National Vision (NASDAQ:EYE) vs. Camping World (NYSE:CWH) Critical Comparison

National Vision (NASDAQ:EYE) and Camping World (NYSE:CWH) are both small-cap consumer discretionary companies, but which is the better stock? We will contrast the two businesses based on the strength of their risk, analyst recommendations, profitability, institutional ownership, earnings, valuation and dividends.

Risk and Volatility

National Vision has a beta of 0.98, suggesting that its stock price is 2% less volatile than the S&P 500. Comparatively, Camping World has a beta of 2.15, suggesting that its stock price is 115% more volatile than the S&P 500.

Insider and Institutional Ownership

52.5% of Camping World shares are owned by institutional investors. 2.4% of National Vision shares are owned by insiders. Comparatively, 2.1% of Camping World shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Analyst Recommendations

This is a summary of current ratings and recommmendations for National Vision and Camping World, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
National Vision	0	4	7	0	2.64
Camping World	1	1	10	0	2.75

National Vision presently has a consensus target price of $29.82, suggesting a potential upside of 78.66%. Camping World has a consensus target price of $11.11, suggesting a potential upside of 151.04%. Given Camping World’s stronger consensus rating and higher possible upside, analysts clearly believe Camping World is more favorable than National Vision.

Earnings and Valuation

This table compares National Vision 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
National Vision	$2.03 billion	0.65	$29.60 million	$0.61	27.36
Camping World	$6.27 billion	0.07	-$89.80 million	($1.55)	-2.86

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

Profitability

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

	Net Margins	Return on Equity	Return on Assets
National Vision	2.47%	6.78%	3.01%
Camping World	-1.55%	-3.52%	-0.28%

Summary

National Vision beats Camping World on 8 of the 14 factors compared between the two stocks.

About National Vision

National Vision Holdings, Inc., through its subsidiaries, operates as an optical retailer in the United States. The company operates in two segments, Owned & Host and Legacy. It offers eyeglasses and contact lenses, and optical accessory products; provides eye exams through its America’s Best, Eyeglass World, Vista Optical, Fred Meyer, and Vista Optical military, as well as Vision Center branded stores; and offers health maintenance organization and optometric services. National Vision Holdings, Inc. was founded in 1990 and is headquartered in Duluth, Georgia.

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.