Harley-Davidson vs Polaris
HOG and PII side by side, both in transportation equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How HOG and PII compare
Harley-Davidson and Polaris are about the same size, with market caps of $3.4B and $3.7B.
Polaris grew revenue faster over the last twelve months (9.5% versus −14.6% for Harley-Davidson).
Polaris keeps more of each dollar of sales as profit, with a net margin of −2.7% compared with −3.3% at Harley-Davidson.
Both pay dividends: Harley-Davidson yields 2.3% and Polaris 4.2%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | HOG | PII |
|---|---|---|
| Size and price | ||
| Market cap | $3.4B | $3.7B |
| Share price | $32.38 | $64.43 |
| Change, 1 year | 28.5% | −2.3% |
| Change, 5 years | −13.4% | −46.2% |
| Beta (5Y) | 1.08 | 1.09 |
| Employees | 6,400 | 15K |
| StockData Score | ||
| Total score | 9 | 9 |
| Valuation score | 3 (better) | 1 |
| Growth score | 1 | 2 (better) |
| Performance score | 1 (better) | 0 |
| Health score | 2 | 2 |
| Dividend score | 2 | 4 (better) |
| Valuation | ||
| P/S | 0.8× | 0.5× (better) |
| P/B | 1.1× (better) | 4.3× |
| EV/EBITDA | – | 39.5× |
| P/FCF | 10.8× (better) | 13.8× |
| FCF yield | 9.3% (better) | 7.2% |
| Fair value | $48.24 | $69.97 |
| Margin of safety | 32.9% (better) | 7.9% |
| Growth | ||
| Revenue growth (TTM) | −14.6% | 9.5% (better) |
| Revenue growth, 5Y average | 2.0% | 2.6% (better) |
| Net income growth (TTM) | −126% | – |
| EPS growth (TTM) | −125% | – |
| EPS growth, 5Y average | 208% | – |
| Profitability | ||
| Gross margin | 31.5% (better) | 21.3% |
| Operating margin | −5.6% | −1.8% (better) |
| Net margin | −3.3% | −2.7% (better) |
| FCF margin | 7.8% (better) | 3.5% |
| Return on equity | −4.0% (better) | −20.7% |
| Return on invested capital | −3.5% (better) | −4.6% |
| Financial health | ||
| Debt / equity | 0.77 (better) | 1.93 |
| Net debt / EBITDA | – | 10.47 |
| Interest coverage | −12.0× | −1.1× (better) |
| Current ratio | 1.97 (better) | 1.06 |
| Altman Z-score | 2.02 (better) | 1.85 |
| Piotroski F-score | 6 (better) | 2 |
| Dividends and buybacks | ||
| Dividend yield | 2.3% | 4.2% (better) |
| Years of dividend growth | 5 | 16 (better) |
| Dividend growth, 5Y average | 10.4% (better) | 1.6% |
| Buyback yield | 10.4% (better) | 0.25% |
| Shareholder yield | 12.7% (better) | 4.5% |
| Ownership | ||
| Held by institutions | 105% | 89.8% |
| Held by insiders | 1.1% | 1.4% |
| Insider net buying, 12 months | $1.4M (better) | −$4.2M |
| Short interest, % of float | 19.2% | 9.6% |
Go deeper
- HOG stock overview
- HOG income statement
- HOG valuation and score
- PII stock overview
- PII income statement
- PII valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.