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    Polaris (PII) Expands Its Call Of Duty Tie Up, Is The Stock Undervalued?

    Simply Wall St·10/26/2026 08:24:58
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    Polaris stock and the Call of Duty crossover

    Polaris (PII) just pushed deeper into gaming culture, with its DAGOR military off-road platform added as a playable vehicle in Call of Duty Modern Warfare 4.

    The move extends an existing collaboration that already brought the RZR Pro R and Sportsman XP 1000 into the franchise, giving Polaris another route to reach millions of potential customers.

    Polaris is trading at US$54.82, with the share price up 5.46% over the past week and 3.38% over the last month. However, the 90-day share price return is down 23.43% and the 5-year total shareholder return is down 45.81%, which points to fading long-term momentum even as short-term interest has picked up around brand moves such as the Call of Duty partnership.

    Scan beyond Polaris and this gaming crossover to spot other consumer durables stocks with potential momentum or value hiding in plain sight using our curated 28 high quality undervalued stocks screener.

    Polaris now trades at a steep discount to both analyst targets and some intrinsic value estimates, even as the business reports annual revenue growth and a net loss. Is the market being appropriately cautious, or is it mispricing the stock's risks?

    Most Popular Narrative: 24% Undervalued

    Polaris last closed at $54.82, while the most followed narrative points to a fair value of $71.93, which frames the current discount firmly around future margin improvement and mix quality rather than short term brand buzz.

    Expansion of lean manufacturing and plant optimization, which has already produced about US$240 million of structural savings and is described as only in the third inning, can keep operational EBITDA margins and incremental earnings supported even if headline revenue growth is modest.

    See why 34 investors see Polaris as 24% undervalued.

    Analysts in that storyline are using a 7.56% discount rate and assume revenue of $8.0b and earnings of $414.6m by 2029, with Polaris trading on a 12.7x P/E at that point to arrive at the $71.93 figure.

    Result: Fair Value of $71.93 (UNDERVALUED)

    Still, pressure on recreational demand and a weaker Marine segment could challenge Polaris, especially if consumer spending stays soft and pontoons continue to underperform.

    Find out about the key risks to this Polaris narrative.

    Next Steps

    Mixed messages in the Polaris story can be useful. Move quickly past the headline reactions and weigh the data yourself, starting with 3 key rewards and 2 important warning signs.

    Looking for more Polaris investment ideas?

    If Polaris has your attention but you want a wider bench of options, use the Simply Wall Street Screener to surface fresh ideas before the crowd catches on.