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 $472.1M — 4.2× the size. Camping World has negative trailing earnings, so its P/E is not meaningful; Driven Brands Holdings Inc. trades at 11.5×. 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 11.46 15.92
P/S 0.05 1.02 0.27
P/B 0.72 2.35 2.00
Price to free cash flow 1.18 3.10 10.69
EV/EBITDA 6.57 7.96 8.59
EV/Sales 0.25 1.79 0.68
Earnings yield (34.44%) 8.72% 3.16%
Free cash flow yield 84.74% 32.26% 2.80%

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% 1.18%
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% 0.75%
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% 3.12%
EPS growth (last fiscal year) (78.75%) 146.70% 2.35%
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 2.78% — 1.03%
Payout ratio — — 0.24

Size

Metric CWH DRVN Auto & Truck Dealerships median
Market cap 472.06m 1.97b 2.14b

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