Polaris (PII) Valuation Check After Strong Q3, Upgraded 2025 Outlook and Market Share Gains

Simply Wall St.12-17

Polaris (PII) is back on investors’ radar after a stronger third quarter prompted management to lift its 2025 sales outlook, with earnings expectations also trending higher as On Road, Marine and Off ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2592950600?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/4121000-choice1-main-header/1585186790255","is_english":true,"pubTime":"2025-12-17 09:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2592950600","market":"nz","top_or_hot":-1,"title":"Polaris (PII) Valuation Check After Strong Q3, Upgraded 2025 Outlook and Market Share Gains","media":"Simply Wall St.","content":"<div>\n<p>Polaris (PII) is back on investors’ radar after a stronger third quarter prompted management to lift its 2025 sales outlook, with earnings expectations also trending higher as On Road, Marine and Off ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-durables/nyse-pii/polaris/news/polaris-pii-valuation-check-after-strong-q3-upgraded-2025-ou\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Polaris (PII) Valuation Check After Strong Q3, Upgraded 2025 Outlook and Market Share Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPolaris (PII) Valuation Check After Strong Q3, Upgraded 2025 Outlook and Market Share Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-durables/nyse-pii/polaris/news/polaris-pii-valuation-check-after-strong-q3-upgraded-2025-ou><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Polaris (PII) is back on investors’ radar after a stronger third quarter prompted management to lift its 2025 sales outlook, with earnings expectations also trending higher as On Road, Marine and Off ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-durables/nyse-pii/polaris/news/polaris-pii-valuation-check-after-strong-q3-upgraded-2025-ou\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PII","symbol_name":"北极星","start_time":0,"source_url":"https://simplywall.st/stocks/us/consumer-durables/nyse-pii/polaris/news/polaris-pii-valuation-check-after-strong-q3-upgraded-2025-ou","article_id":"2592950600","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4121000-choice1-main-header/1585186790255"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/consumer-durables/nyse-pii/polaris/news/polaris-pii-valuation-check-after-strong-q3-upgraded-2025-ou","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592950600","pubTimestamp":1765934434,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Polaris (PII) is back on investors’ radar after a stronger third quarter prompted management to lift its 2025 sales outlook, with earnings expectations also trending higher as On Road, Marine and Off Road share gains stack up.\nSee our latest analysis for Polaris.\nThe upbeat third quarter and bullish 2025 outlook seem to be resonating, with Polaris posting a 90 day share price return of nearly 20 percent and a 1 year total shareholder return just over 19 percent, suggesting momentum is...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"PII":"北极星"},"translate_title":"北极星(PII)在第三季度强劲、2025年前景升级和市场份额增长后进行估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PII":1.5},"content_text":"Polaris (PII) is back on investors’ radar after a stronger third quarter prompted management to lift its 2025 sales outlook, with earnings expectations also trending higher as On Road, Marine and Off Road share gains stack up. See our latest analysis for Polaris. The upbeat third quarter and bullish 2025 outlook seem to be resonating, with Polaris posting a 90 day share price return of nearly 20 percent and a 1 year total shareholder return just over 19 percent, suggesting momentum is rebuilding after a tough few years. If this turnaround story has your attention, it could be a good moment to see what else is revving up across auto manufacturers for fresh ideas beyond Polaris. Yet despite the share price rebound, Polaris still trades below its own intrinsic value estimates and near Wall Street targets. This raises the key question: is this an overlooked value play, or has the market already priced in the recovery? Most Popular Narrative: 4.1% Overvalued With Polaris closing at $68.54 against a narrative fair value of about $65.83, the story leans toward modest optimism about earnings power and margins. Polaris is focused on a strategic approach to mitigate the impact of tariffs through supply chain adjustments and cost control initiatives, which could potentially preserve net margins and improve earnings over time. There is strong demand for Polaris' premium products like the Polaris XPEDITION and RANGER series, indicating potential for sales growth and higher average selling prices, positively impacting revenue. Read the complete narrative. Want to see how steady but not spectacular growth, rising margins and a re rated earnings multiple all connect into that valuation call? The narrative lays out a detailed earnings ramp, calibrated revenue trajectory and a future profit multiple that would normally be reserved for faster growing leisure names. Curious which specific long term assumptions make that fair value seem achievable instead of aspirational? Read on and test whether those projections line up with your own expectations. Result: Fair Value of $65.83 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, lingering tariff uncertainty and potential powersports demand softness could quickly undercut the assumed margin recovery and earnings rebound built into this narrative. Find out about the key risks to this Polaris narrative. Another Angle on Valuation While the narrative fair value suggests Polaris is only slightly overvalued, its current price to sales ratio of about 0.5 times looks cheap next to the US Leisure industry at roughly 0.9 times and a fair ratio nearer 0.6 times, which implies some room for sentiment to improve before valuation appears stretched. See what the numbers say about this price — find out in our valuation breakdown. NYSE:PII PS Ratio as at Dec 2025 Build Your Own Polaris Narrative If you see the story differently or want to dig into the numbers yourself, you can quickly build a personalized view in under three minutes: Do it your way A great starting point for your Polaris research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Looking for more investment ideas? Before you move on, lock in your next opportunity with tailored stock ideas from the Simply Wall Street Screener, built to match focused strategies and clear goals.  Capture overlooked value by scanning these 909 undervalued stocks based on cash flows that strong cash flow analysis suggests the market has not fully appreciated yet. Position for breakthrough innovation by reviewing these 28 quantum computing stocks that may benefit from the next step change in computing power. Strengthen your income stream by targeting these 13 dividend stocks with yields > 3% that can help support reliable, long term returns.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechNew: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592950600","isCrawlerRequest":true}