Head to Head Analysis: Rush Enterprises (NASDAQ:RUSHA) and Lazydays (NASDAQ:GORV)

Rush Enterprises (NASDAQ:RUSHA) and Lazydays (NASDAQ:GORV) are both retail/wholesale companies, but which is the superior business? We will compare the two companies based on the strength of their valuation, dividends, institutional ownership, analyst recommendations, risk, profitability and earnings.

Insider & Institutional Ownership

84.4% of Rush Enterprises shares are owned by institutional investors. Comparatively, 89.7% of Lazydays shares are owned by institutional investors. 12.5% of Rush Enterprises shares are owned by insiders. Comparatively, 61.5% of Lazydays shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Valuation & Earnings

This table compares Rush Enterprises and Lazydays’ top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Rush Enterprises	$7.93 billion	0.41	$347.05 million	$3.96	10.54
Lazydays	$1.08 billion	0.04	-$110.27 million	($9.62)	-0.29

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

Analyst Ratings

This is a breakdown of current ratings and price targets for Rush Enterprises and Lazydays, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Rush Enterprises	0	0	1	0	3.00
Lazydays	0	0	0	0	N/A

Rush Enterprises currently has a consensus target price of $60.00, indicating a potential upside of 43.92%. Given Rush Enterprises’ higher possible upside, research analysts plainly believe Rush Enterprises is more favorable than Lazydays.

Volatility and Risk

Rush Enterprises has a beta of 1.02, indicating that its share price is 2% more volatile than the S&P 500. Comparatively, Lazydays has a beta of 2.02, indicating that its share price is 102% more volatile than the S&P 500.

Profitability

This table compares Rush Enterprises and Lazydays’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Rush Enterprises	4.16%	17.16%	7.57%
Lazydays	-12.48%	-16.47%	-3.86%

Summary

Rush Enterprises beats Lazydays on 10 of the 13 factors compared between the two stocks.

About Rush Enterprises

Rush Enterprises, Inc., through its subsidiaries, operates as an integrated retailer of commercial vehicles and related services in the United States and Canada. The company operates a network of commercial vehicle dealerships under the Rush Truck Centers name. Its Rush Truck Centers primarily sell commercial vehicles manufactured by Peterbilt, International, Hino, Ford, Isuzu, IC Bus, Blue Bird, and Dennis Eagle. The company also offers new and used commercial vehicles, and aftermarket parts, as well as service and repair, financing, and leasing and rental services; and offers property and casualty insurance, including collision and liability insurance on commercial vehicles, cargo insurance, and credit life insurance products. In addition, it provides equipment installation and repair, parts installation, and paint and body repair services; new vehicle pre-delivery inspection, truck modification, and natural gas fuel system installation services, body, chassis upfitting, and component installation services; and vehicle telematics products, as well as sells new and used trailers, and tires for use on commercial vehicles. The company serves regional and national fleets, corporations, local and state governments, and owner-operators. It operates a network of centers located in the states of Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Missouri, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Ontario. Rush Enterprises, Inc. was incorporated in 1965 and is headquartered in New Braunfels, Texas.

About Lazydays

Lazydays Holdings, Inc. operates recreational vehicle (RV) dealerships under the Lazydays name in the United States. The company offers RV sales, RV-repair and services, financing and insurance products, third-party protection plans, and after-market parts and accessories. It also operates the Lazydays RV resort at Tampa, Florida. The company was founded in 1976 and is based in Tampa, Florida.