NYSE · Consumer Cyclical · Recreational Vehicles · USA
Thor Industries Inc is a mid cap company (market value between $2 billion and $10 billion) in the Recreational Vehicles industry.
Thor Industries manufactures recreational vehicles across North America and Europe as the largest RV manufacturer globally. The company produces travel trailers, fifth wheels, and motorhomes through North American subsidiaries including Airstream, Jayco, Keystone, and KZ, plus Erwin Hymer Group in Europe. It also supplies RV components and accessories to manufacturers and dealers.
From its FY2026 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Thor Industries Inc stock.
Overvalued: intrinsic value $35.15 per share, market price $73.90, margin of safety -110.3% (as of 2026-10-30).
Discounting its cash flows at 10.6% (average of 3 methods) values the shares at $35.15; the price of $73.90 is 110% above that value, and 69% of that value comes from beyond year five.
Leak Score: 46/100 on 11 of 12 signals (On Watch).
17 more funds hold it; the full list is part of the paid plan.
All 17 Recreational Vehicles stocks
2 more in this industry show a wider margin of safety.
THO is overvalued (as of the 2026-10-30 close). Discounting its cash flows at 10.6% (average of 3 methods) values the shares at $35.15; the price of $73.90 is 110% above that value, and 69% of that value comes from beyond year five.
$35.15 per share (as of the 2026-10-30 close), against a market price of $73.90. That is a margin of safety of -110.3%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
46 out of 100, which we rate "On Watch", on 11 of 12 value investing signals.