Camping World Holdings, Inc.

NYSE:CWH 株式レポート

時価総額：US$763.2m

Camping World Holdings 将来の成長

Future 基準チェック /46

Camping World Holdings利益と収益がそれぞれ年間135.9%と5.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.5% 137.9%なると予測されています。

主要情報

135.9%

収益成長率

137.89%

EPS成長率

Specialty Retail 収益成長9.9%
収益成長率5.7%
将来の株主資本利益率29.47%
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 20

CWH: Debt Reduction And Inventory Overhaul Will Shape Future Earnings Power

Narrative Update on Camping World Holdings Analysts have trimmed Camping World Holdings price targets by $1 to $10 across several firms and reset expectations around earnings, inventory strategy, and 2026 guidance. This feeds into a refreshed model that keeps fair value at $18.00 while adjusting assumptions for discount rate, revenue growth, profit margins, and future P/E.
ナラティブの更新 • May 02

CWH: Debt Reduction And Inventory Reset Will Support Future Earnings Power

Analysts have trimmed the Camping World Holdings fair value estimate from $20.53 to $18.00, as several firms reduced price targets following softer Q4 results, updated RV sector assumptions, a slower offseason, and management commentary on inventory, margins, 2026 expectations, and the decision to pause the dividend in favor of debt reduction. Analyst Commentary Street research around Camping World Holdings has centered on lower price targets following the recent Q4 print and updated sector assumptions, but there are still some constructive threads that bullish analysts are highlighting for investors.
ナラティブの更新 • Apr 17

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.
ナラティブの更新 • Apr 03

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.
Seeking Alpha • Mar 25

Camping World: Good Rebound Potential Comes With High Risks

Summary Camping World Holdings, Inc. has faced a prolonged RV industry downturn. There are some early signs of stabilization, but macroeconomic conditions still weigh on demand. High leverage makes CWH's situation very volatile, and an industry recovery is still on uncertain grounds. CWH has managed the downturn well operationally. Store closures have stabilized earnings, and the company has managed to capture market share. CWH stock is very risky, but has a good risk-to-reward ratio. I estimate 47% base scenario upside to $9.89. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 20

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.
ナラティブの更新 • Mar 06

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.
ナラティブの更新 • Feb 20

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).
ナラティブの更新 • Feb 05

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).
ナラティブの更新 • Jan 22

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.
分析記事 • Jan 16

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

Camping World Holdings, Inc. ( NYSE:CWH ) shareholders are no doubt pleased to see that the share price has bounced 28...
ナラティブの更新 • Jan 07

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.
ナラティブの更新 • Dec 14

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.
分析記事 • Dec 07

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

The board of Camping World Holdings, Inc. ( NYSE:CWH ) has announced that it will pay a dividend on the 29th of...
ナラティブの更新 • Nov 29

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.
ナラティブの更新 • Nov 15

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.
分析記事 • Nov 05

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

Camping World Holdings, Inc. ( NYSE:CWH ) shareholders won't be pleased to see that the share price has had a very...
ナラティブの更新 • Oct 31

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.
分析記事 • Aug 31

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

Camping World Holdings, Inc. ( NYSE:CWH ) shares have had a really impressive month, gaining 26% after a shaky period...
分析記事 • Aug 09

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 19

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

Camping World Holdings, Inc.'s ( NYSE:CWH ) investors are due to receive a payment of $0.125 per share on 27th of June...
分析記事 • May 13

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

Those holding Camping World Holdings, Inc. ( NYSE:CWH ) shares would be relieved that the share price has rebounded 35...
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新しいナラティブ • May 03

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.
分析記事 • Apr 08

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

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
分析記事 • Mar 11

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

To the annoyance of some shareholders, Camping World Holdings, Inc. ( NYSE:CWH ) shares are down a considerable 29% in...
分析記事 • Feb 26

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

The board of Camping World Holdings, Inc. ( NYSE:CWH ) has announced that it will pay a dividend of $0.125 per share on...
Seeking Alpha • Feb 25

Camping World: Staying Alert To Key Risks

Summary Camping World Holdings faces a challenging road ahead due to a cyclical, highly competitive industry and a stretched balance sheet. CWH's 2024 YTD unit sales are trending positively, whereas YTD revenue was negative, likely to due pricing factors. High debt financing costs and dilution from recent equity issuance raise concerns about shareholder returns. Investors should be cautious of CWH's difficult RV pricing environment and high leverage when evaluating the stock. Read the full article on Seeking Alpha
分析記事 • Feb 07

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Camping World Holdings fair value estimate is US$17.60 Current...
分析記事 • Jan 09

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

There wouldn't be many who think Camping World Holdings, Inc.'s ( NYSE:CWH ) price-to-sales (or "P/S") ratio of 0.2x is...
分析記事 • Dec 11

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

Camping World Holdings, Inc. ( NYSE:CWH ) has announced that it will pay a dividend of $0.125 per share on the 30th of...
分析記事 • Nov 27

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

The board of Camping World Holdings, Inc. ( NYSE:CWH ) has announced that it will pay a dividend on the 30th of...
分析記事 • Oct 22

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Oct 09

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

Summary In my view, the insider selling activity by the CEO and Abrams Capital suggests weak confidence in the near-term performance of the company. Used RV sales dropped sharply, with heavy discounting eroding margins. Rising floor plan interest expenses, up 34.5% YoY, are cutting into profitability. Revenue and operating income have declined for seven consecutive quarters (YoY). In my view, ongoing headwinds overshadow favorable price-to-sales and cash flow metrics. Therefore, I maintain a Hold rating for this stock. Read the full article on Seeking Alpha
分析記事 • Oct 04

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

Key Insights Camping World Holdings' estimated fair value is US$23.29 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 • Sep 01

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

The board of Camping World Holdings, Inc. ( NYSE:CWH ) has announced that it will pay a dividend of $0.125 per share on...
Seeking Alpha • Jul 26

Camping World Ready For Strong Upcycle

Summary Strong market share growth, moving from 18% to 25% in a single quarter. The company is expanding aggressively, aiming to add over 100 locations by 2028 to further increase market share. Market conditions are currently challenging due to high interest rates and pricing deflation, but an upcycle is expected to accelerate once rates decrease. Read the full article on Seeking Alpha
分析記事 • Jul 17

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

Camping World Holdings, Inc. ( NYSE:CWH ) shareholders would be excited to see that the share price has had a great...

業績と収益の成長予測

NYSE:CWH - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20287,782N/AN/AN/A1
12/31/20276,91172-3212612
12/31/20266,48836-622212
3/31/20266,310-94-10635N/A
12/31/20256,369-90-261-132N/A
9/30/20256,400-54-175-68N/A
6/30/20256,319-824116N/A
3/31/20256,149-29-881N/A
12/31/20246,100-39157245N/A
9/30/20246,005-2175176N/A
6/30/20246,009-1142167N/A
3/31/20246,1048-8844N/A
12/31/20236,22733178311N/A
9/30/20236,3981575209N/A
6/30/20236,5244093234N/A
3/31/20236,79195450599N/A
12/31/20226,96712434190N/A
9/30/20227,064197-46106N/A
6/30/20227,125236-266-122N/A
3/31/20227,018261-286-144N/A
12/31/20216,91427830154N/A
9/30/20216,670266289391N/A
6/30/20216,432244624692N/A
3/31/20215,977193812851N/A
12/31/20205,447122716748N/A
9/30/20205,27879825857N/A
6/30/20204,987-9625668N/A
3/31/20204,855-49257311N/A
12/31/20194,892-61N/A252N/A
9/30/20194,909-62N/A205N/A
6/30/20194,831-18N/A127N/A
3/31/20194,798-11N/A119N/A
12/31/20184,79210N/A136N/A
9/30/20184,69324N/A64N/A
6/30/20184,61930N/A5N/A
3/31/20184,45724N/A-60N/A
12/31/20174,28030N/A-16N/A
9/30/20174,065-141N/A93N/A
6/30/20173,818-93N/A222N/A
3/31/20173,605-28N/A291N/A
12/31/20163,5162N/A216N/A
9/30/20163,452198N/A193N/A
6/30/20163,425187N/A103N/A
3/31/20163,367177N/A47N/A
12/31/20153,279174N/A112N/A

アナリストによる今後の成長予測

収入対貯蓄率: CWHは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: CWH今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: CWH今後 3 年以内に収益を上げることが予想されます。

収益対市場: CWHの収益 ( 5.7% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: CWHの収益 ( 5.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CWHの 自己資本利益率 は、3年後には高くなると予測されています ( 29.5 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/22 23:17
終値2026/05/22 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や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