Camping World Holdings, Inc.
CWH
Retail-Auto Dealers & Gasoline Stations
Mkt Cap
$849.6MPE
-37.05Debt
$1.596BCash
$29.72MEV
$2.416BFCF
-P/E Ratio
-37.05Debt
$1.596BCash
$29.72MEV
$2.416BFCF
-Charts data: {"Earnings":[{"time":"2014-12-30","value":123626000},{"time":"2015-12-30","value":174293000},{"time":"2016-12-30","value":191117000},{"time":"2017-12-30","value":28362000},{"time":"2018-12-30","value":10398000},{"time":"2019-12-30","value":-120301000},{"time":"2020-12-30","value":122345000},{"time":"2021-12-30","value":278461000},{"time":"2022-12-30","value":136947000},{"time":"2023-12-30","value":31044000}],"Sales":[{"time":"2014-12-30","value":2634998000},{"time":"2015-12-30","value":3286094000},{"time":"2016-12-30","value":3526706000},{"time":"2017-12-30","value":4285255000},{"time":"2018-12-30","value":4792017000},{"time":"2019-12-30","value":4892019000},{"time":"2020-12-30","value":5446591000},{"time":"2021-12-30","value":6913754000},{"time":"2022-12-30","value":6967013000},{"time":"2023-12-30","value":6226547000}],"Net Margins":[{"time":"2014-12-30","value":0.046916923656109034},{"time":"2015-12-30","value":0.05303956612318455},{"time":"2016-12-30","value":0.05419136157082558},{"time":"2017-12-30","value":0.006618509283578223},{"time":"2018-12-30","value":0.0021698587463274857},{"time":"2019-12-30","value":-0.02459127816142987},{"time":"2020-12-30","value":0.022462674359062393},{"time":"2021-12-30","value":0.04027638241106062},{"time":"2022-12-30","value":0.019656486933496465},{"time":"2023-12-30","value":0.004985748923119026}],"Assets":[{"time":"2014-12-30","value":1157255000},{"time":"2015-12-30","value":1338105000},{"time":"2016-12-30","value":1563765000},{"time":"2017-12-30","value":2561477000},{"time":"2018-12-30","value":2806687000},{"time":"2019-12-30","value":3376240000},{"time":"2020-12-30","value":3256431000},{"time":"2021-12-30","value":4372929000},{"time":"2022-12-30","value":4800147000},{"time":"2023-12-30","value":4845684000}],"Stockholders Equity":[{"time":"2014-12-30","value":-242613000},{"time":"2015-12-30","value":-294860000},{"time":"2016-12-30","value":74978000},{"time":"2017-12-30","value":90837000},{"time":"2018-12-30","value":44538000},{"time":"2019-12-30","value":-32602000},{"time":"2020-12-30","value":26774000},{"time":"2021-12-30","value":233894000},{"time":"2022-12-30","value":247686000},{"time":"2023-12-30","value":214207000}],"ROE":[{"time":"2014-12-30","value":-0.5095604934607791},{"time":"2015-12-30","value":-0.5911042528657668},{"time":"2016-12-30","value":2.5489743658139723},{"time":"2017-12-30","value":0.31222959807127054},{"time":"2018-12-30","value":0.23346355920786743},{"time":"2019-12-30","value":3.6899883442733574},{"time":"2020-12-30","value":4.569545081048779},{"time":"2021-12-30","value":1.1905435795702326},{"time":"2022-12-30","value":0.5529056951139749},{"time":"2023-12-30","value":0.14492523586997624}],"ROA":[{"time":"2014-12-30","value":0.1599267231509045},{"time":"2015-12-30","value":0.1827285601653084},{"time":"2016-12-30","value":0.17992984879441604},{"time":"2017-12-30","value":0.15223872789019774},{"time":"2018-12-30","value":0.0716200274558581},{"time":"2019-12-30","value":0.0025907518422860934},{"time":"2020-12-30","value":0.14623217872572764},{"time":"2021-12-30","value":0.18283946526458583},{"time":"2022-12-30","value":0.11843991444428681},{"time":"2023-12-30","value":0.05511585154954388}]}
Camping World Holdings, Inc., together its subsidiaries, retails recreational vehicles (RVs), and related products and services. It operates in 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; roadside assistance plans; property and casualty insurance programs; travel protection and planning; and RV and outdoor related consumer shows, as well as produces various monthly and annual RV focused consumer magazines; and operates the Coast to Coast Club. In addition, the company provides new and used RVs; vehicle financing; RV repair and maintenance 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 equipment, gears, and supplies for camping, hunting, fishing, skiing, snowboarding, bicycling, skateboarding, and marine and watersports equipment and supplies, as well as operates Good Sam Club, a membership organization that offers savings on a range of products and services and provides co-branded credit cards. It serves customers through dealerships, and online and e-commerce platforms. Camping World Holdings, Inc. was founded in 1966 and is headquartered in Lincolnshire, Illinois.
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In the chart Earnings are multiplied by this value.
Earnings Growth -2.2%
Earnings Stability -28%
Competitiveness and MOAT
High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.
| Years | 12-2015 | 12-2016 | 12-2017 | 12-2018 | 12-2019 | 12-2020 | 12-2021 | 12-2022 | 12-2023 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 5.3% | 5.4% | 0.66% | 0.22% | -2.5% | 2.2% | 4% | 2% | 0.5% | -0.38% |
| ROA | 18% | 18% | 15% | 7.2% | 0.26% | 15% | 18% | 12% | 5.5% | 4.2% |
| ROE | -59% | 250% | 31% | 23% | 370% | 460% | 120% | 55% | 14% | -15% |
What is the average Net Margin?
The average Net Margin over the past 5 years is +1.08%.
What is the trend of Net Margin?
The trend of Net Margin over the past 5 years is +0.47%.
What is the average Return on Assets (ROA)?
The average ROA over the past 5 years is +9.61%.
What is the trend of Return on Assets (ROA)?
The trend of ROA over the past 5 years is +0.86%.
What is the average Return on Equity (ROE)?
The average ROE over the past 5 years is +173.02%.
What is the trend of Return on Equity (ROE)?
The trend of ROE over the past 5 years is -37.81%.
Safety & Stabiliy
Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.
| Years | 12-2015 | 12-2016 | 12-2017 | 12-2018 | 12-2019 | 12-2020 | 12-2021 | 12-2022 | 12-2023 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Debt FCF | - | - | -10.43 | -10.04 | 7.32 | 1.80 | -15.28 | -74.88 | - | - |
| Debt Equity | - | 8.60 | 10.32 | 26.60 | -36.71 | 44.46 | 6.13 | 6.29 | 7.30 | 10.47 |
| MIN | ||||||||||
| Graham Stability | - | - | 17% | 7.9% | -160% | - | 100% | 100% | 17% | -160% |
What is the Debt/FCF?
The Debt/FCF trailing twelve month is -.
What is the trend of Debt/FCF?
The trend of Debt/FCF over the past 5 years is -15.23.
What is the Graham’s Stability?
Graham’s Stability measure stands at -1.57.
Growth
Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.
| Years | 12-2016 | 12-2018 | 12-2020 | 12-2022 | Trend |
|---|---|---|---|---|---|
| Revenue | 8.5% | 5.4% | 4.6% | -11% | -2.5% |
| Net Income | -23% | 24% | -37% | -77% | -3.1% |
| Stockholders Equity | 16% | 37% | 100% | -14% | 24% |
| FCF | - | - | - | - | - |
What is the 5 year Revenue CAGR?
The Revenue CAGR over the past 5 years is +5.38%.
What is the trend of Revenue growth?
The trend of Revenue growth rate over the past 5 years is -2.51%.
What is the 5 year Earnings CAGR?
The Earnings CAGR over the past 5 years is +24.45%.
What is the trend of Earnings growth?
The trend of Earnings growth rate over the past 5 years is -3.06%.
What is the 5 year Equity CAGR?
The Equity CAGR over the past 5 years is +36.91%.
What is the trend of Equity growth?
The trend of Equity growth rate over the past 5 years is +23.73%.
What is the 5 year FCF CAGR?
The FCF CAGR over the past 5 years is -.
What is the trend of FCF growth?
The trend of FCF growth rate over the past 5 years is -.