Thor Industries, Inc.

Valuation Analysis

About the Company

THOR Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Germany, rest of Europe, Canada, and internationally. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; conventional motorhomes; luxury fifth wheels; and motorcaravans, campervans, urban vehicles, and caravans, as well as other RV-related products and services. It also provides aluminum extrusion and specialized component products to RV and other manufacturers. The company sells its products to independent and non-franchise dealers. THOR Industries, Inc. was founded in 1980 and is based in Elkhart, Indiana.

Thor Industries, Inc. Stock at a Glance

Thor Industries, Inc. (THO) is currently trading at $77.17 with a market capitalization of $4B. The trailing P/E ratio stands at 15.62x, with a forward P/E of 16.37x. The 52-week range spans from $69.71 to $122.83; the current price is 37.2% below the yearly high. Year-over-year revenue growth stands at -3.9%. The net profit margin stands at 2.67%.

💰 Dividend

Thor Industries, Inc. pays an annual dividend of $2.08 per share, representing a yield of 2.7%. The payout ratio stands at 41.7%.

📊 Analyst Rating

12 analysts rate Thor Industries, Inc. (THO) on consensus: Hold. The average price target is $93.00, implying +20.51% from the current price. Analyst price targets range from $59.00 to $138.00.

Thor Industries, Inc.: The Investment Case in Detail

Thor Industries, Inc. (THO) operates in the Consumer Cyclical — specifically Recreational Vehicles — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bull Case

Our valuation screen flags the stock as undervalued relative to its fundamentals — multiples are running below where the cash flow profile would normally justify.

The Bear Case

Revenue is contracting at -3.9% year-over-year — until that trend reverses, valuation is exposed to further downgrades. With a net margin of just 2.67%, the business has little room to absorb cost shocks or pricing pressure — a single bad quarter can swing the company to a loss. Short interest sits at 11.67% of float — a meaningful contingent of professionals is positioned for the share to fall, which deserves attention even if their thesis may turn out to be wrong.

Valuation in Context

With a PEG ratio of 0.71, the price-to-earnings multiple is actually below the company's growth rate — classic value-meets-growth territory that Peter Lynch would have called a 'GARP' opportunity. The EV/EBITDA multiple of 8.71x is below the historical equity-market average — strategic acquirers would find the cash-flow profile attractive at this level.

What to Watch Next

• The price sits in the lower quartile of the 52-week range — value hunters often start scaling in around this zone if fundamentals hold.
• The analyst consensus price target implies 20.51% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

Price is below both the 50- and 200-day moving averages, with 50d below 200d — a bearish picture (death-cross alignment).

Risk Profile

The data points to market-like volatility, elevated short interest (11.67%).

Trading Data

💵 Dividend Info

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