Is HOG a good stock to buy?
We came across a bullish thesis on Harley-Davidson, Inc. on Valueinvestorsclub.com by militiaman
In this article, we will summarize the bulls’ thesis on HOG. Harley-Davidson, Inc.’s share was trading at $24.18 as of May 29th. HOG’s trailing and forward P/E were 12.53 and 20.83 respectively according to Yahoo Finance.
Adriano Castelli / Harley-Davidson, Inc. manufactures and sells motorcycles in the United States and internationally. HOG is presented as a deeply undervalued American iconic motorcycle manufacturer, trading at a market capitalization of under $1.9 billion and an adjusted enterprise value of below $700–900 million after deconsolidating Harley-Davidson Financial Services (HDFS) and factoring in expected near-term dividends. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential The bullish thesis argues that the market is mispricing the underlying Harley-Davidson Motor Company (HDMC) by failing to properly separate HDFS and LiveWire from core operations, thereby obscuring a strong balance sheet with over $900 million in net cash and meaningful embedded asset value. With the potential receipt of an additional ~$250 million dividend from HDFS in Q1 2026, the enterprise value could further compress, strengthening the already compelling valuation backdrop.