BRP Inc. (DOO)vsThor Industries Inc (THO)
DOO
BRP Inc.
$61.14
-2.16%
CONSUMER CYCLICAL · Cap: $4.43B
THO
Thor Industries Inc
$78.07
-1.53%
CONSUMER CYCLICAL · Cap: $3.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Thor Industries Inc generates 9% more annual revenue ($9.82B vs $8.99B). DOO leads profitability with a 3.0% profit margin vs 2.7%. THO appears more attractively valued with a PEG of 0.74. DOO earns a higher WallStSmart Score of 56/100 (C).
DOO
Buy56
out of 100
Grade: C
THO
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.1%
Fair Value
$74.55
Current Price
$61.14
$13.41 premium
Margin of Safety
-9.2%
Fair Value
$109.73
Current Price
$78.07
$31.66 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Revenue surging 29.5% year-over-year
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Trading at 9.1x book value
Grey zone — moderate risk
3.0% margin — thin
ROE of 7.2% — below average capital efficiency
2.7% margin — thin
Operating margin of 3.5%
Revenue declined 3.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : DOO
The strongest argument for DOO centers on Return on Equity, Revenue Growth. Revenue growth of 29.5% demonstrates continued momentum.
Bull Case : THO
The strongest argument for THO centers on Price/Book, Altman Z-Score, Debt/Equity. PEG of 0.74 suggests the stock is reasonably priced for its growth.
Bear Case : DOO
The primary concerns for DOO are PEG Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 4.19 is elevated, increasing financial risk. Thin 3.0% margins leave little buffer for downturns.
Bear Case : THO
The primary concerns for THO are Return on Equity, Profit Margin, Operating Margin. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
DOO profiles as a growth stock while THO is a value play — different risk/reward profiles.
THO carries more volatility with a beta of 1.33 — expect wider price swings.
DOO is growing revenue faster at 29.5% — sustainability is the question.
DOO generates stronger free cash flow (367M), providing more financial flexibility.
Bottom Line
DOO scores higher overall (56/100 vs 54/100) and 29.5% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
BRP Inc.
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
BRP Inc. (DOO) is a leading global manufacturer in the powersports industry, acclaimed for its innovation and craftsmanship under renowned brands such as Ski-Doo, Sea-Doo, and Can-Am. Headquartered in Valcourt, Quebec, BRP focuses on sustainability and advanced technology to maintain a competitive edge in a rapidly evolving market. The company’s significant investments in research and development enhance customer experiences and drive product innovation, while its extensive distribution and service network supports strategic global expansion. With a commitment to excellence and growth, BRP is well-positioned to sustain its leadership within the powersports sector.
Visit Website →Thor Industries Inc
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
Thor Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs) and related parts and accessories in the United States, Canada, and Europe. The company is headquartered in Elkhart, Indiana.
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