COMP <GO>
WGO vs THO // OPERATING MARGIN
Winnebago Industries Inc. (NYSE) VS. Thor Industries Inc. (NYSE) • 15-METRIC TALLY: WGO 5
— THO 8
▲ OPERATING MARGIN LEADER: THO
LAST: $32.40 (+5.85%) • MKT CAP: $871.7M
operating-margins
2.00%
LAST: $79.49 (+7.56%) • MKT CAP: $3.81B
operating-margins
3.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WGO VS. THO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WGO | THO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 13.00% | 14.00% | -1.00 | THO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.80% | 5.00% | -2.20 | THO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.5x | 6.5x | +7.00 | THO | /valuation <GO> |
| Free Cash Flow Yield | 10.40% | 3.86% | +6.54 | WGO | /fcf-yield <GO> |
| Operating Margin ACTIVE | 2.00% | 3.30% | -1.30 | THO | /operating-margins <GO> |
| Net Profit Margin | 0.90% | 2.70% | -1.80 | THO | /net-margins <GO> |
| Revenue Growth (YoY) | -5.90% | -4.60% | -1.30 | THO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.52% | 0.00% | +4.52 | WGO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.39 | 3.27 | +0.12 | WGO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | WGO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.2 | 62.0 | +5.20 | WGO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.95 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 31.2x | 13.7x | +17.50 | THO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $871.7M | $3.81B | -$2.94B | THO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WGO REV | THO REV | WGO GROSS % | THO GROSS % | WGO FCF | THO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.80B | $9.58B | 13.0% | 14.0% | $89.5M | $146.8M |
| FY 2024 | $2.97B | $10.04B | 14.6% | 14.5% | $98.9M | $93.6M |
| FY 2023 | $3.49B | $11.12B | — | — | $294.5M | $481.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WGO // BETA —
THO // BETA 0.95