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Added to YB: 2024-07-31

Pitch date: 2024-07-16

CVNA [bullish]

Carvana Co.

+226.47%

current return

Author Info

Optimist Fund is a concentrated, global growth-oriented value investment partnership Follow on Twitter/X.

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

$139.43

Price Target

750.00 (+65%)

Dividend

N/A

EV/EBITDA

23.05

P/E

70.49

EV/Sales

2.60

Sector

Specialty Retail

Category

growth

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

CVNA: Q1 rev +17% YoY, 7.7% adj EBITDA margin. Fastest growing, highest margin auto dealer in N. America. Despite 150% YTD gain, significant upside remains. 5-year PT $750. Remains largest investment in portfolio.

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