THOR Industries, Inc (THO) Fair Value & Analysis
Consumer Cyclical · US · Market cap $3.8B
THOR Industries, Inc
THO · US
Fair value as of: Jul 12, 2026
From 26 valuation models · updated 28 days ago
Fair value updated Jul 12, 2026, revised from $108.15 to $97.14 (−10.2%) since Jun 24, 2026. Share price +10.0% over the past month.
A solid business, screening 22% undervalued on our models.
What matters now
- Solid quality (62/100) at a price below fair value, the discount is the argument here, not the business quality.
- Our model range runs from $71.24 (bear) to $123.04 (bull), base $97.14. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 62/100 (solid quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.
How to read this chart
60‑month range $62.89 – $131.46 · fair‑value band $71.24 – $123.04 · the $79.55 price screens below the $97.14 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.
Analysis
THOR Industries, Inc (THO) currently trades at $79.55, while our model-based Fair Value estimate is $97.14, implying the stock looks roughly 22.1% undervalued today. The Quality Score stands at 62/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, THOR Industries, Inc generated revenue of $9.9B at a net margin of 3.0%. Revenue grew 5.3% year over year. It earns a return on equity of 7.2%. Net debt stands at $336M. Fundamentals as of Jul 12, 2026
Our scenario range runs from $71.24 (bear case) to $123.04 (bull case); at $79.55, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 35% below its 52-week high and 13% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 6% fair-value upside, at 22%, THO screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models ($139.35) versus Dividend Discount ($30.83). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 60 · Market factors (momentum, volatility) 28
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; conventional motorhomes; luxury fifth wheels; and motorcaravans, campervans, urban vehicles, and caravans, as well as other RV-related products and services. It also provides aluminum extrusion and specialized component products to RV and other manufacturers. The company sells its products to independent and non-franchise dealers. THOR Industries, Inc. was founded in 1980 and is based in Elkhart, Indiana.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
THOR Industries, Inc reported revenue of $9.6B in FY2025 versus $12.3B in FY2021, a compound −6.1%/yr. Reported net income was $259M in FY2025, compounding −20.9%/yr from FY2021.
Watch THO: get an alert when its fair value changes →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Is THOR Industries (THO) Cheap On Mixed Valuation Signals?
- Is THOR Industries (THO) Undervalued Or Is Its 26% Slide Priced In?
- Automobile Manufacturing Stocks Q1 Recap: Benchmarking THOR Industries (NYSE:THO)
- Why Is Thor Industries (THO) Up 2.2% Since Last Earnings Report?
Peer Group
Recreational Vehicles · 37 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Recreational Vehicles median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 66/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Recreational Vehicles stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Zhejiang Cfmoto Power Co 603129 | ¥293.01 | ¥199.10 | -32% |
| Brunswick Corporation BC | $80.45 | $16.76 | -79% |
| BRP Inc DOO | C$85.96 | C$86.81 | +1% |
| Polaris Inc PII | $67.40 | $29.83 | -56% |
| Trigano S.A TRI | €149.60 | €273.48 | +83% |
| Patrick Industries, Inc PATK | $82.70 | $85.54 | +3% |
| Harley-Davidson, Inc HOG | $26.81 | $64.09 | +139% |
| LCI Industries, LCII | $108.17 | $156.35 | +45% |
| Sanlorenzo S.p.A SL | €38.30 | €40.65 | +6% |
| Ferretti S.p.A 9638 | HK$36.00 | HK$51.06 | +42% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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