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Employees: 11,427
Size Camping World (CWH) is a United States Consumer Discretionary company (Specialty Stores) with a market value of $474M, the 2739th largest of 3,117 United States companies the cockpit tracks. Shares closed at $4.59 on 6 Nov 2026.
Performance Over six months the shares fell 38.7%, against +5.6% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd lowest of 19 in its peer set.
Growth Revenue fell 5.5% over the last twelve months (peer median +7.5%); the operating margin is 1.5% (peer median 3.0%).
Valuation It trades at 25.8× forward earnings against a peer median of 13.2× (4th most expensive of 12).
Price implies For today's price to make sense, revenue must grow about 19% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +16 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.6 points below its cost of capital (6.6% WACC).
Backlog Backlog (remaining performance obligations) was $139M at 30 Sep 2026, down 13% on a year earlier — 0.0 years of trailing revenue. Backlog detail →
Short interest Short interest is 19.8% of the free float (15 Oct 2026).
Next results Next results expected around 23 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $6.05B | $6.37B | $6.10B | $6.23B | $6.97B |
| Revenue growth | — | +4% | -2% | -11% | — |
| Gross profit | $1.62B | $1.78B | $1.74B | $1.81B | $2.18B |
| EBITDA | $191M | $276M | $257M | $345M | $723M |
| Net income | -$254M | -$89.8M | -$38.6M | $33.4M | $137M |
| Free cash flow | $125M | -$261M | $154M | $180M | $34.9M |
| Capital expenditure | $136M | $129M | $91.0M | $133M | $156M |
| Total debt | $3.68B | $4.08B | $3.64B | $3.86B | $3.78B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CWH | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.5% | -0.7% | 9th highest of 21 |
| 6-month return | -38.7% | +5.6% | 2nd lowest of 19 |
| Distance from 52-week high | -69.8% | -26.9% | 2nd lowest of 21 |
| Revenue growth (TTM) | -5.5% | +7.5% | 6th lowest of 20 |
| Operating margin | 1.5% | 3.0% | 7th lowest of 20 |
| Forward P/E | 25.8× | 13.2× | 4th most expensive of 12 |
| Growth the price implies (Req g, 7 yrs) | 19.5% | 3.8% | 4th most demanding of 14 |
| Growth delivered (Del g) | +3.2% | +6.5% | 3rd lowest of 13 |
| Hurdle (Req g minus delivered) | +16.3 pp | -0.3 pp | 3rd most demanding of 13 |
| ROIC minus cost of capital | -4.6 pp | -2.1 pp | 7th lowest of 20 |
| Net debt / EBITDA | 17.9× | 1.4× | most indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Camping World CWH | United States | $474M | -39% | -6% | 2% | 25.8× | 19.5% | +3.2% |
| AutoCanada ACQ.TO | Canada | $468M | +26% | 0% | 2% | 13.9× | n/a | n/a |
| Outlet OUTLT.OL | Norway | $481M | n/a | +12% | 15% | n/a | -5.1% | n/a |
| D. P. Abhushan DPABHUSHAN.NS | India | $468M | +79% | +31% | 8% | n/a | n/a | n/a |
| Wakefit Innovations WAKEFIT.NS | India | $484M | +4% | +17% | 6% | 40.9× | 31.0% | +22.4% |
| Star Plus Legend 6683.HK | Hong Kong | $460M | -30% | -48% | -52% | n/a | n/a | n/a |
| Temple & Webster TPW.AX | Australia | $494M | +23% | +11% | 1% | 44.3× | 48.2% | +15.3% |
| BYBON 300736.SZ | China | $495M | -4% | -36% | -8% | n/a | n/a | n/a |
| MoneyMax Financial Services 5WJ.SI | Singapore | $499M | -56% | +39% | 26% | 6.3× | n/a | n/a |
| BHG BHG.ST | Sweden | $450M | +8% | +7% | 3% | 17.2× | 7.6% | +3.4% |
| Honest HNST | United States | $501M | +41% | -12% | -2% | 75.7× | 3.8% | +4.3% |
| Barnes & Noble Education BNED | United States | $436M | +20% | +5% | 3% | 13.2× | 7.6% | +3.6% |
| Cortina C41.SI | Singapore | $519M | +6% | +9% | 10% | n/a | -16.5% | +17.5% |
| Tokmanni TOKMAN.HE | Finland | $431M | +5% | +4% | 3% | 10.6× | 4.7% | +10.0% |
| Bohus BOHUS.OL | Norway | $426M | n/a | n/a | n/a | n/a | n/a | n/a |
| Sunny Loan Top 600830.SS | China | $531M | -21% | +11% | 35% | n/a | n/a | n/a |
| Pan German Universal Motors 2247.TW | Taiwan | $532M | +2% | -22% | 3% | 8.4× | -8.1% | +5.4% |
| Sa Sa International 0178.HK | Hong Kong | $536M | +47% | +11% | 5% | 12.7× | 3.1% | +7.6% |
| Matas A/S MATAS.CO | Denmark | $542M | -19% | +4% | 6% | 8.6× | -1.0% | +16.1% |
| Beijing Bashi Media 600386.SS | China | $415M | -17% | -27% | 1% | n/a | -2.9% | -2.9% |
| ZXZN Qi-House 8395.HK | Hong Kong | $408M | +169% | +41% | -7% | n/a | 57.6% | +3.0% |
Camping World reported $139M of remaining performance obligations at 30 Sep 2026, down 13% from a year earlier and up 0% from the previous quarter. That is 0.0 years of trailing revenue already under contract. Book-to-bill last quarter: 1.00.