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CALY vs LCII

CALY
Callaway Golf Company
BEARISH
Price
$15.31
Market Cap
$2.79B
Sector
Consumer Cyclical
AI Confidence
85%
LCII
LCI Industries
BULLISH
Price
$118.09
Market Cap
$2.87B
Sector
Consumer Cyclical
AI Confidence
85%

Valuation

P/E Ratio
CALY
72.9
LCII
15.6
Forward P/E
CALY
25.75
LCII
11.9
P/B Ratio
CALY
1.36
LCII
2.1
P/S Ratio
CALY
1.35
LCII
0.7
EV/EBITDA
CALY
19.91
LCII
9.65

Profitability

Gross Margin
CALY
42.11%
LCII
23.78%
Operating Margin
CALY
-14.42%
LCII
3.79%
Profit Margin
CALY
-19.87%
LCII
4.57%
ROE
CALY
1.73%
LCII
13.7%
ROA
CALY
1.12%
LCII
5.76%

Growth

Revenue Growth
CALY
-60.2%
LCII
16.1%
Earnings Growth
CALY
--
LCII
104.2%

Financial Health

Debt/Equity
CALY
0.81
LCII
0.91
Current Ratio
CALY
1.36
LCII
2.85
Quick Ratio
CALY
0.24
LCII
0.98

Dividends

Dividend Yield
CALY
--
LCII
3.9%
Payout Ratio
CALY
0.0%
LCII
60.77%

AI Verdict

CALY BEARISH

CALY exhibits a severe disconnect between its current market price ($15.31) and its deterministic value, with a Piotroski F-Score of 4/9 indicating only marginal stability. The stock trades at a massive premium to its Graham Number ($7.29) and Intrinsic Value ($1.47), while facing catastrophic revenue declines (-60.20% YoY). Despite a strong 1-year price rally, the underlying fundamentals—specifically negative profit margins and a critical liquidity shortage (Quick Ratio 0.24)—suggest the current valuation is speculative rather than fundamental.

Strengths
Strong 1-year price momentum (+123.8%)
Low PEG ratio (0.72) suggesting growth potential relative to forward earnings
Manageable Debt/Equity ratio (0.81)
Risks
Severe revenue contraction (-60.20% YoY and -216.48% Q/Q)
Critical liquidity risk indicated by a Quick Ratio of 0.24
Negative profit margins (-19.87%) and operating margins (-14.42%)
LCII BULLISH

LCII exhibits strong fundamental health with a Piotroski F-Score of 7/9 and trades significantly below its growth-based intrinsic value of $223.31. While the Graham Number suggests a more conservative defensive value of $97.87, the company's explosive earnings growth (104.2% YoY) and low Price/Sales ratio (0.70) indicate substantial undervaluation. Despite bearish insider sentiment and a current technical downturn, the company's profitability and liquidity metrics far outperform its sector peers.

Strengths
Strong Piotroski F-Score (7/9) indicating robust financial health
Explosive earnings growth (104.2% YoY) and consistent earnings beats
Highly attractive valuation with a P/S ratio of 0.70 and PEG of 1.04
Risks
Bearish insider activity with $13.14M in sales by the CEO and Officers
Thin net profit margins (4.57%) leaving little room for operational error
Exposure to the highly cyclical Recreational Vehicles industry

Compare Another Pair

CALY vs LCII: Head-to-Head Comparison

This page compares Callaway Golf Company (CALY) and LCI Industries (LCII) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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