Newell Brands vs Polaris
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Newell Brands and Polaris side by side, using each one’s latest annual report. Here is what stands out:
- Newell Brands is the larger business, with $7.2B of revenue in fiscal 2025 against $7.2B for Polaris.
- Polaris grew revenue faster (−0.3%, against −5.0%).
- Newell Brands kept more of each dollar of sales as operating profit (0.5% operating margin, against −4.9%).
- Polaris turned more of its sales into free cash flow (7.8% FCF margin, against 0.2%).
- Newell Brands earned a higher return on the capital invested in it (0.5%, against −10.5%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Newell Brands
NWL
6/10
Gross marginOperating marginNet marginReturn on capitalReturn on equityPiotroski F-score
Polaris
PII
4/10
Revenue growth5-year growthFCF marginShare count change
Side by side
Best in the row
| Latest fiscal year | NWL FY25 | PII FY25 |
|---|---|---|
| Size | ||
| Market cap | $2.3B | $3.2B |
| Revenue | $7.2B | $7.2B |
| Free cash flow | $17.0M | $558M |
| Net income | −$285M | −$466M |
| Growth | ||
| Revenue growth | −5.0% | −0.3% |
| 5-year growth | −5.2% | 2.6% |
| Share count change | 0.7% | 0.2% |
| Profitability | ||
| Gross margin | 33.8% | 19.1% |
| Operating margin | 0.5% | −4.9% |
| Net margin | −4.0% | −6.5% |
| FCF margin | 0.2% | 7.8% |
| Return on capital | 0.5% | −10.5% |
| Return on equity | −11.1% | −44.0% |
| Balance sheet | ||
| Net debt | $4.3B | $1.4B |
| Net debt / EBITDA | 12.4x | — |
| Dividends and buybacks | $120M | $153M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 4 | 3 |
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.