Geo Group (The) REIT (GEO) vs Thor Industries (THO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Geo Group (The) REIT (GEO) has outperformed Thor Industries (THO) over the past year, gaining 61.9% versus a loss of 37.0%. Over five years, GEO leads with a +267.3% price change compared with -39.1% for THO. Geo Group (The) REIT is the larger company by market cap ($4.04 billion vs $3.39 billion), about 1.2 times the size.
On valuation, Thor Industries trades at a lower forward P/E (13.5x vs 17.9x for Geo Group (The) REIT). Thor Industries pays a dividend yielding 3.17%, while Geo Group (The) REIT does not currently pay one. Geo Group (The) REIT converts more of its revenue into profit, with a net margin of 9.7% versus 1.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | GEO | THO |
|---|---|---|
| Share price | $30.70 | $65.69 |
| Market cap | $4.04B | $3.39B |
| 1-day change | +0.59% | -0.23% |
| YTD return | +89.33% | -35.87% |
| 1-year return | +61.91% | -37.01% |
| 5-year return | +267.27% | -39.07% |
| P/E ratio (TTM) | 14.41 | 19.43 |
| Forward P/E | 17.87 | 13.55 |
| EPS (TTM) | $2.13 | $3.38 |
| Dividend yield | 0.00% | 3.17% |
| Annual dividend | $0.00 | $2.08 |
| Revenue (latest FY) | $2.63B | $9.61B |
| Revenue growth (YoY) | +8.58% | +0.30% |
| Net income (latest FY) | $254.37M | $177.54M |
| Gross margin | — | 12.62% |
| Operating margin | 9.78% | — |
| Net margin | 9.67% | 1.85% |
| 52-week high | $33.17 | $122.83 |
| 52-week low | $12.51 | $64.83 |
| Distance from 52-week high | -7.45% | -46.52% |
| Analyst consensus | strong_buy | hold |
| Avg. price target upside | +22.96% | +28.18% |
| Average volume | 2.14M | 688.91K |
| Shares outstanding | 131.62M | 51.61M |
| Employees | 18,000 | 19,500 |
| Sector | Consumer Discretionary | Industrials |
| Industry | Homebuilding | Homebuilding |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- GEO has outperformed THO by 98.9 percentage points over the past year.
- Thor Industries trades at a higher earnings multiple (19.4x vs 14.4x trailing P/E).
- Thor Industries offers a meaningfully higher dividend yield (3.17% vs 0.00%).
- Geo Group (The) REIT is more profitable, keeping 9.7 cents of every revenue dollar as net income versus 1.8 cents for Thor Industries.
- Geo Group (The) REIT grew revenue faster in its latest fiscal year (+8.58% vs +0.30%).
- The two companies sit in different sectors: Geo Group (The) REIT in Consumer Discretionary and Thor Industries in Industrials.
About Geo Group (The) REIT
GEO stock →The GEO Group, Inc. a diversified government service provider, specializing in design, financing, development, and support services for secure facilities, processing centers, and community reentry centers in the United States, Australia, South Africa, and the United Kingdom.
Consumer Discretionary · Homebuilding · 18,000 employees
About Thor Industries
THO stock →THOR Industries, Inc. manufactures and sells recreational vehicles (RVs), and related parts and accessories in the United States, Germany, rest of Europe, Canada, and internationally.
Industrials · Homebuilding · 19,500 employees
GEO vs THO FAQ
Which is bigger, Geo Group (The) REIT or Thor Industries?
Geo Group (The) REIT (GEO) is larger, with a market capitalization of $4.04B compared with $3.39B for Thor Industries (THO).
Which stock has performed better over the past year, GEO or THO?
GEO returned +61.91% over the past 12 months, compared with -37.01% for THO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, GEO or THO?
GEO has the lower trailing P/E at 14.4, versus 19.4 for THO. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Geo Group (The) REIT or Thor Industries?
Thor Industries pays a dividend yielding 3.17%, while Geo Group (The) REIT does not currently pay a regular dividend.
Are Geo Group (The) REIT and Thor Industries in the same industry?
Yes. Both are classified in the Homebuilding industry within the Consumer Discretionary sector.