Dauch vs LCI Industries
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KIRA’s take AI analyst
I put Dauch and LCI Industries side by side, using each one’s latest annual report. Here is what stands out:
- Dauch is the larger business, with $5.8B of revenue in fiscal 2025 against $4.1B for LCI Industries.
- LCI Industries grew revenue faster (10.2%, against −4.7%).
- LCI Industries kept more of each dollar of sales as operating profit (6.8% operating margin, against 1.9%).
- LCI Industries turned more of its sales into free cash flow (6.8% FCF margin, against 2.7%).
- LCI Industries earned a higher return on the capital invested in it (10.2%, against 1.7%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Dauch
DCH
0/11
LCI Industries
LCII
11/11
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | DCH FY25 | LCII FY25 |
|---|---|---|
| Size | ||
| Market cap | $1.1B | $2.1B |
| Revenue | $5.8B | $4.1B |
| Free cash flow | $155M | $278M |
| Net income | −$19.7M | $188M |
| Growth | ||
| Revenue growth | −4.7% | 10.2% |
| 5-year growth | 4.4% | 8.1% |
| Share count change | 0.6% | −2.6% |
| Profitability | ||
| Gross margin | 12.1% | 23.8% |
| Operating margin | 1.9% | 6.8% |
| Net margin | −0.3% | 4.6% |
| FCF margin | 2.7% | 6.8% |
| Return on capital | 1.7% | 10.2% |
| Return on equity | −3.3% | 13.7% |
| Balance sheet | ||
| Net debt | $3.4B | $723M |
| Net debt / EBITDA | 6.0x | 1.8x |
| Dividends and buybacks | $2.8M | $243M |
| Valuation & quality | ||
| P/E | — | 10.2x |
| Piotroski F-score | 4 | 8 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.