Added to YB: 2026-02-19
Pitch date: 2026-02-16
ACVA [bearish]
ACV Auctions Inc.
-1.66%
current return
Author Info
No bio for this author
Company Info
ACV Auctions Inc. provides a wholesale auction marketplace to facilitate business-to-business used vehicle sales between a selling and buying dealership.
Market Cap
$1.1B
Pitch Price
$6.64
Price Target
N/A
Dividend
N/A
EV/EBITDA
-49.75
P/E
-14.96
EV/Sales
1.44
Sector
Commercial Services and Supplies
Category
N/A
Short $ACVA thesis
ACVA (short): CarMax & Carvana vertically integrating trade-ins, disintermediating ACV's marketplace. ACV cutting prices & offering guarantees to retain supply, signaling weakening pricing power & take rate compression. Mgmt raising arbitration thresholds, risking client satisfaction. 70% fixed OpEx vulnerable to volume loss from rising competition. Flywheel breaking. L/S vs OPLN potentially better trade.
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