BRP Inc (DOO) is slightly overvalued and Thor Industries Inc (THO) is slightly overvalued.
Both trade above our estimate of their intrinsic value. THO is the closer of the two: -13%, against -20% for DOO.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 8.3% (average of 3 methods) values the shares at $48.30; the price of $57.90 is 20% above that value, and 78% of that value comes from beyond year five.
Leak Score 14/100 on 3 of 12 signals
Discounting its cash flows at 10.2% (average of 2 methods) values the shares at $65.34; the price of $73.80 is 13% above that value, and 72% of that value comes from beyond year five.
Leak Score 27/100 on 3 of 12 signals
| Metric | DOO | THO |
|---|---|---|
| Verdict | Slightly overvalued | Slightly overvalued |
| Price | $57.90 | $73.80 |
| Intrinsic value | $48.30 | $65.34 |
| Margin of safety | -20% | -13% |
| Leak Score | 14/100 (3/12) | 27/100 (3/12) |
| Market cap | $4.1B | $3.8B |
| Revenue growth, 5 years | 6.4% | 3.2% |
| Operating margin | 7.2% | 2.5% |
| Net margin | 1.2% | 2.7% |
| Return on equity | 28.9% | 6.2% |
| Debt to equity | 9.13 | 0.23 |
| P/E | 52.8x | 14.9x |
| Forward P/E | 14.6x | 15.0x |
| P/B | 17.7x | 0.9x |
| Dividend yield | 1.3% | 2.9% |