Camping World Holdings Inc (CWH)vsPenske Automotive Group Inc (PAG)
CWH
Camping World Holdings Inc
$6.04
-0.82%
CONSUMER CYCLICAL · Cap: $416.80M
PAG
Penske Automotive Group Inc
$215.91
-0.32%
CONSUMER CYCLICAL · Cap: $14.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Penske Automotive Group Inc generates 414% more annual revenue ($32.20B vs $6.27B). PAG leads profitability with a 2.8% profit margin vs -1.6%. CWH appears more attractively valued with a PEG of 1.70. PAG earns a higher WallStSmart Score of 52/100 (C-).
CWH
Hold42
out of 100
Grade: D
PAG
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.3%
Fair Value
$17.43
Current Price
$6.04
$11.39 discount
Intrinsic value data unavailable for PAG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Distress zone — elevated risk
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
2.8% margin — thin
Operating margin of 4.0%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CWH
The strongest argument for CWH centers on 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, Altman Z-Score, Market Cap. Debt-to-equity of 15.21 is elevated, increasing financial risk.
Bear Case : PAG
The primary concerns for PAG are PEG Ratio, Profit Margin, Operating Margin. Debt-to-equity of 1.59 is elevated, increasing financial risk. Thin 2.8% 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 2.09 — expect wider price swings.
PAG is growing revenue faster at 6.0% — sustainability is the question.
CWH generates stronger free cash flow (369M), providing more financial flexibility.
Bottom Line
PAG scores higher overall (52/100 vs 42/100). CWH offers better value entry with a 26.3% 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.
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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