Professional
Added to YB: 2026-03-12
Pitch date: 2026-02-28
CVNA [neutral]
Carvana Co.
-9.25%
current return
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
$46.9B
Pitch Price
$322.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.65
P/E
38.85
EV/Sales
2.48
Sector
Specialty Retail
Category
growth
Show full summary:
Optimist Fund Portfolio Holding: Carvana Co.
CVNA (holding update): Q3 record 155,941 retail cars sold (+44% YoY), $5.65B rev (+55% YoY). Adj EBITDA $637M (+50%), 11.3% margin beats industry norms. Strong trajectory continues, remains top 5 holding.
Read full article (1 min)