Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CWH
STRONG SELLCamping World Holdings, Inc. · Consumer Cyclical · United States · $363M · Avg Vol: $13M/d
COMPANY DESCRIPTION
Camping World Holdings, Inc. is the largest retailer of recreational vehicles (RVs) and related products and services in the United States. The company operates a national network of RV dealerships, service centers, and retail stores, offering new and used RVs, parts, accessories, and protection plans. Its dominant market share, extensive footprint, and vertically integrated approach provide a significant competitive advantage in the growing outdoor lifestyle market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 7.0B | 6.2B | 6.1B | 6.4B | -2.9% | 6.3B | 6.4B | 6.9B | 3.8% |
| EPS | 3.23 | 0.70 | -0.80 | -1.43 | -78.3% | -1.45 | — | — | — |
| Shares | 42.4M | 45.0M | 62.5M | 63.4M | +49.5% | 63.5M | — | — | — |
| Debt | 3.8B | 3.9B | 3.6B | 4.1B | 2.6% | 4.1B | — | — | — |
| Equity | 147.8M | 168.4M | 326.6M | 228.6M | 15.6% | — | — | — | — |
| Op CF | 189.8M | 310.8M | 245.2M | -132.0M | 13.7% | 34.9M | — | — | — |
| Inv CF | -422.5M | -369.4M | -88.2M | -201.2M | — | — | — | — | — |
| Fin CF | 95.6M | -31.9M | 11.8M | 339.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of CWH are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CWH | Camping World Holdings, Inc.(you) | $363M | 19 | STRONG SELL |
| ACVA | ACV Auctions Inc. | $1.3B | 16 | STRONG SELL |
| CRMT | America's Car-Mart, Inc. | $107M | 11 | STRONG SELL |
| DRVN | Driven Brands Holdings Inc. | $2.2B | 44 | HOLD |
| GPI | Group 1 Automotive, Inc. | $3.9B | 53 | HOLD |
| VVV | Valvoline Inc. | $5.0B | 62 | HOLD |
| SAH | Sonic Automotive, Inc. | $3.2B | 71 | BUY |
| LAD | Lithia Motors, Inc. | $7.8B | 63 | HOLD |
| SFIX | Stitch Fix, Inc. | $478M | 19 | STRONG SELL |
| MVST | Microvast Holdings, Inc. | $267M | 21 | SELL |
Peer medians: ROE 10.0% · P/E 22.6x · Gross margin 37.5%