Analyzing Gogoro (NASDAQ:GGR) and Thor Industries (NYSE:THO)

Thor Industries (NYSE:THO) and Gogoro (NASDAQ:GGR) are both consumer discretionary companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, risk, dividends, institutional ownership, earnings, valuation and analyst recommendations.

Risk and Volatility

Thor Industries has a beta of 1.43, indicating that its share price is 43% more volatile than the S&P 500. Comparatively, Gogoro has a beta of 0.9, indicating that its share price is 10% less volatile than the S&P 500.

Valuation and Earnings

This table compares Thor Industries and Gogoro”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Thor Industries	$9.61 billion	0.35	$177.54 million	$3.39	19.49
Gogoro	$281.48 million	0.15	-$79.97 million	($3.16)	-0.89

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

Profitability

This table compares Thor Industries and Gogoro’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%
Gogoro	-16.98%	-41.32%	-7.86%

Analyst Ratings

This is a breakdown of current ratings for Thor Industries and Gogoro, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Thor Industries	1	10	3	0	2.14
Gogoro	1	0	0	0	1.00

Thor Industries currently has a consensus target price of $85.67, indicating a potential upside of 29.67%. Given Thor Industries’ stronger consensus rating and higher probable upside, equities analysts plainly believe Thor Industries is more favorable than Gogoro.

Insider & Institutional Ownership

96.7% of Thor Industries shares are held by institutional investors. Comparatively, 15.9% of Gogoro shares are held by institutional investors. 4.7% of Thor Industries shares are held by insiders. Comparatively, 4.8% of Gogoro shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Summary

Thor Industries beats Gogoro on 13 of the 14 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 Gogoro

Gogoro Inc. provides battery swapping services in Taiwan, India, and internationally. It also develops Swap and Go battery system that delivers full power to electric-powered two-wheelers. In addition, the company offers battery swapping technology in the form of hardware, software, and service, including Gogoro Smart Batteries, GoStation, Gogoro Network Software & Battery Management Systems, Smartscooter, GoReward, and related components and kits. The company was incorporated in 2011 and is based in Taipei, Taiwan.