Camping World Holdings Inc (CWH)vsCarMax Inc (KMX)
CWH
Camping World Holdings Inc
$6.41
-8.56%
CONSUMER CYCLICAL · Cap: $477.67M
KMX
CarMax Inc
$47.15
+0.49%
CONSUMER CYCLICAL · Cap: $7.27B
Smart Verdict
WallStSmart Research — data-driven comparison
CarMax Inc generates 340% more annual revenue ($27.76B vs $6.31B). KMX leads profitability with a 0.9% profit margin vs -1.5%. KMX appears more attractively valued with a PEG of 0.53. KMX earns a higher WallStSmart Score of 49/100 (D+).
CWH
Hold48
out of 100
Grade: D+
KMX
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.4%
Fair Value
$18.20
Current Price
$6.41
$11.79 discount
Intrinsic value data unavailable for KMX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 122.7% YoY
Reasonable price relative to book value
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Smaller company, higher risk/reward
Operating margin of 1.6%
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 4.2% — below average capital efficiency
0.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CWH
The strongest argument for CWH centers on EPS Growth, Price/Book.
Bull Case : KMX
The strongest argument for KMX centers on Price/Book, PEG Ratio. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bear Case : CWH
The primary concerns for CWH are PEG Ratio, Altman Z-Score, Market Cap. Debt-to-equity of 12.57 is elevated, increasing financial risk.
Bear Case : KMX
The primary concerns for KMX are P/E Ratio, Altman Z-Score, Return on Equity. Thin 0.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CWH profiles as a turnaround stock while KMX is a value play — different risk/reward profiles.
CWH carries more volatility with a beta of 2.14 — expect wider price swings.
KMX is growing revenue faster at -1.2% — sustainability is the question.
CWH generates stronger free cash flow (-100M), providing more financial flexibility.
Bottom Line
KMX scores higher overall (49/100 vs 48/100). CWH offers better value entry with a 29.4% margin of safety. Both earn "Hold" 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.
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.
CarMax Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
CarMax is a used vehicle retailer based in the United States. It operates two business segments: CarMax Sales Operations and CarMax Auto Finance.
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