CWH
Camping WorldDNYSE / Consumer Discretionary Distribution & Retail
Last Price
At close
2026-07-23
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
5
Value
44
Sentiment
67
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 2026-07-23
Fundamentals
As of 2026-07-23 • Vendor: Data Vendor v1
Scores
As of 2026-07-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-15 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-23
Investment thesis
As of 2026-07-23
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $13.15
Why
Momentum5 · Δ7d -8.1
Value44 · Δ7d 0.0
Sentiment67 · Δ7d +4.2
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
5
26% active weight
Current posture
7d trendSoftening
Δ7d
-8.1
Δ21d
-13.2
Value
44
39% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
+0.2
Sentiment
67
34% active weight
Current posture
7d trendImproving
Δ7d
+4.2
Δ21d
+17.8
Why this grade
Composite grade D. Momentum 5.1 / Value 43.7 / Sentiment 66.7
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 2026-07-23 • Updated nightlySource: Internal modelMethodology