CWH
Camping WorldFNYSE / Consumer Discretionary Distribution & Retail
Last Price
At close
2026-07-22
Current thesis
If used-unit momentum, F&I/service mix, and inventory discipline let CWH land near or above the midpoint of its $275 million to $325 million 2026 Adjusted EBITDA guide, the stock has room to re-rate from a depressed level as leverage falls.
Posture
Defensive
Lead driver
Sentiment
What changed
Next scheduled catalyst: earnings 2026-07-29 · AMC.
What can break
Active customers and paid Good Sam memberships both declined year over year in 2025
Momentum
6
Value
44
Sentiment
60
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $7.50 · Bull $11.50 · Bear $4.75
Earnings
2026-07-29 · AMC
Data freshness
Prices
As of 2026-07-22
Fundamentals
As of 2026-07-23 • Vendor: Data Vendor v1
Scores
As of 2026-07-22 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-15 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-22
Investment thesis
As of 2026-07-22
Supporting evidence
What
Grade F · Defensive
Confidence Medium · Net Neutral
Target $13.31
Why
Momentum6 · Δ7d -7.3
Value44 · Δ7d +0.1
Sentiment60 · Δ7d +3.7
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
6
26% active weight
Current posture
7d trendSoftening
Δ7d
-7.3
Δ21d
-16.6
Value
44
39% active weight
Current posture
7d trendFlat
Δ7d
+0.1
Δ21d
+0.5
Sentiment
60
34% active weight
Current posture
7d trendImproving
Δ7d
+3.7
Δ21d
+26.9
Why this grade
Composite grade F. Momentum 5.8 / Value 43.8 / Sentiment 59.9
Fundamentals (TTM)As of 2026-07-23
Fundamentals (TTM)
As of 2026-07-23
Market Cap
$579.81M
Beta
2.10
Shares Out
63.52M
P/E (TTM) · Derived
-6.4
P/S (TTM)
0.16
P/FCF (TTM)
7.73
Rev YoY
-4.2%
EPS YoY
+23.3%
Gross Margin
+27.8%
Op Margin
+3.2%
Net Debt
$3.86B
Current Ratio
1.17
As of 2026-07-22 • Updated nightlySource: Internal modelMethodology