Head-To-Head Analysis: Cooper-Standard (NYSE:CPS) vs. LCI Industries (NYSE:LCII)

LCI Industries (NYSE:LCII) and Cooper-Standard (NYSE:CPS) are both consumer discretionary companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, earnings, profitability, risk, analyst recommendations, valuation and dividends.

Valuation and Earnings

This table compares LCI Industries and Cooper-Standard”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
LCI Industries	$4.03 billion	0.60	$188.25 million	$8.60	11.52
Cooper-Standard	$2.74 billion	0.13	-$4.16 million	($3.14)	-6.39

LCI Industries has higher revenue and earnings than Cooper-Standard. Cooper-Standard is trading at a lower price-to-earnings ratio than LCI Industries, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk

LCI Industries has a beta of 1.21, indicating that its stock price is 21% more volatile than the S&P 500. Comparatively, Cooper-Standard has a beta of 2.05, indicating that its stock price is 105% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of recent ratings and price targets for LCI Industries and Cooper-Standard, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
LCI Industries	0	7	2	0	2.22
Cooper-Standard	2	1	1	0	1.75

LCI Industries currently has a consensus price target of $113.50, indicating a potential upside of 14.55%. Cooper-Standard has a consensus price target of $37.83, indicating a potential upside of 88.37%. Given Cooper-Standard’s higher possible upside, analysts plainly believe Cooper-Standard is more favorable than LCI Industries.

Insider and Institutional Ownership

99.7% of LCI Industries shares are held by institutional investors. Comparatively, 69.1% of Cooper-Standard shares are held by institutional investors. 3.3% of LCI Industries shares are held by company insiders. Comparatively, 9.2% of Cooper-Standard shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Profitability

This table compares LCI Industries and Cooper-Standard’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
LCI Industries	5.24%	14.33%	6.19%
Cooper-Standard	-2.03%	N/A	-2.31%

Summary

LCI Industries beats Cooper-Standard on 11 of the 14 factors compared between the two stocks.

About LCI Industries

LCI Industries, together with its subsidiaries, manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates through two segments: Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment manufactures and distributes a range of engineered components, such as steel chassis and related components; axles, ABS, and suspension solutions; slide-out mechanisms and solutions; thermoformed bath, kitchen, and other products; vinyl, aluminum, and frameless windows; manual, electric, and hydraulic stabilizer and leveling systems; entry, luggage, patio, and ramp doors; furniture and mattresses; electric and manual entry steps; awnings and awning accessories; electronic components; appliances; air conditioners; televisions and sound systems; tankless water heaters; towing products; truck accessories; and other accessories. This segment serves OEMs of RVs and adjacent industries, including buses; trailers used to haul boats, livestock, equipment, and other cargo; trucks; boats; trains; manufactured homes; and modular housing. The Aftermarket segment supplies engineered components to aftermarket channels of the recreation and transportation markets for retail dealers, wholesale distributors, and service centers, as well as direct to retail customers through the Internet. This segment also sells replacement glass and awnings to fulfill insurance claims; and biminis, covers, buoys, fenders to the marine industry, towing products, truck accessories, appliances, air conditioners, televisions, sound systems, and tankless water heaters. The company was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. LCI Industries was founded in 1956 and is based in Elkhart, Indiana.

About Cooper-Standard

Cooper-Standard Holdings Inc., through its subsidiary, Cooper-Standard Automotive Inc., manufactures and sells sealing, fuel and brake delivery, and fluid transfer systems in the United States, Mexico, China, Poland, Canada, Germany, France, and internationally. The company offers sealing systems, including dynamic seals, static seals, encapsulated glasses, textured surfaces with cloth appearance, obstacle detection sensor systems, FlushSeal systems, variable extrusions, specialty sealing products, stainless steel trims, and frameless systems. It also provides fuel and brake delivery systems comprising chassis and tank fuel lines and bundles, metallic brake lines and bundles, quick connects, low oligomer multi-layer convoluted tubes, brake jounce lines, direct injection and port fuel rails, MagAlloy break tube coating, and ArmorTube brake tube coating. In addition, the company offers fluid transfer systems, such as heater/coolant hoses, turbo charger hoses, charged air cooler ducts/assemblies, diesel particulate filter lines, secondary air hoses, degas tanks and deaerators, brake and clutch hoses, air intake and discharge systems, transmission oil cooling hoses, high temperature MLTs, and multilayer tubing for glycol thermal management. Its products are primarily used in passenger vehicles and light trucks that are manufactured by automotive original equipment manufacturers and replacement markets. Cooper-Standard Holdings Inc. was founded in 1960 and is headquartered in Northville, Michigan.