Professional
Added to YB: 2024-07-11
Pitch date: 2024-06-30
THO [bullish]
THOR Industries, Inc.
+12.76%
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
$90.87
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: -20% on Q3 results meeting expectations but guidance cut again due to weak consumer demand. Trades ~20x current earnings, but peak earnings 5x higher post-pandemic. At ~10x estimated 'maintainable earnings', not seen as expensive. Position maintained at 2.4% of Fund despite cyclical headwinds.
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