LCI Industries (LCII)vsThor Industries Inc (THO)
LCII
LCI Industries
$94.26
-1.85%
CONSUMER CYCLICAL · Cap: $2.26B
THO
Thor Industries Inc
$75.70
+1.14%
CONSUMER CYCLICAL · Cap: $4.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Thor Industries Inc generates 136% more annual revenue ($9.82B vs $4.17B). LCII leads profitability with a 4.8% profit margin vs 2.7%. THO appears more attractively valued with a PEG of 0.71. LCII earns a higher WallStSmart Score of 64/100 (C+).
LCII
Buy64
out of 100
Grade: C+
THO
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LCII.
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
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 30.4% YoY
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
4.3% revenue growth
4.8% margin — thin
Negative free cash flow — burning cash
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 : LCII
The strongest argument for LCII centers on P/E Ratio, Price/Book, EPS Growth. 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, Debt/Equity, Altman Z-Score. PEG of 0.71 suggests the stock is reasonably priced for its growth.
Bear Case : LCII
The primary concerns for LCII are Revenue Growth, Profit Margin, Free Cash Flow. Thin 4.8% 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
THO carries more volatility with a beta of 1.32 — expect wider price swings.
LCII is growing revenue faster at 4.3% — 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
LCII scores higher overall (64/100 vs 54/100). 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.
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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