Added to YB: 2025-11-20
Pitch date: 2025-09-16
ACVA [bullish]
ACV Auctions Inc.
-20.66%
current return
Author Info
No bio for this author
Company Info
ACV Auctions Inc. provides a wholesale auction marketplace to facilitate business-to-business used vehicle sales between a selling and buying dealership.
Market Cap
$1.1B
Pitch Price
$10.07
Price Target
15.00 (+88%)
Dividend
N/A
EV/EBITDA
-25.88
P/E
-14.65
EV/Sales
1.41
Sector
Commercial Services and Supplies
Category
growth
ACV Auctions Inc. - $ACVA
ACVA: Digital vehicle auction marketplace down 50% YTD on guidance cut & KAR competitive fears, but overreaction. Conversion rates normalized post-tariff uncertainty. Catalysts: market outperformance resumption, industry volume recovery from 15-20% below pre-COVID, consumer sourcing via AI inspection/Viper tech, commercial rollout targeting 225K units by 2025, operating leverage to 35-40% incremental margins. Trading <5x $350M EBITDA target.
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