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THO vs AMZN
Revenue, margins, valuation, and 5-year total return — side by side.
Specialty Retail
THO vs AMZN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Auto - Recreational Vehicles | Specialty Retail |
| Market Cap | $4.08B | $2.93T |
| Revenue (TTM) | $9.93B | $742.78B |
| Net Income (TTM) | $300M | $90.80B |
| Gross Margin | 14.0% | 50.6% |
| Operating Margin | 4.5% | 11.5% |
| Forward P/E | 18.6x | 31.4x |
| Total Debt | $923M | $152.99B |
| Cash & Equiv. | $587M | $86.81B |
THO vs AMZN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Thor Industries, In… (THO) | 100 | 89.6 | -10.4% |
| Amazon.com, Inc. (AMZN) | 100 | 223.3 | +123.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: THO vs AMZN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
THO is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 10 yrs, beta 1.25, yield 2.6%
- Lower volatility, beta 1.25, Low D/E 21.5%, current ratio 1.75x
- Beta 1.25, yield 2.6%, current ratio 1.75x
AMZN carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 12.4%, EPS growth 29.7%, 3Y rev CAGR 11.7%
- 7.0% 10Y total return vs THO's 44.1%
- PEG 1.12 vs THO's 4.99
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 12.4% revenue growth vs THO's -4.6% | |
| Value | Lower P/E (18.6x vs 31.4x) | |
| Quality / Margins | 12.2% margin vs THO's 3.0% | |
| Stability / Safety | Beta 1.25 vs AMZN's 1.50, lower leverage | |
| Dividends | 2.6% yield; 10-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +42.0% vs THO's +3.9% | |
| Efficiency (ROA) | 11.5% ROA vs THO's 4.3%, ROIC 14.7% vs 6.7% |
THO vs AMZN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
THO vs AMZN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
AMZN leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AMZN is the larger business by revenue, generating $742.8B annually — 74.8x THO's $9.9B. AMZN is the more profitable business, keeping 12.2% of every revenue dollar as net income compared to THO's 3.0%. On growth, AMZN holds the edge at +16.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $9.9B | $742.8B |
| EBITDAEarnings before interest/tax | $714M | $155.9B |
| Net IncomeAfter-tax profit | $300M | $90.8B |
| Free Cash FlowCash after capex | $228M | -$2.5B |
| Gross MarginGross profit ÷ Revenue | +14.0% | +50.6% |
| Operating MarginEBIT ÷ Revenue | +4.5% | +11.5% |
| Net MarginNet income ÷ Revenue | +3.0% | +12.2% |
| FCF MarginFCF ÷ Revenue | +2.3% | -0.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +5.3% | +16.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +35.0% | +74.8% |
Valuation Metrics
THO leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 16.0x trailing earnings, THO trades at a 58% valuation discount to AMZN's 38.0x P/E. Adjusting for growth (PEG ratio), AMZN offers better value at 1.36x vs THO's 4.28x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.1B | $2.93T |
| Enterprise ValueMkt cap + debt − cash | $4.4B | $3.00T |
| Trailing P/EPrice ÷ TTM EPS | 15.95x | 38.03x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.61x | 31.41x |
| PEG RatioP/E ÷ EPS growth rate | 4.28x | 1.36x |
| EV / EBITDAEnterprise value multiple | 6.41x | 20.58x |
| Price / SalesMarket cap ÷ Revenue | 0.43x | 4.09x |
| Price / BookPrice ÷ Book value/share | 0.96x | 7.18x |
| Price / FCFMarket cap ÷ FCF | 8.97x | 381.09x |
Profitability & Efficiency
AMZN leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
AMZN delivers a 23.3% return on equity — every $100 of shareholder capital generates $23 in annual profit, vs $7 for THO. THO carries lower financial leverage with a 0.22x debt-to-equity ratio, signaling a more conservative balance sheet compared to AMZN's 0.37x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +7.0% | +23.3% |
| ROA (TTM)Return on assets | +4.3% | +11.5% |
| ROICReturn on invested capital | +6.7% | +14.7% |
| ROCEReturn on capital employed | +7.6% | +15.3% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.22x | 0.37x |
| Net DebtTotal debt minus cash | $336M | $66.2B |
| Cash & Equiv.Liquid assets | $587M | $86.8B |
| Total DebtShort + long-term debt | $923M | $153.0B |
| Interest CoverageEBIT ÷ Interest expense | 9.82x | 39.96x |
Total Returns (Dividends Reinvested)
AMZN leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AMZN five years ago would be worth $17,094 today (with dividends reinvested), compared to $6,134 for THO. Over the past 12 months, AMZN leads with a +42.0% total return vs THO's +3.9%. The 3-year compound annual growth rate (CAGR) favors AMZN at 37.1% vs THO's 0.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -25.8% | +20.4% |
| 1-Year ReturnPast 12 months | +3.9% | +42.0% |
| 3-Year ReturnCumulative with dividends | +0.6% | +157.7% |
| 5-Year ReturnCumulative with dividends | -38.7% | +70.9% |
| 10-Year ReturnCumulative with dividends | +44.1% | +702.2% |
| CAGR (3Y)Annualised 3-year return | +0.2% | +37.1% |
Risk & Volatility
Evenly matched — THO and AMZN each lead in 1 of 2 comparable metrics.
Risk & Volatility
THO is the less volatile stock with a 1.25 beta — it tends to amplify market swings less than AMZN's 1.50 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AMZN currently trades 97.9% from its 52-week high vs THO's 62.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.25x | 1.50x |
| 52-Week HighHighest price in past year | $122.83 | $278.56 |
| 52-Week LowLowest price in past year | $73.36 | $188.82 |
| % of 52W HighCurrent price vs 52-week peak | +62.9% | +97.9% |
| RSI (14)Momentum oscillator 0–100 | 43.5 | 74.2 |
| Avg Volume (50D)Average daily shares traded | 740K | 45.2M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates THO as "Hold" and AMZN as "Buy". Consensus price targets imply 48.0% upside for THO (target: $114) vs 12.5% for AMZN (target: $307). THO is the only dividend payer here at 2.57% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $114.25 | $306.77 |
| # AnalystsCovering analysts | 41 | 94 |
| Dividend YieldAnnual dividend ÷ price | +2.6% | — |
| Dividend StreakConsecutive years of raises | 10 | — |
| Dividend / ShareAnnual DPS | $1.99 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.3% | 0.0% |
AMZN leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). THO leads in 1 (Valuation Metrics). 1 tied.
THO vs AMZN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is THO or AMZN a better buy right now?
For growth investors, Amazon.
com, Inc. (AMZN) is the stronger pick with 12. 4% revenue growth year-over-year, versus -4. 6% for Thor Industries, Inc. (THO). Thor Industries, Inc. (THO) offers the better valuation at 16. 0x trailing P/E (18. 6x forward), making it the more compelling value choice. Analysts rate Amazon. com, Inc. (AMZN) a "Buy" — based on 94 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — THO or AMZN?
On trailing P/E, Thor Industries, Inc.
(THO) is the cheapest at 16. 0x versus Amazon. com, Inc. at 38. 0x. On forward P/E, Thor Industries, Inc. is actually cheaper at 18. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Amazon. com, Inc. wins at 1. 12x versus Thor Industries, Inc. 's 4. 99x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — THO or AMZN?
Over the past 5 years, Amazon.
com, Inc. (AMZN) delivered a total return of +70. 9%, compared to -38. 7% for Thor Industries, Inc. (THO). Over 10 years, the gap is even starker: AMZN returned +702. 2% versus THO's +44. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — THO or AMZN?
By beta (market sensitivity over 5 years), Thor Industries, Inc.
(THO) is the lower-risk stock at 1. 25β versus Amazon. com, Inc. 's 1. 50β — meaning AMZN is approximately 20% more volatile than THO relative to the S&P 500. On balance sheet safety, Thor Industries, Inc. (THO) carries a lower debt/equity ratio of 22% versus 37% for Amazon. com, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — THO or AMZN?
By revenue growth (latest reported year), Amazon.
com, Inc. (AMZN) is pulling ahead at 12. 4% versus -4. 6% for Thor Industries, Inc. (THO). On earnings-per-share growth, the picture is similar: Amazon. com, Inc. grew EPS 29. 7% year-over-year, compared to -2. 0% for Thor Industries, Inc.. Over a 3-year CAGR, AMZN leads at 11. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — THO or AMZN?
Amazon.
com, Inc. (AMZN) is the more profitable company, earning 10. 8% net margin versus 2. 7% for Thor Industries, Inc. — meaning it keeps 10. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AMZN leads at 11. 2% versus 4. 4% for THO. At the gross margin level — before operating expenses — AMZN leads at 50. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is THO or AMZN more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Amazon. com, Inc. (AMZN) is the more undervalued stock at a PEG of 1. 12x versus Thor Industries, Inc. 's 4. 99x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Thor Industries, Inc. (THO) trades at 18. 6x forward P/E versus 31. 4x for Amazon. com, Inc. — 12. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for THO: 48. 0% to $114. 25.
08Which pays a better dividend — THO or AMZN?
In this comparison, THO (2.
6% yield) pays a dividend. AMZN does not pay a meaningful dividend and should not be held primarily for income.
09Is THO or AMZN better for a retirement portfolio?
For long-horizon retirement investors, Thor Industries, Inc.
(THO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 25), 2. 6% yield). Amazon. com, Inc. (AMZN) carries a higher beta of 1. 50 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (THO: +44. 1%, AMZN: +702. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between THO and AMZN?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: THO is a small-cap deep-value stock; AMZN is a mega-cap quality compounder stock. THO pays a dividend while AMZN does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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