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Thor Industries: A Solid Business For A Discount Price

Jan. 05, 2022 10:17 AM ETTHOR Industries, Inc. (THO)32 Comments
Daniel Moser profile picture
Daniel Moser


  • COVID-driven lifestyle changes provide support for the RV industry.
  • Thor Industries, a market leader in the RV space, has reported strong earnings and a massive increase in the order backlog.
  • At a 7x EV/EBIT multiple, compared to 10-year average of 10/11x, reflects future expectations that are not aligned with the fundamental backdrop, in my view.

Keystone RV Outback fifth wheel and travel trailers. Keystone RV is a subsidiary of Thor Industries and manufacture luxury RVs and fifth-wheel trailers.

jetcityimage/iStock Editorial via Getty Images

From a strictly business/economic perspective COVID-19 has provided a big boost for some industries and created immense challenges for other industries. The RV industry has been an industry that received a big boost. You see, COVID-19 changed

This article was written by

Daniel Moser profile picture
Primarily focused on finding "value" opportunities.  Tend to believe human beings are prone to emotional extremism which can create opportunities to get involved in (or exit) investments at favorable prices relative to a company's intrinsic value.  Generally picking companies to write about which I am already interested in and also appear on Seeking Alpha's "Undercovered Stocks" list. Hold an Undergraduate Business degree from the University of Tulsa where my major areas of study was finance and minor areas were economics and political science.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of THO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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