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Company Analysis

Thor Industries, Inc. THO

A comprehensive view of key metrics, scores, and financial health for Thor Industries, Inc.

Overview of THOR Industries, Inc.

THO NYQ
Consumer Cyclical Recreational Vehicles Mid Cap
THOR Industries, Inc. (THO), is a Mid Cap company, in the Recreational Vehicles industry, last closed at $82.34, about 227.8% undervalued vs fair value, +0.7% 1Y return, ranked 145/539 in sector.
$82.34
0.00%
As of March 13, 2026
Previous close • Vol 90d: 40.1%
52-Week Range
Market Cap
$4.54B
Enterprise Value
$4.95B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.thorindustries.com
HQ Elkhart, IN
Employees 20,900
Fiscal year Jul 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$236
$270
$306
Current: $82.34 +228% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$9.6B
-4.6%%
Gross Profit
$1.3B
-7.7%%
Operating Income
$299.1M
-29.4%%
Net Income
$258.6M
-2.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
176.0%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$396.6M
87.2% of FCF

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Thor Industries, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
66
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
79
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing THO's balance between Growth (28.7%), Profitability (39.5%), and Safety (31.8%). Growth 29% Safety 32% Profitability 40%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

43th percentile vs peers
43
Key Signals
Rev Growth YoY -4.6% 42p EPS Growth YoY -2.0% 57p Revenue CAGR 3Y -16.3% 35p EPS CAGR 3Y -38.3% 42p TSR -12.4% 37p
Strengths
  • Superior capital returns - 3 return metrics above peer median
  • Consistently strong margins across 4 metrics
Risks

No significant risks identified for this axis.

Profitability

59th percentile vs peers
60
Key Signals
Strengths
Risks
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Safety

48th percentile vs peers
48
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Thor Industries, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$269.88
- - -
+227.8% vs current
Snapshot base estimate
Bull
-
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- upside
-
Fair Value Range Current: $-
$- $- $-
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