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Winnebago Industries Inc. (WGO) — RQD Stock Rating Cockpit

$32.40 +5.85% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $32.68

Winnebago Industries Inc. (WGO) carries a Roarable Rating of D+ (Sell) with 56/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D+ • SELL / AVOID Cap $871.7M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on WGO Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is WGO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Winnebago Industries Inc. (NYSE: WGO) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 56/100 at a spot price of $32.40 (+5.85% 1D, market cap $871.7M). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 11/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 13/20. Across 486 tracked Industrials issuers, WGO ranks #165 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does WGO compare to THO and DFH in the Industrials sector?
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Within the Industrials sector (Homebuilding), WGO carries a Roarable D+ (56/100 RQD), trailing P/E of 33.5x, gross margin of 13.0%, and ROIC of 2.8%. By comparison, THO (Thor Industries Inc.) holds a D+ grade (54/100 RQD, P/E 14.7x, ROIC 5.0%, cap $3.81B) and DFH (Dream Finders Homes Inc. (Class A)) posts a D- grade (38/100 RQD, P/E 4.2x, ROIC 15.3%, cap $886.3M). Among the 5-stock peer group, DFH leads on earnings multiple (4.2x) while DFH leads on capital efficiency (15.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for WGO?
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Per WGO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-08-30, CIK 0000107687), Winnebago Industries Inc. generated $2.80B in revenue (-5.9% YoY), $25.7M in net income, and $89.5M in free cash flow against $2.13B in total assets and $541.0M in total debt. Key quantitative strengths: Clean SEC annual filing review with no major hidden accounting time-bombs. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $32.68 (+0.86%)🧬 Cannibal Buyback (-1.52% YoY Shares)⚙️ Cash Engine: 9/20 (D) • 3.2% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 56/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.4% avg 90D alpha vs SPY • 51.8% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D+
025507510056
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk D+
Cash (9)Whales (11)SEC (16)Macro (7)CEO (13)
Each axis scored 0–20
12M PRICE TARGET CONE-0.9% Base Target
$53 Bull$32 Base$25 Bear
📬 FREE WGO RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for WGO)Realized 20D OHLCV Swing Band: ±11.1%
Deterministic 5-Pillar Attribution (56/100 Composite)
🔍 WHY WGO SCORES 56/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (29% of score)

Altman Z-Score 3.39 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+13/20 pts (23% of score)

SEC Form 4 / 13F Thermometer: 65% Net Buy • Cannibal Buyback (-1.52% YoY Shares)

▼ #1 Drag / Risk Factor: Macro Regime Fit7/20 pts (-13 pt drag)

Macro rate sensitivity & RSI-14 (67.2) create a -13 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
48
Grade D$23.17+0% Next Q
Q2 (-2Q)
51
Grade C-$23.17+22.8% Next Q
Q3 (-1Q)
53
Grade C-$28.46+13.8% Next Q
Current
56
Grade D+$32.40-0.4% Hist 90D α
Trajectory: D (48) → D+ (56)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the WGO Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 56/100 (D+) score, WGO faces multiple-compression risk if 33.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-1.52% YoY Shares) — any gross margin slip below 15.0% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($27.43) or 200D SMA ($32.50) invalidates the momentum regime and cuts Target Base ($32.11) toward Bear Floor ($25.05).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $WGO• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “WGO Beats Next Quarter EPS Consensus (Nov 28, 2026) & Holds Above 200D SMA”
YES 56%NO 44%Trade / Inspect Odds →
RSI-14 MOMENTUMBULLISH MOMENTUM
67.230 Oversold · 70 Hot
ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)
3.39>3.0 Fortress Safe
PIOTROSKI F-SCOREHIGH QUALITY (7–9)
7 / 99-Pt Accounting
52-WEEK LASER RANGE37% OF RANGE
L: $22$32.40H: $50
1. Money & Cash Health● WEAK
Are profits real cash in the bank?

Weak cash conversion or heavy valuation strain compared to actual cash earned.

Factor Grade: DRQD 9 / 20
2. Big Money & Insiders● NEUTRAL
Are whales & executives buying or selling?

Big funds and company insiders are mostly holding steady without aggressive buying or panic selling.

Factor Grade: C-RQD 24 / 40
3. Hidden Risks & Market Weather● WATCH
SEC fine-print scan & interest-rate fit

No major SEC filing blowups, though current interest rates and Fed liquidity call for normal position sizing.

Factor Grade: D+RQD 23 / 40
MULTI-MODEL JEV QUANT JURY DELIBERATION

JEV AI Jury Split (Battleground) on WGO

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
BEARISH (45)

2.8% ROIC with 13.0% gross margin and 10.40% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
BULLISH (80)

Altman-Z 3.39 and Piotroski 7/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
NEUTRAL (52)

24/40 institutional & smart-money positioning score with 7/20 macro alignment.

Bull Case: Why Buyers Like WGO
  • ✓Clean SEC annual filing review with no major hidden accounting time-bombs.
Bear Case: What Could Go Wrong
  • !Sensitive to high interest rates and tighter Federal Reserve market liquidity.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring WGO)

  • ✓Walkthrough of WGO's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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WGO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +6.30%📐 HORIZONTAL RANGE
2026-11-03O $30.23H $32.40L $30.23C $32.40VOL 697.2K
RES: $33.62SUP: $21.05SMA50: $27.43SMA200: $32.50
$37.81$33.51$29.21$24.91$20.62RES $33.62SUP $21.05$32.402026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WGO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 WGO Butterfly Map → + Track WGO →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
25.9%/yr Implied 5Y Growth

vs. -5.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on WGO today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WGO. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for WGO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WGO)

Industrials Rank #165 of 486 ⚔️ THO vs WGO Full Matrix →

1. Head-to-Head Industrials Peer Comparison (WGO vs. THO, DFH, LGIH, LEGH)

Industry: Homebuilding (31 Tracked Issuers)

Across 486 tracked Industrials securities in the Roarable RQD universe, Winnebago Industries Inc. (WGO) ranks #165 by composite RQD confidence (56/100, grade D+) and #260 by equity capitalization ($871.7M). Within this direct 5-issuer industry benchmark cohort, DFH leads on earnings valuation at 4.2x trailing P/E, while DFH leads on capital efficiency and profitability with 15.3% ROIC and — gross margin. LEGH currently holds the highest overall quantitative score in the immediate peer group at 68/100 (C+) compared with WGO at 56/100 (D+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
WGO ACTIVE
Winnebago Industries Inc.
D+ 56/100 33.5x 13.0% 2.8% +5.85% $871.7M Benchmark Subject
THO
Thor Industries Inc.
D+ 54/100 14.7x 14.0% 5.0% +7.56% $3.81B /tho-vs-wgo →
DFH
Dream Finders Homes Inc. (Class A)
D- 38/100 4.2x — 15.3% +11.85% $886.3M /dfh-vs-wgo →
LGIH
LGI Homes Inc.
E 28/100 14.0x 20.7% 3.0% +6.87% $1.03B /lgih-vs-wgo →
LEGH
Legacy Housing Corporation (TX)
C+ 68/100 16.5x — 7.4% +9.54% $698.3M /legh-vs-wgo →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-08-30 • CIK 0000107687 ↗

In its most recent audited fiscal period (FY2025, filed 2025-08-30), Winnebago Industries Inc. (WGO) reported GAAP revenue of $2.80B (-5.9% vs. FY2024 revenue of $2.97B , and -19.8% cumulative change since FY2023) , GAAP net income of $25.7M, operating cash flow of $128.9M, and free cash flow of $89.5M (-9.5% YoY). On the balance sheet, WGO closed FY2025 with $2.13B in total assets against $541.0M in total debt (Altman Z-Score: 3.39, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-08-30 $2.80B $25.7M $128.9M $89.5M $2.13B $541.0M
FY2024 (FY) 2024-08-31 $2.97B $13.0M $143.9M $98.9M $2.30B $637.7M
FY2023 (FY) 2023-08-26 $3.49B $215.9M $294.5M $294.5M — —

3. WGO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is WGO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Winnebago Industries Inc. (NYSE: WGO) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 56/100 at a spot price of $32.40 (+5.85% 1D, market cap $871.7M). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 11/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 13/20. Across 486 tracked Industrials issuers, WGO ranks #165 in composite RQD confidence.

How does WGO compare to THO and DFH in the Industrials sector?

Within the Industrials sector (Homebuilding), WGO carries a Roarable D+ (56/100 RQD), trailing P/E of 33.5x, gross margin of 13.0%, and ROIC of 2.8%. By comparison, THO (Thor Industries Inc.) holds a D+ grade (54/100 RQD, P/E 14.7x, ROIC 5.0%, cap $3.81B) and DFH (Dream Finders Homes Inc. (Class A)) posts a D- grade (38/100 RQD, P/E 4.2x, ROIC 15.3%, cap $886.3M). Among the 5-stock peer group, DFH leads on earnings multiple (4.2x) while DFH leads on capital efficiency (15.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for WGO?

Per WGO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-08-30, CIK 0000107687), Winnebago Industries Inc. generated $2.80B in revenue (-5.9% YoY), $25.7M in net income, and $89.5M in free cash flow against $2.13B in total assets and $541.0M in total debt. Key quantitative strengths: Clean SEC annual filing review with no major hidden accounting time-bombs. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

Where is WGO trading relative to its 50-day, 200-day, and 52-week technical levels?

WGO last traded at $32.40 (+5.85% on volume of 1,049,516 shares), positioning the stock +18.12% above its 50-day simple moving average ($27.43) and -0.31% below its 200-day simple moving average ($32.50). Across its 52-week range of $21.95 to $50.16, WGO sits at the 37.0% percentile with a 14-day RSI of 67.2 (BULLISH MOMENTUM) and an implied next-earnings move of ±11.1% ($28.80 to $36.00).

Direct Sub-Reports: WGO RQD Cockpit WGO 12M Forecast WGO Earnings & Move WGO Dividends & DRIP WGO Insiders & 13F WGO Whale Options WGO Profit Sankey WGO News & Why
ROARABLE RATING BRIEF • RQD 56/100 (D+) ✓ SEC XBRL & RQD VERIFIED

WGO — Winnebago Industries Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-08-30

1. Roarable Rating Brief: What This Means to a Prospective Investor

Winnebago Industries Inc. (WGO) earns a live Roarable RQD composite score of 56/100, corresponding to a D+ letter grade (Roarable Sell) at a spot price of $32.40 (+5.85% 1D, market capitalization $871.7M).

  • Fundamental Cash Engine (9/20): Anchored by return on invested capital (ROIC) of 2.8%, gross margin of 13.0%, operating margin of 2.0%, and free cash flow yield of 10.40%.
  • Whale 13F & Options Flow (11/20) + Insider Conviction (13/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (7/20) + Forensic Balance Sheet (16/20): Incorporates a 1.00x equity beta, Altman Z-Score of 3.39, Piotroski F-Score of 7/9, and Debt/Equity of 0.44x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Winnebago Industries Inc. (WGO) is a NYSE-listed issuer classified in the Industrials sector and the Homebuilding industry,..9B. Revenue generation is not further detailed in the source data beyond the reported financial figures below.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-08-30), Winnebago Industries Inc. (WGO) reported $2.80B in annual revenue (up from $2.97B in FY2024, -5.9% YoY) and $25.7M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($3.49B revenue, $215.9M net income) through FY2025, WGO scaled operating cash flow to $128.9M and free cash flow to $89.5M, backed by $2.13B in total assets against $541.0M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (D+ • RQD 56/100): Clean SEC annual filing review with no major hidden accounting time-bombs. Free cash flow yield of 10.40% and institutional whale pillar of 11/20. With Fundamental Cash Engine at 9/20 and Institutional Whale Flow at 11/20, sustained execution supports upside toward the upper end of the $21.95 – $50.16 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 33.5x trailing P/E and 13.5x EV/EBITDA against 2.0% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The source data therefore does not establish upstream or downstream dependencies, sector correlations, or second-order bottlenecks. A prospective investor should note that the reported Industrials/Homebuilding classification alone does not establish these linkages.

  • Key Question #1: Can WGO sustain or expand its 2.0% operating margin and 2.8% ROIC against Homebuilding peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $2.80B and free cash flow of $89.5M, how will capital allocation balance growth reinvestment against $541.0M in total debt?
  • Key Question #3: How sensitive is WGO's 31.2x forward P/E multiple to Industrials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

WGO Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Winnebago Industries Inc. (WGO) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to WGO Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

WGO Bull vs. Bear Conversation Board — What's Your Call at $32.40?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON WGO 🐻 33% BEARISH CONVICTION
1. Pick Your Side on WGO:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
CA CashFlowKing RQD DEBATE OPENER • FCF Compounder Hunter 🐂 BULLISH 🎯 Target: $36.73 (+20.0%)
📌 Pinned Debate

Strong forensic balance sheet (Altman Z 3.39, Piotroski F 7/9, Debt/Equity 0.44) and a 10.4% FCF yield provide a cushion against the we

Long WGO at $30.61 targeting $36.73. Strong forensic balance sheet (Altman Z 3.39, Piotroski F 7/9, Debt/Equity 0.44) and a 10.4% FCF yield provide a cushion against the weak operating profile.. Institutional whale score is 11/20 and the risk/reward vs. the $21.95 52-week low is skewed heavily in favor of bulls.

RetailWhale_TX 🐂 BULL

Both sides have a point here — WGO's 16/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

FA FadeTheHype RQD DEBATE OPENER • Contrarian Tape Reader 🐻 BEARISH 🎯 Target: $26.32 (-14.0%)
Spot @ $30.61

Operating margin of 2% and ROIC of 2.8% against a trailing P/E of 33.5 leave the valuation poorly supported by current profitability, w

I respect the product at Winnebago Industries Inc., but the stock at $30.61 is a different story. Operating margin of 2% and ROIC of 2.8% against a trailing P/E of 33.5 leave the valuation poorly supported by current profitability, with revenue down from $3.49B to $2.80B over two years.. FCF yield is 10.4% and RQD sits at 56/100 (D+) — why pay up here when you can wait for next quarter's numbers?

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