Camping World Holdings, Inc.

LSE:0HSU Stock Report

Market Cap: US$2.4b

Camping World Holdings Valuation

Is 0HSU undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 0HSU when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 0HSU ($24.06) is trading above our estimate of fair value ($18.45)

Significantly Below Fair Value: 0HSU is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0HSU?

Key metric: As 0HSU is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 0HSU. This is calculated by dividing 0HSU's market cap by their current revenue.
What is 0HSU's PS Ratio?
PS Ratio0.2x
SalesUS$6.00b
Market CapUS$2.42b

Price to Sales Ratio vs Peers

How does 0HSU's PS Ratio compare to its peers?

The above table shows the PS ratio for 0HSU vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average0.1x
LOOK Lookers
0.1x4.0%UK£503.2m
HFD Halfords Group
0.2x3.4%UK£287.2m
VTU Vertu Motors
0.04x5.8%UK£199.5m
MOTR Motorpoint Group
0.09x6.3%UK£102.0m
0HSU Camping World Holdings
0.2x7.1%US$2.4b

Price-To-Sales vs Peers: 0HSU is expensive based on its Price-To-Sales Ratio (0.2x) compared to the peer average (0.1x).

Price to Sales Ratio vs Industry

How does 0HSU's PS Ratio compare vs other companies in the GB Specialty Retail Industry?

8 CompaniesPrice / SalesEstimated GrowthMarket Cap
VTU Vertu Motors
0.04x5.8%US$249.95m
MOTR Motorpoint Group
0.09x6.3%US$127.82m
WRKS TheWorks.co.uk
0.05xn/aUS$17.62m
CFYN Caffyns
0.05xn/aUS$15.38m
0HSU 0.2xIndustry Avg. 0.3xNo. of Companies8PS00.40.81.21.62+
8 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 0HSU is good value based on its Price-To-Sales Ratio (0.2x) compared to the UK Specialty Retail industry average (0.3x).

Price to Sales Ratio vs Fair Ratio

What is 0HSU's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

0HSU PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.2x
Fair PS Ratio0.6x

Price-To-Sales vs Fair Ratio: 0HSU is good value based on its Price-To-Sales Ratio (0.2x) compared to the estimated Fair Price-To-Sales Ratio (0.6x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 0HSU forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$24.06
US$28.09
+16.7%
10.2%US$35.00US$23.00n/a11
Nov ’25US$20.19
US$28.27
+40.0%
9.4%US$35.00US$24.00n/a11
Oct ’25US$24.11
US$27.27
+13.1%
12.2%US$35.00US$22.00n/a11
Sep ’25US$21.95
US$26.55
+20.9%
12.5%US$35.00US$22.00n/a11
Aug ’25US$21.46
US$27.09
+26.3%
12.0%US$35.00US$22.00n/a11
Jul ’25US$17.61
US$28.18
+60.1%
13.2%US$35.00US$22.00n/a11
Jun ’25US$20.24
US$28.27
+39.7%
13.0%US$35.00US$22.00n/a11
May ’25US$20.04
US$30.09
+50.2%
10.8%US$35.00US$23.00n/a11
Apr ’25US$27.85
US$30.09
+8.0%
10.8%US$35.00US$23.00n/a11
Mar ’25US$27.49
US$30.09
+9.5%
10.8%US$35.00US$23.00n/a11
Feb ’25US$25.12
US$29.00
+15.4%
14.2%US$35.00US$19.00n/a12
Jan ’25US$25.99
US$26.75
+2.9%
16.7%US$35.00US$19.00n/a12
Dec ’24US$21.79
US$26.00
+19.3%
14.9%US$35.00US$19.00n/a11
Nov ’24US$17.20
US$27.80
+61.6%
15.4%US$35.00US$19.00US$20.1910
Oct ’24US$20.39
US$30.55
+49.8%
10.3%US$36.00US$25.00US$24.1111
Sep ’24US$25.27
US$33.70
+33.4%
11.0%US$40.00US$25.00US$21.9510
Aug ’24US$31.38
US$32.56
+3.7%
13.9%US$40.00US$25.00US$21.469
Jul ’24US$30.30
US$30.60
+1.0%
11.9%US$36.00US$25.00US$17.6110
Jun ’24US$26.62
US$29.20
+9.7%
12.8%US$35.00US$25.00US$20.2410
May ’24US$22.22
US$27.80
+25.1%
10.6%US$34.00US$25.00US$20.0410
Apr ’24US$20.74
US$28.11
+35.5%
10.5%US$34.00US$25.00US$27.859
Mar ’24US$22.43
US$28.33
+26.3%
10.7%US$34.00US$25.00US$27.499
Feb ’24US$25.38
US$30.22
+19.1%
10.1%US$37.00US$25.00US$25.129
Jan ’24US$22.36
US$31.33
+40.1%
12.0%US$37.00US$25.00US$25.999
Dec ’23US$27.61
US$31.33
+13.5%
12.0%US$37.00US$25.00US$21.799
Nov ’23US$28.63
US$34.00
+18.8%
17.0%US$46.00US$25.00US$17.208

Analyst Forecast: Target price is less than 20% higher than the current share price.

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