Professional
Added to YB: 2025-10-06
Pitch date: 2025-10-01
CVNA [neutral]
Carvana Co.
+13.92%
current return
Author Info
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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
$400.00
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:
Recurve Capital Portfolio Holding: Carvana Co.
CVNA (holding update): Largest position showing >45% YOY Q3 growth vs Carmax -6.3% same-store decline. Exited Q3 above 50% unit growth despite industry headwinds. Variable roles in reconditioning/delivery up 60% in 6mo, signaling continued strong growth ahead as labor constrains production volumes.
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