Camping World Holdings Inc (CWH)vsLithia Motors Inc (LAD)
CWH
Camping World Holdings Inc
$6.41
-8.56%
CONSUMER CYCLICAL · Cap: $477.67M
LAD
Lithia Motors Inc
$288.84
-0.61%
CONSUMER CYCLICAL · Cap: $7.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Lithia Motors Inc generates 498% more annual revenue ($37.73B vs $6.31B). LAD leads profitability with a 1.9% profit margin vs -1.5%. LAD appears more attractively valued with a PEG of 0.70. LAD earns a higher WallStSmart Score of 55/100 (C).
CWH
Hold48
out of 100
Grade: D+
LAD
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.4%
Fair Value
$18.20
Current Price
$6.41
$11.79 discount
Margin of Safety
+8.7%
Fair Value
$350.78
Current Price
$288.84
$61.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 122.7% YoY
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Smaller company, higher risk/reward
Operating margin of 1.6%
1.0% revenue growth
1.9% margin — thin
Operating margin of 3.6%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CWH
The strongest argument for CWH centers on EPS Growth, Price/Book.
Bull Case : LAD
The strongest argument for LAD centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.70 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 12.57 is elevated, increasing financial risk.
Bear Case : LAD
The primary concerns for LAD are Revenue Growth, Profit Margin, Operating Margin. Debt-to-equity of 1.51 is elevated, increasing financial risk. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CWH profiles as a turnaround stock while LAD is a value play — different risk/reward profiles.
CWH carries more volatility with a beta of 2.14 — expect wider price swings.
LAD is growing revenue faster at 1.0% — sustainability is the question.
CWH generates stronger free cash flow (-100M), providing more financial flexibility.
Bottom Line
LAD scores higher overall (55/100 vs 48/100). CWH offers better value entry with a 29.4% margin of safety. 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.
Lithia Motors Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Lithia Motors, Inc. is an automobile retailer in the United States. The company is headquartered in Medford, Oregon.
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