We’ve recently updated our valuation analysis.

THOR Industries Valuation

Is THO undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Below Fair Value

  • Significantly Below Fair Value

  • Analyst Forecast

Key Valuation Metric

Which metric is best to use when looking at relative valuation for THO?

Other financial metrics that can be useful for relative valuation.

THO key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue0.4x
Enterprise Value/EBITDA3.4x
PEG Ratio-0.08x

Price to Earnings Ratio vs Peers

How does THO's PE Ratio compare to its peers?

The above table shows the PE ratio for THO vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyPEEstimated GrowthMarket Cap
Peer Average14.5x
WGO Winnebago Industries
4.6x-4.5%US$1.8b
RACE Ferrari
40.9x12.2%US$39.3b
GM General Motors
6.5x0.8%US$55.9b
F Ford Motor
6.1x24.2%US$55.2b
THO THOR Industries
4x-49.2%US$4.6b

Price-To-Earnings vs Peers: THO is good value based on its Price-To-Earnings Ratio (4x) compared to the peer average (14.5x).


Price to Earnings Ratio vs Industry

How does THO's PE Ratio compare vs other companies in the Global Auto Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a22.4%
n/an/an/a

Price-To-Earnings vs Industry: THO is good value based on its Price-To-Earnings Ratio (4x) compared to the Global Auto industry average (10.6x)


Price to Earnings Ratio vs Fair Ratio

What is THO's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

THO PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio4x
Fair PE Ratio4x

Price-To-Earnings vs Fair Ratio: THO is expensive based on its Price-To-Earnings Ratio (4x) compared to the estimated Fair Price-To-Earnings Ratio (4x).


Share Price vs Fair Value

What is the Fair Price of THO when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: THO ($85.63) is trading above our estimate of fair value ($79.48)

Significantly Below Fair Value: THO is trading above our estimate of fair value.


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst THO forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$85.63
US$78.70
-8.1%
22.4%US$109.00US$50.00n/a10
Nov ’23US$83.03
US$78.70
-5.2%
22.4%US$109.00US$50.00n/a10
Oct ’23US$69.98
US$78.70
+12.5%
22.4%US$109.00US$50.00n/a10
Sep ’23US$79.19
US$85.20
+7.6%
26.3%US$137.00US$50.00n/a10
Aug ’23US$84.28
US$85.20
+1.1%
26.3%US$137.00US$50.00n/a10
Jul ’23US$76.30
US$85.20
+11.7%
26.3%US$137.00US$50.00n/a10
Jun ’23US$75.02
US$93.70
+24.9%
27.9%US$155.00US$60.00n/a10
May ’23US$76.55
US$100.67
+31.5%
24.5%US$155.00US$65.00n/a9
Apr ’23US$78.69
US$112.75
+43.3%
19.3%US$155.00US$92.00n/a8
Mar ’23US$91.24
US$135.63
+48.6%
18.7%US$175.00US$100.00n/a8
Feb ’23US$96.28
US$140.71
+46.2%
16.4%US$175.00US$115.00n/a7
Jan ’23US$103.77
US$144.29
+39.0%
15.4%US$175.00US$115.00n/a7
Dec ’22US$105.35
US$150.29
+42.7%
9.0%US$172.00US$130.00n/a7
Nov ’22US$106.21
US$149.00
+40.3%
8.8%US$172.00US$130.00US$83.038
Oct ’22US$126.78
US$147.78
+16.6%
8.4%US$172.00US$130.00US$69.989
Sep ’22US$116.53
US$138.63
+19.0%
8.5%US$160.00US$125.00US$79.198
Aug ’22US$118.36
US$139.56
+17.9%
8.6%US$160.00US$123.00US$84.289
Jul ’22US$116.20
US$142.22
+22.4%
7.5%US$160.00US$125.00US$76.309
Jun ’22US$123.83
US$145.78
+17.7%
6.6%US$160.00US$125.00US$75.029
May ’22US$141.59
US$146.89
+3.7%
6.0%US$160.00US$125.00US$76.559
Apr ’22US$136.82
US$144.70
+5.8%
7.3%US$160.00US$125.00US$78.6910
Mar ’22US$121.85
US$123.70
+1.5%
10.1%US$140.00US$100.00US$91.2410
Feb ’22US$117.31
US$120.56
+2.8%
9.1%US$140.00US$100.00US$96.289
Jan ’22US$92.99
US$119.11
+28.1%
9.6%US$140.00US$100.00US$103.779
Dec ’21US$99.13
US$117.00
+18.0%
9.0%US$140.00US$100.00US$105.3510
Nov ’21US$84.58
US$118.11
+39.6%
8.9%US$140.00US$100.00US$106.219

Analyst Forecast: Target price is lower than the current share price.


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