Oshkosh (NYSE:OSK) & Camping World (NYSE:CWH) Financial Review

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

Earnings and Valuation

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Oshkosh	$10.42 billion	0.90	$647.00 million	$10.02	14.99
Camping World	$6.37 billion	0.12	-$89.80 million	($1.44)	-5.18

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

Dividends

Oshkosh pays an annual dividend of $2.28 per share and has a dividend yield of 1.5%. Camping World pays an annual dividend of $0.50 per share and has a dividend yield of 6.7%. Oshkosh pays out 22.8% of its earnings in the form of a dividend. Camping World pays out -34.7% 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. Oshkosh has raised its dividend for 13 consecutive years and Camping World has raised its dividend for 1 consecutive years. Camping World is clearly the better dividend stock, given its higher yield and lower payout ratio.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Oshkosh	6.21%	15.69%	7.02%
Camping World	-1.41%	-3.29%	-0.30%

Insider and Institutional Ownership

92.4% of Oshkosh shares are owned by institutional investors. Comparatively, 52.5% of Camping World shares are owned by institutional investors. 0.6% of Oshkosh shares are owned by company insiders. Comparatively, 2.1% of Camping World shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Analyst Recommendations

This is a summary of current recommendations for Oshkosh and Camping World, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Oshkosh	0	7	12	0	2.63
Camping World	2	1	9	0	2.58

Oshkosh presently has a consensus price target of $165.56, indicating a potential upside of 10.23%. Camping World has a consensus price target of $15.70, indicating a potential upside of 110.65%. Given Camping World’s higher possible upside, analysts clearly believe Camping World is more favorable than Oshkosh.

Risk and Volatility

Oshkosh has a beta of 1.39, meaning that its share price is 39% more volatile than the S&P 500. Comparatively, Camping World has a beta of 2.14, meaning that its share price is 114% more volatile than the S&P 500.

Summary

Oshkosh beats Camping World on 12 of the 17 factors compared between the two stocks.

About Oshkosh

Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Defense, and Vocational segment. Its Access Equipment segment design and manufacture aerial work platform and telehandlers for use in construction, industrial, and maintenance applications; offers financing and leasing solutions including rental fleet loans, leases, and floor plan and retail financing; and towing and recovery equipment, which includes carriers, wreckers, and rotators, as well as provides equipment installation and sale of chassis and service parts. The Defense segment engages in the manufacture and sale of heavy, medium, and light tactical wheeled vehicles and related services for department of defense. Its Vocational segment offers custom and commercial firefighting equipment, fire apparatus, and emergency vehicles, including pumpers, aerial platform, ladder and tiller trucks, and tankers; light, medium, and heavy-duty rescue vehicles; and wildland rough terrain response, bomb squad, hazardous materials control vehicles, mobile command and control centers, and other emergency response vehicles. Additionally, this segment produces and sells custom and commercial firefighting vehicles, as well as command vehicles, ARFF vehicles; design and manufacture refuse collection vehicles for waste services industry; front discharge concrete mixers for the concrete ready-mix industry; and field service vehicles and truck-mounted cranes for construction, equipment dealer, building supply, utility, tire service, railroad, and mining industries. Further, the company provides its products through direct sales representatives, dealers, and distributors. Oshkosh Corporation was formerly known as Oshkosh Truck Corporation. The company was founded in 1917 and is headquartered in Oshkosh, Wisconsin.

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.