Camping World (NYSE:CWH) vs. Custom Truck One Source (NYSE:CTOS) Financial Contrast

Camping World (NYSE:CWH) and Custom Truck One Source (NYSE:CTOS) are both small-cap auto/tires/trucks companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, risk, analyst recommendations, institutional ownership, profitability, valuation and earnings.

Profitability

This table compares Camping World and Custom Truck One Source’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Camping World	-1.41%	-3.29%	-0.30%
Custom Truck One Source	-1.60%	-3.88%	-0.88%

Valuation & Earnings

This table compares Camping World and Custom Truck One Source”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Camping World	$6.37 billion	0.11	-$89.80 million	($1.44)	-4.79
Custom Truck One Source	$1.94 billion	1.02	-$31.05 million	($0.15)	-58.30

Custom Truck One Source has lower revenue, but higher earnings than Camping World. Custom Truck One Source is trading at a lower price-to-earnings ratio than Camping World, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a breakdown of current recommendations for Camping World and Custom Truck One Source, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Camping World	2	1	9	0	2.58
Custom Truck One Source	2	2	4	0	2.25

Camping World currently has a consensus target price of $15.70, indicating a potential upside of 127.40%. Custom Truck One Source has a consensus target price of $8.00, indicating a potential downside of 8.52%. Given Camping World’s stronger consensus rating and higher possible upside, analysts plainly believe Camping World is more favorable than Custom Truck One Source.

Insider & Institutional Ownership

52.5% of Camping World shares are held by institutional investors. Comparatively, 90.1% of Custom Truck One Source shares are held by institutional investors. 35.6% of Camping World shares are held by company insiders. Comparatively, 4.5% of Custom Truck One Source shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Volatility & Risk

Camping World has a beta of 2.14, suggesting that its share price is 114% more volatile than the S&P 500. Comparatively, Custom Truck One Source has a beta of 1.12, suggesting that its share price is 12% more volatile than the S&P 500.

Summary

Camping World beats Custom Truck One Source on 10 of the 14 factors compared between the two stocks.

About Camping World

Camping World Holdings, Inc., together its subsidiaries, retails recreational vehicles (RVs), and related products and services in the United States. It operates in two segments, Good Sam Services and Plans; and RV and Outdoor Retail. The company provides a portfolio of services, protection plans, products, and resources in the RV industry. It also offers extended vehicle service contracts; roadside assistance plans; property and casualty insurance programs; travel planning and directories; and publications, as well as operates the Coast to Coast Resorts and Good Sam Campgrounds. In addition, the company provides new and used RVs; vehicle financing; RV repair and maintenance services; various RV parts, equipment, supplies, and accessories, which include towing and hitching products, satellite and GPS systems, electrical and lighting products, appliances and furniture, and other products; and collision repair services comprising fiberglass front and rear cap replacement, windshield replacement, interior remodel solutions, and paint and body work. Further, it offers equipment, gears, and supplies for camping, hunting, fishing, skiing, snowboarding, bicycling, skateboarding, and marine and watersports equipment and supplies, as well as operates Good Sam Club, a membership organization that offers savings on a range of products and services and provides co-branded credit cards. Additionally, the company facilitates an RV rental platform that connects travelers with RV owners; and designs, manufactures, and distributes RV and camping furniture, as well as a range of outdoor products and accessories. It serves customers through dealerships, and online and e-commerce platforms. Camping World Holdings, Inc. was founded in 1966 and is headquartered in Lincolnshire, Illinois.

About Custom Truck One Source

Custom Truck One Source, Inc. provides specialty equipment rental and sale services to the electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada. The company operates through three segments: Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES), and Aftermarket Parts and Services (APS). The ERS segment owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment. The TES segment offers new equipment for sale to be used for end-markets, which can be modified to meet customers specific needs. The APS segment provides truck and equipment maintenance and repair services; and rents and sells specialized tools, including stringing blocks, insulated hot stick, and rigging equipment, as well as sale of specialized aftermarket parts. The company was formerly known as Nesco Holdings, Inc. and changed its name to Custom Truck One Source, Inc. in April 2021. Custom Truck One Source, Inc. was founded in 1988 and is headquartered in Kansas City, Missouri.