Professional
Added to YB: 2025-04-17
Pitch date: 2025-04-12
CVNA [neutral]
Carvana Co.
+112.29%
current return
Author Info
No bio for this author
Company Info
Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars in the United States.
Market Cap
$43.8B
Pitch Price
$214.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.05
P/E
70.49
EV/Sales
2.60
Sector
Specialty Retail
Category
growth
Saga Partners Portfolio Holding: Carvana Co.
CVNA (holding update): Superior value prop vs. dealers with hard-to-replicate infrastructure. Achieved industry-leading $6,900 GPU & $3,300 EBITDA/unit in 2024. Q4 retail units +50% YoY using just 35% reconditioning capacity. At full capacity: $4.8B pre-tax income potential. $3.6B liquidity, 2.7x net debt/EBITDA. Path to 3M units with $1.5B investment.
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