Can Winnebago Industries Outrun General Motors in the Next Rally?
General Motors surged 5.4% during the past day. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Winnebago Industries gives you more. Winnebago Industries (WGO) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs General Motors (GM) stock, suggesting you may be better off investing in WGO
- WGO’s quarterly revenue growth was 6.0%, vs. GM’s -0.9%.
- In addition, its last 12 months’ revenue growth came in at 5.8%, ahead of GM’s -2.0%.
- WGO’s LTM margin is higher: 2.6% vs. GM’s 1.3%.
These differences become even clearer when you look at the financials side by side. The table highlights how GM’s fundamentals stack up against those of WGO on growth, margins, momentum, and valuation multiples.
Valuation & Performance Overview
| GM | WGO | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 30.9 | 11.1 | WGO |
| Revenue Growth | |||
| Last Quarter | -0.9% | 6.0% | WGO |
| Last 12 Months | -2.0% | 5.8% | WGO |
| Last 3 Year Average | 4.8% | -12.0% | GM |
| Operating Margins | |||
| Last 12 Months | 1.3% | 2.6% | WGO |
| Last 3 Year Average | 4.6% | 3.9% | GM |
| Momentum | |||
| Last 3 Year Return | 160.7% | -43.9% | GM |
Note: For the “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell-off.
See detailed fundamentals on Buy or Sell WGO Stock and Buy or Sell GM Stock. Below we compare market return and related metrics across years.
Historical Market Performance
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| GM Return | 41% | -42% | 8% | 50% | 54% | -3% | 97% | ||
| WGO Return | 26% | -29% | 41% | -33% | -12% | -25% | -44% | ||
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 99% | <=== | |
| Monthly Win Rates [3] | |||||||||
| GM Win Rate | 67% | 42% | 33% | 67% | 58% | 60% | 54% | ||
| WGO Win Rate | 67% | 17% | 50% | 42% | 50% | 40% | 44% | ||
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | 64% | <=== | |
| Max Drawdowns [4] | |||||||||
| GM Max Drawdown | -25% | -53% | -38% | -20% | -22% | -16% | -29% | ||
| WGO Max Drawdown | -28% | -43% | -20% | -37% | -42% | -43% | -35% | ||
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | -13% | <=== | |
[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 5/27/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read WGO Dip Buyer Analyses and GM Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.
Still not sure about GM or WGO? Consider a portfolio approach.
The Best Investors Think In Portfolios
Stocks can jump or crash, but long-term success comes from staying invested. The right portfolio helps you ride gains and cushion single stock drops.
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? HQ Portfolio has posted more than 105% in cumulative return since inception, with less risk versus the benchmark index, as evident in HQ Portfolio performance metrics.