Acushnet vs Yeti
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KIRA’s take AI analyst
I put Acushnet and Yeti side by side, using each one’s latest annual report. Here is what stands out:
- Acushnet is the larger business, with $2.6B of revenue in fiscal 2025 against $1.9B for Yeti.
- Acushnet grew revenue faster (4.1%, against 2.1%).
- Yeti turned more of its sales into free cash flow (11.4% FCF margin, against 4.7%).
- Yeti earned a higher return on the capital invested in it (32.1%, against 14.7%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Acushnet
GOLF
3/11
Revenue growthOperating marginReturn on equity
Yeti
YETI
7/11
5-year growthGross marginNet marginFCF marginReturn on capitalNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | GOLF FY25 | YETI FY25 |
|---|---|---|
| Size | ||
| Market cap | $4.9B | $3.3B |
| Revenue | $2.6B | $1.9B |
| Free cash flow | $120M | $212M |
| Net income | $189M | $165M |
| Growth | ||
| Revenue growth | 4.1% | 2.1% |
| 5-year growth | 9.7% | 11.4% |
| Share count change | −4.8% | −4.9% |
| Profitability | ||
| Gross margin | 47.7% | 57.4% |
| Operating margin | 11.7% | 11.4% |
| Net margin | 7.4% | 8.9% |
| FCF margin | 4.7% | 11.4% |
| Return on capital | 14.7% | 32.1% |
| Return on equity | 24.4% | 23.8% |
| Balance sheet | ||
| Net debt | $901M | −$113M |
| Net debt / EBITDA | 2.5x | −0.4x |
| Dividends and buybacks | $268M | $298M |
| Valuation & quality | ||
| P/E | 22.2x | — |
| Piotroski F-score | 6 | 6 |
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.