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Added to YB: 2026-01-16

Pitch date: 2026-01-06

CVNA [neutral]

Carvana Co.

+4.27%

current return

Author Info

No bio for this author

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

$64.9B

Pitch Price

$442.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

33.24

P/E

104.33

EV/Sales

3.75

Sector

Specialty Retail

Category

growth

Show full summary:
Tapasya Fund Portfolio Holding: Carvana Co.

CVNA (holding update): Continues exceeding execution expectations with profitable revenue growth & gaining market share. Dec surge from S&P 500 inclusion validates thesis. May trim in 2026 due to valuation increase & opportunity cost for higher returns elsewhere, not lack of confidence in mgmt.

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