Camping world stock

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5 Reasons to Consider Camping World Holdings

Some investors are hesitant to jump into Camping World (NYSE:CWH) now after its run up over the past 18 months because they see the company as a beneficiary of the 'work from home'/social distancing trends that developed as a result of the COVID pandemic. The ability of many individuals to work remotely, combined with inherent air travel hesitancy, made RVs a great way to get out and explore. Skeptics reason that as these trends recede and life returns back to normal, growth in RV sales will slow, or worse, a flood of lightly used RVs will hit the market. While these risks are valid, it is worth noting that there is much more to Camping World's revenue generation than just the big ticket items of new RV sales. 

More than just RVs

Camping World also makes money by servicing RVs, financing and insuring the RVs it sells, and selling various accessories. Its Good Sam membership program, which includes roadside assistance, savings on gas, and savings at a variety of businesses such as Camping World and Pilot Flying J, gives the company a recurring revenue stream and builds brand loyalty. 

Two people standing in the doorway of an RV with their arms around each other.

Image Source: Getty Images.

Furthermore, it remains to be seen whether these trends were just one-time developments or if RVing will continue to grow in popularity after the COVID era. Some signs already point to this as it seems that the hobby is gaining popularity with younger consumers. As Lemonis stated on the Q2 earnings call, "We continue to be astounded by the insatiable desire that Americans have for experiential travel, exploration of this country, and most importantly, a community of connection with others," which he credits for the company's all-time best quarter. In any case, even if there are challenges ahead, Marcus Lemonis is the type of industrious, actively engaged CEO who seems well-equipped to handle them. 

New irons in the fire

Camping World also has other irons in the fire that could eventually contribute to the share price in a meaningful way and bring the company into new verticals. Lemonis sees Camping World not just as a leader in the RV space but as a disruptor within it. Camping World recently debuted its own peer-to-peer RV rental platform, which has the two-fold benefit of increasing revenue while creating potential new customers as consumers who enjoy their experience may decide to buy their own RVs. 

Additionally, Camping World will soon launch Electric World, which will expand its reach beyond RVs into verticals like electric ATVs and electric trucks. The company's upcoming September 15th investor conference in Salt Lake City, Utah, will give attendees a sneak peek at the Electric World concept, and if this event is successful it could generate some new buzz for the stock and attract a new cohort of investors. We have seen the excitement the market has for EV-related stocks before, so if this initiative catches on it could significantly increase revenue and draw new interest to the stock.

Dividend payouts

It is an old investing adage that the safest dividend is the one that was just raised. What about one that was just doubled? Despite the fact that Camping World only recently raised its dividend payout to $1.00 per year, on its last earnings call Camping World announced a payout of $2.00 a share per year, giving it a dividend yield of about 5% at its current pricing.

In a low-yield environment where many companies offering yields of over 4% are either low-growth names like utilities and tobacco stocks or high-risk names with the potential for dividend cuts, Camping World stands out because it combines this attractive yield with long-term growth prospects and optionality for its business. 

CEO keeps buying

Much like the many NASCAR drivers that Camping World sponsors, CEO Marcus Lemonis keeps his foot on the gas by continuing to reinvest in shares of his own business. What is interesting is that although he owns hundreds of thousands of shares already, he keeps buying as the price increases, indicating his confidence in the company's long-term trajectory.

Note that this isn't being done with warrants or stock options as we see with some CEOs. Instead Lemonis is purchasing these shares at cost on the open market, further indicating his confidence in Camping World.

Valuation

At $40 per share at time of writing, Camping World trades for about 4x forward earnings, which is not a very demanding multiple. While there aren't many other publicly traded RV dealers to compare Camping World to, its peer Lazydays Holdings (LAZY) trades for about 8x forward earnings. Furthermore, management authorized a share buyback program to purchase up to $100 million worth of shares of the stock, and the company repurchased $45.5 million in Q2 2021, indicating that they recognize that shares are undervalued.

With an inexpensive valuation, a 5% dividend yield, a well-known and dynamic CEO who is buying the stock on the way up, and some interesting irons in the fire for the future, Camping World is a strong buying opportunity at its current price. 

Sours: https://www.fool.com/investing/2021/09/13/5-reasons-to-consider-camping-world-holdings/

Camping World HoldingsNYSE:CWH Stock Report

Camping World Holdings Competitors

Price History & Performance

Historical stock prices
Current Share PriceUS$39.55
52 Week HighUS$22.60
52 Week LowUS$49.20
Beta3.26
1 Month Change-0.50%
3 Month Change4.82%
1 Year Change28.33%
3 Year Change77.20%
5 Year Change85.16%
Change since IPO75.78%

Recent News & Updates

Sep 23

Camping World Continues To Shine Following Another Earnings Beat And Dividend Raise

Camping World recently reported higher than expected second-quarter earnings. RVIA data for July revealed higher RV shipment growth at 3.5% year-over-year. The company boosted its dividend to $0.50/share and expanded its share buyback program by $125 million. Camping World’s products and services segment grew at an impressive 32% year-over-year. Recommend a long position with a target price of $60/share.

Sep 01

Camping World Holdings: When COVID-19 Strikes Again, RVs Will Be The Best Option

The current COVID-19 pandemic has pushed consumers in more COVID-19-resilient forms of recreation since 2020. This trend could become permanent as RV sales data suggest. The company is significantly undervalued in relation to its peers, both in terms of forward P/E and P/FCF multiples. At the current valuation, the company pays a 4.9% annual forward dividend yield, with a significant amount of safety.

Aug 30
Camping World Holdings, Inc.'s (NYSE:CWH) Intrinsic Value Is Potentially 45% Above Its Share Price

Camping World Holdings, Inc.'s (NYSE:CWH) Intrinsic Value Is Potentially 45% Above Its Share Price

Does the August share price for Camping World Holdings, Inc. ( NYSE:CWH ) reflect what it's really worth? Today, we...

Shareholder Returns

CWHUS Specialty RetailUS Market
7D-0.9%-0.3%0.5%
1Y28.3%32.5%23.2%

Return vs Industry: CWH underperformed the US Specialty Retail industry which returned 32.5% over the past year.

Return vs Market: CWH exceeded the US Market which returned 23.2% over the past year.

Price Volatility

CWH volatility
CWH Beta3.26
Industry Beta1.56
Market Beta1

Stable Share Price: CWH is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 5% a week.

Volatility Over Time: CWH's weekly volatility (5%) has been stable over the past year.

About the Company

Camping World Holdings, Inc., through its subsidiaries, operates as a recreational vehicle (RV) and outdoor retailer. 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.

Camping World Holdings Fundamentals Summary

CWH fundamental statistics
Market CapUS$3.51b
Earnings (TTM)US$243.94m
Revenue (TTM)US$6.43b

Earnings & Revenue

CWH income statement (TTM)
RevenueUS$6.43b
Cost of RevenueUS$4.24b
Gross ProfitUS$2.19b
ExpensesUS$1.95b
EarningsUS$243.94m

Last Reported Earnings

Jun 30, 2021

Earnings per share (EPS)2.77
Gross Margin34.07%
Net Profit Margin3.79%
Debt/Equity Ratio736.8%

How did CWH perform over the long term?

See historical performance and comparison

Dividends

3.5%

Current Dividend Yield

7%

Payout Ratio

Valuation

Is Camping World Holdings undervalued compared to its fair value and its price relative to the market?

43.1%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: CWH ($39.55) is trading below our estimate of fair value ($69.55)

Significantly Below Fair Value: CWH is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: CWH is poor value based on its PE Ratio (14.3x) compared to the US Specialty Retail industry average (9.7x).

PE vs Market: CWH is good value based on its PE Ratio (14.3x) compared to the US market (17.8x).


Price to Earnings Growth Ratio

PEG Ratio: CWH is good value based on its PEG Ratio (0.6x)


Price to Book Ratio

PB vs Industry: CWH is overvalued based on its PB Ratio (20.9x) compared to the US Specialty Retail industry average (2.8x).


Future Growth

How is Camping World Holdings forecast to perform in the next 1 to 3 years based on estimates from 9 analysts?

25.4%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: CWH's forecast earnings growth (25.4% per year) is above the savings rate (2%).

Earnings vs Market: CWH's earnings (25.4% per year) are forecast to grow faster than the US market (15.1% per year).

High Growth Earnings: earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: CWH's revenue (4.6% per year) is forecast to grow slower than the US market (9.9% per year).

High Growth Revenue: CWH's revenue (4.6% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if CWH's Return on Equity is forecast to be high in 3 years time


Past Performance

How has Camping World Holdings performed over the past 5 years?

16.6%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: CWH has high quality earnings.

Growing Profit Margin: CWH became profitable in the past.


Past Earnings Growth Analysis

Earnings Trend: CWH's earnings have grown by 16.6% per year over the past 5 years.

Accelerating Growth: CWH has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.

Earnings vs Industry: CWH has become profitable in the last year, making it difficult to compare its past year earnings growth to the Specialty Retail industry (158.2%).


Return on Equity

High ROE: Whilst CWH's Return on Equity (273.17%) is outstanding, this metric is skewed due to their high level of debt.


Financial Health

How is Camping World Holdings's financial position?


Financial Position Analysis

Short Term Liabilities: CWH's short term assets ($1.7B) exceed its short term liabilities ($1.2B).

Long Term Liabilities: CWH's short term assets ($1.7B) do not cover its long term liabilities ($2.3B).


Debt to Equity History and Analysis

Debt Level: CWH's debt to equity ratio (736.8%) is considered high.

Reducing Debt: CWH had negative shareholder equity 5 years ago, but is now positive and has therefore improved.

Debt Coverage: CWH's debt is well covered by operating cash flow (43.6%).

Interest Coverage: CWH's interest payments on its debt are well covered by EBIT (12.3x coverage).


Balance Sheet


Dividend

What is Camping World Holdings's current dividend yield, its reliability and sustainability?

3.49%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: CWH's dividend (3.49%) is higher than the bottom 25% of dividend payers in the US market (1.3%).

High Dividend: CWH's dividend (3.49%) is low compared to the top 25% of dividend payers in the US market (3.55%).


Stability and Growth of Payments

Stable Dividend: Whilst dividend payments have been stable, CWH has been paying a dividend for less than 10 years.

Growing Dividend: CWH's dividend payments have increased, but the company has only paid a dividend for 5 years.


Current Payout to Shareholders

Dividend Coverage: With its low payout ratio (6.5%), CWH's dividend payments are thoroughly covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

1.3yrs

Average management tenure


CEO

Mr. Marcus A. Lemonis has been the Chief Executive Officer of Good Sam Enterprises, LLC since January 24, 2011. Mr. Lemonis has been the Chairman and Chief Executive Officer of Camping World Holdings, Inc....


CEO Compensation Analysis

Compensation vs Market: Marcus's total compensation ($USD10.97K) is below average for companies of similar size in the US market ($USD5.18M).

Compensation vs Earnings: Marcus's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: CWH's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.


Board Members

Experienced Board: CWH's board of directors are considered experienced (5.6 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Camping World Holdings, Inc.'s employee growth, exchange listings and data sources


Key Information

  • Name: Camping World Holdings, Inc.
  • Ticker: CWH
  • Exchange: NYSE
  • Founded: 1966
  • Industry: Automotive Retail
  • Sector: Retail
  • Implied Market Cap: US$3.513b
  • Market Cap: US$1.802b
  • Shares outstanding: 88.20m
  • Website: https://www.campingworld.com

Number of Employees


Location

  • Camping World Holdings, Inc.
  • 250 Parkway Drive
  • Suite 270
  • Lincolnshire
  • Illinois
  • 60069
  • United States

Listings


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2021/10/13 22:42
End of Day Share Price2021/10/13 00:00
Earnings2021/06/30
Annual Earnings2020/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Sours: https://simplywall.st/stocks/us/retail/nyse-cwh/camping-world-holdings
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Camping World Holdings Inc

About Camping World Holdings Inc

Camping World Holdings, Inc. is a retailer of recreational vehicle (RV) and related products and services. The Company is principally engaged in offering recreational vehicles for sale, RV and camping gear, RV maintenance and repair, other outdoor and active sports products, protection plans, products and resources. The Company operates through two segments: Good Sam Services and Plans, and RV and Outdoor Retail. Its Good Sam Services and Plans segment is engaged in the sale of the following offerings: emergency roadside assistance plans; property and casualty insurance programs; and vehicle refinancing and refinancing assistance. The RV and Outdoor Retail segment is engaged in the sale of new and used RVs; commissions on the finance and insurance contracts related to the sale of RVs; the sale of RV service and maintenance work; the sale of RV parts and accessories; the sale of outdoor products, equipment and gear, and the sale of Good Sam Club memberships and co-branded credit cards.

Executive Leadership

Marcus A. Lemonis

Chairman of the Board, Chief Executive Officer

Brent L. Moody

President, Director

Karin L. Bell

Chief Financial Officer

Tamara R. Ward

Chief Operating Officer

AnnaMarie Balch Olson

Vice President of Learning and Development

Key Stats

2.00 mean rating - 10 analysts

Revenue (MM, USD)
EPS (USD)

Price To Earnings (TTM)

7.28

Price To Sales (TTM)

0.55

Price To Book (MRQ)

21.09

Price To Cash Flow (TTM)

5.49

Total Debt To Equity (MRQ)

974.15

LT Debt To Equity (MRQ)

674.99

Return on Investment (TTM)

25.31

Return on Equity (TTM)

16.91
Sours: https://www.reuters.com/companies/CWH.N

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