BRP Inc (DOO) is slightly overvalued and Polaris Inc (PII) is overvalued.
Both trade above our estimate of their intrinsic value. DOO is the closer of the two: -20%, against -836% for PII.
Values as of the 22 Sept 2026 close.
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
Discounting its cash flows at 8.8% values the shares at $5.76; the price of $53.97 is 836% above that value.
Leak Score 0/100 on 2 of 12 signals
| Metric | DOO | PII |
|---|---|---|
| Verdict | Slightly overvalued | Overvalued |
| Price | $57.90 | $53.97 |
| Intrinsic value | $48.30 | $5.76 |
| Margin of safety | -20% | -836% |
| Leak Score | 14/100 (3/12) | 0/100 (2/12) |
| Market cap | $4.1B | $3.1B |
| Revenue growth, 5 years | 6.4% | 0.3% |
| Operating margin | 7.2% | 1.8% |
| Net margin | 1.2% | -3.5% |
| Return on equity | 28.9% | -25.8% |
| Debt to equity | 9.13 | 2.46 |
| P/E | 52.8x | — |
| Forward P/E | 14.6x | 15.8x |
| P/B | 17.7x | 3.7x |
| Dividend yield | 1.3% | 5.0% |