Lazydays Holdings, Inc.

NasdaqCM:GORV Stok Raporu

Piyasa değeri: US$1.6m

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Lazydays Holdings Yönetim

Yönetim kriter kontrolleri 1/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Ron Fleming

İcra Kurulu Başkanı

US$2.0m

Toplam tazminat

CEO maaş yüzdesi5.64%
CEO görev süresi1.2yrs
CEO sahipliğin/a
Yönetim ortalama görev süresiless than a year
Yönetim Kurulu ortalama görev süresi3.1yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi • Jul 30

Is Lazydays Holdings (NASDAQ:GORV) 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...
Analiz Makalesi • Apr 09

Is Lazydays Holdings (NASDAQ:GORV) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analiz Makalesi • Mar 19

Risks To Shareholder Returns Are Elevated At These Prices For Lazydays Holdings, Inc. (NASDAQ:GORV)

There wouldn't be many who think Lazydays Holdings, Inc.'s ( NASDAQ:GORV ) price-to-sales (or "P/S") ratio of 0.1x is...
Seeking Alpha • Oct 05

Lazydays CFO Nick Tomashot to retire, Kelly Porter to succeed

Lazydays (NASDAQ:LAZY) notifies that Nick Tomashot will retire as CFO.  Kelly Porter will assume the role of CFO on November 15, 2022. As part of the transition, Mr. Tomashot will remain with Lazydays as an advisor through the end of the year to help facilitate a smooth transition.
Seeking Alpha • Sep 22

Lazydays Holdings: Shares Are Cheap Even Though Recent Performance Has Been Mixed

Summary Lazydays Holdings has done well to continue growing its sales as of late, but the firm's bottom line has been negatively impacted. It is worth noting that profitability issues are largely due to one-time things and the decision by the firm to spend more on advertising. The nature of this pain, combined with how cheap shares are, leads me to be bullish about the firm. Investing in this market can be, at times, frustrating. At the same time, if you're right, it can also be incredibly rewarding. The reason why I say that this moment is frustrating is because of the overall pessimism surrounding the market because of high inflation, rising interest rates, and other similar issues. Although this is great for buying stocks on the cheap, the ideal thing would be to see those shares appreciate shortly thereafter. But to see pessimism continue to push shares down can be depressing, even if you believe that you are correct in your thesis. One company that has been hammered particularly hard lately is Lazydays Holdings (LAZY). This firm, which operates a chain of RV dealerships, has not been looked at kindly by investors lately. In addition to the aforementioned concerns that investors have, it's also true that the company shot down an opportunity to sell itself at a price that is quite a bit higher than where shares are today. Having said that, I do believe that the company still has attractive upside potential, even if financial performance shows signs of weakening. And as such, I have decided to retain my 'buy' rating on the company for now. Cruising with Lazydays Holdings The last time I wrote an article about Lazydays Holdings was in the middle of April of this year. I acknowledged the company's recent financial performance as strong demand for RVs sent revenue and profitability for the company rising. I also said that shares were looking attractively priced. But on top of that, the company also had an interesting catalyst involving the potential sale of itself to B. Riley Financial (RILY) at a price of $25 per share. This particular rejection came in March of this year, but there was some optimism that another offer for the enterprise might arise. Since the publication of that article, when I had a 'buy' rating assigned to the company, shares have generated a loss for investors of 17.1%. That compares to the 7.4% decline experienced by the S&P 500 over the same timeframe. Author - SEC EDGAR Data Based on this return disparity, you might initially think that the fundamental performance of the company was suffering. But that couldn't be further from the truth. Since that article was published, we have had data covering not one but two quarters come out. And the results so far have been impressive. Revenue in the first half of the 2022 fiscal year came in strong at $749.7 million. That's 26.3% higher than the $593.8 million generated the same time last year. This jump in revenue year over year was driven by strength across the board. New vehicle sales for the company grew by 18.3% during this window of time, with the average selling price of RVs rising by 23.4% from $74,900 to $92,400. This was offset to some degree by a decrease in the number of new units sold from 4,904 to 4,725. Revenue from pre-owned vehicle sales grew by a more impressive 45.2%, driven by the average selling price of these units climbing 18.3% from $63,000 to $74,500, and by an increase in the number of used units sold, excluding the company's wholesale operations, from 2,501 to 3,075. Author - SEC EDGAR Data Even in the second quarter alone, sales for the company remained impressive, climbing by 15.7% year over year from $322.8 million to $373.6 million. The average selling price of new vehicles rose from $72,100 to $89,300, with this rise being somewhat offset by dropping units sold from 2,780 to 2,455. Meanwhile, revenue from pre-owned vehicles grew by 33.1% thanks to pricing climbing from $59,400 to $70,400, and as the number of pre-owned vehicles sold increased from 1,428 to 1,597. Clearly, the second quarter was a bit weaker than the first. And some investors might be worried about that trend continuing. But even if financial performance were to revert back to what it was in prior years, shares of the company would still look attractively priced, as you will soon see. From a profitability perspective, the company also remains strong. In the first half of the year, net income came in at $57.7 million. That's almost double the $31.8 million generated in the first half of 2021. Operating cash flow did worsen, dropping from $83.7 million to negative $31.7 million. But if we adjust for changes in working capital, the metric would have increased from $48.5 million to $58.8 million. Meanwhile, EBITDA for the company also improved, climbing from $69.1 million to $83.2 million. Unfortunately, not everything is great on this front. In the second quarter alone, results did show some signs of pain. Yes, net income in the second quarter did climb to $30.6 million compared to the $24.1 million reported the same time last year. But operating cash flow dropped from $58.9 million to negative $14.3 million. Even if we adjust for changes in working capital, the metric would have worsened, declining from $29.8 million to $27.4 million. Meanwhile, EBITDA also declined, dropping from $41.3 million to $38.4 million. Author - SEC EDGAR Data Because of the weakness experienced in the second quarter of the year, I would be hesitant to extrapolate financial performance for the rest of the year. And management has not provided any detailed guidance on this front. Instead, I've decided to price the company based on results from 2021. Using that data, the company is trading at a price-to-earnings multiple of 2.2. The price to adjusted operating cash flow multiple is 1.7, while the EV to EBITDA multiple should come in at 3.7. These numbers compare favorably to the 11.6, the 4.2, and the 8.1, respectively, that we get using data from 2020. As part of my analysis, I also compared the company to five similar businesses. On a price-to-earnings basis, these companies range from a low of 3.7 to a high of 12.2. And when it comes to the price to operating cash flow approach, the ranges are from 3.2 to 8.3. In both cases, using our 2021 calculations, Lazydays Holdings is the cheapest of the group. When it comes to the EV to EBITDA approach, the range is between 3.3 and 7.8. And in this scenario, two of the five companies were cheaper than our prospect.
Seeking Alpha • Aug 03

Lazydays Q2 Earnings Preview

Lazydays (NASDAQ:LAZY) is scheduled to announce Q2 earnings results on Thursday, August 4th, before market open. The consensus EPS Estimate is $1.13 (-6.6% Y/Y) and the consensus Revenue Estimate is $373.63M (+15.8% Y/Y). Over the last 3 months, EPS estimates have seen 0 upward revisions and 0 downward. Revenue estimates have seen 1 upward revisions and 0 downward.

CEO Tazminat Analizi

Ron Fleming'un ücretlendirmesi Lazydays Holdings'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Sep 30 2025n/an/a

-US$214m

Jun 30 2025n/an/a

-US$151m

Mar 31 2025n/an/a

-US$173m

Dec 31 2024US$2mUS$113k

-US$187m

Sep 30 2024n/an/a

-US$199m

Jun 30 2024n/an/a

-US$186m

Mar 31 2024n/an/a

-US$138m

Dec 31 2023n/an/a

-US$115m

Sep 30 2023n/an/a

-US$8m

Jun 30 2023n/an/a

US$3m

Mar 31 2023n/an/a

US$21m

Dec 31 2022n/an/a

US$41m

Sep 30 2022n/an/a

US$53m

Jun 30 2022n/an/a

US$69m

Mar 31 2022n/an/a

US$64m

Dec 31 2021US$463kUS$296k

US$50m

Sep 30 2021n/an/a

US$40m

Jun 30 2021n/an/a

US$22m

Mar 31 2021n/an/a

US$9m

Dec 31 2020US$563kUS$270k

US$5m

Sep 30 2020n/an/a

US$6m

Jun 30 2020n/an/a

US$2m

Mar 31 2020n/an/a

-US$654k

Dec 31 2019US$306kUS$275k

-US$1m

Sep 30 2019n/an/a

-US$7m

Jun 30 2019n/an/a

-US$7m

Mar 31 2019n/an/a

-US$7m

Dec 31 2018US$3mUS$275k

-US$10m

Tazminat ve Piyasa: Ron 'nin toplam tazminatı ($USD 1.99M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 638.05K ).

Tazminat ve Kazançlar: Ron şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.

CEO

Ron Fleming (66 yo)

1.2yrs
Görev süresi
US$1,993,617
Tazminat

Mr. Ronald K. Fleming, also known as Ron, serves as Chief Executive Officer of Lazydays Holdings, Inc since July 2025 and has been its Director since September 14, 2024 and served as its Interim Chief Exec...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Ronald Fleming
CEO & Director1.2yrsUS$1.99mVeri yok
Amber Dillard
Chief Operating Officerno dataUS$662.83k0.17%
$ 2.7k
Jeff Needles
CFO & Corporate Secretaryless than a yearVeri yokVeri yok
Chander Makhija
Chief Technology Officer2.8yrsVeri yokVeri yok
Kyle Richter
Chief Administrative Officerless than a yearVeri yokVeri yok
Ashley Ball
Senior Director Of Marketingless than a yearVeri yokVeri yok
James Meehan
Corporate Controllerno dataVeri yokVeri yok
0.8yrs
Ortalama Görev Süresi
51yo
Ortalama Yaş

Deneyimli Yönetim: GORV 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 0.8 yıl), bu da yeni bir ekibin varlığını gösteriyor.

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Ronald Fleming
CEO & Director1.2yrsUS$1.99mVeri yok
Robert DeVincenzi
Lead Independent Non-Executive Director & Chairman4.1yrsUS$310.10k0%
$ 0
Jerry Comstock
Independent Director7.7yrsUS$117.60k0.062%
$ 978.6
Susan Scarola
Independent Director2.2yrsUS$157.70k0.017%
$ 264.4
James Fredlake
Independent Director7.7yrsUS$197.60k0.026%
$ 401.8
Alexandre Zyngier
Directorless than a yearVeri yokVeri yok
3.1yrs
Ortalama Görev Süresi
65.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: GORV 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.1 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2025/11/30 00:05
Gün Sonu Hisse Fiyatı2025/11/26 00:00
Kazançlar2025/09/30
Yıllık Kazançlar2024/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Lazydays Holdings, Inc. 4 Bu analistlerden 0, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Robert LabickCJS Securities, Inc.
Steven DyerCraig-Hallum Capital Group LLC
Brandon RolléD.A. Davidson & Co.