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 $2.3B against $472.1M — 4.8× the size. Camping World has negative trailing earnings, so its P/E is not meaningful; Boyd Group Services Inc. trades at 122×. 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%). Both pay a dividend; Camping World yields more (2.78% vs 0.55%). Across the 22 metrics below, Boyd Group Services Inc. leads on 12 and Camping World on 10.

Valuation

Metric BGSI CWH Auto & Truck Dealerships median
P/E 121.64 n/m 15.92
P/S 0.67 0.05 0.27
P/B 1.31 0.72 2.00
Price to free cash flow 6.53 1.18 10.69
EV/EBITDA 8.62 6.57 8.59
EV/Sales 0.96 0.25 0.68
Earnings yield 0.82% (34.44%) 3.16%
Free cash flow yield 15.32% 84.74% 2.80%

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%) 1.18%
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%) 0.75%
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%) 3.12%
EPS growth (last fiscal year) (28.07%) (78.75%) 2.35%
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 0.55% 2.78% 1.03%
Payout ratio 0.67 — 0.24

Size

Metric BGSI CWH Auto & Truck Dealerships median
Market cap 2.27b 472.06m 2.14b

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