Thermon Group Holdings, Inc.

Thermon Group Holdings, Inc.

THRยทNYSE

$61.16

-8.5%
IndustrialsIndustrial - Machinery

Thermon Group Holdings, Inc. provides engineered industrial process heating solutions for process industries worldwide. Its products include electric heating products, such as air heaters and heating accessories, boilers and calorifiers, controlling and monitoring solutions, heat tracing systems, tank heating systems, thermostats, tubing bundles, and system accessories, as well as strip, tubular, immersion, and process heaters; and gas heating products, including enclosure and explosion proof gas catalytic heaters, gas fired blowers, and gas heating accessories that comprise regulators, valves, mounting brackets, and battery cables. The company also offers specialty products, which include CEMS and analytical systems, commercial construction products and services, control panels, engineered products, compressed gas scrubbing systems, temporary power solutions, and snow clearing devices for rail track and switch equipment; and steam heating solutions comprising heat transfer compounds, steam heated bundles, steam supply and condensate return lines, steam tracing solutions, steam trace accessories, and tank heating products. In addition, it provides design engineering solutions that include design optimization studies, product selection assistance, and computer-generated drawing packages; energy audit services; procurement and project management services; procurement and project management services; turnkey construction installation; recurring facility assessment or audit; maintenance services; and technical support services. The company offers its solutions to chemical and petrochemical, oil and gas, power generation, rail and transit, commercial, transportation, food and beverage, pharmaceutical, and mineral processing industries, as well as data centers, semiconductor facilities, and other markets through a network of sales and service professionals, and distributors. Thermon Group Holdings, Inc. was founded in 1954 and is headquartered in Austin, Texas.

At a Glance

Live Snapshot
Market Cap$2.01B
EPS1.3500
P/E Ratio37.16
Earnings Date08/06/2026
Thermon Group Holdings, Inc.

Thermon Group Holdings, Inc. Fair Value Envelope

THR ยท NYSE

Our analysis suggests that THR has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $61.16, this represents a potential HIDDEN relative to our calculated worth for Thermon Group Holdings, Inc..

Intrinsic Value
Current Price: $61.16

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$62.4M
+ Cash & Equivalents$52.3M
Firm Value$114.7M
- Debt$24.6M
Equity Value$90.1M
/ Shares Outstanding32,840,100B
DCF Value$3
OVERVALUED BY 96%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$29.1M
$18.1M
$11.2M
$7.0M
$4.3M
$2.7M
$1.7M
$1.0M
$648.4K
$403.1K
Maintenance CapEx
-$1.7M
-$1.1M
-$669.2K
-$416.0K
-$258.6K
-$160.7K
-$99.9K
-$62.1K
-$38.6K
-$24.0K
Owner Earnings
$27.4M
$17.0M
$10.6M
$6.6M
$4.1M
$2.5M
$1.6M
$981.1K
$609.8K
$379.1K
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$25.3M
$14.6M
$8.4M
$4.8M
$2.8M
$1.6M
$920.9K
$530.0K
$305.1K
$175.6K
Terminal Value represents 4.8% of Enterprise Value