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 $527.1M — 3.8× the size. Camping World has negative trailing earnings, so its P/E is not meaningful; Driven Brands Holdings Inc. trades at 12.0×. Driven Brands Holdings Inc. grew revenue faster over the last twelve months: 7.58% against −5.55%. Driven Brands Holdings Inc. has the higher net margin (8.56% vs −4.20%) and the higher return on invested capital (7.22% vs 0.00%). Across the 19 metrics below, Driven Brands Holdings Inc. leads on 14 and Camping World on 5.

Valuation

Metric CWH DRVN Auto & Truck Dealerships median
P/E n/m 11.98 15.49
P/S 0.05 1.02 0.24
P/B 3.92 2.36 1.45
Price to free cash flow 1.25 3.12 10.17
EV/EBITDA n/m 7.99 8.57
EV/Sales 0.26 1.80 0.47
Earnings yield (30.69%) 8.35% 2.96%
Free cash flow yield 80.17% 32.10% 2.14%

Profitability

Metric CWH DRVN Auto & Truck Dealerships median
Gross margin 28.36% 44.86% 18.39%
Operating margin (3.47%) 13.97% 3.69%
Net margin (4.20%) 8.56% 1.20%
Free cash flow margin 4.31% 32.75% 0.86%
Return on equity (89.86%) 20.96% 11.73%
Return on assets (5.39%) 4.23% 0.75%
Return on invested capital 0.00% 7.22% 6.38%

Growth

Metric CWH DRVN Auto & Truck Dealerships median
Revenue growth (TTM) (5.55%) 7.58% 0.29%
EPS growth (last fiscal year) (78.75%) 146.70% (0.89%)
Revenue growth, 5-year CAGR 3.18% 15.55% 9.44%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CWH DRVN Auto & Truck Dealerships median
Debt to equity 0.29 2.02 0.61
Current ratio 1.24 1.47 1.16
Net debt to EBITDA 4.97 4.88 1.24

Dividend

Metric CWH DRVN Auto & Truck Dealerships median
Dividend yield 2.48% — 1.02%
Payout ratio — — 0.24

Size

Metric CWH DRVN Auto & Truck Dealerships median
Market cap 527.12m 1.99b 2.03b

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