Camping World Holdings Inc (CWH)vsCarMax Inc (KMX)
CWH
Camping World Holdings Inc
$4.58
+2.46%
CONSUMER CYCLICAL · Cap: $287.86M
KMX
CarMax Inc
$53.99
+0.19%
CONSUMER CYCLICAL · Cap: $7.57B
Smart Verdict
WallStSmart Research — data-driven comparison
CarMax Inc generates 370% more annual revenue ($29.46B vs $6.27B). KMX leads profitability with a 1.0% profit margin vs -1.6%. KMX appears more attractively valued with a PEG of 0.61. KMX earns a higher WallStSmart Score of 65/100 (B-).
CWH
Hold40
out of 100
Grade: D
KMX
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.6%
Fair Value
$17.25
Current Price
$4.58
$12.67 discount
Intrinsic value data unavailable for KMX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Earnings expanding 81.6% YoY
Growing faster than its price suggests
17.7% revenue growth
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Smaller company, higher risk/reward
Weak financial health signals
Distress zone — elevated risk
ROE of 4.2% — below average capital efficiency
1.0% margin — thin
Operating margin of 2.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CWH
The strongest argument for CWH centers on Price/Book.
Bull Case : KMX
The strongest argument for KMX centers on Price/Book, EPS Growth, PEG Ratio. Revenue growth of 17.7% demonstrates continued momentum. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : CWH
The primary concerns for CWH are PEG Ratio, Altman Z-Score, Market Cap. Debt-to-equity of 15.21 is elevated, increasing financial risk.
Bear Case : KMX
The primary concerns for KMX are Altman Z-Score, Return on Equity, Profit Margin. Debt-to-equity of 2.83 is elevated, increasing financial risk. Thin 1.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CWH profiles as a turnaround stock while KMX is a growth play — different risk/reward profiles.
CWH carries more volatility with a beta of 2.17 — expect wider price swings.
KMX is growing revenue faster at 17.7% — sustainability is the question.
KMX generates stronger free cash flow (806M), providing more financial flexibility.
Bottom Line
KMX scores higher overall (65/100 vs 40/100) and 17.7% revenue growth. CWH offers better value entry with a 25.6% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Camping World Holdings Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Camping World Holdings, Inc., is a recreational vehicle (RV) and outdoor retailer. The company is headquartered in Lincolnshire, Illinois.
CarMax Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
CarMax is a used vehicle retailer based in the United States. It operates two business segments: CarMax Sales Operations and CarMax Auto Finance.
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