Acushnet Holdings Corp. vs YETI Holdings, Inc., two Leisure Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where GOLF and YETI diverge most: on debt / equity, GOLF reads 1.04 and YETI reads 0.16; on implied growth (priced in), GOLF reads +4.7% and YETI reads +23.3%. The rest of the comparable metrics sit closer together. On valuation, today's GOLF price has a different growth bar priced in than YETI (+4.7% implied for GOLF vs +23.3% for YETI); the higher figure is the steeper assumption to clear, not a better or worse stock. What GOLF's price implies is a bet that sits within the historical range (whole-company basis). What YETI's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | GOLF | YETI |
|---|---|---|
| Price | $79.17 | $39.79 |
| Market cap | $4.6B | $2.9B |
| Sector | Leisure Products | Leisure Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | +4.7% | +23.3% |
| P/E | 21.5 | 17.4 |
| P/B | 5.00 | 4.76 |
| P/S | 1.71 | 1.50 |
| EV/EBITDA | 14.1 | 10.1 |
| Revenue growth | +8.5% | +6.4% |
| Gross margin | 54.4% | 66.7% |
| Operating margin | 21.5% | 19.3% |
| Net margin | 8.1% | 9.2% |
| Return on equity | 23.8% | 29.3% |
| Return on assets | 8.5% | 13.7% |
| Return on invested capital | 15.1% | 29.8% |
| FCF yield | 4.0% | 8.8% |
| Dividend yield | 1.2% | — |
| Debt / equity | 1.04 | 0.16 |
| Current ratio | 2.55 | 1.75 |
| Altman Z (solvency) | 3.48 | 5.45 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.