WGO
Winnebago Industries, Inc.Consumer Cyclical · $754M market cap
Verdict
Share price
$26.30
close of Oct 3, 2026
Fair value
$19.81
Sticker Price
Payback Price
$7.92
buy price
WGO is Overpriced: at $26.30 it trades 33% above its fair value of $19.81. Its buy price (Payback Price) is $7.92, 70% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew -17% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold WGO. In Q2 2026, 2 added. Who we track
Howard Marks
Oaktree Capital Management · as of Q2 2026
$18.7B
20,074,000 shares
Richard Pzena
Pzena Investment Management · as of Q2 2026
$53.4M
1,709,531 shares
Moves in Q2 2026
Added: Richard Pzena, Howard Marks
Insider activity
Since Aug 13, 2026: no open-market purchases, 3 sales worth $512K and 4 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Woodson Bret A
SVP-CHRO · 2026-08-19
Sold
$39K
Happe Michael J
PRESIDENT & CEO · 2026-08-13
Sold
$394K
Woodson Bret A
SVP-CHRO · 2026-08-13
Sold
$79K
Other filings
About Winnebago Industries, Inc.
Winnebago Industries, Inc. specializes in the production and sale of recreational vehicles (RVs) and marine products, primarily catering to the leisure travel and outdoor recreation markets. The company's operations are divided into six distinct segments: Grand Design Towables, Winnebago Towables, Winnebago Motorhomes, Newmar Motorhomes, Chris-Craft Marine, and Winnebago Specialty Vehicles. Winnebago offers a…
Auto - Recreational Vehicles
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works