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Malibu Boats, Inc. (MBUU) vs Thor Industries, Inc. (THO)

Malibu Boats, Inc. and Thor Industries, Inc. are both Recreational Vehicles companies. Thor Industries, Inc. is the larger, with a market value of $3.4B against $433.3M — 7.9× the size. Thor Industries, Inc. trades at the lower P/E: 18.8× against 309×. Malibu Boats, Inc. grew revenue faster over the last twelve months: 13.3% against 0.30%. Thor Industries, Inc. has the higher net margin (1.85% vs 0.18%) and the higher return on invested capital (2.65% vs 0.31%). Across the 22 metrics below, Thor Industries, Inc. leads on 16 and Malibu Boats, Inc. on 6.

Valuation

Metric MBUU THO Recreational Vehicles median
P/E 308.86 18.79 16.59
P/S 0.46 0.35 0.46
P/B 0.79 0.79 0.89
Price to free cash flow 9.66 14.13 10.19
EV/EBITDA 10.83 7.98 8.43
EV/Sales 0.56 0.39 0.63
Earnings yield 0.32% 5.32% 0.16%
Free cash flow yield 10.35% 7.08% 6.91%

Profitability

Metric MBUU THO Recreational Vehicles median
Gross margin 16.02% 12.62% 22.03%
Operating margin 0.34% 2.05% 0.17%
Net margin 0.18% 1.85% (0.15%)
Free cash flow margin 4.72% 2.46% 4.02%
Return on equity 0.32% 4.15% 0.16%
Return on assets 0.19% 2.53% 0.10%
Return on invested capital 0.31% 2.65% 0.16%

Growth

Metric MBUU THO Recreational Vehicles median
Revenue growth (TTM) 13.25% 0.30% 4.05%
EPS growth (last fiscal year) (88.16%) (29.66%) (7.99%)
Revenue growth, 5-year CAGR (0.26%) (4.85%) 4.29%
Net income growth, 5-year CAGR (56.80%) (23.09%) 0.00%

Health

Metric MBUU THO Recreational Vehicles median
Debt to equity 0.31 0.20 0.48
Current ratio 1.43 1.77 1.81
Net debt to EBITDA 1.93 0.83 0.53

Dividend

Metric MBUU THO Recreational Vehicles median
Dividend yield — 3.26% 3.11%
Payout ratio — 0.61 0.50

Size

Metric MBUU THO Recreational Vehicles median
Market cap 433.30m 3.41b 585.72m

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