Polaris Inc chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 145.66
Dividend & Yield2.60$ (2.29%)
Beta 1.6
Market capitalization 6.61B
Operating cash flow 508.6M
ESG Scores 11.1

Company description

Polaris Inc. designs, engineers, manufactures, and markets powersports vehicles worldwide. It operates through three segments: Off-Road, On-Road, and Marine. The company offers off-road vehicles (ORVs), including all-terrain vehicles and side-by-side vehicles; military and commercial ORVs; snowmobiles; motorcycles; and moto-roadsters, quadricycles, and boats. It also provides ORV accessories comprising winches, bumper, plows, racks, wheels and tires, pull-behinds, cab systems, lighting and audio systems, cargo box accessories, tracks, and oil; snowmobile accessories, which include covers, traction products, electric starters, reverse kits, tracks, bags, windshields, oil, and lubricants; and motorcycle accessories, such as saddle bags, handlebars, backrests, exhausts, windshields, seats, oil, and various chrome accessories. In addition, the company offers gear and apparel, such as helmets, jackets, gloves, pants, hats, goggles, boots, bibs, and leathers; and pontoon and deck boats. The company provides its products through dealers and distributors, and online; and aftermarket parts, garments, and accessories through 101 brick-and-mortar retail centers, call centers, and e-commerce sites. The company was formerly known as Polaris Industries Inc. Polaris Inc. was founded in 1945 and is headquartered in Medina, Minnesota.

Sector: Consumer Cyclical - Industry: Recreational Vehicles

Financial Ratios
Quick Ratio0.41
Working Capital1.5
Return On Equity0.4
Debt To Equity1.01
Fixed Asset Ratio0.23
Fixed Interest Cover16.04

Financial data

Financial Statements

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Insider Transactions

Here are the insider transactions of stock shares related to Polaris Inc:

Filer Name Transaction Text Ownership Date Filer Relation Shares
PUCEL KENNETH JStock Award(Grant) at price 0.00 per share.D2023-02-01Chief Technology Officer15.76k
WILLIAMS JAMES P.Stock Award(Grant) at price 0.00 per share.D2023-02-01Officer2.65k
DOUGHERTY MICHAEL DStock Award(Grant) at price 0.00 per share.D2023-02-01Officer6.75k
SPEETZEN MICHAEL TStock Award(Grant) at price 0.00 per share.D2023-02-01Chief Executive Officer22.73k
EASTMAN STEPHEN LStock Award(Grant) at price 0.00 per share.D2023-02-01Officer2.97k
MACK ROBERT PAULStock Award(Grant) at price 0.00 per share.D2023-02-01Officer8.37k
CLARK DOUGHERTY LUCYSale at price 111.00 - 115.00 per share.D2023-02-01General Counsel15.08k
CLARK DOUGHERTY LUCYConversion of Exercise of derivative security at price 94.54 per share.D2023-02-01General Counsel10.63k
CLARK DOUGHERTY LUCYStock Award(Grant) at price 0.00 per share.D2023-02-01General Counsel9.2k
MENNETO STEVENStock Award(Grant) at price 0.00 per share.D2023-02-01Officer9.48k
DUKE BENJAMIN DStock Award(Grant) at price 0.00 per share.D2023-02-01Officer2.58k
FARR KEVIN MStock Award(Grant) at price 100.50 per share.D2023-01-03Director342
WIEHOFF JOHN PAULStock Award(Grant) at price 100.50 per share.D2023-01-03Director728
HENDRICKSON GARY EStock Award(Grant) at price 100.50 per share.D2023-01-03Director317
KESSLER BERND FStock Award(Grant) at price 100.50 per share.D2023-01-03Director305
HENRICKS GWENNE AStock Award(Grant) at price 100.50 per share.D2023-01-03Director280
BILICIC GEORGE W. JR.Stock Award(Grant) at price 100.50 per share.D2023-01-03Director286
SHOTWELL GWYNNE EStock Award(Grant) at price 100.50 per share.D2023-01-03Director280
SPEETZEN MICHAEL TStock Gift at price 0.00 per share.D2022-12-22Chief Executive Officer640
DOUGHERTY MICHAEL DStock Gift at price 0.00 per share.D2022-11-08Officer500
FARR KEVIN MStock Award(Grant) at price 98.00 per share.D2022-10-03Director175
WIEHOFF JOHN PAULStock Award(Grant) at price 98.00 per share.D2022-10-03Director746
HENDRICKSON GARY EStock Award(Grant) at price 98.00 per share.D2022-10-03Director325
KESSLER BERND FStock Award(Grant) at price 98.00 per share.D2022-10-03Director312
HENRICKS GWENNE AStock Award(Grant) at price 98.00 per share.D2022-10-03Director287
BILICIC GEORGE W. JR.Stock Award(Grant) at price 98.00 per share.D2022-10-03Director293
SHOTWELL GWYNNE EStock Award(Grant) at price 98.00 per share.D2022-10-03Director287
SPEETZEN MICHAEL TSale at price 118.97 - 119.74 per share.D2022-08-12Chief Executive Officer24.5k
SPEETZEN MICHAEL TConversion of Exercise of derivative security at price 70.18 per share.D2022-08-12Chief Executive Officer24.5k
EASTMAN STEPHEN LSale at price 120.14 per share.D2022-08-11Officer12k
EASTMAN STEPHEN LConversion of Exercise of derivative security at price 86.45 per share.D2022-08-11Officer12k
FARR KEVIN MStock Award(Grant) at price 101.03 per share.D2022-07-01Director170
WIEHOFF JOHN PAULStock Award(Grant) at price 101.03 per share.D2022-07-01Director724
HENDRICKSON GARY EStock Award(Grant) at price 101.03 per share.D2022-07-01Director316
KESSLER BERND FStock Award(Grant) at price 101.03 per share.D2022-07-01Director303
HENRICKS GWENNE AStock Award(Grant) at price 101.03 per share.D2022-07-01Director278
BILICIC GEORGE W. JR.Stock Award(Grant) at price 101.03 per share.D2022-07-01Director285
SHOTWELL GWYNNE EStock Award(Grant) at price 101.03 per share.D2022-07-01Director278
DUKE BENJAMIN DStock Award(Grant) at price 104.15 per share.D2022-05-05Officer901
DOUGHERTY MICHAEL DStock Gift at price 94.94 per share.I2022-04-29Officer600
FARR KEVIN MStock Award(Grant) at price 97.63 per share.D2022-04-28Director1.49k
WIEHOFF JOHN PAULStock Award(Grant) at price 97.63 per share.D2022-04-28Director1.49k
KINGSLEY LAWRENCE DStock Award(Grant) at price 97.63 per share.D2022-04-28Director1.49k
HENDRICKSON GARY EStock Award(Grant) at price 97.63 per share.D2022-04-28Director1.49k
KESSLER BERND FStock Award(Grant) at price 97.63 per share.D2022-04-28Director1.49k
HENRICKS GWENNE AStock Award(Grant) at price 97.63 per share.D2022-04-28Director1.49k
BILICIC GEORGE W. JR.Stock Award(Grant) at price 97.63 per share.D2022-04-28Director1.49k
SHOTWELL GWYNNE EStock Award(Grant) at price 97.63 per share.D2022-04-28Director1.49k
JACKSON DARRYL RStock Award(Grant) at price 97.63 per share.D2022-04-28Director1.49k
FARR KEVIN MStock Award(Grant) at price 106.44 per share.D2022-04-01Director150
WIEHOFF JOHN PAULStock Award(Grant) at price 106.44 per share.D2022-04-01Director640

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Polaris Inc. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Polaris Inc

Here is the result of two systematic investment strategies applied to Polaris Inc. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Polaris Inc

The following chart shows the equity curve of the two systematic investment strategies applied to Polaris Inc:

Polaris Inc automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 14.98% on the backtest period.

Performance at glance

Performance

14.98 %

Latent gain

346.37 $

Invested capital

2311.67 $

Annualized return

3.62 %
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Momentum strategy results on Polaris Inc

This is the result of two momentum investment strategies applied to Polaris Inc. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Polaris Inc

The following chart shows all the entries opened by the momentum investment system on Polaris Inc:

Polaris Inc momentum entries
  • The first momentum investment strategy would give 27.0% of return on Polaris Inc. That represents 1720.77$ of latent gain with 6374.17$ of employed capital.
  • The second momentum investment strategy would give 36.61% of return on Polaris Inc. That represents 1036.11$ of latent gain with 2830.13$ of employed capital.
Performance at glance (1Q Momentum)

Performance

27.0 %

Latent gain

1720.77 $

Invested capital

6374.17 $

Annualized return

21.77 %
Performance at glance (2Q Momentum)

Performance

36.61 %

Latent gain

1036.11 $

Invested capital

2830.13 $

Annualized return

10.0 %

Momentum equity curve on Polaris Inc

The following chart shows the equity curve of the two momentum strategies applied to Polaris Inc:

Polaris Inc momentum equity

Note: the dividends potentially given by Polaris Inc are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Polaris Inc

The following chart shows the employed capital evolution of the two momentum strategies on Polaris Inc since the beginning:

Polaris Inc

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Polaris Inc

Buy the dip entry openings on Polaris Inc

Polaris Inc

The performance achieved by the robo-advisor on Polaris Inc is 46.58%. That represents 499.12$ of latent gain with 1071.54$ of employed capital. The following chart shows Polaris Inc stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Polaris Inc, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

46.58 %

Latent gain

499.12 $

Invested capital

1071.54 $

Annualized return

21.77 %

Equity curve of the strategy applied to Polaris Inc

The following chart shows the result of the investment strategy applied to Polaris Inc:

Polaris Inc

Note: the dividends potentially given by Polaris Inc are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Polaris Inc

The following chart shows the employed capital evolution since the beginning of the investment strategy on Polaris Inc:

Polaris Inc

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Polaris Inc

In this section, I will compare the three previous investment strategies applied to Polaris Inc.

Equity curve comparison on Polaris Inc

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Polaris Inc investment strategy comparison

Employed capital comparison on Polaris Inc

Polaris Inc investment comparison

Performance comparison on Polaris Inc

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 14.98% 346.37$ 2311.67$ 3.62%
Momentum 1 quarter 27.0% 1720.77$ 6374.17$ 6.92%
Momentum 2 quarters 36.61% 1036.11$ 2830.13$ 10.0%
Non-directional 46.58% 499.12$ 1071.54$ 21.77%
Annualized return comparison

Automatic investment

3.62 %

Momentum 1Q

10.0 %

Momentum 2Q

10.0 %

Non-directional

21.77 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Polaris Inc:

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

  • ARION

  • Note: The algorithm computes the probability of correlation between Polaris Inc and the other stocks. There may be false positives or some missing correlated stocks. If the price of Polaris Inc does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name Polaris Inc
    Country United States
    City Medina
    Address 2100 Highway 55
    Phone 763 542 0500
    Website www.polaris.com
    FullTime employees 16200
    Industry Recreational Vehicles
    Sector Consumer Cyclical
    Exchange XNYS
    Ticker PII
    Market www.nyse.com

    Polaris Inc ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0.3
    Peer Environment Performance 4.4435294117647
    Environment Percentile unknown
    Palm Oil no
    Nuclear no
    Fur Leather no
    GMO no
    Coal no
    Pesticides no
    Animal Testing no

    Social scores

    Social ESG Factors Scores
    Social Score 6.3
    Peer Social Performance 6.6447058823529
    Social Percentile unknown
    Highest Controversy 2
    Peer Highest Controversy Performance 1.8888888888889
    Adult no
    Gambling no
    Alcoholic no
    Tobacco no
    Catholic no
    Controversial Weapons no
    Small Arms no
    Military Contract no
    Peer Count yes

    Related Controversy: Customer Incidents


    Governance scores

    Governance ESG Factors Scores
    Governance Score 4.5
    Peer Governance Performance 5.3717647058824
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: 11.1
    Environment Score: 0.3
    Social Score: 6.3
    Governance Score: 4.5

    ESG Performance: UNDER_PERF

    Peer Group: Consumer Durables

    Peer Esg Score Performance: 16.897777777778

    Rating Year: 2023

    Rating Month: 1

    Max Age: 86400

    Percentile: 4