Professional
Added to YB: 2025-04-15
Pitch date: 2025-03-31
THO [neutral]
THOR Industries, Inc.
+36.78%
current return
Author Info
No bio for this author
Company Info
THOR Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Germany, rest of Europe, Canada, and internationally.
Market Cap
$5.7B
Pitch Price
$74.18
Price Target
N/A
Dividend
1.93%
EV/EBITDA
9.97
P/E
22.24
EV/Sales
0.63
Sector
Automobiles
Category
turnaround
Conventum-Alluvium Global Fund Portfolio Holding: THOR Industries, Inc.
THO (holding update): Down 20.4% on revised guidance (-20% EPS). Dealer optimism & consumer confidence declined mid-March. Cyclical biz facing longer downturn. Tariff uncertainty on imported chassis. Trades at 8x through-cycle earnings. Healthy cash generation. Fund maintaining 1.7% position despite unpredictable environment.
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