LCI IndustriesSteve Madden

LCI Industries vs Steve Madden

LCI Industries and Steve Madden are compared on this page to explain their business models, financial performance, and market context. The overview presents the companies side by side, outlining strat...

Which Baskets Do They Appear In?

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Driving Home: U.S. Auto Reshoring

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US Protectionism: Tariffs on EU & Mexico

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American Auto Surge

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Open Road Portfolio

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Investment Analysis

LCI Industries

Pros

  • LCI Industries reported strong third-quarter 2025 results, significantly exceeding earnings and revenue expectations.
  • The company has demonstrated solid valuation metrics, including a low PEG ratio of 0.36 and a P/E ratio around 14.5, indicating attractive growth potential.
  • LCII has a consistent dividend growth record, having increased dividends for eight consecutive years and currently offering a yield above 4%.

Considerations

  • The company faces concerns related to OEM vertical integration, chassis diversification risks, and how affordability headwinds could negatively impact content trends.
  • Despite recent strong results, future growth prospects are rated relatively low, suggesting potential challenges in sustaining high expansion.
  • LCI Industries carries a moderate debt load with a debt-to-equity ratio close to 70%, which could pressure financial flexibility.
Steve Madden

Pros

  • Steven Madden operates diversified segments including Wholesale Footwear, Wholesale Accessories/Apparel, Direct-to-Consumer, and Licensing, providing multiple revenue streams.
  • The company maintains a strong brand portfolio with fashion-forward products targeting a broad demographic of adults and children internationally.
  • Steven Madden benefits from a wide distribution network encompassing department stores, mass merchants, specialty retailers, and robust e-commerce platforms.

Considerations

  • The company's valuation appears relatively high with a P/E ratio near 26, which may imply limited upside compared to peers or market averages.
  • Exposure to fashion trends and consumer discretionary spending creates cyclicality and execution risk if demand shifts unfavourably.
  • Dividend yield is moderate at approximately 2.5%, which may be less attractive for income-focused investors compared to higher-yielding alternatives.

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