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Camping World Holdings, Inc.
$381M
Market Cap
46.1
P/E
1.28
PEG
-3.9%
ROCE
-24.7%
ROE
10.97
D/E
2.8%
OPM
-64.5%
% from 52W High
11
α RS
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🌏 Global Investor Returns
Currency-adjusted total returns for CWH including FX impact
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📈 Price History
Ratio Health
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About

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, as well as installation services; 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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📈 Growth Pattern
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⭐ Superinvestors Holding CWH
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Manager Shares Value % of Fund Period
Steve Cohen Point72 Asset Management 1.46M $9.9M 0.01% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-07-30
Q2 revenue declined 2.1% year-over-year amid the weakest new RV retail environment in 15 years, but share gains were achieved in both new and used segments. Inventory and SG&A reductions improved efficiency, and adjusted EBITDA guidance was reset to $230M-$270M for 2026.
Q1 2026 Q1 2026 2026-04-30
Disciplined cost control and exclusive brand strategy drove outperformance in new RV sales, despite industry headwinds. SG&A was reduced by $29 million, and full-year adjusted EBITDA guidance of $275M-$325M was reiterated, with continued focus on inventory and margin improvement.
Q4 2025 Q4 2025 2026-02-25
Full-year adjusted EBITDA grew over 35% with strong used unit sales and record Good Sam revenue. 2026 guidance reflects a $35M EBITDA headwind from inventory cleansing, offset by $25M in SG&A savings, with a focus on debt reduction and margin improvement.
Q3 2025 Q3 2025 2025-10-29
Q3 saw 40%+ adjusted EBITDA growth and record used RV volumes, with revenue up 5% year-over-year. A conservative $310M EBITDA floor is set for 2026, with upside from cost savings, used sales, and M&A. Net leverage improved, and the company targets further gains amid macro uncertainty.
Q2 2025 Q2 2025 2025-07-30
Q2 2025 saw record RV sales, F&I, and Good Sam revenue, with 9% revenue growth and 20%+ unit volume gains. Gross margin topped 30%, SG&A improved, and used RV growth is expected to drive continued double-digit gains. Confidence remains high for 2025 and 2026.
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📊 Analysis Methodology

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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