Added to YB: 2025-10-10
Pitch date: 2025-10-09
CVNA [bearish]
Carvana Co.
-24.42%
current return
Author Info
Waterboy Stocks is a value investor sharing stock pitches on their blog. Sign up for the newsletter.
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
$360.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.05
P/E
70.49
EV/Sales
2.60
Sector
Specialty Retail
Category
special_situation
Carvana Co. - $CVNA (short)
CVNA short: Father-son Garcia duo under SEC investigation for pump-and-dump scheme & accounting manipulation. Alleged sham transactions w/ DriveTime inflated 19% Q3'21 & 169% Q4'21 unit sales growth. $4.5B debt coming due 2028-2031, subprime delinquencies rising, reliant on securitization market.
Read full article (4 min)