BRP Inc vs Harley-Davidson Inc

BRP Inc (DOO) is slightly overvalued and Harley-Davidson Inc (HOG) is slightly overvalued.

Both trade above our estimate of their intrinsic value. HOG is the closer of the two: -11%, against -20% for DOO.

Values as of the 22 Sept 2026 close.

BRP Inc (DOO)

Discounting its cash flows at 8.3% (average of 3 methods) values the shares at $48.30; the price of $57.90 is 20% above that value, and 78% of that value comes from beyond year five.

Leak Score 14/100 on 3 of 12 signals

Harley-Davidson Inc (HOG)

Discounting its cash flows at 8.4% (average of 3 methods) values the shares at $23.39; the price of $26.03 is 11% above that value, and 78% of that value comes from beyond year five.

Leak Score 14/100 on 3 of 12 signals

MetricDOOHOG
VerdictSlightly overvaluedSlightly overvalued
Price$57.90$26.03
Intrinsic value$48.30$23.39
Margin of safety-20%-11%
Leak Score14/100 (3/12)14/100 (3/12)
Market cap$4.1B$2.7B
Revenue growth, 5 years6.4%2.0%
Operating margin7.2%6.2%
Net margin1.2%4.8%
Return on equity28.9%6.3%
Debt to equity9.130.74
P/E52.8x16.1x
Forward P/E14.6x13.4x
P/B17.7x0.9x
Dividend yield1.3%2.8%

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