Camping World Holdings Inc (CWH)vsCarMax Inc (KMX)
CWH
Camping World Holdings Inc
$6.98
+3.71%
CONSUMER CYCLICAL · Cap: $443.37M
KMX
CarMax Inc
$41.88
-0.52%
CONSUMER CYCLICAL · Cap: $6.18B
Smart Verdict
WallStSmart Research — data-driven comparison
CarMax Inc generates 337% more annual revenue ($27.83B vs $6.37B). KMX leads profitability with a 1.6% profit margin vs -141.0%. KMX appears more attractively valued with a PEG of 0.66. KMX earns a higher WallStSmart Score of 54/100 (C-).
CWH
Hold50
out of 100
Grade: D+
KMX
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CWH.
Margin of Safety
-120.8%
Fair Value
$20.74
Current Price
$41.88
$21.14 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 122.7% YoY
Reasonable price relative to book value
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Generating 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -24.7% — below average capital efficiency
Revenue declined 2.6%
Distress zone — elevated risk
ROE of 7.5% — below average capital efficiency
1.6% margin — thin
Operating margin of 1.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CWH
The strongest argument for CWH centers on EPS Growth, Price/Book.
Bull Case : KMX
The strongest argument for KMX centers on Price/Book, PEG Ratio, P/E Ratio. PEG of 0.66 suggests the stock is reasonably priced for its growth.
Bear Case : CWH
The primary concerns for CWH are PEG Ratio, Market Cap, Return on Equity.
Bear Case : KMX
The primary concerns for KMX are Altman Z-Score, Return on Equity, Profit Margin. Debt-to-equity of 2.75 is elevated, increasing financial risk. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
CWH profiles as a turnaround stock while KMX is a value play — different risk/reward profiles.
CWH carries more volatility with a beta of 2.15 — expect wider price swings.
CWH is growing revenue faster at -2.6% — sustainability is the question.
KMX generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
KMX scores higher overall (54/100 vs 50/100). Both earn "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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