Professional
Added to YB: 2025-04-28
Pitch date: 2025-04-12
CVNA [bullish]
Carvana Co.
+50.16%
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
$47.3B
Pitch Price
$42.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.14
P/E
38.60
EV/Sales
2.26
Sector
Specialty Retail
Category
growth
Patient Capital Management New Position: Carvana Co.
CVNA (new position): World's largest online-only used car retailer with 1% of $1T TAM, addressing market pain points via no-negotiation pricing and rapid delivery. Achieved industry-leading EBITDA margins via fixed cost leverage as they scale. Following 2022-23 financing issues, emerged with better cost discipline and margin improvement. Set for continued market share gains.
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