Thor Industries Inc (THO)vsWinnebago Industries Inc (WGO)
THO
Thor Industries Inc
$81.62
-1.75%
CONSUMER CYCLICAL · Cap: $4.31B
WGO
Winnebago Industries Inc
$32.67
-6.87%
CONSUMER CYCLICAL · Cap: $942.85M
Smart Verdict
WallStSmart Research — data-driven comparison
Thor Industries Inc generates 245% more annual revenue ($9.93B vs $2.88B). THO leads profitability with a 3.0% profit margin vs 1.3%. WGO appears more attractively valued with a PEG of 0.24. THO earns a higher WallStSmart Score of 68/100 (B-).
THO
Strong Buy68
out of 100
Grade: B-
WGO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.5%
Fair Value
$263.48
Current Price
$81.62
$181.86 discount
Margin of Safety
-444.3%
Fair Value
$8.70
Current Price
$32.67
$23.97 premium
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
Growing faster than its price suggests
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
Moderate valuation
Smaller company, higher risk/reward
ROE of 2.9% — below average capital efficiency
1.3% margin — thin
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 : WGO
The strongest argument for WGO centers on PEG Ratio, Price/Book. Revenue growth of 12.3% demonstrates continued momentum. PEG of 0.24 suggests the stock is reasonably priced for its growth.
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 : WGO
The primary concerns for WGO are P/E Ratio, Market Cap, Return on Equity. Thin 1.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
THO carries more volatility with a beta of 1.40 — expect wider price swings.
WGO is growing revenue faster at 12.3% — sustainability is the question.
WGO generates stronger free cash flow (20M), providing more financial flexibility.
Monitor RECREATIONAL VEHICLES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
THO scores higher overall (68/100 vs 56/100). 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.
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.
Winnebago Industries Inc
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
Winnebago Industries, Inc. manufactures and sells recreational vehicles and marine products primarily for use in leisure travel and outdoor recreational activities. The company is headquartered in Forest City, Iowa.
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