Comparing VinFast Auto (NASDAQ:VFS) and Thor Industries (NYSE:THO)

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

Volatility & Risk

VinFast Auto has a beta of 0.68, indicating that its stock price is 32% less volatile than the S&P 500. Comparatively, Thor Industries has a beta of 1.43, indicating that its stock price is 43% more volatile than the S&P 500.

Profitability

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

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

Insider and Institutional Ownership

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

Earnings & Valuation

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
VinFast Auto	$3.60 billion	2.13	-$3.96 billion	($1.51)	-2.17
Thor Industries	$9.61 billion	0.40	$177.54 million	$3.39	21.81

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.

Analyst Ratings

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

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

VinFast Auto presently has a consensus price target of $4.75, indicating a potential upside of 45.26%. Thor Industries has a consensus price target of $85.00, indicating a potential upside of 14.97%. Given VinFast Auto’s stronger consensus rating and higher probable upside, equities research analysts clearly believe VinFast Auto is more favorable than Thor Industries.

Summary

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

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.

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.