showing the working

← Camping World Holdings

The business behind the dividend

MeasureCWHMedianFormula
Return on equity-39.3%10.6%Net income ÷ shareholders’ equity
Return on capital employed10.6%10.0%Operating income ÷ (equity + total debt)
Owner earnings$-246.75m$120.90mNet income + depreciation & amortisation − capital expenditure
Free cash flow$-384.27m$155.08mOperating cash flow − capital expenditure
Operating margin2.8%14.3%Operating income ÷ revenue
Net margin-1.4%10.1%Net income ÷ revenue
Debt to equity6.44x0.73xTotal debt ÷ shareholders’ equity
Interest cover0.93x4.22xOperating income ÷ interest expense
Current ratio1.20x1.55xCurrent assets ÷ current liabilities
Long-term debt to working capital3.25x1.88xLong-term debt ÷ (current assets − current liabilities)
Cash conversionOperating cash flow ÷ net income
Accruals0.8%-3.1%(Net income − operating cash flow) ÷ total assets

Not computed here: Cash conversion — why a blank is not a zero.

Ten years of it

The same measures, for every year the filings support. One year is a fact; a row is a business.

Measure2025202420232022202120202019201820172016Median
Return on equity-39.3%-11.8%19.8%83.7%176.2%457.0%23.3%59.1%59.1%
Return on capital employed10.6%8.1%15.8%34.3%51.5%41.0%0.8%16.4%36.0%44.9%16.4%
Operating margin2.8%2.4%4.3%8.2%11.6%8.7%0.2%4.2%8.3%7.9%4.3%
Net margin-1.4%-0.6%0.5%1.8%4.0%2.2%-1.2%0.2%0.7%5.4%0.5%
Debt to equity6.44x4.64x9.04x10.21x8.82x42.39x26.60x18.55x10.21x
Current ratio1.20x1.35x1.21x1.33x1.43x1.44x1.30x1.45x1.36x1.30x1.33x
Cash conversion9.31x1.53x0.55x6.11x13.11x-0.55x1.14x1.53x