THO vs UAA
Thor Industries vs Under Armour, Inc. — AI-powered side-by-side comparison
THO
Thor Industries
68
Buy
VS
UAA
Under Armour, Inc.
44
Reduce
| Metric | THO | UAA |
|---|
| AI Score |
68
|
44
|
| Price |
$81.31
|
$5.33
|
| P/E Ratio |
16.33×
|
-4.50×
|
| ROE |
6.0%
|
-35.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
12.3%
|
47.0%
|
| Debt / Equity |
0.23×
|
0.96×
|
| Dividend Yield |
2.6%
|
0.0%
|
| RSI (14) |
59.2
|
15.0
|
| Beta |
1.332
|
1.651
|
| Expected Upside |
+2.7%
|
—
|
AI Committee View
Current Innellis committee reasoning for THO versus UAA.
THO leads by 24 points.
THO scores 68/100 (Buy) versus UAA at 44/100 (Reduce).
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 2.6% 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.
UAA Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -3.8% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- Beta of 1.63 means this name should amplify a favorable market regime — Macro
Bear Case
- ROE of only -30.1% -- cheap may mean cheap for a reason — Value
- Revenue declining -3.8% YoY -- this is not a growth story right now — Growth
- RSI at 15 is in oversold territory (could mean either capitulation or a bounce setup) — Technical