Carvana Co (CVNA)vsCamping World Holdings Inc (CWH)
CVNA
Carvana Co
$308.56
+2.52%
CONSUMER CYCLICAL · Cap: $65.96B
CWH
Camping World Holdings Inc
$6.98
+3.71%
CONSUMER CYCLICAL · Cap: $389.38M
Smart Verdict
WallStSmart Research — data-driven comparison
Carvana Co generates 219% more annual revenue ($20.32B vs $6.37B). CVNA leads profitability with a 6.9% profit margin vs -1.4%. CVNA earns a higher WallStSmart Score of 60/100 (C+).
CVNA
Buy60
out of 100
Grade: C+
CWH
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.1%
Fair Value
$395.93
Current Price
$308.56
$87.37 discount
Intrinsic value data unavailable for CWH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 68 in profit
Revenue surging 58.0% year-over-year
Large-cap with strong market position
Conservative balance sheet, low leverage
Earnings expanding 122.7% YoY
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 12.8x book value
6.9% margin — thin
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -24.7% — below average capital efficiency
Revenue declined 2.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : CVNA
The strongest argument for CVNA centers on Return on Equity, Revenue Growth, Market Cap. Revenue growth of 58.0% demonstrates continued momentum.
Bull Case : CWH
The strongest argument for CWH centers on EPS Growth, Price/Book.
Bear Case : CVNA
The primary concerns for CVNA are P/E Ratio, Price/Book, Profit Margin.
Bear Case : CWH
The primary concerns for CWH are PEG Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
CVNA profiles as a hypergrowth stock while CWH is a turnaround play — different risk/reward profiles.
CVNA carries more volatility with a beta of 3.67 — expect wider price swings.
CVNA is growing revenue faster at 58.0% — sustainability is the question.
CVNA generates stronger free cash flow (379M), providing more financial flexibility.
Bottom Line
CVNA scores higher overall (60/100 vs 50/100) and 58.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Carvana Co
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Carvana Co., operates an e-commerce platform to buy and sell used cars in the United States. The company is headquartered in Tempe, Arizona.
Visit Website →Camping World Holdings Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Camping World Holdings, Inc., is a recreational vehicle (RV) and outdoor retailer. The company is headquartered in Lincolnshire, Illinois.
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