LCI Industries (NASDAQ: LCII) and Thor Industries (NYSE:THO) are both mid-cap cyclical consumer goods & services companies, but which is the superior investment? We will contrast the two businesses based on the strength of their profitability, institutional ownership, valuation, earnings, dividends, risk and analyst recommendations.

Valuation and Earnings

This table compares LCI Industries and Thor Industries’ revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
LCI Industries $1.86 billion 1.63 $260.20 million N/A N/A
Thor Industries $7.25 billion 0.98 $658.07 million $7.09 19.00

Thor Industries has higher revenue and earnings than LCI Industries.

Profitability

This table compares LCI Industries and Thor Industries’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
LCI Industries 7.33% 26.74% 18.11%
Thor Industries 5.16% 26.04% 15.01%

Institutional and Insider Ownership

91.6% of Thor Industries shares are held by institutional investors. 6.6% of Thor Industries shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Dividends

Thor Industries pays an annual dividend of $1.48 per share and has a dividend yield of 1.1%. LCI Industries does not pay a dividend. Thor Industries pays out 20.9% of its earnings in the form of a dividend. Thor Industries has raised its dividend for 7 consecutive years.

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for LCI Industries and Thor Industries, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
LCI Industries 1 0 2 0 2.33
Thor Industries 1 3 8 0 2.58

LCI Industries currently has a consensus price target of $111.00, suggesting a potential downside of 8.53%. Thor Industries has a consensus price target of $121.09, suggesting a potential downside of 10.09%. Given LCI Industries’ higher possible upside, research analysts plainly believe LCI Industries is more favorable than Thor Industries.

Summary

Thor Industries beats LCI Industries on 8 of the 15 factors compared between the two stocks.

LCI Industries Company Profile

LCI Industries, formerly Drew Industries Incorporated, through its subsidiary, Lippert Components, Inc. and its subsidiaries (LCI), supplies an array of components for the original equipment manufacturers (OEMs) of recreational vehicles (RVs) and adjacent industries. The Company’s segments include OEM Segment and Aftermarket Segment. The OEM Segment manufactures or distributes an array of components for the OEMs of RVs and adjacent industries, including buses; trailers used to haul boats, livestock, equipment and other cargo; pontoon boats; manufactured homes; modular housing, and mobile office units. The Aftermarket Segment supplies components to the related aftermarket channels of the RV and adjacent industries, primarily to retail dealers, wholesale distributors and service centers. The Aftermarket Segment also includes the sale of replacement glass and awnings to fulfill insurance claims.

Thor Industries Company Profile

Thor Industries, Inc. manufactures a range of recreational vehicles (RVs) in the United States and sells those vehicles primarily in the United States and Canada. The Company’s segments include towable recreational vehicles, which consists of the operations of Airstream, Inc. (Airstream) (towable); Heartland Recreational Vehicles, LLC (Heartland) (including Bison Coach, LLC (Bison), Cruiser RV, LLC (CRV) and DRV, LLC (DRV)); Jayco, Corp. (Jayco) (including Jayco towable, Starcraft and Highland Ridge), Keystone RV Company (Keystone) (including CrossRoads and Dutchmen) and K.Z., Inc. (KZ) (including Livin’ Lite RV, Inc. (Livin’ Lite)); motorized recreational vehicles, which consists of the operations of Airstream (motorized), Jayco (including Jayco motorized and Entegra Coach) and Thor Motor Coach, Inc. (Thor Motor Coach), and Other, which includes the operations of its subsidiary, Postle Operating, LLC (Postle).

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