Thor Industries Inc (THO)vsVision Marine Technologies Inc (VMAR)
THO
Thor Industries Inc
$81.62
-1.75%
CONSUMER CYCLICAL · Cap: $4.31B
VMAR
Vision Marine Technologies Inc
$2.00
-2.68%
CONSUMER CYCLICAL · Cap: $4.14M
Smart Verdict
WallStSmart Research — data-driven comparison
Thor Industries Inc generates 639785% more annual revenue ($9.93B vs $1.55M). THO leads profitability with a 3.0% profit margin vs 0.0%. THO earns a higher WallStSmart Score of 68/100 (B-).
THO
Strong Buy68
out of 100
Grade: B-
VMAR
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.5%
Fair Value
$263.48
Current Price
$81.62
$181.86 discount
Intrinsic value data unavailable for VMAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Reasonable price relative to book value
Areas to Watch
ROE of 7.2% — below average capital efficiency
3.0% margin — thin
Operating margin of 0.8%
Negative free cash flow — burning cash
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
ROE of -1.6% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : VMAR
The strongest argument for VMAR centers on Price/Book.
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.
Bear Case : VMAR
The primary concerns for VMAR are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 9.34 is elevated, increasing financial risk.
Key Dynamics to Monitor
THO carries more volatility with a beta of 1.40 — expect wider price swings.
THO is growing revenue faster at 5.3% — sustainability is the question.
VMAR generates stronger free cash flow (3M), providing more financial flexibility.
Monitor RECREATIONAL VEHICLES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
THO scores higher overall (68/100 vs 33/100). Both earn "Strong 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.
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.
Vision Marine Technologies Inc
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
Vision Marine Technologies Inc., operating as the Canadian Electric Boat Company, designs, manufactures, leases and sells electric boats in Canada. The company is headquartered in Boisbriand, Canada.
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