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RV Market Dynamics | Thor Industries navigates a challenging RV market, balancing near-term headwinds with strategic initiatives aimed at long-term growth and market share recapture |
Financial Resilience | Explore Thor's solid financial health, with liquid assets exceeding short-term obligations and a moderate debt level, positioning the company to weather market challenges |
Strategic Maneuvers | Delve into Thor's aggressive market share recapture strategy, product innovation efforts, and inventory management tactics designed to drive future success |
Growth Catalysts | Learn about Thor's potential upside in its parts business and Airxcel subsidiary, offering diversification and vertical integration benefits in a cyclical industry |
Metrics to compare | THO | Sector Sector - Average of metrics from a broad group of related Consumer Cyclicals sector companies | Relationship RelationshipTHOPeersSector | |
|---|---|---|---|---|
P/E Ratio | 21.0x | −0.4x | 9.8x | |
PEG Ratio | −0.72 | 0.00 | 0.02 | |
Price/Book | 0.9x | 0.3x | 1.4x | |
Price / LTM Sales | 0.4x | 1.1x | 0.9x | |
Upside (Analyst Target) | 15.1% | 59.8% | 32.6% | |
Fair Value Upside | Unlock | 11.8% | 11.9% | Unlock |
THOR Industries, Inc. manufactures and sells recreational vehicles (RVs), and related parts and accessories in the United States, Germany, rest of Europe, Canada, and internationally. It operates through three segments: North American Towable Recreational Vehicles; North American Motorized Recreational Vehicles; and European Recreational Vehicles. The company offers travel trailers and motorhomes; Class A, Class C and Class B motorhomes; and fifth wheels under the Airstream Classic, Globetrotter, International, Tradewind, Flying Cloud, Caravel, Bambi, World Traveler, Basecamp, Interstate, Atlas, Rangeline, Jay Flight, Jay Feather, Eagle, Pinnacle, Colt, Range Lite, 3X, Prowler, North Trail, Big Horn, Odyssey, Esteem, Emblem, Insignia, Montana, Springdale, Hideout, Sprinter, Arcadia, Bullet, Fuzion, Raptor, Reign, Passport, Sprout, Cougar, Coleman, Kodiak, Aspen Trail, Astoria, Voltage, Colorado, Sunset Trail, Zinger, Redwood, Classic, Sportsmen, Connect, Ridgeway, Durango, Durango Gold, Sportster X, Sienna, Sonic, Stratus, and SportTrek brands. It also provides gasoline and diesel Class A products under the ACE, Resonate, Hurricane, Windsport, Outlaw, Indigo, Luminate, Vegas, Axis, Rize, Scope, Sequence, Tellaro, Palladium, Talavera, Sanctuary, Tranquility, Four Winds, Chateau, Compass, Gemini, Magnitude, Omni, Inception, Pasadena, Inception HD, Pasadena SV, Palazzo, Riviera, Aria, Allegro, Allegro Bay, Allegro Breeze, Allegro Bus, Allegro Red, Byway, GH1, GH2, GT1, GT2, Midas, Open Trail, Phaeton, Wayfarer, and Zephyr. In addition, the company offers recreational vehicles; and motorized and towable recreational vehicles, including motorcaravans, campervans, urban vehicles, and caravan. Further, it sells RV-related products; and manufactures and sells aluminum extrusions and specialized component products. The company sells its products to independent and non-franchise dealers. THOR Industries, Inc. was founded in 1980 and is based in Elkhart, Indiana.