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Thor Industries (THO.NYSE)


Business Overview and Segments

This is the largest RV company in the world, being home to just so many brands, including; Airstream, CrossRoads, Cruiser RV, Dutchmen, Jayco and Starcraft. They sell both forms of RV; motorised homes, and towables. 


Moat

Brand – there are some strong brands in their portfolio that people will tend to rely on when buying a new RV. 

Key Figures

Risk of BankruptcyModerate
Last Year’s Growth-6% (Low)
ROIC (Company Quality)15% (Moderate)
Free Cash Flow Margin (Company Strength)5% (Poor-Moderate)

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