RV Investor
RV STOCKS AND INDUSTRY NEWS

 

 
Add to Google
 
Add to My Yahoo!
 
 
 
Guardado Advisors LLC
 
 
Made in the USA
 
Copyright © 2010 RV Investor
 

 

RV Stock Index Performance

Updated July 9, 2010

 

The RV Index continued to slide in June, ending down 10.7% for the month. The S&P 500 was down 4% over the same period. The RV Index was up 32.4% in the last twelve months compared with 11.3% for the S&P 500. The RV Index remains below the 180 day moving average.

 
RV Stock Index Companies [Click on Ticker Symbol to go to Company Snapshot]
 
  Stocks Indices
(As of 1-Jun-10) CRV DW FLTWQ MCOAQ PATK PII SKY SPAR THO WGO RV Index S&P 500
Last Month -5.6% -2.8% -65.0% -9.5% -30.5% -6.8% -3.3% -12.0% -16.5% -18.2% -10.7% -4.0%
Last 3 Months -4.3% -12.1% -77.4% -28.3% -32.9% 4.5% -3.3% -27.1% -23.1% -34.9% -12.5% -12.8%
Last 6 Months 2.3% -8.0% -65.0% 43.3% -33.5% 22.0% -8.7% -33.8% -24.4% -22.3% -7.0% -9.3%
Last 12 Months 66.4% 60.5% -93.0% -57.0% 86.8% 62.6% -21.2% -52.3% 27.6% 18.0% 32.4% 11.3%
 

RV Stock Index

The RV Stock Index is calculated by summing the market capitalization of the RV Stock Index Companies (January 3, 2005 = 100%).

 

Company Valuations

 
7/10/2010 Market Sales PS EBITDA As a % PEBITDA Earnings As a % PE
Ticker Cap ($M) ($M ttm) Ratio ($M ttm) Sales Ratio ($M ttm) Sales Ratio
CRV 18.6                104.1 0.18 3.0 2.9% 6.20 1.0 1.0% 18.46
DW 446.5                473.0 0.94 59.8 12.6% 7.47 20.0 4.2% 22.35
FLTWQ 0.0             1,000.0 0.00 (102.3) -10.2% (0.00) (171.3) -17.1% (0.00)
MCOAQ 0.4                912.7 0.00 (16.4) -1.8% (0.02) (87.5) -9.6% (0.00)
PATK 17.4                231.1 0.08 8.1 3.5% 2.15 (0.1) 0.0% (171.04)
PII 1,860.6             1,630.0 1.14 239.7 14.7% 7.76 112.3 6.9% 16.56
SKY 153.2                128.0 1.20 (21.0) -16.4% (7.30) (13.8) -10.8% (11.12)
SPAR 142.0                437.0 0.32 20.5 4.7% 6.94 5.7 1.3% 24.82
THO 1,440.9             2,050.0 0.70 147.7 7.2% 9.76 94.3 4.6% 15.29
WGO 300.2                385.8 0.78 (6.1) -1.6% (48.88) (44.9) -11.6% (6.69)
Total 4,379.8       7,351.7 0.60 332.9 4.5% 13.16 (84.3) -1.1% -51.93
 

 

Company Rankings based on Operating Metrics

 
      mrq vs.
Ranking ttm mrq ttm
       
1 PII SPAR 3
2 THO THO  
3 PATK PII ▼2
4 SPAR CRV 1
5 CRV SKY 2
6 DW PATK ▼3
7 SKY WGO 1
8 WGO DW ▼2
 

Operating Metrics

 
Trailing 12 Months CRV DW PATK PII SKY SPAR THO WGO ttm
(As of Quarter Ending) 12/31/09 12/31/09 12/31/09 12/31/09 11/30/09 12/31/09 10/31/09 11/30/09 avg.
                   
Net Income % -0.1% -5.8% 0.9% 5.7% -11.7% 2.7% 2.2% -31.6% 0.6%
Rank                    5                    6                    4                    1                    7                    2                    3                    8  
Operating Income % 0.9% -8.9% 0.1% 10.0% -19.2% 4.3% 3.0% -21.8% 2.5%
Rank                    4                    6                    5                    1                    7                    2                    3                    8  
EBITDA -1.2% -4.3% 3.5% 14.1% -17.1% 6.3% 4.2% -18.2% 5.2%
Rank                    5                    6                    4                    1                    7                    2                    3                    8  
Gross Margin % 18.8% 19.8% 10.8% 25.1% -0.5% 19.1% 11.5% -9.6% 16.3%
Rank                    4                    2                    6                    1                    7                    3                    5                    8  
Operating Expense % 18.0% 28.7% 10.7% 15.1% 18.7% 14.8% 8.5% 12.2% 13.8%
Rank                    6                    8                    2                    5                    7                    4                    1                    3  
Asset Turns                  2.3                  1.4                  2.8                  2.1                  0.8                  1.5                  1.7                  0.9                  1.6
Rank                    2                    6                    1                    3                    8                    5                    4                    7  
Inventory Turns                  3.6                  5.5                10.8                  6.5                20.8                  3.4                10.5                  3.4                  5.3
Rank                    6                    5                    2                    4                    1                    7                    3                    8  
Days Sales Outstanding                   40                   12                   21                   35                   17                   49                   41                   61                   42
Rank                    5                    1                    3                    4                    2                    7                    6                    8  
ST+LT Debt to Equity Ratio                0.33                      -                2.59                0.98                      -                0.26                      -                0.06                0.38
Rank                    6                    1                    8                    7                    1                    5                    1                    4  
Return on Assets -0.2% -8.1% 2.5% 11.6% -9.4% 4.0% 3.7% -28.6% 3.1%
Rank                    5                    6                    4                    1                    7                    2                    3                    8  
Revenue per Employee                 406                 191                 327                 556                 159                 296                 338                 263                 317
Rank                    2                    7                    4                    1                    8                    5                    3                    6  
                   
Average Rank Score (ttm)           4.5           4.9       3.9           2.6           5.6         4.0   3.2        6.9  
Overall Rank (ttm)                    5                    6                    3                    1                    7                    4                    2                    8  
                   
Most Recent Quarter CRV DW PATK PII SKY SPAR THO WGO mrq
(As of Quarter Ending) 12/31/09 12/31/09 12/31/09 12/31/09 11/30/09 12/31/09 10/31/09 11/30/09 avg.
                   
Net Income % -3.8% -51.7% -9.2% -0.9% -19.8% 5.2% 0.5% -32.6% 5.2%
Rank                    4                    8                    5                    3                    6                    1                    2                    7  
Operating Income % -5.2% -79.2% -6.3% 7.3% -30.1% 8.1% 1.1% -58.5% 6.4%
Rank                    4                    8                    5                    2                    6                    1                    3                    7  
EBITDA -4.9% -72.1% -2.5% 12.1% -28.1% 9.8% 1.9% -50.2% 9.0%
Rank                    5                    8                    4                    1                    6                    2                    3                    7  
Gross Margin % 18.6% 8.2% 8.0% 24.5% -13.9% 22.6% 11.2% -37.1% 18.1%
Rank                    3                    5                    6                    1                    7                    2                    4                    8  
Operating Expense % 23.9% 87.4% 14.3% 17.2% 16.2% 14.5% 10.1% 21.4% 11.7%
Rank                    7                    8                    2                    5                    4                    3                    1                    6  
Asset Turns                  1.6                  1.0                  1.8                  1.8                  0.6                  1.7                  2.1                  0.5                  1.8
Rank                    5                    6                    2                    3                    7                    4                    1                    8  
Inventory Turns                  2.5                  3.5                  4.8                  3.8                13.5                  4.0                11.2                  2.4                  5.6
Rank                    7                    6                    3                    5                    1                    4                    2                    8  
Days Sales Outstanding                   66                   22                   25                   40                   20                   62                   36                 107                   34
Rank                    7                    2                    3                    5                    1                    6                    4                    8  
ST+LT Debt to Equity Ratio                0.75                0.03                3.62                1.77                      -                0.15                      -                0.06                0.41
Rank                    6                    3                    8                    7                    1                    5                    1                    4  
Return on Assets -6.2% -53.5% -16.8% -1.6% -11.0% 8.9% 1.1% -16.8% 9.5%
Rank                    4                    8                    6                    3                    5                    1                    2                    7  
Revenue per Employee                 406                 191                 327                 556                 159                 296                 338                 263                 317
Rank                    2                    7                    4                    1                    8                    5                    3                    6  
                   
Average Rank Score (mrq)          4.9         6.3          4.4         3.3        4.7         3.1           2.4        6.9  
Overall Rank (mrq)                    6                    7                    4                    3                    5                    2                    1                    8