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THOThor Industries, Inc.Sell4.6·$76.50+1.85%
SellModerate Confidence
Investment thesis

Thor Industries is the largest recreational vehicle manufacturer in North America with an attractively valued forward price-to-earnings of 16.1x and a PEG of 0.74, but confirming a hard-blocked death cross technical pattern, declining revenue, and a quality score well below the minimum threshold create a deteriorating fundamental picture that outweighs the valuation appeal.

Thesis pillars

  • Revenue Decline In Weak CycleStable
  • Quality Below ThresholdStable
  • Death Cross Confirmed DowntrendStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Thor Industries, Inc. (THO) Stock Analysis

Recovery setup

SellModerate Confidence

Consumer Cyclical · Recreational Vehicles

Sell if holding. Engine safety override at $76.50: Quality below floor (3.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: High short interest: 12%; Elevated put/call ratio: 4.86; Below-average business quality.

Our Company was founded in 1980 and has grown to become the largest manufacturer of recreational vehicles ("RVs") in the world. We are also the largest manufacturer of RVs in North America, and one of the largest manufacturers of RVs in Europe. The Company manufactures a wide... Read more

$76.50+5.8% A.UpsideScore 4.6/10#7 of 10 Recreational Vehicles
QualityF-score6 / 9FCF yield3.72%
IncomeYield2.72%(5y avg 1.96%)Payout41.70%sustainable
Stop $71.15Target $80.91(analyst − 13%)A.R:R 0.7:1
Analyst target$93.00+21.6%12 analysts
$80.91our TP
$76.50price
$93.00mean
$59
$138

Sell if holding. Engine safety override at $76.50: Quality below floor (3.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: High short interest: 12%; Elevated put/call ratio: 4.86; Below-average business quality. Chart setup: Death cross but MACD improving, RSI 51. Score 4.6/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 82d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06

Recent Developments — Thor Industries, Inc.

Generated 2026-07-06T06:10:55Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Sep 23, 202682d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Quality below floor (3.1 < 4.0)

Key Metrics

P/E (TTM)15.5
P/E (Fwd)16.2
Mkt Cap$4.0B
EV/EBITDA8.6
Profit Mgn2.7%
ROE6.1%
Rev Growth-3.9%
Beta1.33
Dividend2.72%
Rating analysts22

Quality Signals

Piotroski F6/9

Options Flow

P/C4.86bearish
IV54%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers

Revenue shrinking — -3.9% YoY. Growth thesis broken unless recovery story develops.static

Earnings Growth
0.0
Revenue Growth
1.5
Declining revenue: -4%

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Gross Margin
0.0
Net Margin
1.3
Operating Margin
1.4
Roa
1.5
Roe
2.0
Fcf Quality
4.4
Moat
4.6
Current Ratio
6.1
Piotroski F
6.7
Earnings quality warning: 56% FCF/NINo competitive moat

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

52w Position
2.6
Bollinger
3.5
Support Resistance
3.6
Gap
5.0
GatesA.R:R 0.7 < 1.5@spotDeath cross (50MA < 200MA)Momentum 6.3>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 82d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
51 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $69.68Resistance $80.31

Price Targets

$71
$81
A.Upside+5.8%
A.R:R0.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.1 < 4.0)
! asymmetry at 0.7 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-09-23 (82d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is THO stock a buy right now?

Sell if holding. Engine safety override at $76.50: Quality below floor (3.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: High short interest: 12%; Elevated put/call ratio: 4.86; Below-average business quality. Chart setup: Death cross but MACD improving, RSI 51. Prior stop was $71.15. Score 4.6/10, moderate confidence.

What is the THO stock price target?

Take-profit target: $80.91 (+5.8% upside). Prior stop was $71.15. Stop-loss: $71.15.

What are the risks of investing in THO?

Quality below floor (3.1 < 4.0).

Is THO overvalued or undervalued?

Thor Industries, Inc. trades at a P/E of 15.5 (forward 16.2). TrendMatrix value score: 7.7/10. Verdict: Sell.

What do analysts say about THO?

22 analysts cover THO with a consensus score of 3.4/5. Average price target: $93.

What does Thor Industries, Inc. do?Our Company was founded in 1980 and has grown to become the largest manufacturer of recreational vehicles ("RVs") in...

Our Company was founded in 1980 and has grown to become the largest manufacturer of recreational vehicles ("RVs") in the world. We are also the largest manufacturer of RVs in North America, and one of the largest manufacturers of RVs in Europe. The Company manufactures a wide variety of RVs in the United States ("U.S.") and Europe, and sells those vehicles, as well as related parts and accessories, primarily to independent, non-franchise dealers throughout the United States, Canada and Europe.

Related stocks: LCII (LCI Industries) · PATK (Patrick Industries, Inc.) · MCFT (MasterCraft Boat Holdings, Inc.) · DOO (BRP Inc.) · BC (Brunswick Corporation)
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