Pricing Log in Create free account

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 $3.4B against $3.0B — 1.1× the size. Polaris Inc. has negative trailing earnings, so its P/E is not meaningful; Thor Industries, Inc. trades at 18.8×. Polaris Inc. grew revenue faster over the last twelve months: 8.43% against 0.30%. Thor Industries, Inc. has the higher net margin (1.85% vs −3.50%) and the higher return on invested capital (2.65% vs −4.84%). Both pay a dividend; Polaris Inc. yields more (5.25% vs 3.26%). Across the 22 metrics below, Thor Industries, Inc. leads on 16 and Polaris Inc. on 6.

Valuation

Metric PII THO Recreational Vehicles median
P/E n/m 18.79 16.59
P/S 0.40 0.35 0.46
P/B 3.53 0.79 0.89
Price to free cash flow 44.35 14.13 10.19
EV/EBITDA 65.25 7.98 8.43
EV/Sales 0.69 0.39 0.63
Earnings yield (8.91%) 5.32% 0.16%
Free cash flow yield 2.25% 7.08% 6.91%

Profitability

Metric PII THO Recreational Vehicles median
Gross margin 21.19% 12.62% 22.03%
Operating margin (2.55%) 2.05% 0.17%
Net margin (3.50%) 1.85% (0.15%)
Free cash flow margin 0.90% 2.46% 4.02%
Return on equity (25.65%) 4.15% 0.16%
Return on assets (4.92%) 2.53% 0.10%
Return on invested capital (4.84%) 2.65% 0.16%

Growth

Metric PII THO Recreational Vehicles median
Revenue growth (TTM) 8.43% 0.30% 4.05%
EPS growth (last fiscal year) (519.49%) (29.66%) (7.99%)
Revenue growth, 5-year CAGR 2.63% (4.85%) 4.29%
Net income growth, 5-year CAGR 0.00% (23.09%) 0.00%

Health

Metric PII THO Recreational Vehicles median
Debt to equity 2.28 0.20 0.48
Current ratio 1.20 1.77 1.81
Net debt to EBITDA (21.97) 0.83 0.53

Dividend

Metric PII THO Recreational Vehicles median
Dividend yield 5.25% 3.26% 3.11%
Payout ratio — 0.61 0.50

Size

Metric PII THO Recreational Vehicles median
Market cap 3.01b 3.41b 585.72m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack