Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 9/10

vs
industry
vs
history
Cash to Debt No Debt
THO's Cash to Debt is ranked higher than
89% of the 1169 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.02 vs. THO: No Debt )
THO' s 10-Year Cash to Debt Range
Min: 0.32   Max: No Debt
Current: No Debt

Equity to Asset 0.70
THO's Equity to Asset is ranked higher than
84% of the 1174 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.50 vs. THO: 0.70 )
THO' s 10-Year Equity to Asset Range
Min: 0.65   Max: 0.75
Current: 0.7

0.65
0.75
Interest Coverage 36238.17
THO's Interest Coverage is ranked higher than
100% of the 790 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 15.52 vs. THO: 36238.17 )
THO' s 10-Year Interest Coverage Range
Min: 18.97   Max: 9999.99
Current: 36238.17

18.97
9999.99
F-Score: 6
Z-Score: 9.95
M-Score: -2.51
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 6.71
THO's Operating margin (%) is ranked higher than
76% of the 1160 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 5.23 vs. THO: 6.71 )
THO' s 10-Year Operating margin (%) Range
Min: 0.65   Max: 8.51
Current: 6.71

0.65
8.51
Net-margin (%) 4.72
THO's Net-margin (%) is ranked higher than
73% of the 1160 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 3.82 vs. THO: 4.72 )
THO' s 10-Year Net-margin (%) Range
Min: 1.13   Max: 5.62
Current: 4.72

1.13
5.62
ROE (%) 17.13
THO's ROE (%) is ranked higher than
90% of the 1154 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 8.56 vs. THO: 17.13 )
THO' s 10-Year ROE (%) Range
Min: 2.43   Max: 24.64
Current: 17.13

2.43
24.64
ROA (%) 11.51
THO's ROA (%) is ranked higher than
95% of the 1167 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 3.92 vs. THO: 11.51 )
THO' s 10-Year ROA (%) Range
Min: 1.8   Max: 17.17
Current: 11.51

1.8
17.17
ROC (Joel Greenblatt) (%) 57.79
THO's ROC (Joel Greenblatt) (%) is ranked higher than
98% of the 1163 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 13.59 vs. THO: 57.79 )
THO' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 4.26   Max: 135.38
Current: 57.79

4.26
135.38
Revenue Growth (%) 12.50
THO's Revenue Growth (%) is ranked higher than
81% of the 961 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 7.10 vs. THO: 12.50 )
THO' s 10-Year Revenue Growth (%) Range
Min: -18.7   Max: 29.8
Current: 12.5

-18.7
29.8
EBITDA Growth (%) 10.10
THO's EBITDA Growth (%) is ranked higher than
75% of the 855 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 7.20 vs. THO: 10.10 )
THO' s 10-Year EBITDA Growth (%) Range
Min: -47.9   Max: 74
Current: 10.1

-47.9
74
EPS Growth (%) 11.40
THO's EPS Growth (%) is ranked higher than
72% of the 706 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 11.30 vs. THO: 11.40 )
THO' s 10-Year EPS Growth (%) Range
Min: -52.4   Max: 88.3
Current: 11.4

-52.4
88.3
» THO's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2013

THO Guru Trades in Q1 2013

Robert Olstein 143,200 sh (New)
Chuck Royce 7,225,882 sh (+1.92%)
Steven Cohen Sold Out
Paul Tudor Jones 17,000 sh (-0.58%)
Richard Pzena 168,243 sh (-57.18%)
Joel Greenblatt 21,333 sh (-64.06%)
» More
Q2 2013

THO Guru Trades in Q2 2013

Chuck Royce 7,610,282 sh (+5.32%)
Paul Tudor Jones Sold Out
Richard Pzena Sold Out
Robert Olstein 142,200 sh (-0.7%)
Joel Greenblatt 16,945 sh (-20.57%)
» More
Q3 2013

THO Guru Trades in Q3 2013

Mario Gabelli 4,000 sh (New)
Jim Simons 204,400 sh (New)
Steven Cohen 11,763 sh (New)
Paul Tudor Jones 7,400 sh (New)
Chuck Royce 7,706,117 sh (+1.26%)
Joel Greenblatt Sold Out
Robert Olstein 60,000 sh (-57.81%)
» More
Q4 2013

THO Guru Trades in Q4 2013

Paul Tudor Jones 11,500 sh (+55.41%)
Jim Simons 234,000 sh (+14.48%)
Mario Gabelli 4,000 sh (unchged)
Robert Olstein Sold Out
Chuck Royce 7,526,122 sh (-2.34%)
Steven Cohen 6,912 sh (-41.24%)
» More
» Details

Insider Trades

Latest Guru Trades with THO

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2013-09-30 Sold Out 0.04%$50 - $58.53 $ 63.2219%0
Mario Gabelli 2013-09-30 New Buy$50 - $58.53 $ 63.2219%4000
Joel Greenblatt 2013-06-30 Reduce -20.57%0.01%$35.12 - $49.38 $ 63.2254%16945
Joel Greenblatt 2013-03-31 Reduce -64.06%0.08%$36.08 - $43.91 $ 63.2263%21333
Joel Greenblatt 2012-12-31 Reduce -43.75%0.11%$35.53 - $44.25 $ 63.2264%59352
Joel Greenblatt 2012-12-31 Reduce -43.75%0.11%$35.53 - $44.25 $ 63.2264%59352
Joel Greenblatt 2012-09-30 Reduce -27.03%0.08%$27.17 - $36.39 $ 63.22104%105512
Joel Greenblatt 2012-06-30 Add 48.48%0.09%$26.75 - $34.11 $ 63.22108%144600
Joel Greenblatt 2012-03-31 Add 96.89%0.13%$27.64 - $33.88 $ 63.22115%97385
Ruane Cunniff 2012-03-31 Sold Out 0.0021%$27.64 - $33.88 $ 63.22115%0
Joel Greenblatt 2011-12-31 New Buy0.16%$21.87 - $28.89 $ 63.22149%49461
Ruane Cunniff 2011-12-31 New Buy$21.87 - $28.89 $ 63.22149%8781
Ruane Cunniff 2011-09-30 Sold Out 0.0024%$18 - $29.28 $ 63.22177%0
Ruane Cunniff 2011-03-31 Reduce -38.26%$31.02 - $37.71 $ 63.2285%10709
George Soros 2011-03-31 Sold Out $31.02 - $37.71 $ 63.2285%0
Mario Gabelli 2011-03-31 Sold Out $31.02 - $37.71 $ 63.2285%0
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Top Ranked Articles about Thor Industries, Inc.

Robert Olstein Decreases 37 Companies - MSFT, CSCO, HAR, THO
The changes in the third quarter portfolio of the Olstein All-Cap Value Fund, managed by Guru Robert Olstein, include 37 reductions and sells combined, including high-impact decreases of his positions in Microsoft Corporation (MSFT), Thor Industries Inc. (THO), Cisco Systems Inc. (CSCO) and Harman International Industries Inc. (HAR). Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 21.20
THO's P/E(ttm) is ranked higher than
51% of the 1020 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 15.50 vs. THO: 21.20 )
THO' s 10-Year P/E(ttm) Range
Min: 8.81   Max: 90.49
Current: 21.2

8.81
90.49
P/B 3.84
THO's P/B is ranked lower than
69% of the 1153 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.41 vs. THO: 3.84 )
THO' s 10-Year P/B Range
Min: 0.85   Max: 4.5
Current: 3.84

0.85
4.5
P/S 1.10
THO's P/S is ranked lower than
61% of the 1202 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.61 vs. THO: 1.10 )
THO' s 10-Year P/S Range
Min: 0.3   Max: 1.12
Current: 1.1

0.3
1.12
PFCF 33.99
THO's PFCF is ranked lower than
59% of the 609 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 16.80 vs. THO: 33.99 )
THO' s 10-Year PFCF Range
Min: 5.6   Max: 212
Current: 33.99

5.6
212
EV-to-EBIT 14.18
THO's EV-to-EBIT is ranked higher than
57% of the 1053 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 12.17 vs. THO: 14.18 )
THO' s 10-Year EV-to-EBIT Range
Min: 5.5   Max: 5022.1
Current: 14.18

5.5
5022.1
PEG 0.46
THO's PEG is ranked higher than
84% of the 681 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.90 vs. THO: 0.46 )
THO' s 10-Year PEG Range
Min: 0.39   Max: 8.24
Current: 0.46

0.39
8.24
Shiller P/E 32.66
THO's Shiller P/E is ranked higher than
50% of the 515 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 20.38 vs. THO: 32.66 )
THO' s 10-Year Shiller P/E Range
Min: 5.18   Max: 37.28
Current: 32.66

5.18
37.28

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.40
THO's Dividend Yield is ranked lower than
53% of the 889 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.64 vs. THO: 1.40 )
THO' s 10-Year Dividend Yield Range
Min: 0.09   Max: 2.67
Current: 1.4

0.09
2.67
Dividend Payout 0.94
THO's Dividend Payout is ranked higher than
52% of the 770 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.23 vs. THO: 0.94 )
THO' s 10-Year Dividend Payout Range
Min: 0.01   Max: 1.75
Current: 0.94

0.01
1.75
Dividend growth (3y) 37.00
THO's Dividend growth (3y) is ranked higher than
85% of the 426 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 23.90 vs. THO: 37.00 )
THO' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 112.5
Current: 37

0
112.5
Yield on cost (5-Year) 5.28
THO's Yield on cost (5-Year) is ranked higher than
85% of the 907 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.88 vs. THO: 5.28 )
THO' s 10-Year Yield on cost (5-Year) Range
Min: 0.34   Max: 10.07
Current: 5.28

0.34
10.07

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 29.13
THO's Price/Net Current Asset Value is ranked lower than
80% of the 295 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 6.60 vs. THO: 29.13 )
THO' s 10-Year Price/Net Current Asset Value Range
Min: 3.33   Max: 168.32
Current: 29.13

3.33
168.32
Price/Tangible Book 6.52
THO's Price/Tangible Book is ranked lower than
76% of the 1084 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.60 vs. THO: 6.52 )
THO' s 10-Year Price/Tangible Book Range
Min: 1.15   Max: 6.13
Current: 6.52

1.15
6.13
Price/DCF (Projected) 2.02
THO's Price/DCF (Projected) is ranked higher than
56% of the 512 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.40 vs. THO: 2.02 )
THO' s 10-Year Price/DCF (Projected) Range
Min: 0.37   Max: 2.39
Current: 2.02

0.37
2.39
Price/Median PS Value 1.43
THO's Price/Median PS Value is ranked lower than
55% of the 1104 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.10 vs. THO: 1.43 )
THO' s 10-Year Price/Median PS Value Range
Min: 0.32   Max: 1.44
Current: 1.43

0.32
1.44
Price/Peter Lynch Fair Value 0.87
THO's Price/Peter Lynch Fair Value is ranked higher than
63% of the 307 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.80 vs. THO: 0.87 )
THO' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.28   Max: 3.05
Current: 0.87

0.28
3.05
Price/Graham Number 2.51
THO's Price/Graham Number is ranked lower than
67% of the 973 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.00 vs. THO: 2.51 )
THO' s 10-Year Price/Graham Number Range
Min: 0.62   Max: 2.89
Current: 2.51

0.62
2.89
Earnings Yield (Greenblatt) 7.10
THO's Earnings Yield (Greenblatt) is ranked higher than
59% of the 1074 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 8.10 vs. THO: 7.10 )
THO' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.6   Max: 18.2
Current: 7.1

0.6
18.2
Forward Rate of Return (Yacktman) 43.84
THO's Forward Rate of Return (Yacktman) is ranked higher than
96% of the 721 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 8.29 vs. THO: 43.84 )
THO' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -23.3   Max: 47
Current: 43.84

-23.3
47

Business Description

Industry: Autos » Recreational Vehicles
Compare:HOG, PII, WGO, DW, ACAT » details
Traded in other countries:TIV.Germany
Thor Industries, Inc. was founded in 1980, incorporated in Delaware and is the successor to a corporation of the same name which was incorporated in Nevada on July 29, 1980. It manufactures and sells a range of recreation vehicles and small and mid-size buses in the United States and Canada. The Company has three reportable segments: towable recreation vehicles, motorized recreation vehicles and buses. The towable recreation vehicle segment consists of product lines from the following operating companies that have been aggregated: Airstream, Breckenridge, CrossRoads, Dutchmen, General Coach, Keystone, and Komfort. The motorized recreation vehicle segment consists of product lines from the following operating companies that have been aggregated: Airstream, Damon, and Four Winds. The bus segment consists of the operating companies which have been aggregated as Champion Bus, ElDorado California, ElDorado Kansas, and Goshen Coach. Recreation vehicle classifications are based upon standards established by the Recreation Vehicle Industry Association ('RVIA') and park model classifications are based upon standards established by the Recreation Park Trailer Industry Association ( 'RPTIA'). The main types of recreation vehicles that the Company produces include conventional travel trailers, fifth wheels, Class A, Class C, and Class B motorhomes and park models. Travel trailers are non-motorized vehicles which are designed to be towed by passenger automobiles, pickup trucks, SUVs or vans. Park models are recreational dwellings towed to a permanent site such as a lake, woods or park. A motorhome is a self-powered vehicle built on a motor vehicle chassis. Its buses are sold under the names ElDorado National, Champion Bus, General Coach and Goshen Coach. Competition in the recreation vehicle industry is based upon price, design, value, quality and service. Both federal and state authorities have various environmental control standards relating to air, water and noise pollution which affect its business and operations.

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Hide