Camping World Holdings Inc (CWH)vsPenske Automotive Group Inc (PAG)
CWH
Camping World Holdings Inc
$6.98
+3.71%
CONSUMER CYCLICAL · Cap: $389.38M
PAG
Penske Automotive Group Inc
$148.11
+1.33%
CONSUMER CYCLICAL · Cap: $9.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Penske Automotive Group Inc generates 399% more annual revenue ($31.81B vs $6.37B). PAG leads profitability with a 2.9% profit margin vs -1.4%. PAG appears more attractively valued with a PEG of 1.62. PAG earns a higher WallStSmart Score of 51/100 (C-).
CWH
Hold50
out of 100
Grade: D+
PAG
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CWH.
Margin of Safety
-80.3%
Fair Value
$96.08
Current Price
$148.11
$52.03 premium
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
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%
Expensive relative to growth rate
2.9% margin — thin
Operating margin of 3.4%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CWH
The strongest argument for CWH centers on EPS Growth, Price/Book.
Bull Case : PAG
The strongest argument for PAG centers on P/E Ratio, Price/Book.
Bear Case : CWH
The primary concerns for CWH are PEG Ratio, Market Cap, Return on Equity.
Bear Case : PAG
The primary concerns for PAG are PEG Ratio, Profit Margin, Operating Margin. Debt-to-equity of 1.56 is elevated, increasing financial risk. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CWH profiles as a turnaround stock while PAG 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.
PAG generates stronger free cash flow (-34M), providing more financial flexibility.
Bottom Line
PAG scores higher overall (51/100 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.
Penske Automotive Group Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Penske Automotive Group, Inc., a diversified transportation services company, operates commercial and automotive truck dealerships. The company is headquartered in Bloomfield Hills, Michigan.
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