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Thor Industries, Inc. (THO) vs Winnebago Industries, Inc. (WGO)

Thor Industries, Inc. and Winnebago Industries, Inc. are both Recreational Vehicles companies. Thor Industries, Inc. is the larger, with a market value of $3.4B against $696.8M — 4.9× the size. Winnebago Industries, Inc. trades at the lower P/E: 17.2× against 18.8×. Winnebago Industries, Inc. grew revenue faster over the last twelve months: 3.44% against 0.30%. Thor Industries, Inc. has the higher net margin (1.85% vs 1.36%) and the higher return on invested capital (2.65% vs 2.65%). Both pay a dividend; Winnebago Industries, Inc. yields more (6.04% vs 3.26%). Across the 22 metrics below, Winnebago Industries, Inc. leads on 15 and Thor Industries, Inc. on 7.

Valuation

Metric THO WGO Recreational Vehicles median
P/E 18.79 17.17 16.59
P/S 0.35 0.23 0.46
P/B 0.79 0.54 0.89
Price to free cash flow 14.13 3.55 10.19
EV/EBITDA 7.98 8.41 8.43
EV/Sales 0.39 0.39 0.63
Earnings yield 5.32% 5.82% 0.16%
Free cash flow yield 7.08% 28.16% 6.91%

Profitability

Metric THO WGO Recreational Vehicles median
Gross margin 12.62% 13.00% 22.03%
Operating margin 2.05% 2.42% 0.17%
Net margin 1.85% 1.36% (0.15%)
Free cash flow margin 2.46% 6.56% 4.02%
Return on equity 4.15% 3.14% 0.16%
Return on assets 2.53% 1.85% 0.10%
Return on invested capital 2.65% 2.65% 0.16%

Growth

Metric THO WGO Recreational Vehicles median
Revenue growth (TTM) 0.30% 3.44% 4.05%
EPS growth (last fiscal year) (29.66%) 106.82% (7.99%)
Revenue growth, 5-year CAGR (4.85%) 3.50% 4.29%
Net income growth, 5-year CAGR (23.09%) (16.00%) 0.00%

Health

Metric THO WGO Recreational Vehicles median
Debt to equity 0.20 0.36 0.48
Current ratio 1.77 2.37 1.81
Net debt to EBITDA 0.83 3.03 0.53

Dividend

Metric THO WGO Recreational Vehicles median
Dividend yield 3.26% 6.04% 3.11%
Payout ratio 0.61 1.04 0.50

Size

Metric THO WGO Recreational Vehicles median
Market cap 3.41b 696.82m 585.72m

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