concerns for HOG are Profit Margin, Revenue Growth, Operating Margin.
Bear Case : PII
The primary concerns for PII are Piotroski F-Score, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
HOG profiles as a value stock while PII is a turnaround play — different risk/reward profiles.
HOG carries more volatility with a beta of 1.40 — expect wider price swings.
PII is growing revenue faster at 9.0% — sustainability is the question.
PII generates stronger free cash flow (114M), providing more financial flexibility.
Bottom Line
HOG scores higher overall (67/100 vs 38/100). Both earn "Strong 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.
Polaris Industries Inc
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
Polaris Inc. designs, designs, manufactures and markets motor sports vehicles worldwide. The company is headquartered in Medina, Minnesota.
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