Head-To-Head Review: Thor Industries (NYSE:THO) & VinFast Auto (NASDAQ:VFS)

Thor Industries (NYSE:THO) and VinFast Auto (NASDAQ:VFS) are both mid-cap consumer discretionary companies, but which is the superior stock? We will contrast the two businesses based on the strength of their profitability, institutional ownership, risk, valuation, analyst recommendations, dividends and earnings.

Valuation and Earnings

This table compares Thor Industries and VinFast Auto”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Thor Industries	$9.61 billion	0.42	$177.54 million	$3.39	22.82
VinFast Auto	$3.60 billion	2.09	-$3.96 billion	($1.51)	-2.13

Thor Industries has higher revenue and earnings than VinFast Auto. VinFast Auto is trading at a lower price-to-earnings ratio than Thor Industries, indicating that it is currently the more affordable of the two stocks.

Insider and Institutional Ownership

96.7% of Thor Industries shares are owned by institutional investors. 4.7% of Thor Industries shares are owned by insiders. Comparatively, 16.2% of VinFast Auto shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Analyst Recommendations

This is a breakdown of recent ratings and price targets for Thor Industries and VinFast Auto, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Thor Industries	1	9	3	0	2.15
VinFast Auto	1	1	3	0	2.40

Thor Industries currently has a consensus price target of $85.00, suggesting a potential upside of 9.88%. VinFast Auto has a consensus price target of $4.75, suggesting a potential upside of 47.98%. Given VinFast Auto’s stronger consensus rating and higher probable upside, analysts clearly believe VinFast Auto is more favorable than Thor Industries.

Volatility and Risk

Thor Industries has a beta of 1.53, indicating that its stock price is 53% more volatile than the S&P 500. Comparatively, VinFast Auto has a beta of 0.69, indicating that its stock price is 31% less volatile than the S&P 500.

Profitability

This table compares Thor Industries and VinFast Auto’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Thor Industries	1.85%	3.76%	2.30%
VinFast Auto	-79.89%	N/A	-75.62%

Summary

Thor Industries beats VinFast Auto on 8 of the 12 factors compared between the two stocks.

About Thor Industries

THOR Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Canada, and Europe. The company offers travel trailers; gasoline and diesel Class A, Class B, and Class C motorhomes; conventional travel trailers and fifth wheels; luxury fifth wheels; and motorcaravans, caravans, campervans, and urban vehicles. It also provides aluminum extrusion and specialized component products to RV and other manufacturers. The company provides its products through independent and non-franchise dealers. THOR Industries, Inc. was incorporated in 1980 and is based in Elkhart, Indiana.

About VinFast Auto

VinFast Auto Ltd. engages in the design and manufacture of electric vehicles (EV), e-scooters, and e-buses in Vietnam, Canada, and the United States. The company operates through three segments: Automobiles, E-scooter, and Spare Parts & Aftermarket Services. The Automobiles segment offers design, development, manufacturing, and sale of cars and electric buses, and related battery lease and battery charging services for electric cars and buses. The E-scooter segment provides design, development, manufacturing, and sales of e-scooters, and related battery lease and battery charging service for e-scooters. The Spare Parts, and Aftermarket Services segment engages in sale of spare parts and aftermarket services for automobiles and e-scooters. VinFast Auto Ltd. is based in Hai Phong City, Vietnam. VinFast Auto Ltd. is a subsidiary of Vingroup Joint Stock Company.