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41.24 (1y: +31%)
Market Cap 2.19 B P/E(ttm) 16.00
Enterprise Value 2.07 B P/B 2.50
THO- NYSE (USA)
Thor Industries, Inc.
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$41.24
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GuruFocus Financial Strength Rank measures how strong a companyย’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
84% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.27 vs. THO: No Debt )
THO' s 10-Year Cash to Debt Range
Min: No Debt   Max: No Debt
Current: No Debt
Equity to Asset 0.395
THO's Equity to Asset is ranked lower than
66% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.50 vs. THO: 0.395 )
THO' s 10-Year Equity to Asset Range
Min: 0.39   Max: 0.68
Current: 0.4
0.39
0.68
Interest Coverage No Debt
THO's Interest Coverage is ranked higher than
80% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 9.80 vs. THO: No Debt )
THO' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
F-Score: 4
Z-Score: 8.03
M-Score: -1.94
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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 : 5/10

vs
industry		 vs
history
Operating margin (%) 5.70
THO's Operating margin (%) is ranked higher than
57% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.50 vs. THO: 5.70 )
THO' s 10-Year Operating margin (%) Range
Min: -5.7   Max: 8.5
Current: 5.7
-5.7
8.5
Net-margin (%) 3.9
THO's Net-margin (%) is ranked higher than
53% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 3.50 vs. THO: 3.9 )
THO' s 10-Year Net-margin (%) Range
Min: 1.1   Max: 5.6
Current: 3.9
1.1
5.6
ROE (%) 14.3
THO's ROE (%) is ranked higher than
80% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 7.00 vs. THO: 14.3 )
THO' s 10-Year ROE (%) Range
Min: 2.4   Max: 24.2
Current: 14.3
2.4
24.2
ROA (%) 9.8
THO's ROA (%) is ranked higher than
87% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 3.60 vs. THO: 9.8 )
THO' s 10-Year ROA (%) Range
Min: 1.8   Max: 17
Current: 9.8
1.8
17
ROC (Joel Greenblatt) (%) 55.20
THO's ROC (Joel Greenblatt) (%) is ranked higher than
93% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 11.80 vs. THO: 55.20 )
THO' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -51.7   Max: 135.4
Current: 55.2
-51.7
135.4
Revenue Growth (%) 20.2
THO's Revenue Growth (%) is ranked higher than
93% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.00 vs. THO: 20.2 )
THO' s 10-Year Revenue Growth (%) Range
Min: -15.5   Max: 21.8
Current: 20.2
-15.5
21.8
EBITDA Growth (%) 72.7
THO's EBITDA Growth (%) is ranked higher than
99% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.00 vs. THO: 72.7 )
THO' s 10-Year EBITDA Growth (%) Range
Min: -45.7   Max: 72.7
Current: 72.7
-45.7
72.7
EPS Growth (%) 64.3
THO's EPS Growth (%) is ranked higher than
96% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.00 vs. THO: 64.3 )
THO' s 10-Year EPS Growth (%) Range
Min: -43.4   Max: 64.3
Current: 64.3
-43.4
64.3
ยป THO's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

THO Guru Trades in Q2 2012

Joel Greenblatt 144,600 sh (+48.48%)
Richard Pzena 689,500 sh (+29.02%)
Paul Tudor Jones 13,800 sh (+7.81%)
Chuck Royce 7,881,702 sh (-1.81%)
Steven Cohen 11,079 sh (-23.28%)
» More
Q3 2012

THO Guru Trades in Q3 2012

Richard Pzena 688,770 sh (-0.11%)
Chuck Royce 7,559,002 sh (-4.09%)
Steven Cohen 9,216 sh (-16.82%)
Joel Greenblatt 105,512 sh (-27.03%)
Paul Tudor Jones 6,900 sh (-50%)
» More
Q4 2012

THO Guru Trades in Q4 2012

Paul Tudor Jones 17,100 sh (+147.83%)
Steven Cohen 20,821 sh (+125.92%)
Chuck Royce 7,089,482 sh (-6.21%)
Richard Pzena 392,868 sh (-42.96%)
Joel Greenblatt 59,352 sh (-43.75%)
» More
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
» Details

Insider Trades

Latest Guru Trades with THO

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2013-03-31 Reduce -64.06%0.08%$36.08 - $43.91 $ 41.246%21333
Joel Greenblatt 2012-12-31 Reduce -43.75%0.11%$35.53 - $44.25 $ 41.247%59352
Joel Greenblatt 2012-12-31 Reduce -43.75%0.11%$35.53 - $44.25 $ 41.247%59352
Joel Greenblatt 2012-09-30 Reduce -27.03%0.08%$27.17 - $36.39 $ 41.2433%105512
Joel Greenblatt 2012-06-30 Add 48.48%0.09%$26.75 - $34.11 $ 41.2436%144600
Joel Greenblatt 2012-03-31 Add 96.89%0.13%$27.64 - $33.88 $ 41.2440%97385
Ruane Cunniff 2012-03-31 Sold Out 0.0021%$27.64 - $33.88 $ 41.2440%0
Joel Greenblatt 2011-12-31 New Buy0.16%$21.87 - $28.89 $ 41.2462%49461
Ruane Cunniff 2011-12-31 New Buy$21.87 - $28.89 $ 41.2462%8781
Ruane Cunniff 2011-09-30 Sold Out 0.0024%$18 - $29.28 $ 41.2481%0
Ruane Cunniff 2011-03-31 Reduce -38.26%$31.02 - $37.71 $ 41.2421%10709
George Soros 2011-03-31 Sold Out $31.02 - $37.71 $ 41.2421%0
Mario Gabelli 2011-03-31 Sold Out $31.02 - $37.71 $ 41.2421%0
George Soros 2010-12-31 New Buy$29.53 - $35.18 $ 41.2426%9600
Mario Gabelli 2010-09-30 New Buy$23.24 - $32.95 $ 41.2456%27000
Mario Gabelli 2010-06-30 Sold Out $23.75 - $36.39 $ 41.2434%0
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 16.00
THO's P/E(ttm) is ranked lower than
55% of the 671 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 14.90 vs. THO: 16.00 )
THO' s 10-Year P/E(ttm) Range
Min: 6.83   Max: 89.03
Current: 16
6.83
89.03
P/B 2.50
THO's P/B is ranked lower than
82% of the 766 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.22 vs. THO: 2.50 )
THO' s 10-Year P/B Range
Min: 0.85   Max: 4.52
Current: 2.5
0.85
4.52
P/S 0.64
THO's P/S is ranked lower than
51% of the 783 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.58 vs. THO: 0.64 )
THO' s 10-Year P/S Range
Min: 0.27   Max: 1.12
Current: 0.64
0.27
1.12
PFCF 32.00
THO's PFCF is ranked lower than
75% of the 485 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 14.17 vs. THO: 32.00 )
THO' s 10-Year PFCF Range
Min: 5.31   Max: 600.67
Current: 32
5.31
600.67
EV-to-EBIT 10.9
THO's EV-to-EBIT is ranked higher than
54% of the 660 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 11.80 vs. THO: 10.9 )
THO' s 10-Year EV-to-EBIT Range
Min: 3.1   Max: 432.9
Current: 10.9
3.1
432.9
PEG 0.6
THO's PEG is ranked higher than
66% of the 268 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.12 vs. THO: 0.6 )
THO' s 10-Year PEG Range
Min: 0.46   Max: 11.24
Current: 0.6
0.46
11.24
Shiller P/E 21.7
THO's Shiller P/E is ranked lower than
100% of the Companies
in the Global Recreational Vehicles industry.

( Industry Median: vs. THO: 21.7 )
THO' s 10-Year Shiller P/E Range
Min: 5.06   Max: 35.85
Current: 21.7
5.06
35.85

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 1.67
THO's Dividend Yield is ranked higher than
64% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.14 vs. THO: 1.67 )
THO' s 10-Year Dividend Yield Range
Min: 0.09   Max: 2.67
Current: 1.67
0.09
2.67
Dividend Payout 0.2562
THO's Dividend Payout is ranked higher than
50% of the 437 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.26 vs. THO: 0.2562 )
THO' s 10-Year Dividend Payout Range
Min: 0.02   Max: 0.91
Current: 0.26
0.02
0.91
Dividend growth (3y) 21
THO's Dividend growth (3y) is ranked higher than
96% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.00 vs. THO: 21 )
THO' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 76
Current: 21
0
76
Yield on cost (5-Year) 4.35
THO's Yield on cost (5-Year) is ranked higher than
89% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.11 vs. THO: 4.35 )
THO' s 10-Year Yield on cost (5-Year) Range
Min: 0.23   Max: 6.84
Current: 4.35
0.23
6.84
Share Buyback Rate 0.7
THO's Share Buyback Rate is ranked higher than
94% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.00 vs. THO: 0.7 )
THO' s 10-Year Share Buyback Rate Range
Min: 1.3   Max: -4.7
Current: 0.7

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 8.5
THO's Price/Net Current Asset Value is ranked lower than
66% of the 706 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 4.90 vs. THO: 8.5 )
THO' s 10-Year Price/Net Current Asset Value Range
Min: 3.4   Max: 10.8
Current: 8.5
3.4
10.8
Price/Tangible Book 4.4
THO's Price/Tangible Book is ranked lower than
90% of the 742 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.30 vs. THO: 4.4 )
THO' s 10-Year Price/Tangible Book Range
Min: 1.6   Max: 5.1
Current: 4.4
1.6
5.1
Price/DCF (Projected) 1.4
THO's Price/DCF (Projected) is ranked lower than
52% of the 190 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.40 vs. THO: 1.4 )
THO' s 10-Year Price/DCF (Projected) Range
Min: 0.6   Max: 1.8
Current: 1.4
0.6
1.8
Price/Median PS Value 1
THO's Price/Median PS Value is ranked higher than
77% of the 749 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.20 vs. THO: 1 )
THO' s 10-Year Price/Median PS Value Range
Min: 0.5   Max: 1.3
Current: 1
0.5
1.3
Price/Peter Lynch Fair Value 0.6
THO's Price/Peter Lynch Fair Value is ranked higher than
68% of the 148 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.90 vs. THO: 0.6 )
THO' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.6   Max: 1.5
Current: 0.6
0.6
1.5
Price/Graham Number 1.9
THO's Price/Graham Number is ranked lower than
79% of the 643 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 1.00 vs. THO: 1.9 )
THO' s 10-Year Price/Graham Number Range
Min: 0.7   Max: 2.9
Current: 1.9
0.7
2.9
Earnings Yield (Greenblatt) 9.20
THO's Earnings Yield (Greenblatt) is ranked higher than
61% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 7.10 vs. THO: 9.20 )
THO' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.2   Max: 32
Current: 9.2
0.2
32
Forward Rate of Return (Yacktman) 33.11
THO's Forward Rate of Return (Yacktman) is ranked higher than
96% of the 787 Companies
in the Global Recreational Vehicles industry.

( Industry Median: 0.00 vs. THO: 33.11 )
THO' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -26.1   Max: 34.4
Current: 33.11
-26.1
34.4

Business Description

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.
Company Website
SEC Reports
Industry: Recreational Vehicles
Compare:HOG, PII, WGO, DW, ACAT
Traded in other countries:TIV.Germany
ยป More Articles for THO

Headlines

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9 Dividend Stocks Raising Their Yield On Cost Aug 15 2011 
Guru Stocks Raising Dividends: THO, ACU, KAMN, PRIM, CHE Aug 15 2011 
Thor Industries Inc. Reports Operating Results (10-Q) Mar 10 2011 
Thor Industries Inc. Reports Operating Results (10-Q) Nov 30 2010 
9 Dividend Stocks Enriching Their Shareholders: MFA, AFG, THO, WDFC, NWN, SNH, WST, CLCT, ARTNA, RP Oct 11 2010 
Thor Industries Inc. (THO) Chairman, Pres. and CEO Peter Busch Orthwein sells 11,500 Shares Oct 05 2010 

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