Obermatt

Thor

NYQ:THO · US8851601018
AutomobilesLarge

360

72
EV / EBIT56
Price / Owner Earnings41
Owner Earnings Yield79
Dividend Yield91
Price/Sales85
EV / Gross Profit59
Price/Book74
Return on Capital61
Cash Return on Capital77
Return on Equity52
EBIT Margin40
Gross Profitability57
Cash Conversion47
Accruals49
Owner Earnings Margin64
Sales growth8
Profit Growth58
Long-Term EPS Growth59
Owner Earnings Growth47
Reinvestment45
Price momentum18
Debt load77
Refinancing76
Debt Payback52
Liquidity62
Analyst ratings19
Opinion Changes50
Price Target Upside57
Market mood20
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Thor clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryAutomobiles
SizeLarge
TypePublic Company
ExchangeNYSE
Founded1983
Employees141
ISINUS8851601018
Last UpdateApr 2, 2026
Themes
Electric VehicleFleet ManagementLogisticsManufacturingRecreational Vehicles

Description

THOR Industries, Inc. (THOR) is a manufacturer of recreational vehicles (‘RVs’) in the world. The company is also the largest manufacturer of recreational vehicles (RVs) in North America and one of the largest manufacturers of RVs in Europe. The com…

Analysis

Middle-of-the-road

THOR Industries, Inc. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is attractive. You pay 10.1× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -3% yearly growth; analysts expect 12%. The price, in other words, assumes less than the experts do.

The trajectory is tepid and the balance sheet is sturdy. The company scores 8/20 on our value-creation score: creating some value. Analysts lean positive.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
80
2023202420252026

All-time high

94

Mar 2026

All-time low

24

Jan 2024

Average rank

59

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
85
55
62
91
Price/Earnings
41
24
37
92
Price/Book
74
62
68
92
Dividend Yield
91
72
74
79
Value (overall)
88
47
62
100

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →