Contrasting Camping World (NYSE:CWH) and Shoe Carnival (NASDAQ:SHOE)

Camping World (NYSE:CWH) and Shoe Carnival (NASDAQ:SHOE) are both small-cap consumer discretionary companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, analyst recommendations, risk, valuation, institutional ownership, earnings and profitability.

Risk and Volatility

Camping World has a beta of 2.15, meaning that its stock price is 115% more volatile than the S&P 500. Comparatively, Shoe Carnival has a beta of 1.37, meaning that its stock price is 37% more volatile than the S&P 500.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Camping World	-1.55%	-3.52%	-0.28%
Shoe Carnival	2.20%	5.32%	3.08%

Valuation and Earnings

This table compares Camping World and Shoe Carnival”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Camping World	$6.37 billion	0.07	-$89.80 million	($1.55)	-2.93
Shoe Carnival	$1.14 billion	0.31	$52.27 million	$0.88	14.50

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

Analyst Recommendations

This is a breakdown of recent ratings for Camping World and Shoe Carnival, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Camping World	1	1	10	0	2.75
Shoe Carnival	1	1	0	1	2.33

Camping World currently has a consensus price target of $11.20, suggesting a potential upside of 147.07%. Shoe Carnival has a consensus price target of $22.00, suggesting a potential upside of 72.41%. Given Camping World’s stronger consensus rating and higher probable upside, research analysts plainly believe Camping World is more favorable than Shoe Carnival.

Insider & Institutional Ownership

52.5% of Camping World shares are held by institutional investors. Comparatively, 66.0% of Shoe Carnival shares are held by institutional investors. 2.1% of Camping World shares are held by company insiders. Comparatively, 33.6% of Shoe Carnival shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

Shoe Carnival beats Camping World on 10 of the 15 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 Shoe Carnival

Shoe Carnival, Inc., together with its subsidiaries, operates as a family footwear retailer in the United States. The company offers range of dress, casual, work, and athletic shoes, as well as sandals and boots for men, women, and children; and various accessories. The company also operates stores, and sells its products through online shopping at shoecarnival.com, as well as through mobile app. Shoe Carnival, Inc. was founded in 1978 and is headquartered in Evansville, Indiana.