CWH Stock Overview
Camping World Holdings, Inc., through its subsidiaries, retails recreational vehicles (RVs), and related products and services.
Camping World Holdings Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||US$21.60|
|52 Week High||US$46.77|
|52 Week Low||US$22.41|
|1 Month Change||-21.23%|
|3 Month Change||-25.65%|
|1 Year Change||-46.29%|
|3 Year Change||83.36%|
|5 Year Change||-29.30%|
|Change since IPO||-4.00%|
Recent News & Updates
Does Camping World Holdings (NYSE:CWH) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Camping World: Patience Is Warranted
Camping World reported a solid Q1 in May, but the company didn't see the weakness coming this quarter. The RV stock has already fallen 50% this year due to the weak stock market. The consensus guidance for the year appears far too high suggesting major analyst cuts are needed before Camping World becomes appealing to own.
Camping World Holdings, Inc. (NYSE:CWH) Shares Could Be 35% Below Their Intrinsic Value Estimate
In this article we are going to estimate the intrinsic value of Camping World Holdings, Inc. ( NYSE:CWH ) by taking the...
|CWH||US Specialty Retail||US Market|
Return vs Industry: CWH underperformed the US Specialty Retail industry which returned -27.1% over the past year.
Return vs Market: CWH underperformed the US Market which returned -18.8% over the past year.
|CWH Average Weekly Movement||7.2%|
|Specialty Retail Industry Average Movement||8.9%|
|Market Average Movement||8.1%|
|10% most volatile stocks in US Market||16.7%|
|10% least volatile stocks in US Market||3.2%|
Stable Share Price: CWH is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 7% a week.
Volatility Over Time: CWH's weekly volatility (7%) has been stable over the past year.
About the Company
Camping World Holdings, Inc., through its subsidiaries, retails recreational vehicles (RVs), and related products and services. It operates in two segments, Good Sam Services and Plans; and RV and Outdoor Retail. The company provides a portfolio of services, protection plans, products, and resources in the RV industry.
Camping World Holdings Fundamentals Summary
|CWH fundamental statistics|
Is CWH overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|CWH income statement (TTM)|
|Cost of Revenue||US$4.51b|
Last Reported Earnings
Mar 31, 2022
Next Earnings Date
|Earnings per share (EPS)||6.26|
|Net Profit Margin||3.72%|
How did CWH perform over the long term?See historical performance and comparison
14.5%Current Dividend Yield
Is CWH undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score 5/6
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Below Fair Value
Significantly Below Fair Value
Key Valuation Metric
Which metric is best to use when looking at relative valuation for CWH?
Other financial metrics that can be useful for relative valuation.
|What is CWH's n/a Ratio?|
Price to Earnings Ratio vs Peers
How does CWH's PE Ratio compare to its peers?
|CWH PE Ratio vs Peers|
|Company||PE||Estimated Growth||Market Cap|
SAH Sonic Automotive
GPI Group 1 Automotive
ABG Asbury Automotive Group
CWH Camping World Holdings
Price-To-Earnings vs Peers: CWH is good value based on its Price-To-Earnings Ratio (3.5x) compared to the peer average (9.5x).
Price to Earnings Ratio vs Industry
How does CWH's PE Ratio compare vs other companies in the US Specialty Retail Industry?
Price-To-Earnings vs Industry: CWH is good value based on its Price-To-Earnings Ratio (3.5x) compared to the US Specialty Retail industry average (6.3x)
Price to Earnings Ratio vs Fair Ratio
What is CWH's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
|Current PE Ratio||3.5x|
|Fair PE Ratio||10.8x|
Price-To-Earnings vs Fair Ratio: CWH is good value based on its Price-To-Earnings Ratio (3.5x) compared to the estimated Fair Price-To-Earnings Ratio (10.7x).
Share Price vs Fair Value
What is the Fair Price of CWH when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: CWH ($21.6) is trading below our estimate of fair value ($37.93)
Significantly Below Fair Value: CWH is trading below fair value by more than 20%.
Price to Earnings Growth Ratio
PEG Ratio: CWH is poor value based on its PEG Ratio (1x)
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How is Camping World Holdings forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?
Future Growth Score1/6
Future Growth Score 1/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: CWH's forecast earnings growth (3.3% per year) is above the savings rate (1.9%).
Earnings vs Market: CWH's earnings (3.3% per year) are forecast to grow slower than the US market (13.8% per year).
High Growth Earnings: CWH's earnings are forecast to grow, but not significantly.
Revenue vs Market: CWH's revenue (0.09% per year) is forecast to grow slower than the US market (8.3% per year).
High Growth Revenue: CWH's revenue (0.09% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if CWH's Return on Equity is forecast to be high in 3 years time
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How has Camping World Holdings performed over the past 5 years?
Past Performance Score2/6
Past Performance Score 2/6
Growing Profit Margin
Earnings vs Industry
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: CWH has a high level of non-cash earnings.
Growing Profit Margin: CWH's current net profit margins (3.7%) are higher than last year (3.2%).
Past Earnings Growth Analysis
Earnings Trend: CWH has become profitable over the past 5 years, growing earnings by 67.1% per year.
Accelerating Growth: CWH's earnings growth over the past year (35.3%) is below its 5-year average (67.1% per year).
Earnings vs Industry: CWH earnings growth over the past year (35.3%) underperformed the Specialty Retail industry 40.3%.
Return on Equity
High ROE: Whilst CWH's Return on Equity (286.41%) is outstanding, this metric is skewed due to their high level of debt.
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How is Camping World Holdings's financial position?
Financial Health Score4/6
Financial Health Score 4/6
Short Term Liabilities
Long Term Liabilities
Financial Position Analysis
Short Term Liabilities: CWH's short term assets ($2.6B) exceed its short term liabilities ($2.0B).
Long Term Liabilities: CWH's short term assets ($2.6B) exceed its long term liabilities ($2.6B).
Debt to Equity History and Analysis
Debt Level: CWH's net debt to equity ratio (1193.8%) is considered high.
Reducing Debt: CWH had negative shareholder equity 5 years ago, but is now positive and has therefore improved.
Debt Coverage: CWH's operating cash flow is negative, therefore debt is not well covered.
Interest Coverage: CWH's interest payments on its debt are well covered by EBIT (12.4x coverage).
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What is Camping World Holdings's current dividend yield, its reliability and sustainability?
Dividend Score 3/6
Future Dividend Coverage
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: CWH's dividend (14.54%) is higher than the bottom 25% of dividend payers in the US market (1.57%).
High Dividend: CWH's dividend (14.54%) is in the top 25% of dividend payers in the US market (4.25%)
Stability and Growth of Payments
Stable Dividend: Whilst dividend payments have been stable, CWH has been paying a dividend for less than 10 years.
Growing Dividend: CWH's dividend payments have increased, but the company has only paid a dividend for 6 years.
Earnings Payout to Shareholders
Earnings Coverage: With its low payout ratio (23.7%), CWH's dividend payments are well covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: CWH is paying a dividend but the company has no free cash flows.
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How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Marcus Lemonis (47 yo)
Mr. Marcus A. Lemonis has been the Chief Executive Officer of Good Sam Enterprises, LLC since January 24, 2011. Mr. Lemonis has been the Chairman and Chief Executive Officer of Camping World Holdings, Inc....
CEO Compensation Analysis
Compensation vs Market: Marcus's total compensation ($USD20.01M) is above average for companies of similar size in the US market ($USD5.48M).
Compensation vs Earnings: Marcus's compensation has increased by more than 20% in the past year.
Experienced Management: CWH's management team is considered experienced (2 years average tenure).
Experienced Board: CWH's board of directors are considered experienced (6.3 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: CWH insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Camping World Holdings, Inc.'s employee growth, exchange listings and data sources
- Name: Camping World Holdings, Inc.
- Ticker: CWH
- Exchange: NYSE
- Founded: 1966
- Industry: Automotive Retail
- Sector: Retail
- Implied Market Cap: US$1.928b
- Market Cap: US$959.706m
- Shares outstanding: 83.73m
- Website: https://www.campingworld.com
Number of Employees
- Camping World Holdings, Inc.
- 250 Parkway Drive
- Suite 270
- United States
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/06/28 00:00|
|End of Day Share Price||2022/06/28 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.