LCI Industries (LCII)vsThor Industries Inc (THO)
LCII
LCI Industries
$122.92
-0.06%
CONSUMER CYCLICAL · Cap: $2.98B
THO
Thor Industries Inc
$81.62
-1.75%
CONSUMER CYCLICAL · Cap: $4.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Thor Industries Inc generates 141% more annual revenue ($9.93B vs $4.12B). LCII leads profitability with a 4.6% profit margin vs 3.0%. THO appears more attractively valued with a PEG of 0.80. THO earns a higher WallStSmart Score of 68/100 (B-).
LCII
Buy65
out of 100
Grade: C+
THO
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.7%
Fair Value
$353.81
Current Price
$122.92
$230.89 discount
Margin of Safety
+54.5%
Fair Value
$263.48
Current Price
$81.62
$181.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 104.2% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
16.1% revenue growth
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Earnings expanding 39.9% YoY
Areas to Watch
4.6% margin — thin
Operating margin of 3.8%
ROE of 7.2% — below average capital efficiency
3.0% margin — thin
Operating margin of 0.8%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : LCII
The strongest argument for LCII centers on EPS Growth, Altman Z-Score, P/E Ratio. Revenue growth of 16.1% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bull Case : THO
The strongest argument for THO centers on Price/Book, Altman Z-Score, PEG Ratio. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bear Case : LCII
The primary concerns for LCII are Profit Margin, Operating Margin. Thin 4.6% margins leave little buffer for downturns.
Bear Case : THO
The primary concerns for THO are Return on Equity, Profit Margin, Operating Margin. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
LCII profiles as a growth stock while THO is a value play — different risk/reward profiles.
THO carries more volatility with a beta of 1.40 — expect wider price swings.
LCII is growing revenue faster at 16.1% — sustainability is the question.
LCII generates stronger free cash flow (64M), providing more financial flexibility.
Bottom Line
THO scores higher overall (68/100 vs 65/100). LCII offers better value entry with a 55.7% margin of safety. Both earn "Strong 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.
LCI Industries
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
LCI Industries manufactures and supplies components to recreational vehicle (RV) manufacturers and adjacent industries in the United States and internationally. The company is headquartered in Elkhart, Indiana.
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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