
(Summary) (Company) (Chart)
22 September 2015 Price $51.32 1yr Target $70.00 Analysts 7 Dividend $1.08 Payout Ratio 28.87% 1yr Cap Gain 36.39% Yield 2.10% 1yr Tot Return 38.49% | EPS (ttm) $3.74 EPS next yr $4.46 EPS next 5yr 20.00% 1yr Potential $89.20 P/E 13.72 PEG 0.69 Beta 1.20 Market Cap $2.69 Bil Revenues $3.99 Bil Earnings $199.80 Mil Profit Margin 4.98% | 1yr EarnGR 16.31% 3yr EarnGR 20.16% 5yr EarnGR 60.96% 1yr DivGR 21.95% 3yr DivGR 25.70% 5yr DivGR 28.99% Quick Ratio 1.60 Current Ratio 2.20 Debt/Equity 0.00 ROA 13.50% ROE 19.40% |

(Summary) (Company) (Chart)
22 September 2015 Price $19.49 1yr Target $26.20 Analysts 5 Dividend $0.36 Payout Ratio 22.92% 1yr Cap Gain 34.42% Yield 1.84% 1yr Tot Return 36.26% | EPS (ttm) $1.57 EPS next yr $1.82 EPS next 5yr 15.80% 1yr Potential $28.75 P/E 12.41 PEG 0.79 Beta 2.28 Market Cap $524.87 Mil Revenues $971.40 Mil Earnings $42.40 Mil Profit Margin 4.32% | 1yr EarnGR 45.13% 3yr EarnGR 58.00% 5yr EarnGR --- 1yr DivGR 0.00% 3yr DivGR --- 5yr DivGR --- Quick Ratio 1.70 Current Ratio 3.40 Debt/Equity 0.00 ROA 12.10% ROE 21.20% |
Looking at the fundamental numbers above it's apparent to me that Thor Industries is the company to invest in because there are just too many holes in Winnebago Industries earnings and dividend growth rates. And these numbers are rather important to me. Thor Industries earnings and dividend growth rates are outstanding and the estimated one year total return of almost 40% is tough to ignore.
But a close look at the available fundamentals for Winnebago Industries reveals a company that is probably also a great company to add to my portfolio. And I would consider adding it to my accounts if I had tons of money, but I only have limited funds so my candidate for accumulation is Thor. And I intend to begin accumulating shares as soon as funds become available.
Finally, I think this category of investing (RVs) has a extended move higher for many years to come. I also believe that because the Baby Boom Generation has just started to retire these last few years and this wave of retirees will continue to increase through 2025. And that generation is both large and wealthy.