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JOUT vs MBUU

JOUT
Johnson Outdoors Inc.
NEUTRAL
Price
$51.62
Market Cap
$539.6M
Sector
Consumer Cyclical
AI Confidence
80%
MBUU
Malibu Boats, Inc.
NEUTRAL
Price
$25.83
Market Cap
$496.6M
Sector
Consumer Cyclical
AI Confidence
85%

Valuation

P/E Ratio
JOUT
--
MBUU
34.44
Forward P/E
JOUT
21.33
MBUU
12.6
P/B Ratio
JOUT
1.28
MBUU
0.97
P/S Ratio
JOUT
0.86
MBUU
0.61
EV/EBITDA
JOUT
20.24
MBUU
7.65

Profitability

Gross Margin
JOUT
36.36%
MBUU
16.06%
Operating Margin
JOUT
-2.07%
MBUU
-1.61%
Profit Margin
JOUT
-3.56%
MBUU
1.76%
ROE
JOUT
-5.22%
MBUU
2.91%
ROA
JOUT
0.12%
MBUU
2.01%

Growth

Revenue Growth
JOUT
30.9%
MBUU
-5.8%
Earnings Growth
JOUT
--
MBUU
--

Financial Health

Debt/Equity
JOUT
0.11
MBUU
0.05
Current Ratio
JOUT
3.78
MBUU
1.56
Quick Ratio
JOUT
2.0
MBUU
0.4

Dividends

Dividend Yield
JOUT
2.56%
MBUU
--
Payout Ratio
JOUT
272.34%
MBUU
0.0%

AI Verdict

JOUT NEUTRAL

JOUT exhibits a stable financial foundation with a Piotroski F-Score of 5/9 and an exceptionally clean balance sheet (Debt/Equity 0.11). While the company has achieved impressive revenue growth of 30.9% and a strong 1-year price rally, it remains fundamentally unprofitable with negative net and operating margins. The dividend is currently unsustainable, featuring a payout ratio of 272.34%, and insider activity is bearish. The valuation is stretched relative to earnings, as evidenced by a PEG ratio of 3.21.

Strengths
Very low leverage with a Debt/Equity ratio of 0.11
Strong liquidity position with a Current Ratio of 3.78
Robust top-line growth (30.9% YoY Revenue Growth)
Risks
Negative profitability (Profit Margin -3.56%, ROE -5.22%)
Unsustainable dividend payout ratio of 272.34%
Bearish insider sentiment with consistent selling and zero buys
MBUU NEUTRAL

MBUU presents a stark contrast between a pristine balance sheet and a deteriorating income statement, highlighted by a perfect Piotroski F-Score of 9/9. While the company maintains exceptional financial health with negligible debt (Debt/Equity 0.05) and trades near book value (P/B 0.97), it is struggling with negative operating margins and a severe collapse in YoY EPS growth (-116.7%). The valuation is fragmented, with a Graham Number of $21.05 suggesting slight overvaluation, while the Forward P/E of 12.60 indicates an expected earnings recovery. Ultimately, the stock is a deep-value play contingent on a cyclical rebound in the recreational vehicle market.

Strengths
Perfect Piotroski F-Score (9/9) indicating strong short-term financial health
Extremely low leverage with a Debt/Equity ratio of 0.05
Attractive valuation on a Price-to-Book (0.97) and Price-to-Sales (0.61) basis
Risks
Negative operating margin (-1.61%) indicating inability to cover costs with core operations
Severe earnings deterioration with a -116.7% YoY EPS growth
Poor earnings track record with an average surprise of -57.76% over the last 4 quarters

Compare Another Pair

JOUT vs MBUU: Head-to-Head Comparison

This page compares Johnson Outdoors Inc. (JOUT) and Malibu Boats, Inc. (MBUU) 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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