Professional
Added to YB: 2025-10-06
Pitch date: 2025-10-01
CVNA [neutral]
Carvana Co.
-16.8%
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
$49.6B
Pitch Price
$400.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.86
P/E
79.83
EV/Sales
2.92
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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