Head to Head Comparison: LCI Industries (LCII) and Its Competitors

LCI Industries (NYSE:LCII – Get Free Report) is one of 148 public companies in the “Automobile Components” industry, but how does it weigh in compared to its peers? We will compare LCI Industries to similar businesses based on the strength of its institutional ownership, valuation, analyst recommendations, earnings, risk, dividends and profitability.

Profitability

This table compares LCI Industries and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
LCI Industries 4.99% 14.51% 6.36%
LCI Industries Competitors -40.87% 0.04% -1.91%

Valuation & Earnings

This table compares LCI Industries and its peers top-line revenue, earnings per share and valuation.

Gross Revenue Net Income Price/Earnings Ratio
LCI Industries $4.12 billion $188.25 million 11.37
LCI Industries Competitors $6.52 billion $73.97 million 3.14

LCI Industries’ peers have higher revenue, but lower earnings than LCI Industries. LCI Industries is trading at a higher price-to-earnings ratio than its peers, indicating that it is currently more expensive than other companies in its industry.

Insider and Institutional Ownership

99.7% of LCI Industries shares are owned by institutional investors. Comparatively, 48.4% of shares of all “Automobile Components” companies are owned by institutional investors. 3.3% of LCI Industries shares are owned by insiders. Comparatively, 19.6% of shares of all “Automobile Components” companies are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Dividends

LCI Industries pays an annual dividend of $4.60 per share and has a dividend yield of 4.7%. LCI Industries pays out 53.5% of its earnings in the form of a dividend. As a group, “Automobile Components” companies pay a dividend yield of 10.8% and pay out 24.2% of their earnings in the form of a dividend. LCI Industries has raised its dividend for 8 consecutive years. LCI Industries lags its peers as a dividend stock, given its lower dividend yield and higher payout ratio.

Analyst Ratings

This is a summary of recent recommendations for LCI Industries and its peers, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
LCI Industries 0 7 2 0 2.22
LCI Industries Competitors 1087 4496 6133 202 2.46

LCI Industries currently has a consensus price target of $113.50, suggesting a potential upside of 16.07%. As a group, “Automobile Components” companies have a potential upside of 75.56%. Given LCI Industries’ peers stronger consensus rating and higher possible upside, analysts clearly believe LCI Industries has less favorable growth aspects than its peers.

Risk & Volatility

LCI Industries has a beta of 1.19, suggesting that its stock price is 19% more volatile than the S&P 500. Comparatively, LCI Industries’ peers have a beta of 3.88, suggesting that their average stock price is 288% more volatile than the S&P 500.

Summary

LCI Industries peers beat LCI Industries on 9 of the 15 factors compared.

About LCI Industries

(Get Free Report)

LCI Industries, together with its subsidiaries, manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates through two segments: Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment manufactures and distributes a range of engineered components, such as steel chassis and related components; axles, ABS, and suspension solutions; slide-out mechanisms and solutions; thermoformed bath, kitchen, and other products; vinyl, aluminum, and frameless windows; manual, electric, and hydraulic stabilizer and leveling systems; entry, luggage, patio, and ramp doors; furniture and mattresses; electric and manual entry steps; awnings and awning accessories; electronic components; appliances; air conditioners; televisions and sound systems; tankless water heaters; towing products; truck accessories; and other accessories. This segment serves OEMs of RVs and adjacent industries, including buses; trailers used to haul boats, livestock, equipment, and other cargo; trucks; boats; trains; manufactured homes; and modular housing. The Aftermarket segment supplies engineered components to aftermarket channels of the recreation and transportation markets for retail dealers, wholesale distributors, and service centers, as well as direct to retail customers through the Internet. This segment also sells replacement glass and awnings to fulfill insurance claims; and biminis, covers, buoys, fenders to the marine industry, towing products, truck accessories, appliances, air conditioners, televisions, sound systems, and tankless water heaters. The company was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. LCI Industries was founded in 1956 and is based in Elkhart, Indiana.

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