Added to YB: 2026-08-07
Pitch date: 2026-08-04
CPRT [neutral]
Copart, Inc.
-2.36%
current return
Author Info
No bio for this author
Company Info
Copart, Inc. provides online auctions and vehicle remarketing services in the United States, the United Kingdom, Germany, Brazil, Canada, the United Arab Emirates, Spain, Finland, Oman, the Republic of Ireland, and Bahrain.
Market Cap
$26.8B
Pitch Price
$29.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.35
P/E
17.96
EV/Sales
4.89
Sector
Commercial Services and Supplies
Category
value
Copart Stock Breakdown: Dying Compounder or Rare Discount?
CPRT (overview): Salvage vehicle auction duopoly w/ 'interlocking moats' (owned land, licensing, logistics, marketplace). Stock -56% from peak, 17x ex-cash (decade low), $4B net cash. Insurance volume went negative (uninsured drivers, Progressive/IAA share loss). Founder Jay Adair back as CEO. Intl growth ~11%, AV existential risk 20-30yrs out. 4-5% growth = 10%+ return; $1.4B buyback last qtr.
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