Professional
Added to YB: 2025-10-24
Pitch date: 2025-10-21
CVNA [neutral]
Carvana Co.
+30.25%
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
$349.46
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:
The Optimist Fund Portfolio Holding: Carvana Co.
CVNA (holding update): Record Q3 performance with 41% unit growth to 143,280 vehicles, 42% revenue growth to $4.84B, 12.4% adj EBITDA margin (2x industry avg). Only 1.5% US market share shows massive runway. 2025 adj EBITDA guidance raised to $2.0-2.2B vs $1.38B in 2024. Targeting 3M annual units, 13.5% margins long-term.
Read full article (1 min)