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Added to YB: 2025-05-29

Pitch date: 2025-05-27

CVNA [neutral]

Carvana Co.

+43.79%

current return

Author Info

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

$316.90

Price Target

N/A

Dividend

N/A

EV/EBITDA

23.05

P/E

70.49

EV/Sales

2.60

Sector

Specialty Retail

Category

growth

Show full summary:
Carvana Co. - $CVNA

CVNA (overview): The 'Amazon of used cars' has built $10B moat w/ 18 inspection centers, 32 vending machines, 1000+ trucks. $13.7B rev 2023, only 1% of 36M annual US used car market. $3.3K GPU (14% margin) + $2.8K financing GPU. Bull: No competition post-Vroom/Shift bankruptcy. Risk: Credit cycle exposure, Garcia family control (85% voting rights).

Read full article (8 min)