Nama Insights

Polaris (PII)

Consumer Cyclical · Recreational Vehicles · NYSE

Polaris (PII) is a Consumer Cyclical company in the Recreational Vehicles industry. It has a market capitalization of $3.59B, a trailing price-to-earnings ratio of 19.4 and a free-cash-flow yield of 15.6%. Over the most recent reported fiscal year, revenue declined 0.3%. Nama's AI scorecard rates it Sell, 4.0 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Sell · 4.0/10
Negative, at the mild end of Sell. As of Nov 7, 2026.
Momentum
Lagging · -18.9% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-54.5%
How far the last close sits under the highest price of the past five years.
Market cap$3.59B
Trailing P/E19.4
Price / book4.2
Price / sales0.5
FCF yield15.6%
Dividend yield4.3%
Gross margin21.3%
Operating margin2.4%
Net margin-2.7%
Revenue growth (YoY)-0.3%
Revenue growth (3-yr annual)-5.9%
EPS growth (YoY)-100.3%
FCF/share growth (YoY)—
Beta1.3
ExchangeNYSE
SectorConsumer Cyclical
IndustryRecreational Vehicles

PII earnings

Next report: Jan 25, 2027 (Q4 2026, EPS estimate $0.42). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 27, 2026 $1.08 $0.59 +83.0% $2.04B
Q2 2026 Jul 28, 2026 $1.97 $0.71 +177.5% $2.02B
Q1 2026 Apr 28, 2026 $0.13 -$0.40 +132.5% $1.66B
Q4 2025 Jan 27, 2026 $0.08 $0.04 +100.0% $1.92B

PII analyst price target

Median target $64.00 from 14 analysts, ranging $41.00 – $80.00.

Recreational Vehicles peers

TickerCompanyMarket capP/E
BC Brunswick $5.00B 17.5
DOO BRP $4.60B 11.9
THO THOR Industries $4.18B 23.8
HOG Harley-Davidson $3.30B —
PATK Patrick Industries $2.53B 18.5
LCII LCI Industries $2.38B 11.7
Explore live PII data on Nama Insights →

Recent Congressional trades

Polaris trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Buy $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Shelley M Capito Senate Buy $1,001 - $15,000 —
Shelley M Capito Senate Buy $1,001 - $15,000 —

PII FAQ

Is PII a buy?
Nama's AI scorecard currently rates Polaris Sell (4.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is PII's P/E ratio?
Polaris trades at a trailing price-to-earnings ratio of 19.4.
When does PII report earnings?
Polaris's next scheduled report is on Jan 25, 2027. Analysts expect EPS of $0.42.
What is the PII price target?
The median analyst price target from 14 analysts is $64.00, with a range of $41.00 – $80.00.
Is PII Shariah compliant?
Nama's AAOIFI-style screen reads Polaris as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does PII pay a dividend?
Yes — Polaris's dividend yield is 4.3%.