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CWH

BEARISH
$7.48 Live
Camping World Holdings, Inc. · NYSE
Target $14.33 (+91.6%)
$5.7 52W Range $19.64

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 26, 2026
Market cap
$475.13M
P/E
N/A
ROE
-24.7%
Profit margin
-1.4%
Debt/Equity
10.97
Dividend yield
5.52%

AI Analysis

AI-powered fundamental assessment

Confidence
95%
CWH exhibits severe fundamental distress, highlighted by a Piotroski F-Score of 0/9, indicating a total lack of improvement in financial health. The company is dangerously over-leveraged with a Debt/Equity ratio of 10.97 and an unsustainable dividend payout ratio of 272.73%. Despite a 'Strong Buy' analyst consensus and a low Price/Sales ratio, the combination of negative ROE (-24.66%), declining revenue growth, and a bearish technical trend suggests a high risk of further devaluation or solvency issues.

Key Strengths

Very low Price/Sales ratio (0.07) suggesting potential asset undervaluation
Positive Gross Margin (29.47%) indicating core product viability
Current Ratio of 1.20 provides a thin buffer for short-term obligations
Strong analyst target price ($14.33) suggesting a belief in a cyclical recovery
Dominant market position within the RV dealership industry

Key Risks

Extreme leverage with Debt/Equity at 10.97, creating massive interest burden
Unsustainable dividend payout (272.73%) likely to be cut
Severe liquidity risk indicated by a Quick Ratio of 0.20
Negative profitability (Profit Margin -1.41%, ROE -24.66%)
High sensitivity to macroeconomic headwinds, specifically interest rates and inflation

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
19
Weak
Value
40
Future
20
Past
10
Health
5
Dividend
20
AI Verdict
High Risk / Fundamental Decay
Key drivers: Piotroski F-Score 0/9, Debt/Equity 10.97, Negative ROE, Unsustainable Dividend
Confidence
90%
Value
40/100

P/S is 0.07, but lack of earnings prevents a Graham Number calculation.

Positives
  • Extremely low P/S ratio
Watchpoints
  • Negative earnings make P/E irrelevant
  • P/B of 2.08 is high for a company with declining fundamentals
Future
20/100

Growth metrics are trending downward across both quarterly and annual views.

Positives
  • Analyst price targets suggest recovery
Watchpoints
  • Negative YoY Revenue Growth (-2.60%)
  • Crashing EPS growth (-55.3% YoY)
Past
10/100

Long-term price performance is catastrophic.

Positives
No standout positives identified.
Watchpoints
  • 5-Year price change of -78.8%
  • Consistent failure to beat earnings estimates recently
Health
5/100

The 0/9 F-Score is a critical red flag for financial insolvency.

Positives
  • Current ratio slightly above 1.0
Watchpoints
  • Piotroski F-Score 0/9
  • Debt/Equity 10.97
  • Quick Ratio 0.20
Dividend
20/100

Dividend is being paid out of capital or debt rather than earnings.

Positives
  • Yield of 5.52% is superficially attractive
Watchpoints
  • Payout ratio of 272.73% is mathematically unsustainable

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$7.48
Analyst Target
$14.33
Upside/Downside
+91.6%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for CWH and closest competitors.

Updated 2026-04-24
CWH
Camping World Holdings, Inc.
Primary
5Y
-78.8%
3Y
-62.4%
1Y
-42.9%
6M
-54.8%
1M
+7.2%
1W
-2.7%
CAL
Caleres, Inc.
Peer
5Y
-36.9%
3Y
-34.9%
1Y
-11.9%
6M
+9.0%
1M
+23.8%
1W
-1.2%
MBU
Malibu Boats, Inc.
Peer
5Y
-69.2%
3Y
-53.6%
1Y
-4.5%
6M
-11.8%
1M
+0.3%
1W
+6.4%
LEG
Legacy Housing Corporation
Peer
5Y
+11.8%
3Y
-5.0%
1Y
-10.6%
6M
-4.9%
1M
+7.1%
1W
+2.6%
MNR
Monro, Inc.
Peer
5Y
-71.0%
3Y
-59.1%
1Y
+25.2%
6M
+2.5%
1M
+9.9%
1W
+6.9%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
7.16
PEG Ratio
N/A
P/B Ratio
2.08
P/S Ratio
0.07
EV/Revenue
0.7
EV/EBITDA
16.24
Market Cap
$475.13M

Profitability

Profit margins and return metrics

Profit Margin -1.41%
Operating Margin -4.32%
Gross Margin 29.47%
ROE -24.66%
ROA 2.28%

Growth

Revenue and earnings growth rates

Revenue Growth -2.6%
Earnings Growth N/A
Q/Q Revenue Growth -2.57%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
10.97
High debt
Current Ratio
1.2
Good
Quick Ratio
0.2
Poor
Cash/Share
$3.38

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$1.2B
Gross Margin
28.8%
Op. Margin
-4.5%
Net Margin
-5.7%
Total Assets
$5.0B
Liabilities
$4.7B
Equity
$0.2B
Debt/Equity
20.44x
Operating CF
$-0.2B
CapEx
$-0.0B
Free Cash Flow
$-0.3B
FCF Yield
120%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-29
$N/A
2026-02-24
$-0.73
-53.9% surprise
2025-10-28
$0.43
+41.0% surprise
2025-07-29
$0.57
-4.8% surprise

Consumer Cyclical Sector Comparison

Comparing CWH against 353 companies in the Consumer Cyclical sector (23 bullish, 111 neutral, 219 bearish)
Return on Equity (ROE)
-24.66%
This Stock
vs
-48.88%
Sector Avg
-49.6% (Below Avg)
Profit Margin
-1.41%
This Stock
vs
-6.31%
Sector Avg
-77.7% (Weaker)
Debt to Equity
10.97
This Stock
vs
1.54
Sector Avg
+612.5% (Higher)
Revenue Growth
-2.6%
This Stock
vs
30.61%
Sector Avg
-108.5% (Slower)
Current Ratio
1.2
This Stock
vs
2.42
Sector Avg
-50.4% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

KIRN THOMAS E
Chief Financial Officer
Stock Award
2026-04-07
20,000 shares
CHRISTEN LINDSEY
Officer
Stock Award
2026-04-07
25,000 shares
MOODY BRENT L
Director
Stock Award
2025-12-31
59,518 shares
WAGNER MATTHEW D
Chief Executive Officer
Stock Award
2025-12-31
465,000 shares
LEMONIS MARCUS A
Chief Executive Officer
Stock Award
2025-12-12
217,391 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
FORM 8-K
2026-04-10

CWH filed an 8-K on April 10, 2026, likely to announce its first-quarter financial results.

DEF 14A
DEF 14A
2026-04-09

CWH filed a definitive proxy statement on April 9, 2026, providing shareholders with necessary information to vote on corporate matters at the upcoming annual meeting.

10-K
10-K
2026-02-27

CWH faces material risks from macroeconomic volatility, specifically inflation and fluctuating interest rates. The company's performance is closely tied to the health of the RV industry and overall consumer spending levels. Specific financial highlights were not provided in the available excerpts.

8-K
8-K
2026-02-24

CWH filed an 8-K on February 24, 2026, likely to announce its financial results for the fiscal year ended December 31, 2025.

8-K
FORM 8-K
2026-01-13
8-K
FORM 8-K
2025-12-08
10-Q
10-Q
2025-10-30

Camping World Holdings, Inc. (CWH) filed its 10-Q for the quarterly period ending September 30, 2025. The provided excerpts do not contain specific financial results or detailed risk disclosures, though they establish the company's organizational structure and the definition of "Active Customers."

8-K
8-K
2025-10-28

CWH filed an 8-K on October 28, 2025, likely to announce its third-quarter financial results.

10-Q
10-Q
2025-07-30

Camping World Holdings, Inc. (CWH) filed its 10-Q for the quarterly period ending June 30, 2025. While specific financial metrics were not provided in the excerpts, the filing includes disclosures regarding risk factors and the unregistered sale of equity securities.

8-K
8-K
2025-07-29
8-K
8-K
2025-05-19
10-Q
10-Q
2025-05-01
8-K
8-K
2025-04-29
DEF 14A
DEF 14A
2025-04-04
10-K
10-K
2025-02-28
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
12 analysts
Truist Securities
2026-04-09
Maintains
Buy Buy
BMO Capital
2026-02-26
Maintains
Outperform Outperform
Roth Capital
2026-02-26
reit
Buy Buy
Keybanc
2026-02-26
Maintains
Overweight Overweight
Truist Securities
2025-11-10
Maintains
Buy Buy
JP Morgan
2025-11-03
Maintains
Overweight Overweight
Citigroup
2025-10-31
Maintains
Buy Buy
Loop Capital
2025-10-31
init
Buy
Raymond James
2025-10-30
Maintains
Outperform Outperform
Keybanc
2025-10-30
Maintains
Overweight Overweight

Past News Coverage

Recent headlines mentioning CWH from our newsroom.

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