CarGurus, Inc. (CARG) vs Camping World (CWH)

CarGurus, Inc. and Camping World are both Auto & Truck Dealerships companies. CarGurus, Inc. is the larger, with a market value of $2.8B against $536.1M — 5.1× the size. Camping World has negative trailing earnings, so its P/E is not meaningful; CarGurus, Inc. trades at 16.7×. CarGurus, Inc. grew revenue faster over the last twelve months: 21.2% against −0.80%. CarGurus, Inc. has the higher net margin (18.2% vs −1.55%) and the higher return on invested capital (103.9% vs 5.25%). Across the 21 metrics below, CarGurus, Inc. leads on 15 and Camping World on 6.

Valuation

Metric CARG CWH Auto & Truck Dealerships median
P/E 16.71 n/m 16.07
P/S 2.91 0.05 0.43
P/B 10.65 0.86 2.36
Price to free cash flow 9.67 1.41 10.48
EV/EBITDA 9.44 6.80 8.50
EV/Sales 2.79 0.26 0.89
Earnings yield 5.98% (28.76%) 2.72%
Free cash flow yield 10.34% 70.75% 2.83%

Profitability

Metric CARG CWH Auto & Truck Dealerships median
Gross margin 92.32% 28.67% 19.56%
Operating margin 24.43% 2.28% 3.73%
Net margin 18.19% (1.55%) 1.07%
Free cash flow margin 30.11% 3.87% 2.34%
Return on equity 50.28% (21.25%) 10.04%
Return on assets 27.46% (1.94%) 0.61%
Return on invested capital 103.85% 5.25% 6.85%

Growth

Metric CARG CWH Auto & Truck Dealerships median
Revenue growth (TTM) 21.24% (0.80%) 1.46%
EPS growth (last fiscal year) 675.00% (78.75%) —
Revenue growth, 5-year CAGR 10.46% 3.18% 10.46%
Net income growth, 5-year CAGR 14.99% 0.00% 0.00%

Health

Metric CARG CWH Auto & Truck Dealerships median
Debt to equity 0.00 3.84 0.55
Current ratio 1.85 1.22 1.15
Net debt to EBITDA (0.66) 4.97 1.34

Dividend

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

Size

Metric CARG CWH Auto & Truck Dealerships median
Market cap 2.76b 536.10m 2.10b

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