Thor Industries vs Winnebago Industries
THO and WGO side by side, both in motor vehicles and motor vehicle equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How THO and WGO compare
Thor Industries is the larger company, worth 4.5 times as much as Winnebago Industries ($4.0B against $881M).
On earnings, Thor Industries is cheaper: it trades at 22.8× trailing earnings, against 25.6× for Winnebago Industries.
Thor Industries grew revenue faster over the last twelve months (0.30% versus −3.4% for Winnebago Industries).
Thor Industries keeps more of each dollar of sales as profit, with a net margin of 1.8% compared with 1.3% at Winnebago Industries.
Both pay dividends: Thor Industries yields 2.0% and Winnebago Industries 4.6%.
Winnebago Industries scores higher on the StockData Score (12 against 10 for Thor Industries), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | THO | WGO |
|---|---|---|
| Size and price | ||
| Market cap | $4.0B | $881M |
| Share price | $77.04 | $30.96 |
| Change, 1 year | −24.0% | −9.2% |
| Change, 5 years | −30.1% | −57.1% |
| Beta (5Y) | 1.22 | 1.17 |
| Employees | 20K | 5,000 |
| StockData Score | ||
| Total score | 10 | 12 (better) |
| Valuation score | 1 | 2 (better) |
| Growth score | 1 | 1 |
| Performance score | 1 (better) | 0 |
| Health score | 5 | 5 |
| Dividend score | 2 | 4 (better) |
| Valuation | ||
| P/E | 22.8× (better) | 25.6× |
| P/S | 0.4× | 0.3× (better) |
| P/B | 0.9× | 0.7× (better) |
| EV/EBITDA | 7.9× (better) | 9.1× |
| P/FCF | – | 6.1× |
| FCF yield | – | 16.4% |
| Fair value | $70.52 | $29.20 |
| Margin of safety | −9.2% | −6.0% (better) |
| Growth | ||
| Revenue growth (TTM) | 0.30% (better) | −3.4% |
| Revenue growth, 5Y average | −4.8% (better) | −5.7% |
| Net income growth (TTM) | −31.3% | 34.2% (better) |
| EPS growth (TTM) | −30.2% | 33.0% (better) |
| EPS growth, 5Y average | −22.2% (better) | −31.9% |
| Profitability | ||
| Gross margin | 12.6% | 13.0% (better) |
| Operating margin | – | 2.4% |
| Net margin | 1.8% (better) | 1.3% |
| FCF margin | – | 5.3% |
| Return on equity | 4.2% (better) | 2.8% |
| Return on invested capital | – | 3.3% |
| Financial health | ||
| Debt / equity | 0.20 (better) | 0.36 |
| Net debt / EBITDA | 0.70 (better) | 2.08 |
| Interest coverage | – | 3.2× |
| Current ratio | 1.77 | 2.17 (better) |
| Altman Z-score | 3.37 | 3.38 (better) |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | 2.0% | 4.6% (better) |
| Payout ratio | – | 116% |
| Years of dividend growth | 9 (better) | 8 |
| Dividend growth, 5Y average | 4.9% | 16.4% (better) |
| Buyback yield | 2.9% (better) | 0.19% |
| Shareholder yield | 4.9% (better) | 4.7% |
| Ownership | ||
| Held by institutions | 107% | 106% |
| Held by insiders | 14.3% | 7.6% |
| Insider net buying, 12 months | −$473K (better) | −$989K |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 10.9% | 13.5% |
Go deeper
- THO stock overview
- THO income statement
- THO valuation and score
- WGO stock overview
- WGO income statement
- WGO valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.