LiveWire Group Inc. (LVWR)vsThor Industries Inc (THO)
LVWR
LiveWire Group Inc.
$1.36
-6.21%
CONSUMER CYCLICAL · Cap: $244.44M
THO
Thor Industries Inc
$72.31
-2.02%
CONSUMER CYCLICAL · Cap: $3.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Thor Industries Inc generates 31289% more annual revenue ($9.82B vs $31.29M). THO leads profitability with a 2.7% profit margin vs -234.5%. THO earns a higher WallStSmart Score of 54/100 (C-).
LVWR
Avoid23
out of 100
Grade: F
THO
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LVWR.
Margin of Safety
-10.1%
Fair Value
$108.81
Current Price
$72.31
$36.50 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 55.2% 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
0.0% earnings growth
Smaller company, higher risk/reward
Trading at 22.7x book value
ROE of -615.4% — below average capital efficiency
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 : LVWR
The strongest argument for LVWR centers on Revenue Growth. Revenue growth of 55.2% demonstrates continued momentum.
Bull Case : THO
The strongest argument for THO centers on Price/Book, Altman Z-Score, Debt/Equity. PEG of 0.66 suggests the stock is reasonably priced for its growth.
Bear Case : LVWR
The primary concerns for LVWR are EPS Growth, Market Cap, Price/Book. Debt-to-equity of 6.49 is elevated, increasing financial risk.
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
LVWR profiles as a hypergrowth stock while THO is a value play — different risk/reward profiles.
LVWR carries more volatility with a beta of 1.61 — expect wider price swings.
LVWR is growing revenue faster at 55.2% — sustainability is the question.
THO generates stronger free cash flow (196M), providing more financial flexibility.
Bottom Line
THO scores higher overall (54/100 vs 23/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
LiveWire Group Inc.
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
LiveWire Group, Inc. is engaged in the manufacture of electric motorcycles in the North America, Europe/Middle East/Africa, and Asia Pacific regions. 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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