Added to YB: 2025-11-26
Pitch date: 2025-11-24
CVNA [bearish]
Carvana Co.
-34.92%
current return
Author Info
The Small Cap Strategist We specialize in unearthing undervalued companies largely overlooked by mainstream analysts. Our focus is on finding true bargains: businesses with strong fundamentals, limited downside, and significant upside potential. 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
$332.00
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 (CVNA) Is Worth Zero - The Subprime Scam
CVNA (short): Fake profitability via gain-on-sale accounting (93% of net income from loan sales), cash flow collapsed $252M YoY despite 'record profits,' inventory up 44% burning $676M cash. Garcia family dumped $5B stock while only $200K insider buying. PIK debt cliff due now, can't service cash payments. Legal discovery ongoing on securities fraud, related-party loan sales allegations.
Read full article (9 min)