Thryv vs MasterCraft

Thryv and MasterCraft are compared here to illuminate their business models, financial performance, and the market context in which they operate. This page presents a neutral, accessible overview of each company’s approach and position, without recommendations or predictions. Readers can assess how strategy, results, and industry factors shape their relative standing. Educational content, not financial advice.

Thryv and MasterCraft are compared here to illuminate their business models, financial performance, and the market context in which they operate. This page presents a neutral, accessible overview of e...

Comparison Snapshot

Key Financial Metrics

THRY

Metric

MCFT

$216.58M

Market Cap

$348.09M

N/A

Potential Profit

3.28%

N/A

Analyst Rating

Hold

Investment Analysis

Thryv

THRY

Pros

Thryv's SaaS business is forecast to deliver organic growth close to 20% annually, supported by strong demand for its small business marketing and sales software platform.
The company generates solid free cash flow, which supports its ability to invest in growth initiatives and maintain financial flexibility.
Thryv's valuation remains low relative to its growth prospects, trading at a revenue multiple of around 1, suggesting potential upside if growth continues.

Considerations

Recent earnings missed analyst expectations, with reported EPS of $0.13 compared to a consensus estimate of $0.43, raising concerns about near-term profitability.
Thryv's net profit margin is relatively thin at 2.29%, indicating limited pricing power or high operating costs relative to peers.
The company has a high debt-to-equity ratio of 1.17, which could constrain financial flexibility and increase risk in a rising interest rate environment.

MasterCraft

MCFT

Pros

MasterCraft benefits from a strong brand reputation in the premium recreational boat market, supporting pricing power and customer loyalty.
The company has demonstrated consistent revenue growth, driven by robust demand for its luxury boats and expansion into new product segments.
MasterCraft maintains a healthy balance sheet with manageable debt levels, providing resilience during economic downturns.

Considerations

MasterCraft's business is highly cyclical and sensitive to changes in consumer discretionary spending, making it vulnerable to economic slowdowns.
The company faces increasing competition from both established players and new entrants in the marine industry, which could pressure margins.
MasterCraft's reliance on a limited number of manufacturing facilities increases operational risk from supply chain disruptions or production issues.

About The Companies

Thryv (THRY)

Thryv Holdings Inc (THRY) provides software and services that help small and medium-sized businesses (SMBs) manage customer relationships, bookings, digital presence, payments and marketing. The company’s core offering is a SaaS platform that bundles CRM, online listings, reputation management and payment tools, often sold alongside value-added services. With a market capitalisation around $536m, Thryv sits in the smaller-cap segment and may appeal to investors seeking exposure to the SMB software market and recurring-revenue models. Key things to watch include subscription growth, customer retention (churn), average revenue per user and margins as the business scales. Risks include strong competition from larger SaaS vendors and marketplace platforms, sensitivity to small-business spending in economic slowdowns, and execution on product upgrades. This is general information for educational purposes only and not personal investment advice; investors should assess suitability, consult up-to-date financial reports and seek professional guidance if needed.

MasterCraft (MCFT)

MCBC Holdings, Inc. is a prominent player in the recreational powerboat industry, operating through three distinct brands: MasterCraft, Crest, and Aviara. The company designs, manufactures, and markets a wide array of boats to suit different consumer tastes. The MasterCraft brand is a leader in the premium ski/wake boat category, known for performance in watersports. The Crest brand focuses on the popular pontoon boat market, one of the largest segments in the industry by volume. Finally, the Aviara brand serves the luxury day boat niche. This multi-brand strategy allows MCBC Holdings to target a broad customer base, from competitive athletes to families seeking leisure on the water. The company's revenue streams are primarily driven by the sale of these boats, along with related accessories and aftermarket parts. As with any company in a consumer-cyclical sector, its performance can be influenced by broader economic trends and consumer spending habits.

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