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

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

Earnings and Valuation

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Gogoro	$281.48 million	0.14	-$79.97 million	($3.16)	-0.82
Thor Industries	$9.58 billion	0.40	$258.56 million	$2.31	31.56

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 Gogoro and Thor Industries’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Gogoro	-16.98%	-41.32%	-7.86%
Thor Industries	2.67%	5.74%	3.51%

Institutional & Insider Ownership

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

Risk & Volatility

Gogoro has a beta of 0.94, indicating that its stock price is 6% less volatile than the S&P 500. Comparatively, Thor Industries has a beta of 1.34, indicating that its stock price is 34% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of recent ratings and target prices for Gogoro and Thor Industries, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Gogoro	1	0	0	0	1.00
Thor Industries	0	11	3	0	2.21

Thor Industries has a consensus target price of $92.33, indicating a potential upside of 26.67%. Given Thor Industries’ stronger consensus rating and higher possible upside, analysts plainly believe Thor Industries is more favorable than Gogoro.

Summary

Thor Industries beats Gogoro on 13 of the 14 factors compared between the two stocks.

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.

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.