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CWH

Camping WorldB
NYSE / Consumer Discretionary Distribution & Retail
Last Price
Quote time unavailable
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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
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +6.0.
What can break
Active customers and paid Good Sam memberships both declined year over year in 2025
Momentum
38
Value
55
Sentiment
73
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $7.50 · Bull $11.50 · Bear $4.75Analysis 2026-04-15; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-15 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-09

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions

Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $10.63
Why
Momentum38 · Δ7d -1.6
Value55 · Δ7d 0.0
Sentiment73 · Δ7d +6.0
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta +6.0.

Contradictions & invalidation

  • • Active customers and paid Good Sam memberships both declined year over year in 2025
  • • Consumer financing availability, rates, and confidence remain critical for RV sales
  • • The company still carries heavy debt, paused the dividend to preserve flexibility, and explicitly warned of first-half 2026 gross-margin headwinds; if demand softens or inventory turns do not improve, the equity can remain trapped or move lower.

Catalyst clock

2026-05-15

2026 EBITDA guide and inventory reset get their first real test

Lead driver: Sentiment · See AI snapshot
Momentum
38
9% active weight
Current posture
7d trendSoftening
Δ7d
-1.6
Δ21d
+26.8
Value
55
28% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
+11.5
Sentiment
73
62% active weight
Current posture
7d trendImproving
Δ7d
+6.0
Δ21d
-4.4
Why this grade

Composite grade B. Momentum 38.1 / Value 55.5 / Sentiment 73.5

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-04-15. Scenario method

B+
Bull case
25%
Probability
Target price
$11.50
Analysis reference price unavailable
Analysis 2026-04-15 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$7.50
Analysis reference price unavailable
Analysis 2026-04-15 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$4.75
Analysis reference price unavailable
Analysis 2026-04-15 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$642.49M
Beta
2.10
Shares Out
63.83M
P/E (TTM) · Derived
-7.0
P/S (TTM)
0.16
P/FCF (TTM)
7.73
Rev YoY
-2.1%
EPS YoY
-13.2%
Gross Margin
+27.1%
Op Margin
+2.4%
Net Debt
$3.86B
Current Ratio
1.22
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data