Camping World (CWH) vs Driven Brands Holdings Inc. (DRVN)

Camping World and Driven Brands Holdings Inc. are both Auto & Truck Dealerships companies. Driven Brands Holdings Inc. is the larger, with a market value of $2.0B against $536.1M — 3.7× the size. Camping World has negative trailing earnings, so its P/E is not meaningful; Driven Brands Holdings Inc. trades at 11.8×. Driven Brands Holdings Inc. grew revenue faster over the last twelve months: 15.4% against −0.80%. Driven Brands Holdings Inc. has the higher net margin (8.56% vs −1.55%) and the higher return on invested capital (7.22% vs 5.25%). Across the 20 metrics below, Driven Brands Holdings Inc. leads on 14 and Camping World on 6.

Valuation

Metric CWH DRVN Auto & Truck Dealerships median
P/E n/m 11.84 16.07
P/S 0.05 1.05 0.43
P/B 0.86 2.43 2.36
Price to free cash flow 1.41 3.20 10.48
EV/EBITDA 6.80 8.11 8.50
EV/Sales 0.26 1.83 0.89
Earnings yield (28.76%) 8.45% 2.72%
Free cash flow yield 70.75% 31.24% 2.83%

Profitability

Metric CWH DRVN Auto & Truck Dealerships median
Gross margin 28.67% 44.86% 19.56%
Operating margin 2.28% 13.97% 3.73%
Net margin (1.55%) 8.56% 1.07%
Free cash flow margin 3.87% 32.75% 2.34%
Return on equity (21.25%) 20.96% 10.04%
Return on assets (1.94%) 4.23% 0.61%
Return on invested capital 5.25% 7.22% 6.85%

Growth

Metric CWH DRVN Auto & Truck Dealerships median
Revenue growth (TTM) (0.80%) 15.35% 1.46%
EPS growth (last fiscal year) (78.75%) 146.70% —
Revenue growth, 5-year CAGR 3.18% 15.55% 10.46%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CWH DRVN Auto & Truck Dealerships median
Debt to equity 3.84 2.02 0.55
Current ratio 1.22 1.47 1.15
Net debt to EBITDA 4.97 4.88 1.34

Dividend

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

Size

Metric CWH DRVN Auto & Truck Dealerships median
Market cap 536.10m 1.99b 2.10b

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