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Camping World Holdings, Inc.NYSE:CWH 株式レポート

時価総額 US$847.0m
株価
US$7.76
US$10
22.4% 割安 内在価値ディスカウント
1Y-44.1%
7D3.7%
ポートフォリオ価値
表示

Camping World Holdings, Inc.

NYSE:CWH 株式レポート

時価総額:US$847.0m

Camping World Holdings(CWH)株式概要

キャンピング・ワールド・ホールディングスはその子会社とともに、米国でレクリエーショナル・ビークル(RV)および関連商品・サービスを小売している。 詳細

CWH ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長4/6
過去の実績0/6
財務の健全性3/6
配当金0/6

CWH Community Fair Values

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Camping World Holdings, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Camping World Holdings
過去の株価
現在の株価US$7.76
52週高値US$19.64
52週安値US$5.70
ベータ2.17
1ヶ月の変化17.75%
3ヶ月変化-41.17%
1年変化-44.09%
3年間の変化-68.76%
5年間の変化-83.25%
IPOからの変化-65.51%

最新ニュース

Recent updates

CWH: Debt Reduction And Inventory Reset Will Drive Future Upside

Analysts have trimmed their price targets for Camping World, and the updated fair value estimate now sits at about $20.53, reflecting revised views on revenue growth, margins, inventory strategy, 2026 guidance, and the recent dividend pause in favor of debt reduction. Analyst Commentary Recent Street research points to a reset in expectations for Camping World, with multiple firms updating their models after Q4 results, revised 2026 guidance, and the dividend pause in favor of debt reduction.

CWH: Inventory Shift And Dividend Pause Will Reset Earnings Power

Narrative Update on Camping World Holdings The analyst price target for Camping World Holdings has moved from $14.00 to $10.00 as analysts factor in softer Q4 results, lower near term guidance, a pause in the dividend to prioritize debt reduction, and more cautious views on recreational vehicle demand and the new inventory approach. Analyst Commentary Recent Street research on Camping World Holdings reflects a more cautious tone, with several bearish analysts cutting price targets after Q4 results and updated guidance.

Camping World: Good Rebound Potential Comes With High Risks

Mar 25

CWH: Inventory Reset And Dividend Pause Will Support Future Upside

Analysts have lowered their average price targets on Camping World Holdings by several dollars, placing them in a range of $11 to $16. They cited softer Q4 results, reduced guidance, a pause in the dividend to prioritize debt reduction, and more cautious assumptions around the recreational vehicle offseason and the 2026 earnings outlook.

CWH: Inventory And Margin Reset Will Support Future Upside Potential

Narrative Update Opening Analysts have trimmed their average price target on Camping World Holdings by about $3 per share to around $14.60, citing slower recreational vehicle trends, softer Q4 results and guidance, a dividend pause in favor of debt reduction, and updated expectations around the company’s newer inventory and margin plans. Analyst Commentary Recent research updates cluster around a similar story: lower price targets, softer Q4, and a reset of expectations through 2026, but with different levels of confidence in Camping World Holdings' ability to execute on its plan.

CWH: Expanded Lending Partnerships And Digital Channels Will Support Future Upside

Analysts have maintained their Camping World Holdings price target at about $17.58, with only very small adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions shaping the latest update. What's in the News Good Sam, a Camping World subsidiary, expanded its partnership with Octane Lending to grow loan origination volumes across nearly 200 Camping World locations and digital channels, and participated in Octane's latest Series F funding round (Key Developments).

CWH: Expanded Financing Platform And Partnerships Will Drive Upside As Cycle Recovers

Analysts have adjusted their price target for Camping World Holdings to US$17.58, reflecting updated assumptions around slightly higher revenue growth and a marginally lower profit margin, while keeping the projected future P/E unchanged. What's in the News Good Sam, a Camping World subsidiary, expanded its relationship with Octane Lending under the Good Sam Powered by Octane brand, with plans to use Octane technology across more of the finance and insurance process and participate in Octane's latest Series F funding round (Key Developments).

CWH: Used RV Share Gains And Affordability Focus Will Drive Future Upside

Analysts have adjusted their view on Camping World Holdings, setting the price target at US$22.00. This reflects updated expectations around modestly higher revenue growth, slightly stronger profit margins, and the company’s ability to gain share in the used RV market as affordability remains in focus.

Camping World Holdings, Inc.'s (NYSE:CWH) Shares Climb 28% But Its Business Is Yet to Catch Up

Jan 16
Camping World Holdings, Inc.'s (NYSE:CWH) Shares Climb 28% But Its Business Is Yet to Catch Up

CWH: Used RV Focus And Financing Partnership Will Support Future Upside

Analysts have trimmed their fair value estimate for Camping World Holdings to US$22.00 from US$27.00, reflecting higher discount rate assumptions, a lower future P/E multiple, and updated views on revenue growth, profit margins, and sector conditions highlighted in recent research. Analyst Commentary Recent research shows that bullish analysts are still constructive on Camping World Holdings, even as fair value assumptions are adjusted.

CWH: Used RV Share Gains Will Drive Upside As Cycle Recovers

Analysts have modestly raised their price target for Camping World Holdings to $22 from $21, citing the company’s ongoing market share gains in used RVs and expectations for a late-cycle recovery in the broader RV sector. Analyst Commentary Analyst sentiment around Camping World Holdings remains broadly constructive, with recent notes highlighting both upside drivers and areas of caution as the RV cycle approaches a potential recovery phase.

Camping World Holdings (NYSE:CWH) Has Announced A Dividend Of $0.125

Dec 07
Camping World Holdings (NYSE:CWH) Has Announced A Dividend Of $0.125

CWH: Gains in Used Segment Will Drive Outperformance Amid Industry Shifts

Analysts recently raised their price targets for Camping World Holdings from $20 to $22 per share, citing stronger auto production trends and the company's ongoing gains in the affordable and used RV segments. Analyst Commentary Recent research notes from major investment firms have spotlighted key drivers behind Camping World Holdings’ latest price target increases.

CWH: Market Share Gains Will Drive Outperformance As Sector Recovers

The consensus analyst price target for Camping World Holdings has been lowered from $19.08 to $17.58 per share. This change reflects more cautious forecasts amid shifting expectations for profit margins, revenue growth, and sector-wide demand trends.

Camping World Holdings, Inc. (NYSE:CWH) May Have Run Too Fast Too Soon With Recent 27% Price Plummet

Nov 05
Camping World Holdings, Inc. (NYSE:CWH) May Have Run Too Fast Too Soon With Recent 27% Price Plummet

CWH: Market Share Gains Will Drive Entry-Level Demand Amid Retail Shifts

Analysts have revised their fair value estimate for Camping World Holdings down to $19.08. This reflects a more cautious outlook, driven by ongoing retail headwinds and shifting dynamics in the RV market.

What Camping World Holdings, Inc.'s (NYSE:CWH) 26% Share Price Gain Is Not Telling You

Aug 31
What Camping World Holdings, Inc.'s (NYSE:CWH) 26% Share Price Gain Is Not Telling You

Here's Why Camping World Holdings (NYSE:CWH) Is Weighed Down By Its Debt Load

Aug 09
Here's Why Camping World Holdings (NYSE:CWH) Is Weighed Down By Its Debt Load

Camping World Holdings (NYSE:CWH) Has Affirmed Its Dividend Of $0.125

May 19
Camping World Holdings (NYSE:CWH) Has Affirmed Its Dividend Of $0.125

Camping World Holdings, Inc. (NYSE:CWH) Looks Just Right With A 35% Price Jump

May 13
Camping World Holdings, Inc. (NYSE:CWH) Looks Just Right With A 35% Price Jump
User avatar

SG&A Reforms And Dealership Consolidations Will Strengthen Operational Resilience

Strategic dealership expansion and growth in the used vehicle segment strengthen revenue and market share, supporting earnings and margin improvements.

Here's What To Make Of Camping World Holdings' (NYSE:CWH) Decelerating Rates Of Return

Apr 08
Here's What To Make Of Camping World Holdings' (NYSE:CWH) Decelerating Rates Of Return

Camping World Holdings, Inc. (NYSE:CWH) Might Not Be As Mispriced As It Looks After Plunging 29%

Mar 11
Camping World Holdings, Inc. (NYSE:CWH) Might Not Be As Mispriced As It Looks After Plunging 29%

Camping World Holdings (NYSE:CWH) Has Announced A Dividend Of $0.125

Feb 26
Camping World Holdings (NYSE:CWH) Has Announced A Dividend Of $0.125

Camping World: Staying Alert To Key Risks

Feb 25

Camping World Holdings, Inc.'s (NYSE:CWH) Intrinsic Value Is Potentially 22% Below Its Share Price

Feb 07
Camping World Holdings, Inc.'s (NYSE:CWH) Intrinsic Value Is Potentially 22% Below Its Share Price

Why Investors Shouldn't Be Surprised By Camping World Holdings, Inc.'s (NYSE:CWH) P/S

Jan 09
Why Investors Shouldn't Be Surprised By Camping World Holdings, Inc.'s (NYSE:CWH) P/S

Camping World Holdings (NYSE:CWH) Will Pay A Dividend Of $0.125

Dec 11
Camping World Holdings (NYSE:CWH) Will Pay A Dividend Of $0.125

Camping World Holdings' (NYSE:CWH) Dividend Will Be $0.125

Nov 27
Camping World Holdings' (NYSE:CWH) Dividend Will Be $0.125

These 4 Measures Indicate That Camping World Holdings (NYSE:CWH) Is Using Debt In A Risky Way

Oct 22
These 4 Measures Indicate That Camping World Holdings (NYSE:CWH) Is Using Debt In A Risky Way

Camping World: Insider Sales Could Point To A Rough Road Ahead

Oct 09

Calculating The Fair Value Of Camping World Holdings, Inc. (NYSE:CWH)

Oct 04
Calculating The Fair Value Of Camping World Holdings, Inc. (NYSE:CWH)

Camping World Holdings (NYSE:CWH) Has Affirmed Its Dividend Of $0.125

Sep 01
Camping World Holdings (NYSE:CWH) Has Affirmed Its Dividend Of $0.125

Camping World Ready For Strong Upcycle

Jul 26

After Leaping 28% Camping World Holdings, Inc. (NYSE:CWH) Shares Are Not Flying Under The Radar

Jul 17
After Leaping 28% Camping World Holdings, Inc. (NYSE:CWH) Shares Are Not Flying Under The Radar

Returns On Capital At Camping World Holdings (NYSE:CWH) Paint A Concerning Picture

Jul 12
Returns On Capital At Camping World Holdings (NYSE:CWH) Paint A Concerning Picture

Camping World: Taking The Road Less Traveled With A Contrarian Play

Jun 19

株主還元

CWHUS Specialty RetailUS 市場
7D3.7%-2.2%0.8%
1Y-44.1%7.6%27.7%

業界別リターン: CWH過去 1 年間で7.6 % の収益を上げたUS Specialty Retail業界を下回りました。

リターン対市場: CWHは、過去 1 年間で27.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is CWH's price volatile compared to industry and market?
CWH volatility
CWH Average Weekly Movement12.4%
Specialty Retail Industry Average Movement7.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

安定した株価: CWHの株価は、 US市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: CWHの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
196611,286Matt Wagnerwww.campingworld.com

キャンピング・ワールド・ホールディングス(Camping World Holdings, Inc Good Sam Services and Plans(グッドサム・サービス&プラン)、RV and Outdoor Retail(RV&アウトドア・リテール)の2つのセグメントで事業を展開。RV業界のサービス、プロテクションプラン、製品、リソースのポートフォリオを提供している。また、延長車両サービス契約、車両ロードサイドアシスタンスプラン、損害保険、トラベルプロテクション、トラベルプランニング、ディレクトリー、出版物を提供するほか、コースト・トゥ・コースト・リゾートやグッドサム・キャンプ場の運営も行っている。さらに、新車・中古車販売、車両融資、RV修理・メンテナンスサービス、プロテクション・プランとサービス、牽引・連結製品、衛星・GPSシステム、電気・照明製品、電化製品、家具、その他の製品を含む各種RV部品、機器、消耗品、アクセサリー、グラスファイバー製フロント・リアキャップの交換、フロントガラス交換、内装改造ソリューション、塗装・車体工事を含む衝突修理サービスも提供している。さらに、提携ブランドのクレジットカードの提供、さまざまな製品やサービスをお得に利用できる会員組織「グッドサムクラブ」の運営、旅行者とRVオーナーをつなぐRVレンタルのプラットフォームの提供なども行っている。同社はディーラーやサービスセンター、オンラインやeコマース・プラットフォームを通じて顧客にサービスを提供している。キャンピング・ワールド・ホールディングスは1966年に設立され、イリノイ州リンカーンシャーに本社を置いている。

Camping World Holdings, Inc. 基礎のまとめ

Camping World Holdings の収益と売上を時価総額と比較するとどうか。
CWH 基礎統計学
時価総額US$846.97m
収益(TTM)-US$93.92m
売上高(TTM)US$6.31b
0.1x
P/Sレシオ
-5.2x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
CWH 損益計算書(TTM)
収益US$6.31b
売上原価US$4.46b
売上総利益US$1.85b
その他の費用US$1.94b
収益-US$93.92m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)-1.48
グロス・マージン29.33%
純利益率-1.49%
有利子負債/自己資本比率883.6%

CWH の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/01 15:30
終値2026/05/01 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Camping World Holdings, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Craig KennisonBaird
Tristan Thomas-MartinBMO Capital Markets Equity Research
Andrew DidoraBofA Global Research