THO

Thor Industries, Inc.

Consumer Cyclical · $3.6B market cap

Share price

$69.55

close of Oct 3, 2026

Fair value

$31.71

Sticker Price

Payback Price

$12.68

buy price

Overpriced

THO is Overpriced: at $69.55 it trades 119% above its fair value of $31.71. Its buy price (Payback Price) is $12.68, 82% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew -5% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth9.5% a year✗

Equity per share growth12.7% a year✓

Sales growth11.0% a year✓

Free cash flow growth12.3% a year✓

Return on invested capital5.0%✗

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Superinvestors

2 of the investors we track hold THO. In Q2 2026, 1 opened a position. Who we track

Bill Nygren

Oakmark Funds · as of Q2 2026

$69.4M

923,940 shares

Tweedy Browne

Tweedy Browne · as of Q2 2026

$2.0M

26,526 shares

Moves in Q2 2026

New position: Tweedy Browne

Insider activity

Since Jun 16, 2026: no open-market purchases and 2 other filings (stock awards, tax withholding and similar). Why purchases matter

Other filings

ORTHWEIN PETER BUSCH

director · 2026-06-16

G-Gift

500 shares

ORTHWEIN PETER BUSCH

director · 2026-06-16

G-Gift

10,000 shares

About Thor Industries, Inc.

Thor Industries, Inc. specializes in the design, production, and sale of recreational vehicles (RVs), complemented by a range of related parts and accessories. Its operations span the United States, Canada, and Europe. The company offers an extensive selection of RVs, including various travel trailers (from conventional models to luxury fifth wheels) and gasoline or diesel-powered Class A, Class B, and Class C…

Auto - Recreational Vehicles