COMP <GO>
THO vs DE // DIVIDEND YIELD & FCF PAYOUT SAFETY
Thor Industries Inc. (NYSE) VS. Deere & Company (NYSE) • 15-METRIC TALLY: THO 6
— DE 5
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: DE
LAST: $79.49 (+7.56%) • MKT CAP: $3.81B
dividend-safety
0.00%
LAST: $667.60 (-1.17%) • MKT CAP: $182.13B
dividend-safety
0.97%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (THO VS. DE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | THO | DE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 14.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.00% | 9.30% | -4.30 | DE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.5x | 27.9x | -21.40 | THO | /valuation <GO> |
| Free Cash Flow Yield | 3.86% | 3.43% | +0.43 | THO | /fcf-yield <GO> |
| Operating Margin | 3.30% | 13.40% | -10.10 | DE | /operating-margins <GO> |
| Net Profit Margin | 2.70% | 11.00% | -8.30 | DE | /net-margins <GO> |
| Revenue Growth (YoY) | -4.60% | -11.70% | +7.10 | THO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 0.97% | -0.97 | DE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.27 | 3.00 | +0.27 | THO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.0 | 58.3 | +3.70 | THO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 0.95 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.7x | 32.9x | -19.20 | THO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.81B | $182.13B | -$178.31B | DE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | THO REV | DE REV | THO GROSS % | DE GROSS % | THO FCF | DE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.58B | $45.68B | 14.0% | — | $146.8M | $6.10B |
| FY 2024 | $10.04B | $51.72B | 14.5% | — | $93.6M | $7.59B |
| FY 2023 | $11.12B | $61.25B | — | — | $481.2M | $5.83B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
THO // BETA 0.95
DE // BETA 0.95