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CWH

Camping WorldA
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 0.0.
What can break
Active customers and paid Good Sam memberships both declined year over year in 2025
Momentum
5
Value
56
Sentiment
79
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 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-15 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-23

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-23. Definitions

Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $8.87
Why
Momentum5 · Δ7d +0.7
Value56 · Δ7d +0.1
Sentiment79 · Δ7d 0.0
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 0.0.

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
5
8% active weight
Current posture
7d trendFlat
Δ7d
+0.7
Δ21d
-5.9
Value
56
47% active weight
Current posture
7d trendFlat
Δ7d
+0.1
Δ21d
+0.1
Sentiment
79
45% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
0.0
Why this grade

Composite grade A. Momentum 5.1 / Value 56.0 / Sentiment 78.7

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 2026-10-23
Market Cap
$433.84M
Beta
2.10
Shares Out
63.83M
P/E (TTM) · Derived
-4.7
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 2026-10-23 • Updated nightlySource: Internal modelMethods & Data