David Ristau
Growth at reasonable price, research analyst, newsletter provider, long/short equity

Winnebago: Small Upside Remains As Shares Have Become Overvalued


Winnebago (NYSE:WGO) has some upside from its current levels, but the company does not have enough upside to attract us with high valuations, low profits, decent financial health and low cash flow. The company's cyclical growth is solid, but it's not diversified along many product lines to attract us as a lot of this growth cycle is already priced into the stock. One situation to watch is the company's cash flow levels as they are very weak and the company's efforts to improve margins. If either moves positively, our estimates may be a bit low.

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Winnebago has decent valuations with strong price/sales, PEG and EV/sales. On the other hand, the company has weak

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