THO vs TOL
Thor Industries vs Toll Brothers — AI-powered side-by-side comparison
THO
Thor Industries
66
Buy
VS
| Metric | THO | TOL |
|---|
| AI Score |
66
|
63
|
| Price |
$79.69
|
$155.20
|
| P/E Ratio |
15.97×
|
11.64×
|
| ROE |
6.0%
|
16.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
12.3%
|
24.9%
|
| Debt / Equity |
0.23×
|
0.34×
|
| Dividend Yield |
2.6%
|
0.7%
|
| RSI (14) |
60.1
|
58.6
|
| Beta |
1.326
|
1.333
|
| Expected Upside |
+2.5%
|
+3.1%
|
AI Committee View
Current Innellis committee reasoning for THO versus TOL.
THO leads by 3 points.
THO scores 66/100 (Buy) versus TOL at 63/100 (Buy).
THO Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.23) -- balance sheet can absorb a shock. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- Price-to-book of 1.1x is a discount to asset value — Value
- Dividend yield of 2.7% pays you to wait — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
- Lower Highs / Lower Lows structure confirms bearish price action.
TOL Committee View
60% agreement
5 analysts
The primary driver is p/e of 11.3 is inexpensive for the broad market. The main limiting factor is eps declining -2.0% yoy despite any revenue growth. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 11.3 is inexpensive for the broad market — Value
- ROE of 15.5% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- EPS declining -2.0% YoY despite any revenue growth — Growth