Camping World (NYSE:CWH) & PHINIA (NYSE:PHIN) Critical Survey

PHINIA (NYSE:PHIN) and Camping World (NYSE:CWH) are both auto/tires/trucks companies, but which is the superior investment? We will compare the two companies based on the strength of their analyst recommendations, profitability, risk, valuation, earnings, institutional ownership and dividends.

Earnings & Valuation

This table compares PHINIA and Camping World”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
PHINIA	$3.43 billion	0.69	$79.00 million	$2.22	27.70
Camping World	$6.40 billion	0.16	-$38.64 million	($0.93)	-10.93

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

Dividends

PHINIA pays an annual dividend of $1.08 per share and has a dividend yield of 1.8%. Camping World pays an annual dividend of $0.50 per share and has a dividend yield of 4.9%. PHINIA pays out 48.6% of its earnings in the form of a dividend. Camping World pays out -53.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. PHINIA has increased its dividend for 2 consecutive years and Camping World has increased its dividend for 1 consecutive years. Camping World is clearly the better dividend stock, given its higher yield and lower payout ratio.

Analyst Recommendations

This is a summary of current ratings and recommmendations for PHINIA and Camping World, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
PHINIA	0	5	4	2	2.73
Camping World	1	3	8	0	2.58

PHINIA presently has a consensus price target of $56.43, suggesting a potential downside of 8.23%. Camping World has a consensus price target of $17.67, suggesting a potential upside of 73.80%. Given Camping World’s higher possible upside, analysts clearly believe Camping World is more favorable than PHINIA.

Volatility & Risk

PHINIA has a beta of 1.44, suggesting that its stock price is 44% more volatile than the S&P 500. Comparatively, Camping World has a beta of 1.95, suggesting that its stock price is 95% more volatile than the S&P 500.

Institutional and Insider Ownership

90.9% of PHINIA shares are owned by institutional investors. Comparatively, 52.5% of Camping World shares are owned by institutional investors. 2.0% of PHINIA shares are owned by insiders. Comparatively, 35.6% of Camping World shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Profitability

This table compares PHINIA and Camping World’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
PHINIA	2.63%	11.64%	4.78%
Camping World	-0.85%	3.80%	0.37%

Summary

PHINIA beats Camping World on 11 of the 18 factors compared between the two stocks.

About PHINIA

PHINIA Inc. engages in the development, design, and manufacture of integrated components and systems that optimize performance, increase efficiency, and reduce emissions in combustion and hybrid propulsion for commercial and light vehicles, and industrial applications. The company operates through Fuel Systems and Aftermarket segments. The Fuel Systems segment provides advanced fuel injection systems, including pumps, injectors, fuel rail assemblies, and engine control modules; fuel delivery modules; canisters; sensors; and electronic control modules. The segment also offers complete systems comprising associated software and calibration services, that reduce emissions and improve fuel economy for traditional and hybrid applications. The Aftermarket segment is involved in the sale of starters, alternators, and other new and remanufactured products, as well as maintenance, test equipment, and vehicle diagnostics solutions. It servs original equipment manufacturers of passenger cars, trucks, vans, sport-utility vehicles, medium-duty and heavy-duty trucks, and buses, as well as other off-highway construction, marine, and agricultural and industrial applications. PHINIA Inc. was incorporated in 2023 and is based in Auburn Hills, Michigan.

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.