Carvana Co.
CVNA
NYSE·Consumer Cyclical·Auto - Dealerships·Mkt cap $81.8B
$74.59
▲ +1.58%
P/E
24.93
Mkt Cap
$81.8B
52-Wk Range
$54.46–$97.38
52-Week Range
$54.46 - $97.38
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 0.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Fully integrated vertical platform reducing costs and improving margins
- Proprietary technology and data analytics for pricing and inventory optimization
- Distinctive fulfillment experience with automated vending machines and home delivery
- Direct-to-consumer model eliminating traditional dealership overhead
- Brand recognition and customer loyalty in digital automotive retail
Bear Case
2 risks
- Very high volatility (beta 3.5). Expect 3x market swings. Position size accordingly.
- Growth premium of 2.5x vs E-commerce & Marketplaces peers. Elevated but may be justified by growth trajectory.
Growth
Moderate growth ahead
Increasing consumer adoption of online vehicle purchasing and e-commerce penetration in auto retail
Value
Growth premium of 2.5x vs E-commerce & Marketplaces peers. Elevated but may be justified by growth trajectory.
Momentum
Strong
+7.4% over 3m
Quality
Thin
Emerging growth company (54% revenue growth). Early stage with higher risk.
Dividend
None
No dividend
Smart-money signal
Who's buying CVNA right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 28, 2026
JUL 29, 2026
Reported EPS of $0.42 vs $0.39 consensus (+8.6% surprise). Revenue of $7.4B vs $6.9B expected (+6.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+8.6%
Revenue trend · last 8Q
—
+46%
+38%
+42%
+55%
+58%
+52%
+52%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$3.7B
$3.5B
$4.2B
$4.8B
$5.6B
$5.6B
$6.4B
$7.4B
Margins · last 8Q
Gross
18.8%
Operating
9.2%
Profit
4.2%
Wall Street consensus
14 analysts · 79% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
79%
Hold
21%
Sell
0%
Median Price Target
—
Latest: Citi · Aug 31, 2026
vs Industry
How CVNA stacks vs Auto - Dealerships
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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