Polaris (PII) vs XPEL (XPEL)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
XPEL (XPEL) has outperformed Polaris (PII) over the past year, gaining 30.5% versus a loss of 17.9%. Over five years, XPEL leads with a -37.1% price change compared with -59.5% for PII. Polaris is the larger company by market cap ($2.94 billion vs $1.22 billion), about 2.4 times the size.
On valuation, Polaris trades at a lower forward P/E (15.2x vs 16.5x for XPEL). Polaris pays a dividend yielding 5.23%, while XPEL does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | PII | XPEL |
|---|---|---|
| Share price | $51.60 | $44.43 |
| Market cap | $2.94B | $1.22B |
| 1-day change | -2.29% | -1.09% |
| YTD return | -16.51% | -10.98% |
| 1-year return | -17.95% | +30.52% |
| 5-year return | -59.53% | -37.11% |
| P/E ratio (TTM) | — | 22.44 |
| Forward P/E | 15.18 | 16.46 |
| EPS (TTM) | $-4.61 | $1.98 |
| Dividend yield | 5.23% | 0.00% |
| Annual dividend | $2.70 | $0.00 |
| Revenue (latest FY) | $7.15B | — |
| Revenue growth (YoY) | -0.33% | — |
| Net income (latest FY) | $-465.50M | — |
| Gross margin | 19.14% | — |
| Operating margin | -4.88% | — |
| Net margin | -6.51% | — |
| 52-week high | $77.98 | $55.91 |
| 52-week low | $47.14 | $31.88 |
| Distance from 52-week high | -33.83% | -20.53% |
| Analyst consensus | none | none |
| Avg. price target upside | +38.51% | +38.80% |
| Average volume | 819.50K | 204.89K |
| Shares outstanding | 56.90M | 27.57M |
| Employees | 14,500 | 1,337 |
| Sector | Consumer Discretionary | Industrials |
| Industry | Industrial Specialties | Industrial Specialties |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Polaris is about 2.4 times larger than XPEL by market value ($2.94B vs $1.22B).
- XPEL has outperformed PII by 48.5 percentage points over the past year.
- Polaris offers a meaningfully higher dividend yield (5.23% vs 0.00%).
- The two companies sit in different sectors: Polaris in Consumer Discretionary and XPEL in Industrials.
About Polaris
PII stock →Polaris Inc. designs, engineers, manufactures, and markets powersports vehicles in the United States, Canada, and internationally.
Consumer Discretionary · Industrial Specialties · 14,500 employees
About XPEL
XPEL stock →XPEL, Inc. manufactures, installs, sells, and distributes protective films, coatings and related services.
Industrials · Industrial Specialties · 1,337 employees
PII vs XPEL FAQ
Which is bigger, Polaris or XPEL?
Polaris (PII) is larger, with a market capitalization of $2.94B compared with $1.22B for XPEL (XPEL).
Which stock has performed better over the past year, PII or XPEL?
XPEL returned +30.52% over the past 12 months, compared with -17.95% for PII (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Polaris or XPEL?
Polaris pays a dividend yielding 5.23%, while XPEL does not currently pay a regular dividend.
Are Polaris and XPEL in the same industry?
Yes. Both are classified in the Industrial Specialties industry within the Consumer Discretionary sector.