Professional
Added to YB: 2025-02-20
Pitch date: 2025-01-16
CVNA [bullish]
Carvana Co.
+96.69%
current return
Author Info
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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
$231.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.05
P/E
70.49
EV/Sales
2.60
Sector
Specialty Retail
Category
growth
Show full summary:
Recurve Capital Portfolio Holding: Carvana Co.
CVNA: Disruptive auto retailer, 1% mkt share in fragmented industry. 1.35M unit capacity, expandable to 3.2M. Superior experience, delivery, costs. $5B EBITDA potential in 3-4yrs ($15-20 EPS), $15B EBITDA in 6-8yrs ($55-60 EPS). Trading at 10x medium-term EPS with 3x growth potential. Upside beyond current projections possible.
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