Added to YB: 2026-02-25
Pitch date: 2026-02-21
CVNA [bullish]
Carvana Co.
-2.6%
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.
Market Cap
$46.4B
Pitch Price
$333.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.45
P/E
38.48
EV/Sales
2.46
Sector
Specialty Retail
Category
growth
Carvana Co. - $CVNA
CVNA: High-conviction long despite recent selloff & short reports (recycled skepticism w/ factual errors). Vertically integrated platform reinventing inefficient car buying. Growing 40%+ YoY while competitors stagnate. Flywheel: scale→better prices/selection→more volume→more scale. Physical infrastructure & workforce = hard-to-replicate moat. Market share still tiny despite outpacing rivals.
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