Professional
Added to YB: 2026-05-21
Pitch date: 2026-04-24
CVNA [bullish]
Carvana Co.
-20.65%
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
$47.3B
Pitch Price
$81.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.14
P/E
38.60
EV/Sales
2.26
Sector
Specialty Retail
Category
growth
Show full summary:
Optimist Fund Added On Portfolio Holding: Carvana Co.
CVNA (added to position): Q4 EBITDA slightly missed on reconditioning center cost spikes (mgmt expects resolved by Q2 2026), but unit growth still >35% YoY with best-in-class profitability. <2% U.S. used car market share = decades-long runway. Top 5 holding.
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