Contrasting Camping World (NYSE:CWH) and Lazydays (NASDAQ:GORV)

Camping World (NYSE:CWH) and Lazydays (NASDAQ:GORV) are both consumer discretionary companies, but which is the superior business? We will contrast the two companies based on the strength of their profitability, valuation, earnings, analyst recommendations, risk, institutional ownership and dividends.

Institutional & Insider Ownership

52.5% of Camping World shares are owned by institutional investors. Comparatively, 89.7% of Lazydays shares are owned by institutional investors. 43.8% of Camping World shares are owned by company insiders. Comparatively, 61.5% of Lazydays shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Volatility and Risk

Camping World has a beta of 2.47, suggesting that its stock price is 147% more volatile than the S&P 500. Comparatively, Lazydays has a beta of 1.98, suggesting that its stock price is 98% more volatile than the S&P 500.

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Camping World and Lazydays, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Camping World	0	0	6	0	3.00
Lazydays	0	2	0	0	2.00

Camping World currently has a consensus target price of $25.71, indicating a potential upside of 5.30%. Lazydays has a consensus target price of $2.00, indicating a potential upside of 29.45%. Given Lazydays’ higher probable upside, analysts clearly believe Lazydays is more favorable than Camping World.

Valuation and Earnings

This table compares Camping World and Lazydays”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Camping World	$6.01 billion	0.34	$31.04 million	($0.04)	-609.75
Lazydays	$987.99 million	0.02	-$110.27 million	($9.62)	-0.16

Camping World has higher revenue and earnings than Lazydays. Camping World is trading at a lower price-to-earnings ratio than Lazydays, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Camping World and Lazydays’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Camping World	-0.22%	-10.04%	-0.41%
Lazydays	-18.19%	-35.04%	-6.55%

Summary

Camping World beats Lazydays on 10 of the 14 factors compared between the two stocks.

About Camping World

Camping World Holdings, Inc., together its subsidiaries, retails recreational vehicles (RVs), and related products and services in the United States. It operates in two segments, Good Sam Services and Plans; and RV and Outdoor Retail. The company provides a portfolio of services, protection plans, products, and resources in the RV industry. It also offers extended vehicle service contracts; roadside assistance plans; property and casualty insurance programs; travel planning and directories; and publications, as well as operates the Coast to Coast Resorts and Good Sam Campgrounds. In addition, the company provides new and used RVs; vehicle financing; RV repair and maintenance services; various RV parts, equipment, supplies, and accessories, which include towing and hitching products, satellite and GPS systems, electrical and lighting products, appliances and furniture, and other products; and collision repair services comprising fiberglass front and rear cap replacement, windshield replacement, interior remodel solutions, and paint and body work. Further, it offers equipment, gears, and supplies for camping, hunting, fishing, skiing, snowboarding, bicycling, skateboarding, and marine and watersports equipment and supplies, as well as operates Good Sam Club, a membership organization that offers savings on a range of products and services and provides co-branded credit cards. Additionally, the company facilitates an RV rental platform that connects travelers with RV owners; and designs, manufactures, and distributes RV and camping furniture, as well as a range of outdoor products and accessories. It serves customers through dealerships, and online and e-commerce platforms. Camping World Holdings, Inc. was founded in 1966 and is headquartered in Lincolnshire, Illinois.

About Lazydays

Lazydays Holdings, Inc. operates recreational vehicle (RV) dealerships under the Lazydays name in the United States. The company offers RV sales, RV-repair and services, financing and insurance products, third-party protection plans, and after-market parts and accessories. It also operates the Lazydays RV resort at Tampa, Florida. The company was founded in 1976 and is based in Tampa, Florida.