Camping World Holdings Inc (CWH)vsSea Ltd (SE)
CWH
Camping World Holdings Inc
$8.19
+18.18%
CONSUMER CYCLICAL · Cap: $440.19M
SE
Sea Ltd
$84.88
+2.01%
CONSUMER CYCLICAL · Cap: $51.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 260% more annual revenue ($22.94B vs $6.37B). SE leads profitability with a 6.9% profit margin vs -1.4%. SE appears more attractively valued with a PEG of 0.59. SE earns a higher WallStSmart Score of 70/100 (B-).
CWH
Hold50
out of 100
Grade: D+
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.7%
Fair Value
$60.34
Current Price
$8.19
$52.15 discount
Margin of Safety
+53.2%
Fair Value
$244.86
Current Price
$84.88
$159.98 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 122.7% YoY
Reasonable price relative to book value
Revenue surging 38.4% year-over-year
Earnings expanding 58.2% YoY
Large-cap with strong market position
Growing faster than its price suggests
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%
Premium valuation, high expectations priced in
6.9% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CWH
The strongest argument for CWH centers on EPS Growth, Price/Book.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.4% demonstrates continued momentum. PEG of 0.59 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 : SE
The primary concerns for SE are P/E Ratio, Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
CWH profiles as a turnaround stock while SE is a hypergrowth play — different risk/reward profiles.
CWH carries more volatility with a beta of 2.17 — expect wider price swings.
SE is growing revenue faster at 38.4% — sustainability is the question.
Monitor AUTO & TRUCK DEALERSHIPS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SE scores higher overall (70/100 vs 50/100) and 38.4% revenue growth. CWH offers better value entry with a 78.7% 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.
Sea Ltd
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Sea Limited is engaged in the digital entertainment, e-commerce and digital financial services businesses in Southeast Asia, Latin America, the rest of Asia and internationally. The company is headquartered in Singapore.
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