Harley-Davidson Inc (HOG)vsThor Industries Inc (THO)
HOG
Harley-Davidson Inc
$24.49
+0.57%
CONSUMER CYCLICAL · Cap: $2.70B
THO
Thor Industries Inc
$75.70
+1.14%
CONSUMER CYCLICAL · Cap: $4.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Thor Industries Inc generates 128% more annual revenue ($9.82B vs $4.32B). HOG leads profitability with a 5.3% profit margin vs 2.7%. THO appears more attractively valued with a PEG of 0.71. THO earns a higher WallStSmart Score of 54/100 (C-).
HOG
Hold48
out of 100
Grade: D+
THO
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.3%
Fair Value
$32.33
Current Price
$24.49
$7.84 discount
Margin of Safety
-8.3%
Fair Value
$110.67
Current Price
$75.70
$34.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
ROE of 7.1% — below average capital efficiency
5.3% margin — thin
Operating margin of 3.1%
Expensive relative to growth rate
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 : HOG
The strongest argument for HOG centers on Price/Book, P/E Ratio.
Bull Case : THO
The strongest argument for THO centers on Price/Book, Debt/Equity, Altman Z-Score. PEG of 0.71 suggests the stock is reasonably priced for its growth.
Bear Case : HOG
The primary concerns for HOG are Return on Equity, Profit Margin, Operating Margin.
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
THO carries more volatility with a beta of 1.32 — expect wider price swings.
THO is growing revenue faster at -3.9% — sustainability is the question.
THO generates stronger free cash flow (196M), providing more financial flexibility.
Monitor RECREATIONAL VEHICLES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
THO scores higher overall (54/100 vs 48/100). HOG offers better value entry with a 36.3% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Harley-Davidson Inc
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
Harley-Davidson, Inc. manufactures and sells custom, cruiser and touring motorcycles. The company is headquartered in Milwaukee, Wisconsin.
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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