Camping World (CWH) vs RideNow Group, Inc. (RDNW)

Camping World and RideNow Group, Inc. are both Auto & Truck Dealerships companies. Camping World is the larger, with a market value of $536.1M against $237.2M — 2.3× the size. Camping World grew revenue faster over the last twelve months: −0.80% against −1.27%. RideNow Group, Inc. has the higher net margin (−0.76% vs −1.55%) and the higher return on invested capital (17.9% vs 5.25%). Across the 18 metrics below, RideNow Group, Inc. leads on 11 and Camping World on 7.

Valuation

Metric CWH RDNW Auto & Truck Dealerships median
P/E n/m n/m 16.07
P/S 0.05 0.21 0.43
P/B 0.86 n/m 2.36
Price to free cash flow 1.41 n/m 10.48
EV/EBITDA 6.80 4.24 8.50
EV/Sales 0.26 0.35 0.89
Earnings yield (28.76%) (3.63%) 2.72%
Free cash flow yield 70.75% (7.73%) 2.83%

Profitability

Metric CWH RDNW Auto & Truck Dealerships median
Gross margin 28.67% 27.70% 19.56%
Operating margin 2.28% 3.68% 3.73%
Net margin (1.55%) (0.76%) 1.07%
Free cash flow margin 3.87% (1.63%) 2.34%
Return on equity (21.25%) 122.06% 10.04%
Return on assets (1.94%) (1.15%) 0.61%
Return on invested capital 5.25% 17.85% 6.85%

Growth

Metric CWH RDNW Auto & Truck Dealerships median
Revenue growth (TTM) (0.80%) (1.27%) 1.46%
EPS growth (last fiscal year) (78.75%) 37.84% —
Revenue growth, 5-year CAGR 3.18% 21.05% 10.46%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CWH RDNW Auto & Truck Dealerships median
Debt to equity 3.84 (23.94) 0.55
Current ratio 1.22 1.14 1.15
Net debt to EBITDA 4.97 3.14 1.34

Dividend

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

Size

Metric CWH RDNW Auto & Truck Dealerships median
Market cap 536.10m 237.19m 2.10b

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