Added to YB: 2025-09-19
Pitch date: 2025-06-30
CVNA [neutral]
Carvana Co.
-4.15%
current return
Author Info
No bio for this author
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Company Info
Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars.
Market Cap
$47.3B
Pitch Price
$67.18
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.14
P/E
38.60
EV/Sales
2.26
Sector
Specialty Retail
Category
growth
Show full summary:
Sands Capital Select Growth Strategy New Position: Carvana Co.
CVNA (new position): World's largest ecommerce used car retailer targeting $1T+ fragmented market w/ 2% leader share. Vertically integrated platform offers faster/better/cheaper experience vs traditional dealers. Now most profitable US car dealer w/ improved leverage & FCF. Benefits from tariffs boosting used car demand but faces consumer/financing risks.
Read full article (2 min)