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Polaris Inc. (PII) vs Thor Industries, Inc. (THO)

Polaris Inc. and Thor Industries, Inc. are both Recreational Vehicles companies. Thor Industries, Inc. is the larger, with a market value of $3.8B against $3.4B — 1.1× the size. Polaris Inc. has negative trailing earnings, so its P/E is not meaningful; Thor Industries, Inc. trades at 23.3×. Polaris Inc. grew revenue faster over the last twelve months: 9.46% against 0.30%. Thor Industries, Inc. has the higher net margin (1.85% vs −2.70%) and the higher return on invested capital (2.65% vs −4.00%). Both pay a dividend; Polaris Inc. yields more (4.35% vs 2.65%). Across the 22 metrics below, Thor Industries, Inc. leads on 13 and Polaris Inc. on 9.

Valuation

Metric PII THO Recreational Vehicles median
P/E n/m 23.28 23.83
P/S 0.47 0.43 0.61
P/B 4.23 0.97 1.05
Price to free cash flow 13.52 17.51 10.99
EV/EBITDA 42.89 9.70 9.68
EV/Sales 0.71 0.47 0.78
Earnings yield (5.86%) 4.30% (0.05%)
Free cash flow yield 7.40% 5.71% 6.91%

Profitability

Metric PII THO Recreational Vehicles median
Gross margin 21.31% 12.62% 20.94%
Operating margin (1.79%) 2.05% (0.16%)
Net margin (2.70%) 1.85% (1.59%)
Free cash flow margin 3.47% 2.46% 5.37%
Return on equity (20.59%) 4.15% 0.00%
Return on assets (3.98%) 2.53% 0.00%
Return on invested capital (4.00%) 2.65% 0.00%

Growth

Metric PII THO Recreational Vehicles median
Revenue growth (TTM) 9.46% 0.30% 4.05%
EPS growth (last fiscal year) (519.49%) (29.66%) (5.83%)
Revenue growth, 5-year CAGR 2.63% (4.85%) 3.46%
Net income growth, 5-year CAGR 0.00% (23.09%) 0.00%

Health

Metric PII THO Recreational Vehicles median
Debt to equity 1.88 0.20 0.54
Current ratio 1.06 1.77 1.81
Net debt to EBITDA (21.97) 0.83 0.17

Dividend

Metric PII THO Recreational Vehicles median
Dividend yield 4.35% 2.65% 2.48%
Payout ratio — 0.62 0.53

Size

Metric PII THO Recreational Vehicles median
Market cap 3.38b 3.81b 494.55m

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