Professional
Added to YB: 2026-08-19
Pitch date: 2026-07-28
CVNA [bullish]
Carvana Co.
Author Info
Optimist Fund is a concentrated, global growth-oriented value investment partnership Follow on Twitter/X.
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Company Info
Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars.
Market Cap
$54.4B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.53
P/E
41.67
EV/Sales
2.32
Sector
Specialty Retail
Category
growth
Show full summary:
Optimist Fund Added On Portfolio Holding: Carvana Co.
CVNA (added to position): Retail units +40% YoY organic growth. Cleveland reconditioning center visit impressed on sub-C-suite leadership quality & untapped margin/efficiency upside. Stock -20% YTD, trading ~13x 2027E EBITDA — viewed as a bargain for 40% grower. Adding to position.
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