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 $2.2B against $536.1M — 4.1× the size. Camping World has negative trailing earnings, so its P/E is not meaningful; Boyd Group Services Inc. trades at 119×. Boyd Group Services Inc. grew revenue faster over the last twelve months: 9.77% against −0.80%. Boyd Group Services Inc. has the higher net margin (0.39% vs −1.55%) and the lower return on invested capital (2.51% vs 5.25%). Across the 21 metrics below, Boyd Group Services Inc. leads on 12 and Camping World on 9.

Valuation

Metric BGSI CWH Auto & Truck Dealerships median
P/E 119.33 n/m 16.07
P/S 0.66 0.05 0.43
P/B 1.29 0.86 2.36
Price to free cash flow 6.40 1.41 10.48
EV/EBITDA 8.50 6.80 8.50
EV/Sales 0.94 0.26 0.89
Earnings yield 0.84% (28.76%) 2.72%
Free cash flow yield 15.62% 70.75% 2.83%

Profitability

Metric BGSI CWH Auto & Truck Dealerships median
Gross margin 46.50% 28.67% 19.56%
Operating margin 3.19% 2.28% 3.73%
Net margin 0.39% (1.55%) 1.07%
Free cash flow margin 10.34% 3.87% 2.34%
Return on equity 1.03% (21.25%) 10.04%
Return on assets 0.39% (1.94%) 0.61%
Return on invested capital 2.51% 5.25% 6.85%

Growth

Metric BGSI CWH Auto & Truck Dealerships median
Revenue growth (TTM) 9.77% (0.80%) 1.46%
EPS growth (last fiscal year) (28.07%) (78.75%) —
Revenue growth, 5-year CAGR 15.02% 3.18% 10.46%
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 3.84 0.55
Current ratio 0.60 1.22 1.15
Net debt to EBITDA (0.84) 4.97 1.34

Dividend

Metric BGSI CWH Auto & Truck Dealerships median
Dividend yield — 2.24% 1.37%
Payout ratio — 2.72 0.00

Size

Metric BGSI CWH Auto & Truck Dealerships median
Market cap 2.20b 536.10m 2.10b

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