CWH
Camping WorldFNYSE / Consumer Discretionary Distribution & Retail
Last Price
At close
2026-06-02
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
Sentiment remains the lead driver in the composite, 7D delta +2.1.
What can break
Active customers and paid Good Sam memberships both declined year over year in 2025
Momentum
20
Value
44
Sentiment
50
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $7.50 · Bull $11.50 · Bear $4.75
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-15 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade F · Defensive
Confidence Medium · Net Neutral
Target $14.58
Why
Momentum20 · Δ7d -0.5
Value44 · Δ7d +0.2
Sentiment50 · Δ7d +2.1
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
20
34% active weight
Current posture
7d trendSoftening
Δ7d
-0.5
Δ21d
+0.3
Value
44
32% active weight
Current posture
7d trendFlat
Δ7d
+0.2
Δ21d
+0.1
Sentiment
50
33% active weight
Current posture
7d trendImproving
Δ7d
+2.1
Δ21d
-3.5
Why this grade
Composite grade F. Momentum 19.6 / Value 44.0 / Sentiment 50.4
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$774.45M
Beta
2.10
Shares Out
102.29M
P/E (TTM) · Derived
-5.3
P/S (TTM)
0.16
P/FCF (TTM)
7.73
Rev YoY
+4.7%
EPS YoY
-1103.2%
Gross Margin
+29.9%
Op Margin
+3.2%
Net Debt
$2.61B
Current Ratio
1.26
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology