Professional
Added to YB: 2025-08-18
Pitch date: 2025-06-30
THO [neutral]
THOR Industries, Inc.
+17.35%
current return
Author Info
No bio for this author
Company Info
THOR Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Germany, rest of Europe, Canada, and internationally.
Market Cap
$5.7B
Pitch Price
$87.31
Price Target
N/A
Dividend
1.93%
EV/EBITDA
9.97
P/E
22.24
EV/Sales
0.63
Sector
Automobiles
Category
value
Conventum-Alluvium Global Fund Portfolio Holding: THOR Industries, Inc.
THO (holding update): Rec vehicle maker up 18.1%, Q3 showed strong margins/cash flow with maintained guidance. Buyback reauthorized with $25M already executed. Operating in cyclical industry at prolonged bottom. Trades at 10.9x mid-cycle maintainable owner's earnings with 9.1% FCF yield - not expensive.
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