NYSE:CWH

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Camping World Holdings

Executive Summary

Camping World Holdings, Inc., through its subsidiaries, operates as an outdoor and camping retailer. More Details


Snowflake Analysis

Moderate growth potential unattractive dividend payer.


Similar Companies

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's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

-3.3%

CWH

-0.9%

US Specialty Retail

-2.4%

US Market


1 Year Return

229.4%

CWH

24.8%

US Specialty Retail

18.2%

US Market

Return vs Industry: CWH exceeded the US Specialty Retail industry which returned 27.2% over the past year.

Return vs Market: CWH exceeded the US Market which returned 19.5% over the past year.


Shareholder returns

CWHIndustryMarket
7 Day-3.3%-0.9%-2.4%
30 Day3.6%6.8%4.2%
90 Day-18.7%15.4%6.3%
1 Year245.9%229.4%26.1%24.8%20.9%18.2%
3 Year-18.6%-28.1%86.9%78.6%41.2%31.8%
5 Yearn/a70.9%57.7%84.8%63.9%

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

Valuation

Is Camping World Holdings undervalued compared to its fair value and its price relative to the market?

140.39x

Price to Book (PB) ratio


Share Price vs. Fair Value

Below Fair Value: CWH ($31.13) is trading above our estimate of fair value ($18.6)

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


Price To Earnings Ratio

PE vs Industry: CWH is unprofitable, so we can't compare its PE Ratio to the US Specialty Retail industry average.

PE vs Market: CWH is unprofitable, so we can't compare its PE Ratio to the US market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate CWH's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: CWH is overvalued based on its PB Ratio (140.4x) compared to the US Specialty Retail industry average (1.9x).


Next Steps

Future Growth

How is Camping World Holdings forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?

20.4%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: CWH is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (2.2%).

Earnings vs Market: CWH is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: CWH's is expected to become profitable in the next 3 years.

Revenue vs Market: CWH's revenue (5.4% per year) is forecast to grow slower than the US market (10% per year).

High Growth Revenue: CWH's revenue (5.4% 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


Next Steps

Past Performance

How has Camping World Holdings performed over the past 5 years?

-61.7%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: CWH is currently unprofitable.

Growing Profit Margin: CWH is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: CWH is unprofitable, and losses have increased over the past 5 years at a rate of 61.7% per year.

Accelerating Growth: Unable to compare CWH's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: CWH is unprofitable, making it difficult to compare its past year earnings growth to the Specialty Retail industry (2.2%).


Return on Equity

High ROE: CWH's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.


Next Steps

Financial Health

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 (40.6%).

Interest Coverage: CWH is unprofitable, therefore interest payments are not well covered by earnings.


Balance Sheet


Next Steps

Dividend

What is Camping World Holdings's current dividend yield, its reliability and sustainability?

2.18%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: CWH's dividend (2.18%) is higher than the bottom 25% of dividend payers in the US market (1.62%).

High Dividend: CWH's dividend (2.18%) is low compared to the top 25% of dividend payers in the US market (4.66%).


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: CWH is paying a dividend but the company is unprofitable.


Future Payout to Shareholders

Future Dividend Coverage: CWH's dividends in 3 years are forecast to be thoroughly covered by earnings (10.4% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

0.3yrs

Average management tenure


CEO

Marcus Lemonis (46 yo)

4.58yrs

Tenure

US$9,634

Compensation

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 ($USD9.63K) is below average for companies of similar size in the US market ($USD5.61M).

Compensation vs Earnings: Marcus's compensation has increased whilst the company is unprofitable.


Leadership Team

NamePositionTenureCompensationOwnership
Marcus Lemonis
Chairman & CEO4.58yrsUS$9.63k1.44%
$ 41.0m
Brent Moody
President & Director2.42yrsUS$1.60m0.32%
$ 9.1m
Tamara Ward
Chief Operating Officer0.83yrUS$1.15m0%
$ 0
Melvin Flanigan
Independent Consultant0.33yrUS$2.25m0.19%
$ 5.4m
Karin Bell
Chief Financial Officer0.25yrno data0.029%
$ 839.5k
Lindsey Christen
Senior VP0.33yrno datano data
Matt Wagner
Senior VP of RV Inventory Mgmnt1.75yrsno datano data
Kelly Allen
Senior Vice President of Sales0.33yrno datano data
Brenda Wintrow
Senior Vice President of Sales & Customer Experience0.33yrno datano data
Vilma Fraguada
President of Good Sam Media & Events0.33yrno datano data

0.3yrs

Average Tenure

55yo

Average Age

Experienced Management: CWH's management team is not considered experienced ( 0.3 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Marcus Lemonis
Chairman & CEO4.58yrsUS$9.63k1.44%
$ 41.0m
Brent Moody
President & Director2.42yrsUS$1.60m0.32%
$ 9.1m
Mary George
Independent Director3.75yrsUS$223.12k0.053%
$ 1.5m
Michael Malone
Independent Director1.42yrsUS$187.94k0.029%
$ 836.1k
Andris Baltins
Independent Director4.58yrsUS$219.37k0.14%
$ 4.1m
Stephen Adams
Director4.58yrsUS$207.50k0.098%
$ 2.8m
K. Schickli
Independent Director4.58yrsUS$238.12k0.11%
$ 3.0m
Brian Cassidy
Independent Director4.58yrsUS$212.50k0%
$ 0
Daniel Kilpatrick
Independent Director0.67yrUS$26.35kno data

4.6yrs

Average Tenure

61yo

Average Age

Experienced Board: CWH's board of directors are considered experienced (4.6 years average tenure).


Ownership

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

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Camping World Holdings, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Camping World Holdings, Inc.
  • Ticker: CWH
  • Exchange: NYSE
  • Founded: 1966
  • Industry: Automotive Retail
  • Sector: Retail
  • Implied Market Cap: US$2.852b
  • Market Cap: US$1.179b
  • Shares outstanding: 89.45m
  • Website: https://www.campingworld.com

Number of Employees


Location

  • Camping World Holdings, Inc.
  • 250 Parkway Drive
  • Suite 270
  • Lincolnshire
  • Illinois
  • 60069
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
CWHNYSE (New York Stock Exchange)YesClass A Common StockUSUSDOct 2016
C83DB (Deutsche Boerse AG)YesClass A Common StockDEEUROct 2016
0HSULSE (London Stock Exchange)YesClass A Common StockGBUSDOct 2016

Biography

Camping World Holdings, Inc., through its subsidiaries, operates as an outdoor and camping retailer. The company operates through three segments: Consumer Services and Plans, Dealership, and Retail. It pro ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/10/20 00:49
End of Day Share Price2020/10/19 00:00
Earnings2020/06/30
Annual Earnings2019/12/31


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.