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CWH logo CWH
Upturn stock ratingUpturn stock rating
CWH logo

Camping World Holdings Inc (CWH)

Upturn stock ratingUpturn stock rating
$16.18
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/01/2025: CWH (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

AI Based Fundamental Rating

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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type Stock
Historic Profit 1.6%
Avg. Invested days 36
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.05B USD
Price to earnings Ratio -
1Y Target Price 27.62
Price to earnings Ratio -
1Y Target Price 27.62
Volume (30-day avg) 1668763
Beta 2.6
52 Weeks Range 15.27 - 26.81
Updated Date 04/2/2025
52 Weeks Range 15.27 - 26.81
Updated Date 04/2/2025
Dividends yield (FY) 3.09%
Basic EPS (TTM) -0.8

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -0.63%
Operating Margin (TTM) -0.8%

Management Effectiveness

Return on Assets (TTM) 2.24%
Return on Equity (TTM) -21.24%

Valuation

Trailing PE -
Forward PE 16.18
Enterprise Value 4445958207
Price to Sales(TTM) 0.17
Enterprise Value 4445958207
Price to Sales(TTM) 0.17
Enterprise Value to Revenue 0.73
Enterprise Value to EBITDA 19.63
Shares Outstanding 62541400
Shares Floating 50652923
Shares Outstanding 62541400
Shares Floating 50652923
Percent Insiders 3.94
Percent Institutions 105.81

Analyst Ratings

Rating 4.58
Target Price 28.08
Buy 3
Strong Buy 8
Buy 3
Strong Buy 8
Hold 1
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Camping World Holdings Inc

stock logo

Company Overview

overview logo History and Background

Camping World Holdings Inc. was founded in 1966. It evolved from a small camping supply store to a publicly traded company offering a wide range of RV products, services, and accessories. It went public in 2016.

business area logo Core Business Areas

  • Retail: Sales of new and used RVs, camping gear, and related products through a network of retail locations and online.
  • Services and Protection Plans: RV service and repair, extended warranties, roadside assistance, and insurance products.
  • Finance and Insurance: Facilitating financing and insurance options for RV purchases.
  • Good Sam Services: Membership-based services, including roadside assistance, travel planning, and discounts on RV parks.

leadership logo Leadership and Structure

Marcus Lemonis is the Chairman and CEO. The company has a board of directors and operates through various business segments.

Top Products and Market Share

overview logo Key Offerings

  • New and Used RVs: Sales of a wide range of RV brands and models. Camping World controls a significant portion of the market share of RV retail. Competitors include Lazydays Holdings, Thor Industries (through its retail network), and independent RV dealers.
  • Camping Gear and Accessories: Sales of camping supplies, outdoor equipment, and RV parts. Revenue is not publicly broken out. Competitors include Amazon, Walmart, and specialty outdoor retailers like REI.
  • RV Service and Repair: Maintenance, repair, and upgrade services for RVs. Market share is fragmented among regional and local service providers. Competitors include independent RV repair shops.
  • Good Sam Membership: Membership program offering roadside assistance, travel planning, and discounts. Competitors include AAA and other roadside assistance providers.

Market Dynamics

industry overview logo Industry Overview

The RV industry is influenced by factors like consumer spending, interest rates, fuel prices, and outdoor recreation trends. The industry experiences cyclicality tied to economic conditions.

Positioning

Camping World is the largest RV retailer in the United States, with a strong brand presence and a nationwide network of dealerships. Its competitive advantages include its scale, brand recognition, and comprehensive service offerings.

Total Addressable Market (TAM)

The RV market is estimated to be worth around $60 Billion per year (new RV sales, used RV sales, services, and ancillary sales). Camping World is positioned well to capitalize on that market. They try to capture consumers with memberships and maintain brand loyalty.

Upturn SWOT Analysis

Strengths

  • Largest RV retailer in the US
  • Strong brand recognition
  • Extensive dealership network
  • Comprehensive product and service offerings
  • Good Sam membership program

Weaknesses

  • High debt levels
  • Exposure to economic cycles
  • Reliance on RV sales
  • Past Controversy with Leadership
  • Seasonality

Opportunities

  • Expanding service offerings
  • Growing online sales
  • Acquiring smaller dealerships
  • Penetrating new markets
  • Increasing focus on used RV sales

Threats

  • Economic downturns
  • Increased competition
  • Rising interest rates
  • Fluctuations in fuel prices
  • Changing consumer preferences

Competitors and Market Share

competitor logo Key Competitors

  • LAZY
  • THO
  • PRIVATE RV DEALERSHIPS

Competitive Landscape

Camping World has a significant advantage due to its size and brand recognition. However, smaller regional players can offer more personalized service. Online retailers pose a threat to the retail segment.

Major Acquisitions

MarineMax

  • Year: 2023
  • Acquisition Price (USD millions): 215
  • Strategic Rationale: Acquisition of MarineMax's RV division to expand footprint.

Growth Trajectory and Initiatives

Historical Growth: Camping World's growth has been driven by acquisitions and organic expansion of its retail network. Historical data will need to be examined through SEC filings.

Future Projections: Analyst estimates vary. Consult financial news sources (e.g., Yahoo Finance, Bloomberg) for consensus estimates for revenue and earnings growth. Projections are subject to change.

Recent Initiatives: Recent initiatives include expanding the online presence, acquiring new dealerships, and developing new service offerings, such as RV rentals.

Summary

Camping World is the dominant player in the RV retail market, leveraging its scale and brand. High debt and sensitivity to economic downturns are challenges. Expanding services and online sales offer opportunities, while competition and fluctuating economic conditions pose threats. Recent acquisitions show a commitment to expansion.

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Sources and Disclaimers

Data Sources:

  • Company SEC Filings (10-K, 10-Q)
  • Company Investor Relations
  • Financial News Outlets (e.g., Yahoo Finance, Bloomberg)
  • RV Industry Association (RVIA) Reports
  • Analyst Reports

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Data is based on publicly available information and analyst estimates, which are subject to change. Investing in stocks involves risk, and past performance is not indicative of future results. Consult a qualified financial advisor before making investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Camping World Holdings Inc

Exchange NYSE
Headquaters Lincolnshire, IL, United States
IPO Launch date 2016-10-07
Chairman & CEO Mr. Marcus A. Lemonis
Sector Consumer Cyclical
Industry Auto & Truck Dealerships
Full time employees 12701
Full time employees 12701

Camping World Holdings, Inc., together its subsidiaries, retails recreational vehicles (RVs), and related products and services in the United States. It operates through 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. It also offers extended vehicle service contracts; vehicle roadside assistance plans; property and casualty insurance; travel protection, travel planning, and directories; and publications, as well as operates the Coast to Coast Resorts and Good Sam Campgrounds. In addition, the company provides new and used RVs; vehicle financing; RV repair and maintenance services; protection plans and services; various RV parts, equipment, supplies, and accessories, which include towing and hitching products, satellite and GPS systems, electrical and lighting products, appliances and furniture, and other products; and collision repair services comprising fiberglass front and rear cap replacement, windshield replacement, interior remodel solutions, and paint and body work. Further, it offers co-branded credit cards; operates Good Sam Club, a membership organization that offers savings on a range of products and services; and facilitates an RV rental platform that connects travelers with RV owners. The company serves customers through dealerships and service centers, and online and e-commerce platforms. Camping World Holdings, Inc. was founded in 1966 and is headquartered in Lincolnshire, Illinois.

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