Boyd Group Services Inc. (BGSI) vs Camping World (CWH)

Boyd Group Services Inc. and Camping World are both Auto & Truck Dealerships companies. Boyd Group Services Inc. is the larger, with a market value of $2.5B against $527.1M — 4.8× the size. Camping World has negative trailing earnings, so its P/E is not meaningful; Boyd Group Services Inc. trades at 134×. Boyd Group Services Inc. grew revenue faster over the last twelve months: 9.77% against −5.55%. Boyd Group Services Inc. has the higher net margin (0.39% vs −4.20%) and the higher return on invested capital (2.51% vs 0.00%). Both pay a dividend; Camping World yields more (2.48% vs 0.50%). Across the 21 metrics below, Boyd Group Services Inc. leads on 13 and Camping World on 8.

Valuation

Metric BGSI CWH Auto & Truck Dealerships median
P/E 133.87 n/m 15.49
P/S 0.74 0.05 0.24
P/B 1.45 3.92 1.45
Price to free cash flow 7.18 1.25 10.17
EV/EBITDA 9.23 n/m 8.57
EV/Sales 1.02 0.26 0.47
Earnings yield 0.75% (30.69%) 2.96%
Free cash flow yield 13.92% 80.17% 2.14%

Profitability

Metric BGSI CWH Auto & Truck Dealerships median
Gross margin 46.50% 28.36% 18.39%
Operating margin 3.19% (3.47%) 3.69%
Net margin 0.39% (4.20%) 1.20%
Free cash flow margin 10.34% 4.31% 0.86%
Return on equity 1.03% (89.86%) 11.73%
Return on assets 0.39% (5.39%) 0.75%
Return on invested capital 2.51% 0.00% 6.38%

Growth

Metric BGSI CWH Auto & Truck Dealerships median
Revenue growth (TTM) 9.77% (5.55%) 0.29%
EPS growth (last fiscal year) (28.07%) (78.75%) (0.89%)
Revenue growth, 5-year CAGR 15.02% 3.18% 9.44%
Net income growth, 5-year CAGR (16.03%) 0.00% 0.00%

Health

Metric BGSI CWH Auto & Truck Dealerships median
Debt to equity 0.58 0.29 0.61
Current ratio 0.60 1.24 1.16
Net debt to EBITDA (0.84) 4.97 1.24

Dividend

Metric BGSI CWH Auto & Truck Dealerships median
Dividend yield 0.50% 2.48% 1.02%
Payout ratio 0.67 — 0.24

Size

Metric BGSI CWH Auto & Truck Dealerships median
Market cap 2.51b 527.12m 2.03b

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