THO
Thor Industries, Inc.
Auto - Recreational Vehicles
Market Cap$4.06B
5Y Perf.-10.8%
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Stock Comparison
THO vs PII
Revenue, margins, valuation, and 5-year total return — side by side.
PII
Polaris Inc.
Auto - Recreational Vehicles
Market Cap$3.80B
5Y Perf.-23.2%
THO vs PII — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | THO | PII |
|---|---|---|
| Industry | Auto - Recreational Vehicles | Auto - Recreational Vehicles |
| Market Cap | $4.06B | $3.80B |
| Revenue (TTM) | $9.93B | $7.27B |
| Net Income (TTM) | $300M | $-446M |
| Gross Margin | 14.0% | 19.6% |
| Operating Margin | 4.5% | -0.5% |
| Forward P/E | 18.5x | 37.3x |
| Total Debt | $923M | $1.54B |
| Cash & Equiv. | $587M | $138M |
THO vs PII — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
THO
PII
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Thor Industries, In… (THO) | 100 | 89.2 | -10.8% |
| Polaris Inc. (PII) | 100 | 76.8 | -23.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: THO vs PII
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: THO leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Polaris Inc. is the stronger pick specifically for growth and revenue expansion and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
THO
Thor Industries, Inc.
The Long-Run Compounder
THO carries the broadest edge in this set and is the clearest fit for long-term compounding and sleep-well-at-night.
- 43.7% 10Y total return vs PII's 4.3%
- Lower volatility, beta 1.23, Low D/E 21.5%, current ratio 1.75x
- Beta 1.23, yield 2.6%, current ratio 1.75x
Best for: long-term compounding and sleep-well-at-night
PII
Polaris Inc.
The Income Pick
PII is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 29 yrs, beta 1.56, yield 3.9%
- Rev growth -0.3%, EPS growth -5.2%, 3Y rev CAGR -5.9%
- -0.3% revenue growth vs THO's -4.6%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | PII | -0.3% revenue growth vs THO's -4.6% |
| Value | THO | Lower P/E (18.5x vs 37.3x) |
| Quality / Margins | THO | 3.0% margin vs PII's -6.1% |
| Stability / Safety | THO | Beta 1.23 vs PII's 1.56, lower leverage |
| Dividends | PII | 3.9% yield, 29-year raise streak, vs THO's 2.6% |
| Momentum (1Y) | PII | +107.0% vs THO's +7.0% |
| Efficiency (ROA) | THO | 4.3% ROA vs PII's -8.6%, ROIC 6.7% vs -0.8% |
THO vs PII — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2020
FY 2025
THO vs PII — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLTHOLAGGINGPII
PIIPolaris Inc.
1leads
THOThor Industries, Inc.
4leads
6 Total Categories
CATEGORYLEADERvs PIIMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
THO4/6
Valuation MetricsMultiples, price ratios, and targets
THO4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
THO9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
THO4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
PII2/2
Income & Cash Flow (Last 12 Months)
THO leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
THO and PII operate at a comparable scale, with $9.9B and $7.3B in trailing revenue. THO is the more profitable business, keeping 3.0% of every revenue dollar as net income compared to PII's -6.1%.
| Metric | THOThor Industries, … | PIIPolaris Inc. |
|---|---|---|
| RevenueTrailing 12 months | $9.9B | $7.3B |
| EBITDAEarnings before interest/tax | $714M | $178M |
| Net IncomeAfter-tax profit | $300M | -$446M |
| Free Cash FlowCash after capex | $228M | $161M |
| Gross MarginGross profit ÷ Revenue | +14.0% | +19.6% |
| Operating MarginEBIT ÷ Revenue | +4.5% | -0.5% |
| Net MarginNet income ÷ Revenue | +3.0% | -6.1% |
| FCF MarginFCF ÷ Revenue | +2.3% | +2.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +5.3% | +8.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +35.0% | +29.1% |
THO leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
THO leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, THO's 6.4x EV/EBITDA is more attractive than PII's 20.2x.
| Metric | THOThor Industries, … | PIIPolaris Inc. |
|---|---|---|
| Market CapShares × price | $4.1B | $3.8B |
| Enterprise ValueMkt cap + debt − cash | $4.4B | $5.2B |
| Trailing P/EPrice ÷ TTM EPS | 15.89x | -8.20x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.54x | 37.25x |
| PEG RatioP/E ÷ EPS growth rate | 4.26x | — |
| EV / EBITDAEnterprise value multiple | 6.38x | 20.20x |
| Price / SalesMarket cap ÷ Revenue | 0.42x | 0.53x |
| Price / BookPrice ÷ Book value/share | 0.96x | 4.54x |
| Price / FCFMarket cap ÷ FCF | 8.93x | 6.81x |
THO leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
THO leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
THO delivers a 7.0% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $-45 for PII. THO carries lower financial leverage with a 0.22x debt-to-equity ratio, signaling a more conservative balance sheet compared to PII's 1.83x. On the Piotroski fundamental quality scale (0–9), THO scores 6/9 vs PII's 4/9, reflecting solid financial health.
| Metric | THOThor Industries, … | PIIPolaris Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +7.0% | -45.2% |
| ROA (TTM)Return on assets | +4.3% | -8.6% |
| ROICReturn on invested capital | +6.7% | -0.8% |
| ROCEReturn on capital employed | +7.6% | -1.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | 0.22x | 1.83x |
| Net DebtTotal debt minus cash | $336M | $1.4B |
| Cash & Equiv.Liquid assets | $587M | $138M |
| Total DebtShort + long-term debt | $923M | $1.5B |
| Interest CoverageEBIT ÷ Interest expense | 9.82x | -3.26x |
THO leads this category, winning 9 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
THO leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in THO five years ago would be worth $5,916 today (with dividends reinvested), compared to $5,543 for PII. Over the past 12 months, PII leads with a +107.0% total return vs THO's +7.0%. The 3-year compound annual growth rate (CAGR) favors THO at 0.1% vs PII's -10.8% — a key indicator of consistent wealth creation.
| Metric | THOThor Industries, … | PIIPolaris Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -26.1% | +1.9% |
| 1-Year ReturnPast 12 months | +7.0% | +107.0% |
| 3-Year ReturnCumulative with dividends | +0.3% | -29.0% |
| 5-Year ReturnCumulative with dividends | -40.8% | -44.6% |
| 10-Year ReturnCumulative with dividends | +43.7% | +4.3% |
| CAGR (3Y)Annualised 3-year return | +0.1% | -10.8% |
THO leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — THO and PII each lead in 1 of 2 comparable metrics.
Risk & Volatility
THO is the less volatile stock with a 1.23 beta — it tends to amplify market swings less than PII's 1.56 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. PII currently trades 89.1% from its 52-week high vs THO's 62.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | THOThor Industries, … | PIIPolaris Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.23x | 1.56x |
| 52-Week HighHighest price in past year | $122.83 | $75.25 |
| 52-Week LowLowest price in past year | $73.29 | $33.23 |
| % of 52W HighCurrent price vs 52-week peak | +62.6% | +89.1% |
| RSI (14)Momentum oscillator 0–100 | 44.1 | 62.2 |
| Avg Volume (50D)Average daily shares traded | 768K | 1.3M |
Evenly matched — THO and PII each lead in 1 of 2 comparable metrics.
Analyst Outlook
PII leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates THO as "Hold" and PII as "Hold". Consensus price targets imply 48.6% upside for THO (target: $114) vs 2.5% for PII (target: $69). For income investors, PII offers the higher dividend yield at 3.94% vs THO's 2.58%.
| Metric | THOThor Industries, … | PIIPolaris Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $114.25 | $68.75 |
| # AnalystsCovering analysts | 41 | 27 |
| Dividend YieldAnnual dividend ÷ price | +2.6% | +3.9% |
| Dividend StreakConsecutive years of raises | 10 | 29 |
| Dividend / ShareAnnual DPS | $1.99 | $2.64 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.3% | +0.1% |
PII leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
THO leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). PII leads in 1 (Analyst Outlook). 1 tied.
Best OverallThor Industries, Inc. (THO)Leads 4 of 6 categories
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THO vs PII: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is THO or PII a better buy right now?
For growth investors, Polaris Inc.
(PII) is the stronger pick with -0. 3% revenue growth year-over-year, versus -4. 6% for Thor Industries, Inc. (THO). Thor Industries, Inc. (THO) offers the better valuation at 15. 9x trailing P/E (18. 5x forward), making it the more compelling value choice. Analysts rate Thor Industries, Inc. (THO) a "Hold" — based on 41 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 PII?
On forward P/E, Thor Industries, Inc.
is actually cheaper at 18. 5x.
03Which is the better long-term investment — THO or PII?
Over the past 5 years, Thor Industries, Inc.
(THO) delivered a total return of -40. 8%, compared to -44. 6% for Polaris Inc. (PII). Over 10 years, the gap is even starker: THO returned +43. 7% versus PII's +4. 3%. 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 PII?
By beta (market sensitivity over 5 years), Thor Industries, Inc.
(THO) is the lower-risk stock at 1. 23β versus Polaris Inc. 's 1. 56β — meaning PII is approximately 26% 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 183% for Polaris Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — THO or PII?
By revenue growth (latest reported year), Polaris Inc.
(PII) is pulling ahead at -0. 3% versus -4. 6% for Thor Industries, Inc. (THO). On earnings-per-share growth, the picture is similar: Thor Industries, Inc. grew EPS -2. 0% year-over-year, compared to -519. 5% for Polaris Inc.. Over a 3-year CAGR, PII leads at -5. 9% 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 PII?
Thor Industries, Inc.
(THO) is the more profitable company, earning 2. 7% net margin versus -6. 5% for Polaris Inc. — meaning it keeps 2. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: THO leads at 4. 4% versus -0. 4% for PII. At the gross margin level — before operating expenses — PII leads at 18. 5%, 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 PII more undervalued right now?
On forward earnings alone, Thor Industries, Inc.
(THO) trades at 18. 5x forward P/E versus 37. 3x for Polaris Inc. — 18. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for THO: 48. 6% to $114. 25.
08Which pays a better dividend — THO or PII?
All stocks in this comparison pay dividends.
Polaris Inc. (PII) offers the highest yield at 3. 9%, versus 2. 6% for Thor Industries, Inc. (THO).
09Is THO or PII 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. 23), 2. 6% yield). Polaris Inc. (PII) carries a higher beta of 1. 56 — 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: +43. 7%, PII: +4. 3%), 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 PII?
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; PII is a small-cap income-oriented stock. 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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