Carvana Co. - Ordinary Shares - Class A

Carvana Co. - Ordinary Shares - Class A

CVNA

Market Cap$74.59B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Carvana Co. - Ordinary Shares - Class ACarvana Co. - Ordinary Shares - Class A117.3-26%3.24.1

Earnings Call Q1 2025

May 7, 2025 - AI Summary

Strong Financial Performance: Carvana reported a record 133,898 retail units sold in Q1 2025, a 46% year-over-year increase. Revenue also reached $4.232 billion, up 38% from the previous year. Adjusted EBITDA was $488 million, representing an 11.5% margin, marking an increase of 3.8 percentage points YOY. This consistency in profitability is notable as it marks the fifth consecutive quarter of positive net income.
Long-Term Growth Targets: The company aims for 3 million annual retail sales and 13.5% adjusted EBITDA margins within the next 5 to 10 years. This ambitious goal showcases Carvana’s commitment to growth and market penetration, given that they currently represent only about 1% of the U.S. used car market (40 million used cars sold annually).
Strategic Investment in Operations: The company plans to focus on growth over margin optimization, emphasizing that investments may lead to short-term margin dips. Carvana prioritizes enhancing customer experience and operational efficiencies, resulting in a potential for both improved sales volumes and customer satisfaction. They continue to unlock fundamental operational gains in logistics and cost efficiencies, with expectations for future margin improvements as they scale.

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$356.67

Target Price by Analysts

1.6% upsideCarvana Target Price DetailsTarget Price
$-157.34

Current Fair Value

144.8% downside

Overvalued by 144.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$74.59 Billion
Enterprise Value$78.93 Billion
Dividend Yield$0 (0%)
Earnings per Share$1.72
Beta3.65
Outstanding Shares134,058,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio117.33
PEG17.47
Price to Sales3.19
Price to Book Ratio27.01
Enterprise Value to Revenue5.32
Enterprise Value to EBIT62.55
Enterprise Value to Net Income198
Total Debt to Enterprise0.08
Debt to Equity4.12

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Carvana Co.

CEO: Ernest Garcia