Camping World Holdings, Inc., through its subsidiaries, operates as a recreational vehicle (RV) and outdoor retailer. More Details
Undervalued with reasonable growth potential.
Share Price & News
How has Camping World Holdings's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: CWH is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 9% a week.
Volatility Over Time: CWH's weekly volatility (9%) has been stable over the past year.
7 Day Return
US Specialty Retail
1 Year Return
US Specialty Retail
Return vs Industry: CWH exceeded the US Specialty Retail industry which returned 106.9% over the past year.
Return vs Market: CWH exceeded the US Market which returned 53.9% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is Camping World Holdings's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall StSome Investors May Be Worried About Camping World Holdings' (NYSE:CWH) Returns On Capital
1 month ago | Simply Wall StCamping World Holdings, Inc. (NYSE:CWH) Is About To Go Ex-Dividend, And It Pays A 2.4% Yield
1 month ago | Simply Wall StWe Think Camping World Holdings' (NYSE:CWH) Robust Earnings Are Conservative
Is Camping World Holdings undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: CWH ($39.4) is trading below our estimate of fair value ($54.79)
Significantly Below Fair Value: CWH is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: CWH is good value based on its PE Ratio (12.7x) compared to the US Specialty Retail industry average (19.4x).
PE vs Market: CWH is good value based on its PE Ratio (12.7x) compared to the US market (22.3x).
Price to Earnings Growth Ratio
PEG Ratio: CWH is good value based on its PEG Ratio (0.3x)
Price to Book Ratio
PB vs Industry: CWH is overvalued based on its PB Ratio (62.1x) compared to the US Specialty Retail industry average (3x).
How is Camping World Holdings forecast to perform in the next 1 to 3 years based on estimates from 8 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: CWH's forecast earnings growth (41.5% per year) is above the savings rate (2%).
Earnings vs Market: CWH's earnings (41.5% per year) are forecast to grow faster than the US market (18.5% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: CWH's revenue (7.1% per year) is forecast to grow slower than the US market (9.9% per year).
High Growth Revenue: CWH's revenue (7.1% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: CWH's Return on Equity is forecast to be very high in 3 years time (111.3%).
How has Camping World Holdings performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: CWH has high quality earnings.
Growing Profit Margin: CWH became profitable in the past.
Past Earnings Growth Analysis
Earnings Trend: CWH's earnings have declined by 32.7% per year over the past 5 years.
Accelerating Growth: CWH has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: CWH has become profitable in the last year, making it difficult to compare its past year earnings growth to the Specialty Retail industry (30.5%).
Return on Equity
High ROE: CWH's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.
How is Camping World Holdings's financial position?
Financial Position Analysis
Short Term Liabilities: CWH has negative shareholder equity, which is a more serious situation than short term assets not covering short term liabilities.
Long Term Liabilities: CWH has negative shareholder equity, which is a more serious situation than short term assets not covering long term liabilities.
Debt to Equity History and Analysis
Debt Level: CWH has negative shareholder equity, which is a more serious situation than a high debt level.
Reducing Debt: CWH's has negative shareholder equity, so we do not need to check if its debt has reduced over time.
Debt Coverage: CWH's debt is well covered by operating cash flow (44.6%).
Interest Coverage: CWH's interest payments on its debt are well covered by EBIT (6.9x coverage).
What is Camping World Holdings's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: CWH's dividend (2.01%) is higher than the bottom 25% of dividend payers in the US market (1.26%).
High Dividend: CWH's dividend (2.01%) is low compared to the top 25% of dividend payers in the US market (3.5%).
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 4 years.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (10.9%), CWH's dividend payments are thoroughly covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: CWH's dividends in 3 years are forecast to be thoroughly covered by earnings (7.8% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Marcus Lemonis (46 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 ($USD9.63K) is below average for companies of similar size in the US market ($USD5.09M).
Compensation vs Earnings: Marcus's compensation has been consistent with company performance over the past year.
Experienced Management: CWH's management team is not considered experienced ( 0.8 years average tenure), which suggests a new team.
Experienced Board: CWH's board of directors are considered experienced (5.1 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 been diluted in the past year, with total shares outstanding growing by 3%.
Camping World Holdings, Inc.'s company bio, 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$3.619b
- Market Cap: US$1.774b
- Shares outstanding: 91.85m
- Website: https://www.campingworld.com
Number of Employees
- Camping World Holdings, Inc.
- 250 Parkway Drive
- Suite 270
- United States
Camping World Holdings, Inc., through its subsidiaries, operates as a recreational vehicle (RV) and outdoor retailer. It operates through two segments, Good Sam Services and Plans; and RV and Outdoor Retai...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/04/14 22:54|
|End of Day Share Price||2021/04/14 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.