Thor Industries, Inc. (NYSE:THO)

CAPS Rating: 4 out of 5

The Company produces and sells a range of recreation vehicles and small and mid-size buses in the United States and Canada.

Caps

How do you think THO will perform against the market?

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All Players

288 Outperform
33 Underperform
 

All-Star Players

78 Outperform
2 Underperform
 

Wall Street

6 Outperform
0 Underperform
 

Top THO Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

sma11dragon (< 20)
Submitted September 30, 2018

There are plenty of upsides on THO in 2H'19 with the expansion of Jayco in Idaho for Western USA & Canadian market, a new Airstream facility/factory, and the acquisition of EHG. With revenue of about a quarter of THO, EHG should add at least a double… More

UPTschack (59.28)
Submitted June 10, 2010

Accounting restatements are unacceptible. Financials are already tainted enough with gray areas; if a company needs more than that and there's a recession, it's probably fraud.

THO VS S&P 500 (SPY)

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Fools bearish on THO are also bearish on:

Recent Community Commentary

Read the most recent pitches from players about THO.

Recs

1
Member Avatar sma11dragon (< 20) Submitted: 9/30/2018 9:32:25 AM : Outperform Start Price: $84.54 THO Score: -5.68

There are plenty of upsides on THO in 2H'19 with the expansion of Jayco in Idaho for Western USA & Canadian market, a new Airstream facility/factory, and the acquisition of EHG.

With revenue of about a quarter of THO, EHG should add at least a double digits growth to THO in FY19 and balancing the product mix from 7:3 to 4:6 between towable and motorized vehicles. EBIT is expected to breach $800M in FY19 bringing EV/EBIT < 5x. A bargain not to be missed for a company with global leadership in RV market.

Recs

0
Member Avatar mingdom (69.51) Submitted: 6/7/2018 12:11:45 PM : Outperform Start Price: $98.90 THO Score: -23.56

screener pick

Recs

2
Member Avatar TMFPencils (99.89) Submitted: 5/29/2018 1:44:37 PM : Outperform Start Price: $95.26 THO Score: -23.84

Trading for close to the lowest valuation the stock has seen over the past five years (EV/EBITDA of 6.4 and forward P/E of 10.2). This is despite the fact that the RV category continues to benefit from the tailwinds of both Boomers and Millennials hitting the road.

Thor's revenue is still growing and free cash flow production currently sits around $300 million annually. The balance sheet is healthy with nearly $30 million in net cash. Given the tailwinds for RVs as a whole and Thor's healthy cash situation, I don't think it'll take much for the stock to beat the market from here. Outperform.

Leaderboard

Find the members with the highest scoring picks in THO.

Score Leader

btbatw

btbatw (95.21) Score: +555.67

The Score Leader is the player with the highest score across all their picks in THO.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
btbatw 95.21 2/2/2009 Outperform NS $8.35 +800.30% +244.63% +555.67 0 Comment
3st4 98.45 1/9/2009 Outperform NS $10.98 +584.54% +208.40% +376.14 0 Comment
joblinger 60.04 1/9/2009 Outperform 5Y $10.98 +584.54% +208.40% +376.14 1 Comment
djr474 39.67 12/8/2008 Outperform 5Y $11.43 +557.72% +213.51% +344.21 0 Comment
jielder < 20 10/24/2008 Outperform 3Y $12.35 +508.71% +221.40% +287.31 1 Comment
renlas < 20 3/31/2009 Outperform 5Y $12.12 +519.83% +250.84% +268.99 0 Comment
drax2799 30.20 8/10/2011 Outperform 3Y $15.07 +398.82% +139.68% +259.14 0 Comment
luremoney < 20 9/23/2011 Outperform 5Y $15.93 +371.64% +146.41% +225.23 0 Comment
ugurmidtown 90.85 10/16/2008 Outperform NS $14.27 +426.67% +213.48% +213.19 0 Comment
harish63 < 20 9/13/2011 Outperform 5Y $16.89 +344.84% +136.01% +208.83 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.74 6/21/2016 Outperform 3W $62.69 +19.87% +32.53% -12.66 0 Comment
TrackWedbush 85.70 10/4/2012 Outperform NS $31.93 +135.38% +89.68% +45.70 0 Comment
TrackHeebner < 20 9/30/2010 Outperform 3M $32.99 +2.29% +10.77% -8.48 12/31/2010 @ $33.74 0 Comment
TrackRWBaird 87.10 5/10/2010 Outperform NS $31.87 +11.75% +24.89% -13.14 10/3/2012 @ $35.61 0 Comment
TrackArgus 87.32 3/4/2010 Outperform NS $28.99 +159.26% +145.66% +13.60 0 Comment
TrackRWBaird 87.10 9/29/2008 Underperform NS $25.91 -31.48% -16.46% +15.02 11/5/2008 @ $17.75 0 Comment
TrackMuhlenkamp 20.45 9/30/2007 Outperform NS $35.30 +112.91% +89.69% +23.21 6 Comments
TrackRodriguez 35.45 9/30/2007 Outperform NS $35.30 +112.91% +89.69% +23.21 2 Comments
TrackSoros 85.62 9/30/2007 Outperform NS $35.30 +112.91% +89.69% +23.21 1 Comment
TrackMatrix < 20 7/13/2007 Underperform NS $38.94 -18.46% -10.67% +7.78 4/17/2012 @ $31.75 0 Comment
TrackAvondale 76.08 6/1/2007 Outperform NS $42.65 -39.09% -8.75% -30.34 5/29/2008 @ $25.98 0 Comment
TrackRBCCapMkts 85.31 9/13/2006 Underperform NS $39.55 +12.78% +16.29% +3.51 9/28/2007 @ $44.60 0 Comment
TrackJimCramer 85.74 9/8/2006 Underperform 3W $31.73 +102.74% +57.53% -45.21 6/21/2016 @ $64.34 0 Comment

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